KILEY JUERGENS WEALTH MANAGEMENT, LLC

Registered adviser

CIK

1723223

Location

OLYMPIA, WA

Portfolio Value

Small $635,893,366

Diversification

Diversified

Filing Date

Global Rank

#3,297 / 8,816 ▲ 6

Top Industry

Semiconductors 14.8%

Period ended 4 months ago

Filed Aug 7, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 151088

Roster of Oct 1, 2026

Regulatory AUM

$2,200,220,068

Main clients

Individuals and high net worth (79% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$2,200,220,068	Individuals and high net worth (79%)
Mar 2025 to Mar 2026	$1,872,363,667	Individuals and high net worth (88%)
Mar 2024 to Feb 2025	$1,621,915,032	Individuals and high net worth (82%)
May 2023 to Feb 2024	$1,276,044,614	Individuals and high net worth (80%)
Mar 2023 to Apr 2023	$1,276,044,614	Individuals and high net worth (80%)
Apr 2022 to Feb 2023	$1,269,042,346	Individuals and high net worth (82%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 53.3%, 28.8 effective positions, active share 50.0% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

5.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.9 quarters (12+), a floor since 41.4% of the book was already held when coverage starts

Closest benchmark: the S&P 500 as of 2026-06-30, active share 50.0%; sector active share 20.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

240 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.9%

−0.5 pts

Top 5

32.0%

−0.8 pts

Top 10

53.3%

−1.1 pts

HHI

347

Diversified−8

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	30.5%	$194,165,323	87
Technology	27.4%	$174,070,038	30
Industrials	9.3%	$59,057,175	30
Consumer Cyclical	7.7%	$48,660,619	11
Financial Services	7.5%	$47,578,963	24
Consumer Defensive	6.4%	$40,578,355	12
Communication Services	6.0%	$38,267,102	9
Healthcare	3.0%	$19,005,410	13
Energy	1.1%	$6,977,908	8
Utilities	0.7%	$4,247,083	8
Basic Materials	0.4%	$2,430,522	6
Real Estate	0.1%	$854,868	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHZ	Schwab U.S. Aggregate Bond ETF	+48,029	123,338	$2,852,807
VUG	VANGUARD GROWTH INDEX FUND	+18,857	22,654	$1,951,415
VO	VANGUARD MID-CAP INDEX FUND	+18,384	24,771	$1,995,799
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+12,404	14,176	$1,694,315
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+7,730	9,276	$766,383
CGBL	Capital Group Core Balanced ETF	+7,681	32,576	$1,236,584
RSP	Victory Portfolios II	+3,445	31,265	$6,652,254
SCHB	Schwab U.S. Broad Market ETF	+2,469	188,731	$5,465,649
IWF	iShares Russell 1000 Growth ETF	+2,181	2,908	$361,086
SCHG	Schwab U.S. Large-Cap Growth ETF	+1,938	68,900	$2,331,576
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	+1,731	62,236	$4,848,806
NEE	Nextera Energy Inc	+1,630	10,749	$943,439
SCHE	Schwab Emerging Markets Equity ETF	+1,465	42,042	$1,524,442
BA	Boeing Co	+1,437	23,722	$5,135,101
MSFT	Microsoft Corp	+1,197	113,323	$42,271,745
ILCV	iShares Morningstar Value ETF	+916	88,508	$8,960,549
META	Meta Platforms, Inc.	+906	6,344	$3,573,511
SCHD	Schwab U.S. Dividend Equity ETF	+733	578,519	$18,344,837
VEA	Vanguard FTSE Developed Markets ETF	+550	29,878	$2,128,807
WFC	Wells Fargo & Company	+497	11,625	$960,690
GLW	Corning Inc	+440	4,797	$1,225,297
WM	Waste Management Inc	+393	9,753	$2,173,748
SOLS	Solstice Advanced Materials Inc.	+372	5,060	$448,316
GAB	Gabelli Equity Trust Inc	+348	13,369	$75,668
OKE	Oneok Inc	+300	6,007	$522,248
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
UBER	Uber Technologies, Inc	−4,350	33,199	$2,395,639
BAC	Bank Of America Corp	−4,292	28,363	$1,616,123
WY	Weyerhaeuser Co	−3,596	17,041	$407,961
DD	DuPont de Nemours, Inc.	−3,542	1,715	$232,622
HON	Honeywell International Inc	−2,665	2,832	$634,084
AAPL	Apple Inc.	−2,117	140,685	$40,708,611
NET	Cloudflare, Inc.	−1,842	8,943	$2,193,539
AMZN	Amazon Com Inc	−1,654	94,827	$22,601,067
CVX	Chevron Corp	−1,476	11,935	$1,978,345
PCAR	Paccar Inc	−1,289	26,733	$3,211,167
PG	PROCTER & GAMBLE Co	−1,248	19,810	$2,904,938
SCHV	Schwab U.S. Large-Cap Value ETF	−1,229	45,883	$1,597,187
PFE	Pfizer Inc	−1,149	20,957	$504,644
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−1,057	4,478	$237,826
ILCG	iShares Morningstar Growth ETF	−1,037	141,722	$16,584,308
KMI	Kinder Morgan, Inc.	−956	8,560	$273,663
SCHA	Schwab U.S. Small-Cap ETF	−953	58,797	$2,124,335
SBUX	Starbucks Corp	−922	113,754	$11,624,521
WMT	Walmart Inc.	−884	23,567	$2,669,198
PANW	Palo Alto Networks Inc	−829	3,542	$1,207,892
HD	Home Depot, Inc.	−739	5,961	$2,102,325
SLV	iShares Silver Trust	−707	16,458	$880,009
DUK	Duke Energy CORP	−669	7,200	$911,376
QCOM	Qualcomm Inc	−634	10,308	$1,904,815
MCD	Mcdonalds Corp	−567	10,171	$2,749,323
No positions match the current search.

New Positions

Positions the filer opened this quarter

13 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	2,832	$626,098
SPCX	Space Exploration Technologies Corp	1,864	$318,483
SMH	VanEck Semiconductor ETF	418	$274,162
MRVL	Marvell Technology, Inc.	763	$227,290
FEGE	First Eagle Global Equity ETF	4,611	$225,570
INDA	iShares MSCI India ETF	4,484	$221,464
IUSG	iShares Core S&P U.S. Growth ETF	1,151	$216,491
CMI	Cummins Inc	295	$210,396
BEP	Brookfield Renewable Partners L.P.	6,000	$208,380
—		7,550	$206,945
DFAS	Dimensional U.S. Small Cap ETF	2,490	$205,026
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	555	$202,963
ADM	Archer-Daniels-Midland Co	2,619	$200,091
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
BP	Bp PLC	5,017	$235,799
NEM	NEWMONT Corp	2,062	$223,211
TTE	TotalEnergies SE	2,407	$218,988
GEHC	GE HealthCare Technologies Inc.	3,023	$215,177
KR	Kroger Co	2,896	$209,554
SO	Southern Co	2,086	$201,340
KVUE	Kenvue Inc.	10,983	$189,346
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

240 tracked positions · $635,893,366 total · filing declares 241 positions · $638,567,778 · as of Jun 30, 2026

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

Showing 1–50 of 240 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
MSFT	Microsoft Corp Technology	Added	113,323	+1,197	$42,271,745	+1.8%	26+	before history	6.65%
AAPL	Apple Inc. Technology	Reduced	140,685	-2,117	$40,708,611	+12.3%	26+	before history	6.40%
QQQ	Invesco Qqq Trust, Series 1	Reduced	51,106	-478	$37,634,458	+26.4%	15	$278.75	5.92%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	33,346	-203	$31,194,182	−6.7%	26+	before history	4.91%
NVDA	Nvidia Corp Technology	Reduced	155,428	-428	$31,099,588	+14.4%	20	unpriced	4.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	66,453	-563	$23,748,308	+23.2%	16	unpriced	3.73%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	94,827	-1,654	$22,601,067	+12.5%	17	unpriced	3.55%
AVGO	Broadcom Inc. Technology	Reduced	52,119	-451	$19,687,952	+21.0%	8	unpriced	3.10%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	38,654	+57	$19,342,075	+4.6%	26+	before history	3.04%
CAT	Caterpillar Inc Industrials	Reduced	17,239	-377	$18,357,811	+47.1%	26+	before history	2.89%
SCHD	Schwab U.S. Dividend Equity ETF	Added	578,519	+733	$18,344,837	+3.5%	26+	before history	2.88%
ILCG	iShares Morningstar Growth ETF	Reduced	141,722	-1,037	$16,584,308	+21.7%	26+	before history	2.61%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	113,754	-922	$11,624,521	+13.1%	26+	before history	1.83%
ILCV	iShares Morningstar Value ETF	Added	88,508	+916	$8,960,549	+9.8%	26+	before history	1.41%
VEU	Vanguard International Equity Index Funds	Added	102,085	+121	$8,549,618	+11.7%	26+	before history	1.34%
GEV	GE Vernova Inc. Industrials	Reduced	6,971	-292	$8,189,949	+29.2%	2	$780.19	1.29%
LLY	ELI LILLY & Co Healthcare	Reduced	5,724	-127	$6,865,537	+27.6%	2	$1,013.81	1.08%
RSP	Victory Portfolios II	Added	31,265	+3,445	$6,652,254	+24.6%	4	$191.40	1.05%
TSLA	Tesla, Inc. Consumer Cyclical	Added	15,310	+73	$6,439,386	+13.7%	16	unpriced	1.01%
GLD	Spdr Gold Trust	Reduced	16,849	-358	$6,206,834	−16.2%	26+	before history	0.98%
GOOG	Alphabet Inc. Communication Services	Added	16,076	+109	$5,680,133	+24.0%	16	unpriced	0.89%
SCHB	Schwab U.S. Broad Market ETF	Added	188,731	+2,469	$5,465,649	+16.9%	23	unpriced	0.86%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	7,149	+213	$5,455,687	+101.5%	2	$428.17	0.86%
VTV	VANGUARD VALUE INDEX FUND	Reduced	24,721	-473	$5,387,447	+9.0%	22	unpriced	0.85%
TSBK	Timberland Bancorp Inc Financial Services	Reduced	119,504	-563	$5,354,974	+13.1%	26+	before history	0.84%
INTC	Intel Corp Technology	Reduced	38,160	-107	$5,328,280	+215.5%	26+	before history	0.84%
HFWA	Heritage Financial Corp Financial Services	Added	175,064	+13	$5,185,395	+13.9%	26+	before history	0.82%
BA	Boeing Co Industrials	Added	23,722	+1,437	$5,135,101	+15.8%	17	$176.72	0.81%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Added	62,236	+1,731	$4,848,806	+2.2%	25	$80.51	0.76%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	13,923	-151	$4,557,415	+10.1%	17	$133.02	0.72%
VIG	Vanguard Specialized Funds	Reduced	18,913	-270	$4,475,194	+8.5%	25	$128.61	0.70%
JNJ	Johnson & Johnson Healthcare	Added	15,679	+25	$3,981,995	+4.1%	26+	before history	0.63%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	10,210	-179	$3,778,108	+13.4%	9	unpriced	0.59%
META	Meta Platforms, Inc. Communication Services	Added	6,344	+906	$3,573,511	+14.9%	2	$636.67	0.56%
ETN	Eaton Corp plc Industrials	Added	8,184	+98	$3,487,366	+20.6%	2	$356.44	0.55%
PCAR	Paccar Inc Industrials	Reduced	26,733	-1,289	$3,211,167	−0.8%	26+	before history	0.50%
SPY	Spdr S&P 500 ETF Trust	Added	4,281	+14	$3,196,922	+15.2%	2	$680.04	0.50%
TLT	iShares 20+ Year Treasury Bond ETF	Added	36,763	+70	$3,177,058	−0.1%	9	unpriced	0.50%
AMD	Advanced Micro Devices Inc Technology	Reduced	5,438	-288	$3,158,988	+171.2%	2	$213.52	0.50%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	19,810	-1,248	$2,904,938	−4.5%	26+	before history	0.46%
SCHZ	Schwab U.S. Aggregate Bond ETF	Added	123,338	+48,029	$2,852,807	+63.1%	10	unpriced	0.45%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	10,171	-567	$2,749,323	−17.6%	14	$269.41	0.43%
V	Visa Inc. Financial Services	Reduced	8,010	-112	$2,748,150	+12.0%	2	$321.55	0.43%
CSCO	Cisco Systems, Inc. Technology	Added	23,194	+78	$2,724,367	+51.9%	26+	before history	0.43%
AMAT	Applied Materials Inc Technology	Reduced	3,710	-57	$2,682,330	+108.3%	2	$336.38	0.42%
WMT	Walmart Inc. Consumer Defensive	Reduced	23,567	-884	$2,669,198	−12.2%	10	unpriced	0.42%
XOM	ExxonMobil Holdings Corp Energy	Reduced	18,151	-332	$2,481,604	−20.9%	17	$104.59	0.39%
SCHF	Schwab International Equity ETF	Reduced	86,606	-150	$2,398,986	+11.7%	25	unpriced	0.38%
UBER	Uber Technologies, Inc Technology	Reduced	33,199	-4,350	$2,395,639	−11.3%	8	$71.51	0.38%
VOO	VANGUARD 500 INDEX FUND	Added	3,464	+215	$2,379,109	+22.5%	2	unpriced	0.37%

Showing the top 50 of 240 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.