KILEY JUERGENS WEALTH MANAGEMENT, LLC

CIK

1723223

Location

OLYMPIA, WA

Portfolio Value

Small $428,328,139

Diversification

Diversified

Filing Date

Global Rank

#2,844 / 8,605 ▲ 332 · as of Mar 2026

Top Industry

Semiconductors 12.9%

3Y Alpha vs SPY

+0.3%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.4%

SPY

+76.5%

Annualised alpha

+0.2%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

157 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.7%

−5.4 pts

Top 5

39.3%

−11.5 pts

Top 10

59.5%

−16.6 pts

HHI

429

Diversified−285

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.9%	$145,069,533	29
Industrials	11.2%	$48,010,323	27
Consumer Cyclical	10.5%	$44,822,782	11
Consumer Defensive	10.1%	$43,422,397	13
Financial Services	9.8%	$41,830,816	22
Unclassified	9.7%	$41,742,323	6
Communication Services	6.8%	$29,186,969	8
Healthcare	4.1%	$17,447,631	14
Energy	2.2%	$9,250,880	10
Utilities	1.0%	$4,302,310	8
Basic Materials	0.6%	$2,380,724	7
Real Estate	0.2%	$861,451	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
BA	Boeing Co	+4,359	22,285	$4,435,383
AMZN	Amazon Com Inc	+990	96,481	$20,094,097
UBER	Uber Technologies, Inc	+530	37,549	$2,700,899
NFLX	Netflix Inc	+313	30,575	$2,939,786
TSLA	Tesla, Inc.	+249	15,237	$5,664,354
GLD	Spdr Gold Trust	+240	17,207	$7,404,000
CSCO	Cisco Systems, Inc.	+194	23,116	$1,793,570
NVDA	Nvidia Corp	+180	155,856	$27,181,286
WFC	Wells Fargo & Company/Mn	+142	11,128	$885,900
WMT	Walmart Inc.	+70	24,451	$3,038,770
WY	Weyerhaeuser Co	+13	20,637	$504,161
MRK	Merck & Co., Inc.	+9	12,729	$1,531,171
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CSX	Csx Corp	−2,710	8,549	$350,936
PG	PROCTER & GAMBLE Co	−2,606	21,058	$3,041,617
HFWA	Heritage Financial Corp /Wa/	−2,396	175,051	$4,551,326
SBUX	Starbucks Corp	−2,204	114,676	$10,273,822
PFE	Pfizer Inc	−2,022	22,106	$620,736
F	Ford Motor Co	−1,985	13,375	$154,347
T	At&T Inc.	−1,608	30,570	$886,224
SLV	iShares Silver Trust	−1,330	17,165	$1,169,623
COLB	Columbia Banking System, Inc.	−1,300	10,565	$289,797
QCOM	Qualcomm Inc/De	−1,206	10,942	$1,409,110
BRK-B	Berkshire Hathaway Inc	−1,057	38,597	$18,495,682
KVUE	Kenvue Inc.	−1,025	10,983	$189,346
INTC	Intel Corp	−1,016	38,267	$1,688,722
PLTR	Palantir Technologies Inc.	−1,012	18,922	$2,767,910
GOOGL	Alphabet Inc.	−777	67,016	$19,271,120
MSFT	Microsoft Corp	−772	112,126	$41,505,681
CMCSA	Comcast Corp	−693	11,953	$343,170
VZ	Verizon Communications Inc	−644	17,774	$892,254
AVGO	Broadcom Inc.	−569	52,570	$16,270,940
AAPL	Apple Inc.	−568	142,802	$36,241,719
NKE	NIKE, Inc.	−477	13,288	$701,872
QQQ	Invesco Qqq Trust, Series 1	−380	51,584	$29,773,253
BAC	Bank Of America Corp /De/	−275	32,655	$1,591,931
JPM	Jpmorgan Chase & Co	−218	14,074	$4,140,007
CAT	Caterpillar Inc	−153	17,616	$12,480,231
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	7,263	$6,339,872
LLY	ELI LILLY & Co	5,851	$5,381,574
META	Meta Platforms, Inc.	5,438	$3,111,242
ETN	Eaton Corp plc	8,086	$2,892,119
SPY	Spdr S&P 500 ETF Trust	4,267	$2,775,000
V	Visa Inc.	8,122	$2,454,793
NET	Cloudflare, Inc.	10,785	$2,225,376
HD	Home Depot, Inc.	6,700	$2,203,563
WM	Waste Management Inc	9,360	$2,150,834
LMT	Lockheed Martin Corp	2,879	$1,740,038
ABBV	AbbVie Inc.	7,295	$1,586,589
UNP	Union Pacific Corp	6,313	$1,531,660
URI	United Rentals, Inc.	2,070	$1,508,119
GE	General Electric Co	5,157	$1,463,401
DE	Deere & Co	2,423	$1,364,875
RTX	RTX Corp	6,804	$1,312,491
AMAT	Applied Materials Inc /De	3,767	$1,287,522
TSM	Taiwan Semiconductor Manufacturing Co Ltd	3,755	$1,269,002
ORCL	Oracle Corp	8,619	$1,267,941
AMGN	Amgen Inc	3,566	$1,254,697
HON	Honeywell International Inc	5,497	$1,242,486
AMD	Advanced Micro Devices Inc	5,726	$1,164,840
DHR	Danaher Corp /De/	5,891	$1,116,933
COP	Conocophillips	8,027	$1,059,564
TMUS	T-Mobile US, Inc.	5,003	$1,050,780
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

157 positions · $428,328,139 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 157 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
MSFT	Microsoft Corp Technology	Reduced	112,126	-772	$41,505,681	−24.0%	9.69%
AAPL	Apple Inc. Technology	Reduced	142,802	-568	$36,241,719	−7.0%	8.46%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	33,549	-97	$33,429,230	+15.2%	7.80%
QQQ	Invesco Qqq Trust, Series 1	Reduced	51,584	-380	$29,773,253	−6.7%	6.95%
NVDA	Nvidia Corp Technology	Added	155,856	+180	$27,181,286	−6.4%	6.35%
AMZN	Amazon Com Inc Consumer Cyclical	Added	96,481	+990	$20,094,097	−8.8%	4.69%
GOOGL	Alphabet Inc. Communication Services	Reduced	67,016	-777	$19,271,120	−9.2%	4.50%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	38,597	-1,057	$18,495,682	−7.2%	4.32%
AVGO	Broadcom Inc. Technology	Reduced	52,570	-569	$16,270,940	−11.5%	3.80%
CAT	Caterpillar Inc Industrials	Reduced	17,616	-153	$12,480,231	+22.6%	2.91%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	114,676	-2,204	$10,273,822	+4.4%	2.40%
GLD	Spdr Gold Trust	Added	17,207	+240	$7,404,000	+10.1%	1.73%
GEV	GE Vernova Inc. Industrials	NEW	7,263	NEW	$6,339,872	NEW	1.48%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,237	+249	$5,664,354	−16.0%	1.32%
LLY	ELI LILLY & Co Healthcare	NEW	5,851	NEW	$5,381,574	NEW	1.26%
TSBK	Timberland Bancorp Inc Financial Services	Reduced	120,067	-136	$4,734,241	+10.0%	1.11%
HFWA	Heritage Financial Corp /Wa/ Financial Services	Reduced	175,051	-2,396	$4,551,326	+8.5%	1.06%
BA	Boeing Co Industrials	Added	22,285	+4,359	$4,435,383	+14.0%	1.04%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	14,074	-218	$4,140,007	−10.1%	0.97%
JNJ	Johnson & Johnson Healthcare	Reduced	15,654	-136	$3,826,463	+17.1%	0.89%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	10,738	-30	$3,337,263	+1.4%	0.78%
PCAR	Paccar Inc Industrials	Reduced	28,022	-111	$3,236,541	+5.1%	0.76%
XOM	Exxon Mobil Corp Energy	Reduced	18,483	-132	$3,135,825	+40.0%	0.73%
META	Meta Platforms, Inc. Communication Services	NEW	5,438	NEW	$3,111,242	NEW	0.73%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	21,058	-2,606	$3,041,617	−10.3%	0.71%
WMT	Walmart Inc. Consumer Defensive	Added	24,451	+70	$3,038,770	+11.9%	0.71%
NFLX	Netflix Inc Communication Services	Added	30,575	+313	$2,939,786	+3.6%	0.69%
ETN	Eaton Corp plc Industrials	NEW	8,086	NEW	$2,892,119	NEW	0.68%
SPY	Spdr S&P 500 ETF Trust	NEW	4,267	NEW	$2,775,000	NEW	0.65%
CVX	Chevron Corp Energy	Reduced	13,411	-52	$2,774,735	+35.2%	0.65%
PLTR	Palantir Technologies Inc. Technology	Reduced	18,922	-1,012	$2,767,910	−21.9%	0.65%
UBER	Uber Technologies, Inc Technology	Added	37,549	+530	$2,700,899	−10.7%	0.63%
V	Visa Inc. Financial Services	NEW	8,122	NEW	$2,454,793	NEW	0.57%
NET	Cloudflare, Inc. Technology	NEW	10,785	NEW	$2,225,376	NEW	0.52%
HD	Home Depot, Inc. Consumer Cyclical	NEW	6,700	NEW	$2,203,563	NEW	0.51%
WM	Waste Management Inc Industrials	NEW	9,360	NEW	$2,150,834	NEW	0.50%
CSCO	Cisco Systems, Inc. Technology	Added	23,116	+194	$1,793,570	+1.6%	0.42%
LMT	Lockheed Martin Corp Industrials	NEW	2,879	NEW	$1,740,038	NEW	0.41%
INTC	Intel Corp Technology	Reduced	38,267	-1,016	$1,688,722	+16.5%	0.39%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	32,655	-275	$1,591,931	−12.1%	0.37%
ABBV	AbbVie Inc. Healthcare	NEW	7,295	NEW	$1,586,589	NEW	0.37%
UNP	Union Pacific Corp Industrials	NEW	6,313	NEW	$1,531,660	NEW	0.36%
MRK	Merck & Co., Inc. Healthcare	Added	12,729	+9	$1,531,171	+14.4%	0.36%
URI	United Rentals, Inc. Industrials	NEW	2,070	NEW	$1,508,119	NEW	0.35%
GE	General Electric Co Industrials	NEW	5,157	NEW	$1,463,401	NEW	0.34%
QCOM	Qualcomm Inc/De Technology	Reduced	10,942	-1,206	$1,409,110	−32.2%	0.33%
DE	Deere & Co Industrials	NEW	2,423	NEW	$1,364,875	NEW	0.32%
RTX	RTX Corp Industrials	NEW	6,804	NEW	$1,312,491	NEW	0.31%
AMAT	Applied Materials Inc /De Technology	NEW	3,767	NEW	$1,287,522	NEW	0.30%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	3,755	NEW	$1,269,002	NEW	0.30%