KILEY JUERGENS WEALTH MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
Olympia, WA
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
239
Total value ($000)
$661,450
Net value change ($000)
+22,882 (3.6%)
New positions
10
Sold out positions
12
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 15,125 35.8%
NVDA 7,310 23.5%
AAPL 6,127 15.1%
XOM 2,831 NEW
CRWD 2,024 37.1%
AMZN 1,328 5.9%
META 1,262 35.3%
PLTR 1,256 58.1%
RSP 1,187 17.8%
NET 780 35.6%
Top Reduces (Value $000, Stocks/ETFs)
CAT -4,586 -25.0%
XOM -2,482 -100.0%
GEV -1,591 -19.4%
AVGO -1,229 -6.2%
SBUX -1,021 -8.8%
TSLA -995 -15.5%
INTC -783 -14.7%
AMAT -729 -27.2%
BA -707 -13.8%
HD -567 -27.0%
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