KILEY JUERGENS WEALTH MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
Olympia, WA
Holdings as of
6/30/2026
Date filed
8/7/2026
Form type
13F-HR
Num holdings
241
Total value ($000)
$638,568
Net value change ($000)
+71,832 (12.7%)
New positions
15
Sold out positions
9
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 7,862 26.4%
CAT 5,877 47.1%
GOOGL 4,477 23.2%
AAPL 4,467 12.3%
NVDA 3,919 14.4%
INTC 3,639 215.5%
AVGO 3,417 21.0%
ILCG 2,953 21.7%
CRWD 2,748 101.5%
AMZN 2,507 12.5%
Top Reduces (Value $000, Stocks/ETFs)
COST -2,236 -6.7%
HON -1,242 -100.0%
GLD -1,197 -16.2%
CVX -797 -28.7%
NFLX -771 -26.2%
XOM -654 -20.9%
PLTR -608 -22.0%
MCD -588 -17.6%
WMT -370 -12.2%
UBER -305 -11.3%
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