Titelia

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.

RankCountryLinesValueShare
1US214555M $99.73 %
2TW11.3M $0.23 %
3GB1235.8K $0.04 %

Positions

RankCompanySharesValueWeight
101NextEra Energy Inc 9,119846.9K $
102Vanguard High Dividend Yield E 5,586827.3K $
103Lam Research Corp 3,810814.1K $
104Coca-Cola Co/The 10,529800.7K $
105Northrop Grumman Corp 1,135774.3K $
106Marriott International Inc/MD 2,363772.9K $
107iShares Russell 2000 Growth ETF 2,382747.5K $
108Select Sector Spdr Trust 6,752735.8K $
109PepsiCo Inc 4,704730.5K $
110General Dynamics Corp 2,127730K $
111State Street Health Care Select Sector SPDR ETF 4,951725.9K $
112Lowe's Cos Inc 3,016712.6K $
113NIKE Inc 13,288701.9K $
114Palo Alto Networks Inc 4,371700.8K $
115Walt Disney Co/The 7,184692.4K $
116iShares Core S&P 500 ETF 1,042680.8K $
117Mastercard Inc 1,317658.1K $
118Schwab Fundamental International Equity Etf 13,334652.4K $
119Vanguard S&P 500 Growth ETF 1,546630.3K $
120Pfizer Inc 22,106620.7K $
121US Foods Holding Corp 6,453595K $
122Illinois Tool Works Inc 2,279593.2K $
123Corning Inc 4,357592.4K $
124Abbott Laboratories 5,735588.8K $
125Marsh & McLennan Cos Inc 3,300572.4K $
1263M Co 3,792550.8K $
127iShares Core S&P Total U.S. Stock Market ETF 3,866550.6K $
128Select Sector Spdr Trust 3,220520.8K $
129ONEOK Inc 5,707515.9K $
130Freeport-McMoRan Inc 8,696511.2K $
131Emerson Electric Co. 3,895510.3K $
132Enterprise Products Partners LP 13,407507.3K $
133Weyerhaeuser Co 20,637504.2K $
134Texas Instruments Inc 2,545494.1K $
135TJX Cos Inc/The 3,058488.4K $
136American Electric Power Co Inc 3,609473.1K $
137iShares Biotechnology ETF 2,795471.9K $
138iShares Core MSCI EAFE ETF 5,179468.8K $
139Allstate Corp/The 2,222460.7K $
140iShares Preferred and Income S 15,137459K $
141International Business Machines Corp. 1,892458.6K $
142Charles Schwab Corp/The 4,698441.5K $
143Vanguard Large-Cap ETF 1,409421.1K $
144Genuine Parts Co 3,968419.6K $
145Citigroup Inc 3,684417.8K $
146Ishares Gold Trust 4,726416.6K $
147Corteva Inc 4,947414.1K $
148iShares MSCI Emerging Markets ETF 7,104403.4K $
149United Parcel Service Inc 4,043397.8K $
150Sysco Corp 5,313379K $
151Goldman Sachs Group Inc/The 438370.9K $
152SPDR Series Trust 2,902370.7K $
153Salesforce Inc 1,974368.6K $
154Cintas Corp 2,128359.9K $
155Public Storage 1,319357.3K $
156Solstice Advanced Materials Inc 4,688357K $
157Nucor Corp 2,097354.6K $
158iShares Trust 2,384351.7K $
159CSX Corp 8,549350.9K $
160iShares Trust 3,606350.6K $
161Pacer Trendpilot US Large Cap 6,543343.2K $
162Comcast Corp 11,953343.2K $
163Select Sector Spdr Trust 5,535339.1K $
164iShares Core MSCI Total International Stock ETF 3,900337.9K $
165Select Sector Spdr Trust 4,050332K $
166iShares Russell Top 200 Growth 1,305324.7K $
167US Bancorp 6,140319.3K $
168Kinder Morgan, Inc. 9,516319.1K $
169Vanguard Total Bond Market ETF 4,330318.9K $
170American Express Co 1,047316.7K $
171Atmos Energy Corp 1,705314.9K $
172iShares Trust 5,907310.5K $
173iShares Russell 1000 Growth ETF 727310K $
174iShares Core MSCI Emerging Markets ETF 4,380305.5K $
175Micron Technology Inc 892301.4K $
176Paychex Inc 3,200294.8K $
177Qnity Electronics Inc 2,549294.1K $
178Vanguard Real Estate ETF 3,282291.1K $
179iShares Core U.S. Aggregate Bond ETF 2,929290.7K $
180ATI Inc 1,998290.6K $
181Columbia Banking System Inc 10,565289.8K $
182Banner Corp 4,724286.7K $
183Howmet Aerospace Inc 1,221281.4K $
184Sherwin-Williams Co/The 873279.8K $
185Snowflake Inc 1,853279.5K $
186SELECT SECTOR SPDR TRUST (THE) 1,994265K $
187Target Corp 2,181264.3K $
188Xylem Inc/NY 2,165258.7K $
189UnitedHealth Group Inc 935253K $
190Kimberly-Clark Corp 2,595250.3K $
191Altria Group, Inc. 3,764248.4K $
192iShares International Equity Factor ETF 6,375248.4K $
193Constellation Energy Corp. 883246.6K $
194Unilever PLC 4,311245.6K $
195iShares MSCI EAFE Growth ETF 2,170241.7K $
196DuPont de Nemours Inc 5,257240.8K $
197Ameriprise Financial Inc 536238.2K $
198BP PLC 5,017235.8K $
199Analog Devices Inc 741235.7K $
200Gilead Sciences Inc 1,683234.6K $