13F HOLDINGS REPORT
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Quarter ended Q3 2025 · Filed October 22, 2025 · Accession 0001172661-25-004370
Total Value
$454.2M
Positions
77
Other Managers
0
Confidential Omitted
No
Holdings (77)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 113,053 | $58.6M | 12.89% |
| 2 | APPLE INC | AAPL | 146,417 | $37.3M | 8.21% |
| 3 | NVIDIA CORPORATION | NVDA | 170,019 | $31.7M | 6.98% |
| 4 | INVESCO QQQ TR | IVZ | 51,717 | $31.0M | 6.84% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 33,358 | $30.9M | 6.80% |
| 6 | AMAZON COM INC | AMZN | 93,958 | $20.6M | 4.54% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 39,718 | $20.0M | 4.40% |
| 8 | BROADCOM INC | AVGO | 55,217 | $18.2M | 4.01% |
| 9 | ALPHABET INC | GOOG | 68,381 | $16.6M | 3.66% |
| 10 | ISHARES TR | 464287119 | 147,006 | $15.3M | 3.38% |
| 11 | SCHWAB STRATEGIC TR | 808524797 | 555,772 | $15.2M | 3.34% |
| 12 | STARBUCKS CORP | SBUX | 118,877 | $10.1M | 2.21% |
| 13 | CATERPILLAR INC | CAT | 17,932 | $8.6M | 1.88% |
| 14 | ISHARES TR | 464288109 | 87,982 | $7.9M | 1.74% |
| 15 | TESLA INC | TSLA | 15,001 | $6.7M | 1.47% |
| 16 | VANGUARD INTL EQUITY INDEX F | 922042775 | 88,274 | $6.3M | 1.39% |
| 17 | SPDR GOLD TR | GLD | 16,983 | $6.0M | 1.33% |
| 18 | VANGUARD BD INDEX FDS | 921937827 | 66,964 | $5.3M | 1.16% |
| 19 | VANGUARD INDEX FDS | 922908744 | 26,997 | $5.0M | 1.11% |
| 20 | SCHWAB STRATEGIC TR | 808524102 | 176,637 | $4.5M | 1.00% |
| 21 | JPMORGAN CHASE & CO. | VYLD | 14,194 | $4.5M | 0.99% |
| 22 | HERITAGE FINL CORP WASH | 42722X106 | 177,417 | $4.3M | 0.94% |
| 23 | VANGUARD SPECIALIZED FUNDS | 921908844 | 19,401 | $4.2M | 0.92% |
| 24 | ALPHABET INC | GOOG | 16,547 | $4.0M | 0.89% |
| 25 | TIMBERLAND BANCORP INC | TSBK | 120,746 | $4.0M | 0.88% |
| 26 | PALANTIR TECHNOLOGIES INC | PLTR | 20,247 | $3.7M | 0.81% |
| 27 | UBER TECHNOLOGIES INC | UBER | 36,719 | $3.6M | 0.79% |
| 28 | VANGUARD INDEX FDS | 922908769 | 10,739 | $3.5M | 0.78% |
| 29 | BOEING CO | BA-PA | 15,650 | $3.4M | 0.74% |
| 30 | ISHARES TR | 464287432 | 37,007 | $3.3M | 0.73% |
| 31 | MCDONALDS CORP | MCD | 10,601 | $3.2M | 0.71% |
| 32 | PROCTER AND GAMBLE CO | 742718109 | 20,639 | $3.2M | 0.70% |
| 33 | ORACLE CORP | ORCL-PD | 11,084 | $3.1M | 0.69% |
| 34 | JOHNSON & JOHNSON | JNJ | 16,056 | $3.0M | 0.66% |
| 35 | PACCAR INC | PCAR | 28,318 | $2.8M | 0.61% |
| 36 | WALMART INC | WMT | 24,481 | $2.5M | 0.56% |
| 37 | INVESCO EXCHANGE TRADED FD T | IVZ | 13,064 | $2.5M | 0.55% |
| 38 | EXXON MOBIL CORP | XOM | 19,000 | $2.1M | 0.47% |
| 39 | CHEVRON CORP NEW | CVX | 13,713 | $2.1M | 0.47% |
| 40 | QUALCOMM INC | QCOM | 12,162 | $2.0M | 0.45% |
| 41 | SCHWAB STRATEGIC TR | 808524805 | 75,856 | $1.8M | 0.39% |
| 42 | BANK AMERICA CORP | 060505104 | 33,766 | $1.7M | 0.38% |
| 43 | SCHWAB STRATEGIC TR | 808524300 | 52,434 | $1.7M | 0.37% |
| 44 | VANGUARD TAX-MANAGED FDS | 921943858 | 27,715 | $1.7M | 0.37% |
| 45 | CISCO SYS INC | CSCO | 23,684 | $1.6M | 0.36% |
| 46 | SCHWAB STRATEGIC TR | 808524607 | 53,893 | $1.5M | 0.33% |
| 47 | SCHWAB STRATEGIC TR | 808524839 | 59,257 | $1.4M | 0.31% |
| 48 | BOEING CO | BA-PA | 19,900 | $1.4M | 0.30% |
| 49 | INTEL CORP | INTC | 40,775 | $1.4M | 0.30% |
| 50 | SCHWAB STRATEGIC TR | 808524706 | 39,009 | $1.3M | 0.29% |
| 51 | SCHWAB STRATEGIC TR | 808524409 | 43,860 | $1.3M | 0.28% |
| 52 | VANGUARD INTL EQUITY INDEX F | 922042858 | 23,073 | $1.3M | 0.28% |
| 53 | ISHARES TR | 464287440 | 11,298 | $1.1M | 0.24% |
| 54 | MERCK & CO INC | MRK | 12,807 | $1.1M | 0.24% |
| 55 | NIKE INC | NKE | 13,921 | $970,742 | 0.21% |
| 56 | AT&T INC | T-PC | 33,115 | $935,164 | 0.21% |
| 57 | SELECT SECTOR SPDR TR | 81369Y605 | 17,148 | $923,763 | 0.20% |
| 58 | WELLS FARGO CO NEW | 949746101 | 11,005 | $922,439 | 0.20% |
| 59 | SCHWAB STRATEGIC TR | 808524201 | 32,679 | $860,772 | 0.19% |
| 60 | VANGUARD STAR FDS | 921909768 | 11,466 | $842,309 | 0.19% |
| 61 | ISHARES SILVER TR | SLV | 19,506 | $826,469 | 0.18% |
| 62 | VERIZON COMMUNICATIONS INC | VZ | 18,215 | $800,546 | 0.18% |
| 63 | COCA COLA CO | KO | 11,086 | $735,240 | 0.16% |
| 64 | CAPITAL GROUP CORE BALANCED | 14021D107 | 18,071 | $627,425 | 0.14% |
| 65 | SCHWAB STRATEGIC TR | 808524755 | 13,841 | $594,609 | 0.13% |
| 66 | WEYERHAEUSER CO MTN BE | WY | 20,137 | $499,192 | 0.11% |
| 67 | COMCAST CORP NEW | CCZ | 14,000 | $439,881 | 0.10% |
| 68 | ENTERPRISE PRODS PARTNERS L | 293792107 | 13,455 | $420,733 | 0.09% |
| 69 | PFIZER INC | PFE | 15,615 | $397,881 | 0.09% |
| 70 | CSX CORP | CSX | 11,006 | $390,823 | 0.09% |
| 71 | SCHWAB STRATEGIC TR | 808524508 | 11,411 | $338,210 | 0.07% |
| 72 | ISHARES TR | 464288687 | 10,137 | $320,532 | 0.07% |
| 73 | TIDAL TRUST II | 88634T493 | 22,180 | $309,632 | 0.07% |
| 74 | KINDER MORGAN INC DEL | EP-PC | 10,581 | $299,537 | 0.07% |
| 75 | COLUMBIA BKG SYS INC | 197236102 | 10,865 | $279,665 | 0.06% |
| 76 | KENVUE INC | KVUE | 16,306 | $264,646 | 0.06% |
| 77 | FORD MTR CO | 345370860 | 20,146 | $240,947 | 0.05% |