KILEY JUERGENS WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, KILEY JUERGENS WEALTH MANAGEMENT, LLC held in its portfolio 74 assets valued at $462,922,346 (i.e. $462.92M).
The most valuable assets in the portfolio included: MICROSOFT CORP ($54.60M), APPLE INC ($38.98M), and INVESCO QQQ TR ($31.92M).
The chart below shows the top 10 valuable assets, and the table below shows the top 74 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
KILEY JUERGENS WEALTH MANAGEMENT, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| MICROSOFT CORP | 112898 | 54599496 | COM |
| APPLE INC | 143370 | 38976672 | COM |
| INVESCO QQQ TR | 51964 | 31921925 | UNIT SER 1 |
| NVIDIA CORPORATION | 155676 | 29033630 | COM |
| COSTCO WHSL CORP NEW | 33646 | 29014405 | COM |
| AMAZON COM INC | 95491 | 22041123 | COM |
| ALPHABET INC | 67793 | 21219285 | CAP STK CL A |
| BERKSHIRE HATHAWAY INC DEL | 39654 | 19932083 | CL B NEW |
| BROADCOM INC | 53139 | 18391240 | COM |
| SCHWAB STRATEGIC TR | 576328 | 15808665 | US DIVIDEND EQ |
| ISHARES TR | 143882 | 14969495 | MORNINGSTAR GRWT |
| CATERPILLAR INC | 17769 | 10179104 | COM |
| STARBUCKS CORP | 116880 | 9842466 | COM |
| ISHARES TR | 87694 | 8274826 | MORNINGSTAR VALU |
| VANGUARD INTL EQUITY INDEX F | 96156 | 7073210 | ALLWRLD EX US |
| TESLA INC | 14988 | 6740437 | COM |
| SPDR GOLD TR | 16967 | 6724192 | GOLD SHS |
| ALPHABET INC | 16393 | 5144176 | CAP STK CL C |
| VANGUARD BD INDEX FDS | 64944 | 5118207 | SHORT TRM BOND |
| VANGUARD INDEX FDS | 26682 | 5095972 | VALUE ETF |
| SCHWAB STRATEGIC TR | 184836 | 4848254 | US BRD MKT ETF |
| JPMORGAN CHASE & CO. | 14292 | 4605028 | COM |
| INVESCO EXCHANGE TRADED FD T | 22574 | 4324324 | S&P500 EQL WGT |
| TIMBERLAND BANCORP INC | 120203 | 4303251 | COM |
| VANGUARD SPECIALIZED FUNDS | 19415 | 4267008 | DIV APP ETF |
| HERITAGE FINL CORP WASH | 177447 | 4196624 | COM |
| BOEING CO | 17926 | 3892169 | COM |
| PALANTIR TECHNOLOGIES INC | 19934 | 3543269 | CL A |
| VANGUARD INDEX FDS | 10444 | 3501567 | TOTAL STK MKT |
| PROCTER AND GAMBLE CO | 23664 | 3391313 | COM |
| MCDONALDS CORP | 10768 | 3290931 | COM |
| JOHNSON & JOHNSON | 15790 | 3267702 | COM |
| ISHARES TR | 35774 | 3118020 | 20 YR TR BD ETF |
| PACCAR INC | 28133 | 3080876 | COM |
| UBER TECHNOLOGIES INC | 37019 | 3024822 | COM |
| NETFLIX INC | 30262 | 2837365 | COM |
| WALMART INC | 24381 | 2716301 | COM |
| EXXON MOBIL CORP | 18615 | 2240164 | COM |
| QUALCOMM INC | 12148 | 2077992 | COM |
| CHEVRON CORP NEW | 13463 | 2051861 | COM |
| SCHWAB STRATEGIC TR | 62159 | 2027621 | US LCAP GR ETF |
| SCHWAB STRATEGIC TR | 83327 | 2003188 | INTL EQTY ETF |
| BANK AMERICA CORP | 32930 | 1811153 | COM |
| CISCO SYS INC | 22922 | 1765662 | COM |
| VANGUARD TAX-MANAGED FDS | 27259 | 1702851 | VAN FTSE DEV MKT |
| BOEING CO | 24525 | 1693697 | DEP CONV PFD A |
| SCHWAB STRATEGIC TR | 56906 | 1620689 | US SML CAP ETF |
| SCHWAB STRATEGIC TR | 64989 | 1518793 | US AGGREGATE B |
| INTEL CORP | 39283 | 1449551 | COM |
| SCHWAB STRATEGIC TR | 47562 | 1408300 | US LCAP VA ETF |
| MERCK & CO INC | 12720 | 1338950 | COM |
| SCHWAB STRATEGIC TR | 38939 | 1275237 | EMRG MKTEQ ETF |
| VANGUARD INTL EQUITY INDEX F | 22985 | 1235676 | FTSE EMR MKT ETF |
| ISHARES SILVER TR | 18495 | 1191448 | ISHARES |
| WELLS FARGO CO NEW | 10986 | 1023895 | COM |
| SELECT SECTOR SPDR TR | 17198 | 941934 | STATE STREET FIN |
| SCHWAB STRATEGIC TR | 32732 | 880830 | US LRG CAP ETF |
| NIKE INC | 13765 | 876954 | CL B |
| VANGUARD STAR FDS | 11467 | 865033 | VG TL INTL STK F |
| CAPITAL GROUP CORE BALANCED | 23335 | 824426 | SHS |
| AT&T INC | 32178 | 799296 | COM |
| VERIZON COMMUNICATIONS INC | 18418 | 750170 | COM |
| COCA COLA CO | 10618 | 742282 | COM |
| SCHWAB STRATEGIC TR | 13841 | 625752 | FUNDAMENTAL INTL |
| PFIZER INC | 24128 | 600796 | COM |
| WEYERHAEUSER CO MTN BE | 20624 | 488594 | COM NEW |
| ISHARES TR | 15137 | 468642 | PFD AND INCM SEC |
| ENTERPRISE PRODS PARTNERS L | 13481 | 432193 | COM |
| CSX CORP | 11259 | 408139 | COM |
| COMCAST CORP NEW | 12646 | 377999 | CL A |
| SCHWAB STRATEGIC TR | 11734 | 352848 | US MID-CAP ETF |
| COLUMBIA BKG SYS INC | 11865 | 331627 | COM |
| KENVUE INC | 12008 | 207143 | COM |
| FORD MTR CO | 15360 | 201527 | COM |
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