KILEY JUERGENS WEALTH MANAGEMENT, LLC

Est. AUM

$566.7M

13F long equity, this entity only

Positions

235

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	MICROSOFT CORP	COM	$41.5M	112126	7.32%	SOLE
2	APPLE INC	COM	$36.2M	142802	6.39%	SOLE
3	COSTCO WHOLESALE CORPORATION	COM	$33.4M	33549	5.90%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$29.8M	51584	5.25%	SOLE
5	NVIDIA CORPORATION	COM	$27.2M	155856	4.80%	SOLE
6	AMAZON COM INC	COM	$20.1M	96481	3.55%	SOLE
7	ALPHABET INC	CAP STK CL A	$19.3M	67016	3.40%	SOLE
8	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$18.5M	38597	3.26%	SOLE
9	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$17.7M	577786	3.13%	SOLE
10	BROADCOM INC	COM	$16.3M	52570	2.87%	SOLE
11	ISHARES TR	MORNINGSTAR GRWT	$13.6M	142759	2.41%	SOLE
12	CATERPILLAR INC	COM	$12.5M	17616	2.20%	SOLE
13	STARBUCKS CORP	COM	$10.3M	114676	1.81%	SOLE
14	ISHARES TR	MORNINGSTAR VALU	$8.2M	87592	1.44%	SOLE
15	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$7.7M	101964	1.35%	SOLE
16	SPDR GOLD TR	GOLD SHS	$7.4M	17207	1.31%	SOLE
17	GE VERNOVA INC	COM	$6.3M	7263	1.12%	SOLE
18	TESLA INC	COM	$5.7M	15237	1.00%	SOLE
19	ELI LILLY & CO	COM	$5.4M	5851	0.95%	SOLE
20	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$5.3M	27820	0.94%	SOLE
21	VANGUARD INDEX FDS	VALUE ETF	$4.9M	25194	0.87%	SOLE
22	VANGUARD BD INDEX FDS	SHORT TRM BOND	$4.7M	60505	0.84%	SOLE
23	TIMBERLAND BANCORP INC	COM	$4.7M	120067	0.84%	SOLE
24	SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.7M	186262	0.82%	SOLE
25	ALPHABET INC	CAP STK CL C	$4.6M	15967	0.81%	SOLE
26	HERITAGE FINL CORP WASH	COM	$4.6M	175051	0.80%	SOLE
27	BOEING CO	COM	$4.4M	22285	0.78%	SOLE
28	JPMORGAN CHASE & CO	COM	$4.1M	14074	0.73%	SOLE
29	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.1M	19183	0.73%	SOLE
30	JOHNSON & JOHNSON	COM	$3.8M	15654	0.68%	SOLE
31	MCDONALDS CORP	COM	$3.3M	10738	0.59%	SOLE
32	VANGUARD INDEX FDS	TOTAL STK MKT	$3.3M	10389	0.59%	SOLE
33	PACCAR INC	COM	$3.2M	28022	0.57%	SOLE
34	ISHARES TR	20 YR TR BD ETF	$3.2M	36693	0.56%	SOLE
35	EXXON MOBIL CORP	COM	$3.1M	18483	0.55%	SOLE
36	META PLATFORMS INC	CL A	$3.1M	5438	0.55%	SOLE
37	PROCTER & GAMBLE CO	COM	$3.0M	21058	0.54%	SOLE
38	WALMART INC	COM	$3.0M	24451	0.54%	SOLE
39	NETFLIX INC.	COM	$2.9M	30575	0.52%	SOLE
40	EATON CORP PLC	SHS	$2.9M	8086	0.51%	SOLE
41	STATE STR SPDR S&P 500 ETF T	TR UNIT	$2.8M	4267	0.49%	SOLE
42	CHEVRON CORPORATION	COM	$2.8M	13411	0.49%	SOLE
43	PALANTIR TECHNOLOGIES INC	CL A	$2.8M	18922	0.49%	SOLE
44	CROWDSTRIKE HLDGS INC	CL A	$2.7M	6936	0.48%	SOLE
45	UBER TECHNOLOGIES INC	COM	$2.7M	37549	0.48%	SOLE
46	VISA INC	COM CL A	$2.5M	8122	0.43%	SOLE
47	CLOUDFLARE INC	CL A COM	$2.2M	10785	0.39%	SOLE
48	HOME DEPOT INC	COM	$2.2M	6700	0.39%	SOLE
49	WASTE MGMT INC DEL	COM	$2.2M	9360	0.38%	SOLE
50	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.1M	86756	0.38%	SOLE

1–50 of 235

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.