KILEY JUERGENS WEALTH MANAGEMENT, LLC
CIK 1723223
13F filing for Q2 2026・No. 3,371
- Holdings
- US$638.57M
- Quarter change
- +US$71.83M
- Entries
- 241
- Net bought (estimate)
- −US$1.27M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 15
- Sold out 9
- Cut 111
- Added 71
- Corporate actions 2
- Unchanged 44
Largest holdings
241 stocks worth US$638.57M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| MSFTMicrosoftCOM | Added | 113,323 | US$42.27M | 6.62% |
| AAPLAppleCOM | Cut | 140,685 | US$40.71M | 6.38% |
| QQQInvesco QQQUNIT SER 1 | Cut | 51,106 | US$37.63M | 5.89% |
| COSTCOSTCO WHOLESALE CORPORATIONCOM | Cut | 33,346 | US$31.19M | 4.88% |
| NVDANvidiaCOM | Cut | 155,428 | US$31.1M | 4.87% |
| GOOGLAlphabetCAP STK CL A | Cut | 66,453 | US$23.75M | 3.72% |
| AMZNAmazonCOM | Cut | 94,827 | US$22.6M | 3.54% |
| AVGOBroadcomCOM | Cut | 52,119 | US$19.69M | 3.08% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 38,654 | US$19.34M | 3.03% |
| CATCATERPILLAR INCCOM | Cut | 17,239 | US$18.36M | 2.87% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.