KILEY JUERGENS WEALTH MANAGEMENT, LLC
CIK: 0001723223SEC EDGAR →
Portfolio Value
$462.9M
Holdings
74
As of
Q4 2025
New Positions
74
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MICROSOFT CORP | 112,898 | $54.6M | 11.79% |
| 2 | APPLE INC | 143,370 | $39.0M | 8.42% |
| 3 | INVESCO QQQ TR | 51,964 | $31.9M | 6.90% |
| 4 | NVIDIA CORPORATION | 155,676 | $29.0M | 6.27% |
| 5 | COSTCO WHSL CORP NEW | 33,646 | $29.0M | 6.27% |
| 6 | AMAZON COM INC | 95,491 | $22.0M | 4.76% |
| 7 | ALPHABET INC | 67,793 | $21.2M | 4.58% |
| 8 | BERKSHIRE HATHAWAY INC DEL | 39,654 | $19.9M | 4.31% |
| 9 | BROADCOM INC | 53,139 | $18.4M | 3.97% |
| 10 | SCHWAB STRATEGIC TR | 576,328 | $15.8M | 3.41% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (74)
$54.6M · 113K shares
$39.0M · 143K shares
$31.9M · 52K shares
$29.0M · 156K shares
$29.0M · 34K shares
$22.0M · 95K shares
$21.2M · 68K shares
$19.9M · 40K shares
$18.4M · 53K shares
$15.8M · 576K shares
$15.0M · 144K shares
$10.2M · 18K shares
$9.8M · 117K shares
$8.3M · 88K shares
$7.1M · 96K shares
$6.7M · 15K shares
$6.7M · 17K shares
$5.1M · 16K shares
$5.1M · 65K shares
$5.1M · 27K shares
$4.8M · 185K shares
$4.6M · 14K shares
$4.3M · 23K shares
$4.3M · 120K shares
$4.3M · 19K shares
$4.2M · 177K shares
$3.9M · 18K shares
$3.5M · 20K shares
$3.5M · 10K shares
$3.4M · 24K shares
$3.3M · 11K shares
$3.3M · 16K shares
$3.1M · 36K shares
$3.1M · 28K shares
$3.0M · 37K shares
$2.8M · 30K shares
$2.7M · 24K shares
$2.2M · 19K shares
$2.1M · 12K shares
$2.1M · 13K shares
$2.0M · 62K shares
$2.0M · 83K shares
$1.8M · 33K shares
$1.8M · 23K shares
$1.7M · 27K shares
$1.7M · 25K shares
$1.6M · 57K shares
$1.5M · 65K shares
$1.4M · 39K shares
$1.4M · 48K shares
$1.3M · 13K shares
$1.3M · 39K shares
$1.2M · 23K shares
$1.2M · 18K shares
$1.0M · 11K shares
$941K · 17K shares
$880K · 33K shares
$876K · 14K shares
$865K · 11K shares
$824K · 23K shares
$799K · 32K shares
$750K · 18K shares
$742K · 11K shares
$625K · 14K shares
$600K · 24K shares
$488K · 21K shares
$468K · 15K shares
$432K · 13K shares
$408K · 11K shares
$377K · 13K shares
$352K · 12K shares
$331K · 12K shares
$207K · 12K shares
$201K · 15K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 10 | $154.0M | 33.3% |
| Financial Services | 33 | $111.2M | 24.0% |
| Unknown | 4 | $60.3M | 13.0% |
| Consumer Cyclical | 6 | $43.0M | 9.3% |
| Consumer Defensive | 5 | $36.1M | 7.8% |
| Communication Services | 5 | $30.4M | 6.6% |
| Industrials | 4 | $17.6M | 3.8% |
| Healthcare | 3 | $5.2M | 1.1% |
| Energy | 3 | $4.7M | 1.0% |
| Real Estate | 1 | $488K | 0.1% |