13F Insight
DOSSIER · 13F-HR · Q1 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC

$567M in tracked AUM across 235 positions as of Q1 2026.

KJ
CIK 0001723223 · last filed Mar 31, 2026
Total AUM
$567M
as of Q1 2026
Holdings
235
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
MSFT
MICROSOFT CORP
$42M112K7.3%02
AAPL
APPLE INC
$36M143K6.4%03
COST
COSTCO WHOLESALE CORPORATION
$33M34K5.9%04
QQQ
INVESCO QQQ TR
$30M52K5.3%05
NVDA
NVIDIA CORPORATION
$27M156K4.8%06
AMZN
AMAZON COM INC
$20M96K3.5%07
GOOGL
ALPHABET INC
$19M67K3.4%08
BRK/B
BERKSHIRE HATHAWAY INC DEL
$18M39K3.3%09
SCHD
SCHWAB STRATEGIC TR
$18M578K3.1%10
AVGO
BROADCOM INC
$16M53K2.9%

Filing history

2026Q1Mar 31
$567M▲ 22.4%
235 positionsView →2025Q4Dec 31
$463M▲ 1.9%
74 positionsView →2025Q3Sep 30
$454M▲ 4.8%
77 positionsView →2025Q2Jun 30
$433M▲ 15.2%
78 positionsLocked2025Q1Mar 31
$376M▼ 5.8%
73 positionsLocked2024Q4Dec 31
$399M▲ 3.6%
72 positionsLocked2024Q3Sep 30
$385M▲ 7.0%
70 positionsLocked2024Q2Jun 30
$360M▲ 11.4%
71 positionsLocked2024Q1Mar 31
$323M▲ 8.1%
66 positionsLocked2023Q4Dec 31
$299M▲ 7.9%
65 positionsLocked2023Q3Sep 30
$277M▼ 4.5%
72 positionsLocked2023Q2Jun 30
$290M▲ 8.5%
72 positionsLocked
Showing 12 of 32