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Home > Institutional Investor > Kiley Juergens Wealth Management, Llc > Profile

Instuitional Investor - Kiley Juergens Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Kiley Juergens Wealth Management, Llc
Portfolio Value $566,736,214
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 112,126 $41,505,506 7.32%
2.
Apple Inc.
 AAPL 142,802 $36,241,740 6.39%
3.
Costco Wholesale Corp W
 COST 33,549 $33,429,562 5.9%
4.
Invesco Qqq Tr
 51,584 $29,773,399 5.25%
5.
Nvidia Corp
 NVDA 155,856 $27,181,338 4.8%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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