KILEY JUERGENS WEALTH MANAGEMENT, LLC 13F Holdings

CIK 0001723223 · OLYMPIA, WA

As of Sep 30, 2025, KILEY JUERGENS WEALTH MANAGEMENT, LLC reported 77 positions worth $454.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology113,053$58.6M12.89%
APPLE INCAAPLTechnology146,417$37.3M8.21%
NVIDIA CORPNVDATechnology170,019$31.7M6.98%
INVESCO QQQ TRUST SERIES 1QQQ—51,717$31.0M6.84%
COSTCO WHOLESALE CORPCOSTConsumer Defensive33,358$30.9M6.80%
AMAZON.COM INCAMZNEquity93,958$20.6M4.54%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services39,718$20.0M4.40%
BROADCOM INCAVGOTechnology55,217 8.2M4.01%
ALPHABET INCGOOGLEquity68,381 6.6M3.66%
ISHARES MORNINGSTAR GROWTH ETFILCG—147,006 5.3M3.38%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity555,772 5.2M3.34%
STARBUCKS CORPSBUXConsumer Cyclical118,877 0.1M2.21%
CATERPILLAR INCCATIndustrials17,932$8.6M1.88%
ISHARES MORNINGSTAR VALUE ETFILCV—87,982$7.9M1.74%
TESLA INCTSLAConsumer Cyclical15,001$6.7M1.47%
VANGUARD FTSE ALL-WORLD EX-US INDEX FUNDVEU—88,274$6.3M1.39%
SPDR GOLD TRUSTGQ9—16,983$6.0M1.33%
VANGUARD SHORT-TERM BOND INDEX FUNDBSV—66,964$5.3M1.16%
VANGUARD VALUE INDEX FUNDVTV—26,997$5.0M1.11%
SCHWAB US BROAD MARKET ETFSCHB—176,637$4.5M1.00%
JPMORGAN CHASE & COJPMFinancial Services14,194$4.5M0.99%
HERITAGE FINANCIAL CORPHFWAFinancial Services177,417$4.3M0.94%
VANGUARD DIVIDEND APPREC ETFVIG—19,401$4.2M0.92%
ALPHABET INCGOOGEquity16,547$4.0M0.89%
TIMBERLAND BANCORP INCTSBKFinancial Services120,746$4.0M0.88%