Managers / Q3 2024 · view latest →
KILEY JUERGENS WEALTH MANAGEMENT, LLC
CIK 0001723223 · 2409 PACIFIC AVENUE SE, OLYMPIA, WA, 98501 · 3603504747
Reported Value
$385M
Q3 2024
Positions
70
Filings on Record
31
2019–present window
Filed
Oct 15, 2024
original filing
Summary
Kiley Juergens Wealth Management, Llc reported $385M in U.S.-listed holdings across 70 positions for Q3 2024.
Its largest position, MSFT, represents 12.8% of the portfolio.
Compared with Q2 2024, the fund opened 3 new positions and exited 4.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 71.7% · $276M
- ETP · 27.5% · $106M
- ADR · 0.6% · $2M
- REIT · 0.2% · $763,255
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $567M | 235 | Apr 28, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $463M | 74 | Jan 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $454M | 77 | Oct 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $433M | 78 | Jul 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $376M | 73 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $399M | 72 | Jan 16, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $385M | 70 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $360M | 71 | Jul 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $323M | 66 | Apr 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $299M | 65 | Jan 30, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $277M | 72 | Oct 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $290M | 72 | Jul 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $267M | 74 | May 2, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $238.6B | 71 | Feb 6, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $213M | 70 | Oct 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $211M | 72 | Jul 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $207M | 66 | Apr 27, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2021 | $264M | 71 | Jan 20, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $228M | 66 | Oct 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $218M | 63 | Jul 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $191M | 58 | Apr 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $169M | 52 | Jan 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $137M | 45 | Oct 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $120M | 47 | Jul 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $97M | 43 | Apr 17, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $114M | 44 | Jan 21, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $91M | 40 | Oct 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $89M | 40 | Jul 11, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $80M | 37 | Apr 12, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $71M | 38 | Jan 15, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.