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KILEY JUERGENS WEALTH MANAGEMENT, LLC 13F portfolio summary

KILEY JUERGENS WEALTH MANAGEMENT, LLC of KILEY JUERGENS WEALTH MANAGEMENT, LLC has 241 current stock holdings with a reported portfolio value of $638.6M. The portfolio 1 year return is +21.08%. Top holdings include MSFT (6.62%), AAPL (6.38%), QQQ (5.89%), COST (4.88%), NVDA (4.87%).

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KILEY JUERGENS WEALTH MANAGEMENT, LLC

KILEY JUERGENS WEALTH MANAGEMENT, LLC
Latest filing: 2026-06-30

KILEY JUERGENS WEALTH MANAGEMENT, LLC runs KILEY JUERGENS WEALTH MANAGEMENT, LLC and currently holds 241 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $638.57M. Their top holdings are MSFT, AAPL, QQQ, COST, NVDA. The top five represent 28.6% of reported portfolio weight. KILEY JUERGENS WEALTH MANAGEMENT, LLC ranks #437 out of 1000 investors tracked by Alpha Score. They added to 43 existing positions. They trimmed 51 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
MSFT6.6%
AAPL6.4%
QQQ5.9%
COST4.9%
NVDA4.9%
Top 5: 28.6%
Portfolio Returns
1 Year
+21.08%
#620/1000
3 Year
+70.08%
#504/1000
5 Year
+85.97%
#372/1000

Portfolio Value

$638.57M

Alpha Score

60.9

#437 of 1000

Holdings

241

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241 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
MSFT
MICROSOFT CORP
6.62%$196.37$483.24+146.09%
Added
+1.07%
AAPL
APPLE INC
6.38%$86.79$309.35+256.44%
Trimmed
-1.48%
QQQ
INVESCO QQQ TR
5.89%$268.74$713.44+165.48%
Trimmed
-0.93%
COST
COSTCO WHOLESALE CORPORATION
4.88%$406.09$947.74+133.38%
Trimmed
-0.61%
NVDA
NVIDIA CORPORATION
4.87%$27.26$214.76+687.82%
Trimmed
-0.27%
GOOGL
ALPHABET INC
3.72%$98.14$344.82+251.36%
Trimmed
-0.84%
AMZN
AMAZON COM INC
3.54%$117.53$258.63+120.05%
Trimmed
-1.71%
AVGO
BROADCOM INC
3.08%$172.49$368.45+113.61%
Trimmed
-0.86%
BRK-B
BERKSHIRE HATHAWAY INC DEL
3.03%$229.07$495.77+116.43%
Added
+0.15%
CAT
CATERPILLAR INC
2.87%$157.53$827.65+425.39%
Trimmed
-2.14%

Showing 1-10 of 241