KILEY JUERGENS WEALTH MANAGEMENT, LLC

CIK

1723223

Location

OLYMPIA, WA

Portfolio Value

Micro $2,380,724

Diversification

Diversified

Filing Date

Global Rank

#2,841 / 8,586 ▲ 336

Top Industry

Software - Infrastructure 13.2%

3Y Alpha vs SPY

-0.4%

Period ended 3 months ago

Filed Apr 28, 2026 · 49d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

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

Cloned portfolio

+76.4%

SPY

+78.1%

Annualised alpha

-0.4%

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

9.6%

−5.4 pts

Top 5

39.1%

−11.6 pts

Top 10

59.2%

−16.9 pts

HHI

425

Diversified−289

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.2%	$147,100,446	29
Industrials	11.2%	$48,010,323	27
Consumer Cyclical	10.4%	$44,822,782	11
Consumer Defensive	10.1%	$43,422,397	13
Financial Services	9.7%	$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	2.1%	$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
CRWD	CrowdStrike Holdings, Inc.	6,936	$2,707,883
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
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

7 positions · $2,380,724 total · Basic Materials only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FCX	Freeport-Mcmoran Inc Basic Materials	NEW	8,696	NEW	$511,150	NEW	21.47%
CTVA	Corteva, Inc. Basic Materials	NEW	4,947	NEW	$414,113	NEW	17.39%
SOLS	Solstice Advanced Materials Inc. Basic Materials	NEW	4,688	NEW	$357,038	NEW	15.00%
NUE	Nucor Corp Basic Materials	NEW	2,097	NEW	$354,602	NEW	14.89%
SHW	Sherwin Williams Co Basic Materials	NEW	873	NEW	$279,840	NEW	11.75%
DD	DuPont de Nemours, Inc. Basic Materials	NEW	5,257	NEW	$240,770	NEW	10.11%
NEM	NEWMONT Corp /DE/ Basic Materials	NEW	2,062	NEW	$223,211	NEW	9.38%