Institutional Fund
Kiley Juergens Wealth Management, LLC
Olympia, WACIK 17232235 filings on record
Portfolio Value
$566.74M
Q1 2026
Holdings
235
Reported positions
New Buys
161
Opened this quarter
QoQ Change
+22.4%
from $462.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Microsoft Corp7.3%
- Apple Inc6.4%
- Costco Whsl Corp New5.9%
- Invesco Qqq Tr5.3%
- Nvidia Corporation4.8%
- Amazon Com Inc3.5%
- Other66.8%
Portfolio Holdings
235 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Microsoft Corp | 112.1K | $41.51M | 7.3% | −772 | Reduced |
| 2 | Apple Inc | 142.8K | $36.24M | 6.4% | −568 | Reduced |
| 3 | Costco Whsl Corp New | 33.5K | $33.43M | 5.9% | −97 | Reduced |
| 4 | Invesco Qqq Tr | 51.6K | $29.77M | 5.3% | −380 | Reduced |
| 5 | Nvidia Corporation | 155.9K | $27.18M | 4.8% | +180 | Added |
| 6 | Amazon Com Inc | 96.5K | $20.09M | 3.5% | +990 | Added |
| 7 | Alphabet Inc | 67.0K | $19.27M | 3.4% | −777 | Reduced |
| 8 | Berkshire Hathaway Inc Del | 38.6K | $18.50M | 3.3% | −1.1K | Reduced |
| 9 | Schwab Strategic Tr | 577.8K | $17.73M | 3.1% | +1.5K | Added |
| 10 | Broadcom Inc | 52.6K | $16.27M | 2.9% | −569 | Reduced |
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