KILEY JUERGENS WEALTH MANAGEMENT, LLC
•CIK: 1723223•Filing: Q4 2025
**KILEY JUERGENS WEALTH MANAGEMENT, LLC** manages $463M across a diversified portfolio of 74 positions. The firm exhibits a strong technology tilt, with top holdings including MSFT at $54.6M and AAPL at $39.0M. Significant allocations are also maintained in NDQ ($31.9M), NVDA ($29.0M), and COST ($29.0M). This concentration suggests a focus on established mega-cap technology leaders and resilient consumer staples.
Total AUM
$462.9M
QoQ Performance
+1.9%
Positions
57
Top 10 Concentration
60.7%
Latest Filing
Q4 2025
Top Holdings Allocation
MSFT
AAPL
NDQ
NVDA
COST
MSFT11.8%
AAPL8.4%
NDQ6.9%
NVDA6.3%
COST6.3%
AMZN4.8%
GOOGL4.6%
BRK/B4.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Technology37.3%
Other34.2%
Consumer16.8%
Financial6.1%
Industrial3.0%
Healthcare1.1%
Communication0.9%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑32 increased
↓40 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023