KILEY JUERGENS WEALTH MANAGEMENT, LLC
Long book
$566.7M
Q1 2026
Positions
235
Top-10 weight
46%
concentration
Last quarter
+13.4%
SPY +14.8%
Turnover
69%
of book per quarter
Strategy in plain words
auto-generated from filingsKILEY JUERGENS WEALTH MANAGEMENT, LLC is an institutional manager, running a $566.7M US long book across 235 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: MICROSOFT CORP, APPLE INC, COSTCO WHOLESALE CORP, INVESCO QQQ TRUST SERIES 1, NVIDIA CORP.
Over the last 9 quarters its long book ran on average 0.3pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+6.7%
Q2 2024
+4.2%
Q3 2024
+4.2%
Q4 2024
-5.4%
Q1 2025
+11.9%
Q2 2025
+9.3%
Q3 2025
+2.4%
Q4 2025
-3.5%
Q1 2026
+13.4%
Sector allocation
Technology 43%
Consumer discretionary 19%
Industrials 13%
Financials 10%
Healthcare 4%
Services media 3%
Utilities 2%
Energy 2%
Long book by quarter
What does KILEY JUERGENS own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | Technology | 112.1K | $41.5M | 7.3% | -0.7% |
| AAPL APPLE INC | Technology | 142.8K | $36.2M | 6.4% | -0.4% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 33.5K | $33.4M | 5.9% | -0.3% |
| NVDA NVIDIA CORP | Technology | 155.9K | $27.2M | 4.8% | +0.1% |
| AMZN AMAZON.COM INC | Consumer discretionary | 96.5K | $20.1M | 3.5% | +1.0% |
| GOOGL ALPHABET INC-CL A | Technology | 67.0K | $19.3M | 3.4% | -1.1% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 38.6K | $18.5M | 3.3% | -2.7% |
| AVGO BROADCOM INC | Technology | 52.6K | $16.3M | 2.9% | -1.1% |
| CAT CATERPILLAR INC | Industrials | 17.6K | $12.5M | 2.2% | -0.9% |
| SBUX STARBUCKS CORP | Consumer discretionary | 114.7K | $10.3M | 1.8% | -1.9% |
| GEV GE VERNOVA INC | Industrials | 7.3K | $6.3M | 1.1% | New |
| TSLA TESLA INC | Industrials | 15.2K | $5.7M | 1.0% | +1.7% |
| LLY ELI LILLY & CO | Healthcare | 5.9K | $5.4M | 0.9% | New |
| TSBK TIMBERLAND BANCORP INC | Financials | 120.1K | $4.7M | 0.8% | -0.1% |
| GOOG ALPHABET INC-CL C | Technology | 16.0K | $4.6M | 0.8% | -2.6% |
| HFWA HERITAGE FINANCIAL CORP | Financials | 175.1K | $4.6M | 0.8% | -1.4% |
| BA BOEING CO/THE | Industrials | 22.3K | $4.4M | 0.8% | +24.3% |
| JPM JPMORGAN CHASE & CO | Financials | 14.1K | $4.1M | 0.7% | -1.5% |
| JNJ JOHNSON & JOHNSON | Healthcare | 15.7K | $3.8M | 0.7% | -0.9% |
| MCD MCDONALD'S CORP | Consumer discretionary | 10.7K | $3.3M | 0.6% | -0.3% |
| PCAR PACCAR INC | Industrials | 28.0K | $3.2M | 0.6% | -0.4% |
| XOM EXXON MOBIL CORP | Energy | 18.5K | $3.1M | 0.6% | -0.7% |
| META META PLATFORMS INC-CLASS A | Technology | 5.4K | $3.1M | 0.5% | New |
| PG PROCTER & GAMBLE CO/THE | Other | 21.1K | $3.0M | 0.5% | -11.0% |
| WMT WALMART INC | Consumer discretionary | 24.5K | $3.0M | 0.5% | +0.3% |
| NFLX NETFLIX INC | Services media | 30.6K | $2.9M | 0.5% | +1.0% |
| ETN EATON CORP PLC | Industrials | 8.1K | $2.9M | 0.5% | New |
| CVX CHEVRON CORP | Energy | 13.4K | $2.8M | 0.5% | -0.4% |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 18.9K | $2.8M | 0.5% | -5.1% |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 6.9K | $2.7M | 0.5% | New |
| UBER UBER TECHNOLOGIES INC | Services media | 37.5K | $2.7M | 0.5% | +1.4% |
| V VISA INC-CLASS A SHARES | Services media | 8.1K | $2.5M | 0.4% | New |
| NET CLOUDFLARE INC - CLASS A | Technology | 10.8K | $2.2M | 0.4% | New |
| HD HOME DEPOT INC | Consumer discretionary | 6.7K | $2.2M | 0.4% | New |
| WM WASTE MANAGEMENT INC | Utilities | 9.4K | $2.2M | 0.4% | New |
| CSCO CISCO SYSTEMS INC | Technology | 23.1K | $1.8M | 0.3% | +0.8% |
| LMT LOCKHEED MARTIN CORP | Industrials | 2.9K | $1.7M | 0.3% | New |
| INTC INTEL CORP | Technology | 38.3K | $1.7M | 0.3% | -2.6% |
| BA 6 10/15/27 BOEING CO/THE | — | 25.0K | $1.6M | 0.3% | +2.0% |
| BAC BANK OF AMERICA CORP | Financials | 32.7K | $1.6M | 0.3% | -0.8% |
| ABBV ABBVIE INC | Healthcare | 7.3K | $1.6M | 0.3% | New |
| UNP UNION PACIFIC CORP | Industrials | 6.3K | $1.5M | 0.3% | New |
| MRK MERCK & CO. INC. | Healthcare | 12.7K | $1.5M | 0.3% | +0.1% |
| URI UNITED RENTALS INC | Services media | 2.1K | $1.5M | 0.3% | New |
| GE GENERAL ELECTRIC | Industrials | 5.2K | $1.5M | 0.3% | New |
| BRK/A BERKSHIRE HATHAWAY INC-CL A | Financials | 2 | $1.4M | 0.3% | New |
| QCOM QUALCOMM INC | Technology | 10.9K | $1.4M | 0.2% | -9.9% |
| DE DEERE & CO | Industrials | 2.4K | $1.4M | 0.2% | New |
| RTX RTX CORP | Industrials | 6.8K | $1.3M | 0.2% | New |
| AMAT APPLIED MATERIALS INC | Technology | 3.8K | $1.3M | 0.2% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | Apr 28, 2026 | 234 | $566.7M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 26, 2026 | 74 | $462.9M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 22, 2025 | 77 | $454.2M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 16, 2025 | 78 | $433.3M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 73 | $376.0M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 72 | $399.2M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 15, 2024 | 70 | $385.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Jul 23, 2024 | 71 | $360.0M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 19, 2024 | 66 | $323.3M | canonical | SEC ↗ |
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