KILEY JUERGENS WEALTH MANAGEMENT, LLC - Portfolio overview

KILEY JUERGENS WEALTH MANAGEMENT, LLC has 236 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. MSFT - MICROSOFT CORP, 7.32%
2. AAPL - APPLE INC, 6.39%
3. COST - COSTCO WHOLESALE CORPORATION, 5.90%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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