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KILEY JUERGENS WEALTH MANAGEMENT, LLC 13F portfolio summary

KILEY JUERGENS WEALTH MANAGEMENT, LLC of KILEY JUERGENS WEALTH MANAGEMENT, LLC has 233 current stock holdings with a reported portfolio value of $566.7M. The portfolio 1 year return is +19.55%. Top holdings include SPY (0.00%), PFF (0.00%), QQQ (0.00%), BSV (0.00%), UPS (0.00%).

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KILEY JUERGENS WEALTH MANAGEMENT, LLC

KILEY JUERGENS WEALTH MANAGEMENT, LLC
Latest filing: 2026-03-31

KILEY JUERGENS WEALTH MANAGEMENT, LLC runs KILEY JUERGENS WEALTH MANAGEMENT, LLC and currently holds 233 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $566.74M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. KILEY JUERGENS WEALTH MANAGEMENT, LLC ranks #545 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, KILEY JUERGENS WEALTH MANAGEMENT, LLC's portfolio at KILEY JUERGENS WEALTH MANAGEMENT, LLC has delivered returns of +19.55%. Their 3-year annualized return is +64.19%. Looking at the 5-year horizon, KILEY JUERGENS WEALTH MANAGEMENT, LLC has achieved +75.93% annualized returns at KILEY JUERGENS WEALTH MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+19.55%
#663/1000
3 Year
+64.19%
#574/1000
5 Year
+75.93%
#441/1000

Portfolio Value

$566.74M

Alpha Score

53.2

#545 of 1000

Holdings

233

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change