13F HOLDINGS REPORT
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001172661-25-002634
Total Value
$433.3M
Positions
78
Other Managers
0
Confidential Omitted
No
Holdings (78)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 113,671 | $56.5M | 13.05% |
| 2 | COSTCO WHSL CORP NEW | 22160K105 | 33,636 | $33.3M | 7.69% |
| 3 | APPLE INC | AAPL | 157,897 | $32.4M | 7.48% |
| 4 | INVESCO QQQ TR | IVZ | 52,546 | $29.0M | 6.69% |
| 5 | NVIDIA CORPORATION | NVDA | 172,585 | $27.3M | 6.29% |
| 6 | AMAZON COM INC | AMZN | 93,981 | $20.6M | 4.76% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 40,071 | $19.5M | 4.49% |
| 8 | BROADCOM INC | AVGO | 56,518 | $15.6M | 3.60% |
| 9 | SCHWAB STRATEGIC TR | 808524797 | 560,252 | $14.8M | 3.43% |
| 10 | ISHARES TR | 464287119 | 148,090 | $14.3M | 3.31% |
| 11 | ALPHABET INC | GOOG | 68,932 | $12.1M | 2.80% |
| 12 | STARBUCKS CORP | SBUX | 119,427 | $10.9M | 2.53% |
| 13 | ISHARES TR | 464288109 | 89,184 | $7.4M | 1.72% |
| 14 | CATERPILLAR INC | CAT | 18,241 | $7.1M | 1.63% |
| 15 | LOCKHEED MARTIN CORP | LMT | 13,097 | $6.1M | 1.40% |
| 16 | VANGUARD INTL EQUITY INDEX F | 922042775 | 83,186 | $5.6M | 1.29% |
| 17 | HERITAGE FINL CORP WASH | 42722X106 | 232,857 | $5.6M | 1.28% |
| 18 | VANGUARD BD INDEX FDS | 921937827 | 68,790 | $5.4M | 1.25% |
| 19 | SPDR GOLD TR | GLD | 16,664 | $5.1M | 1.17% |
| 20 | TESLA INC | TSLA | 15,766 | $5.0M | 1.16% |
| 21 | VANGUARD INDEX FDS | 922908744 | 27,318 | $4.8M | 1.11% |
| 22 | SCHWAB STRATEGIC TR | 808524102 | 178,847 | $4.3M | 0.98% |
| 23 | ALPHABET INC | GOOG | 23,791 | $4.2M | 0.97% |
| 24 | JPMORGAN CHASE & CO. | VYLD | 14,477 | $4.2M | 0.97% |
| 25 | VANGUARD SPECIALIZED FUNDS | 921908844 | 19,438 | $4.0M | 0.92% |
| 26 | TIMBERLAND BANCORP INC | TSBK | 120,809 | $3.8M | 0.87% |
| 27 | VANGUARD INDEX FDS | 922908769 | 12,183 | $3.7M | 0.85% |
| 28 | PROCTER AND GAMBLE CO | 742718109 | 22,047 | $3.5M | 0.81% |
| 29 | UBER TECHNOLOGIES INC | UBER | 36,319 | $3.4M | 0.78% |
| 30 | ISHARES TR | 464287432 | 36,660 | $3.2M | 0.75% |
| 31 | EXXON MOBIL CORP | XOM | 29,177 | $3.1M | 0.73% |
| 32 | MCDONALDS CORP | MCD | 10,734 | $3.1M | 0.72% |
| 33 | BOEING CO | BA-PA | 14,938 | $3.1M | 0.72% |
| 34 | PALANTIR TECHNOLOGIES INC | PLTR | 20,847 | $2.8M | 0.66% |
| 35 | PACCAR INC | PCAR | 28,921 | $2.7M | 0.63% |
| 36 | JOHNSON & JOHNSON | JNJ | 17,961 | $2.7M | 0.63% |
| 37 | ORACLE CORP | ORCL-PD | 11,237 | $2.5M | 0.57% |
| 38 | WALMART INC | WMT | 24,858 | $2.4M | 0.56% |
| 39 | CHEVRON CORP NEW | CVX | 14,123 | $2.0M | 0.47% |
| 40 | QUALCOMM INC | QCOM | 12,166 | $1.9M | 0.45% |
| 41 | TOYOTA MOTOR CORP | TOYOF | 11,203 | $1.9M | 0.45% |
| 42 | BANK AMERICA CORP | 060505104 | 37,537 | $1.8M | 0.41% |
| 43 | SCHWAB STRATEGIC TR | 808524805 | 76,028 | $1.7M | 0.39% |
| 44 | CISCO SYS INC | CSCO | 24,155 | $1.7M | 0.39% |
| 45 | VANGUARD TAX-MANAGED FDS | 921943858 | 25,572 | $1.5M | 0.34% |
| 46 | SCHWAB STRATEGIC TR | 808524300 | 49,804 | $1.5M | 0.34% |
| 47 | SCHWAB STRATEGIC TR | 808524607 | 53,160 | $1.3M | 0.31% |
| 48 | ISHARES TR | 464287440 | 13,528 | $1.3M | 0.30% |
| 49 | VERIZON COMMUNICATIONS INC | VZ | 29,593 | $1.3M | 0.30% |
| 50 | SCHWAB STRATEGIC TR | 808524839 | 55,053 | $1.3M | 0.30% |
| 51 | SCHWAB STRATEGIC TR | 808524409 | 45,526 | $1.3M | 0.29% |
| 52 | VANGUARD INTL EQUITY INDEX F | 922042858 | 23,634 | $1.2M | 0.27% |
| 53 | MERCK & CO INC | MRK | 14,585 | $1.2M | 0.27% |
| 54 | VANGUARD STAR FDS | 921909768 | 16,652 | $1.2M | 0.27% |
| 55 | SCHWAB STRATEGIC TR | 808524706 | 37,782 | $1.1M | 0.26% |
| 56 | NIKE INC | NKE | 13,599 | $966,096 | 0.22% |
| 57 | AT&T INC | T-PC | 32,366 | $936,680 | 0.22% |
| 58 | INTEL CORP | INTC | 40,973 | $917,789 | 0.21% |
| 59 | WELLS FARGO CO NEW | 949746101 | 11,349 | $909,282 | 0.21% |
| 60 | SELECT SECTOR SPDR TR | 81369Y605 | 16,821 | $880,916 | 0.20% |
| 61 | SCHWAB STRATEGIC TR | 808524201 | 33,074 | $808,336 | 0.19% |
| 62 | COCA COLA CO | KO | 11,334 | $801,883 | 0.19% |
| 63 | ISHARES SILVER TR | SLV | 19,478 | $639,073 | 0.15% |
| 64 | BP PLC | BPPFF | 17,811 | $533,083 | 0.12% |
| 65 | KENVUE INC | KVUE | 25,239 | $528,252 | 0.12% |
| 66 | WEYERHAEUSER CO MTN BE | WY | 20,367 | $523,221 | 0.12% |
| 67 | COMCAST CORP NEW | CCZ | 14,652 | $522,943 | 0.12% |
| 68 | CAPITAL GROUP CORE BALANCED | 14021D107 | 15,061 | $503,640 | 0.12% |
| 69 | SCHWAB STRATEGIC TR | 808524755 | 11,929 | $477,399 | 0.11% |
| 70 | ENTERPRISE PRODS PARTNERS L | 293792107 | 13,539 | $419,844 | 0.10% |
| 71 | PFIZER INC | PFE | 16,543 | $401,013 | 0.09% |
| 72 | CSX CORP | CSX | 10,782 | $351,817 | 0.08% |
| 73 | SCHWAB STRATEGIC TR | 808524508 | 11,999 | $336,584 | 0.08% |
| 74 | HONDA MOTOR LTD | HNDAF | 10,840 | $312,517 | 0.07% |
| 75 | KINDER MORGAN INC DEL | EP-PC | 10,579 | $311,022 | 0.07% |
| 76 | FORD MTR CO | 345370860 | 27,202 | $295,144 | 0.07% |
| 77 | COLUMBIA BKG SYS INC | 197236102 | 10,872 | $254,187 | 0.06% |
| 78 | TIDAL TR II | 88634T493 | 10,785 | $239,103 | 0.06% |