KILEY JUERGENS WEALTH MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
Olympia, WA
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
235
Total value ($000)
$566,736
Net value change ($000)
+103,814 (22.4%)
New positions
161
Sold out positions
0
Turnover %
21.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GEV 6,340 NEW
LLY 5,382 NEW
COST 4,416 15.2%
META 3,111 NEW
ETN 2,892 NEW
SPY 2,775 NEW
CRWD 2,708 NEW
V 2,455 NEW
CAT 2,301 22.6%
NET 2,225 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -13,093 -24.0%
AAPL -2,735 -7.0%
QQQ -2,149 -6.7%
AVGO -2,120 -11.5%
GOOGL -1,948 -9.2%
AMZN -1,947 -8.8%
NVDA -1,853 -6.4%
BRK-B -1,436 -7.2%
ILCG -1,338 -8.9%
TSLA -1,076 -16.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type