Holdings of KILEY JUERGENS WEALTH MANAGEMENT, LLC
216 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 46.7 % of the equity sleeve
Sector breakdown
- Technology 25.8 %
- Industrials 8.4 %
- Consumer discretionary 8.0 %
- Consumer staples 7.8 %
- Communication 6.1 %
- Financials 5.9 %
- Funds 5.6 %
- Health care 3.1 %
- Energy 0.9 %
- Utilities 0.7 %
- Materials 0.5 %
- Unattributed 27.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 99.7 %
- TW 0.2 %
- GB 0.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 214 | 555M $ | 99.73 % |
| 2 | TW | 1 | 1.3M $ | 0.23 % |
| 3 | GB | 1 | 235.8K $ | 0.04 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 201 | Capital One Financial Corp | 1,277 | 233K $ | |
| 202 | FedEx Corp | 654 | 232.9K $ | |
| 203 | iShares Trust | 692 | 227.4K $ | |
| 204 | Thermo Fisher Scientific Inc | 454 | 223.4K $ | |
| 205 | Newmont Corp | 2,062 | 223.2K $ | |
| 206 | Avista Corp | 5,554 | 222.9K $ | |
| 207 | Bristol-Myers Squibb Co | 3,636 | 220.5K $ | |
| 208 | GE HealthCare Technologies Inc | 3,023 | 215.2K $ | |
| 209 | Kroger Co/The | 2,896 | 209.5K $ | |
| 210 | iShares Core S&P Small-Cap ETF | 1,680 | 208.8K $ | |
| 211 | State Street Spdr Dow Jones Industrial Average Etf Trust | 440 | 203.8K $ | |
| 212 | Southern Co/The | 2,086 | 201.3K $ | |
| 213 | Kenvue Inc | 10,983 | 189.3K $ | |
| 214 | Ford Motor Co | 13,375 | 154.3K $ | |
| 215 | Genworth Financial Inc | 10,150 | 82.4K $ | |
| 216 | Gabelli Funds | 13,021 | 72.9K $ |