KILEY JUERGENS WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- Olympia, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 566,736
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/28/2026 | 235 | 566,736 | 13F-HR | KILEY JUERGENS WEALTH MANAGEMENT, LLC |
| Q4 2025 | 1/26/2026 | 74 | 462,922 | 13F-HR | KILEY JUERGENS WEALTH MANAGEMENT, LLC |
| Q3 2025 | 10/22/2025 | 77 | 454,246 | 13F-HR | KILEY JUERGENS WEALTH MANAGEMENT, LLC |
| Q2 2025 | 7/16/2025 | 78 | 433,272 | 13F-HR | KILEY JUERGENS WEALTH MANAGEMENT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 397.7 K | 70.2% | 0 | 30.76 K | -30.76 K |
| ETFs | 164.3 K | 29.0% | 134.9 K | 0 | 134.9 K |
| Debt | 4.744 K | 0.8% | 0 | 374 | -374 |
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Fund Snapshot
Q1 2026
Latest filed
4/28/2026
Total value ($000)
566,736
Holdings
235
QoQ value change ($000)
103,814
(22.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.