SEC Form 13F · Q1 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC

Institutional Holdings Report

13F-HRWA
$566.7M
Portfolio Value
234
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
KILEY JUERGENS WEALTH MANAGEMENT, LLC
CIK
1723223
Accession No.
0001986152-26-000050
Location
OLYMPIA, WA
Form Type
13F-HR
Portfolio Value
$566.7M
Holdings Reported
234
Reporting Period
Q1 2026
Filed
April 28, 2026

About this Filing

KILEY JUERGENS WEALTH MANAGEMENT, LLC is an institutional investment manager based in OLYMPIA, WA reporting approximately $566.7M in 13(f) securities across 234 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.