13F HOLDINGS REPORT
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Quarter ended Q4 2025 · Filed January 26, 2026 · Accession 0001172661-26-000307
Total Value
$462.9M
Positions
74
Other Managers
0
Confidential Omitted
No
Holdings (74)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 112,898 | $54.6M | 11.79% |
| 2 | APPLE INC | AAPL | 143,370 | $39.0M | 8.42% |
| 3 | INVESCO QQQ TR | IVZ | 51,964 | $31.9M | 6.90% |
| 4 | NVIDIA CORPORATION | NVDA | 155,676 | $29.0M | 6.27% |
| 5 | COSTCO WHSL CORP NEW | 22160K105 | 33,646 | $29.0M | 6.27% |
| 6 | AMAZON COM INC | AMZN | 95,491 | $22.0M | 4.76% |
| 7 | ALPHABET INC | GOOG | 67,793 | $21.2M | 4.58% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 39,654 | $19.9M | 4.31% |
| 9 | BROADCOM INC | AVGO | 53,139 | $18.4M | 3.97% |
| 10 | SCHWAB STRATEGIC TR | 808524797 | 576,328 | $15.8M | 3.41% |
| 11 | ISHARES TR | 464287119 | 143,882 | $15.0M | 3.23% |
| 12 | CATERPILLAR INC | CAT | 17,769 | $10.2M | 2.20% |
| 13 | STARBUCKS CORP | SBUX | 116,880 | $9.8M | 2.13% |
| 14 | ISHARES TR | 464288109 | 87,694 | $8.3M | 1.79% |
| 15 | VANGUARD INTL EQUITY INDEX F | 922042775 | 96,156 | $7.1M | 1.53% |
| 16 | TESLA INC | TSLA | 14,988 | $6.7M | 1.46% |
| 17 | SPDR GOLD TR | GLD | 16,967 | $6.7M | 1.45% |
| 18 | ALPHABET INC | GOOG | 16,393 | $5.1M | 1.11% |
| 19 | VANGUARD BD INDEX FDS | 921937827 | 64,944 | $5.1M | 1.11% |
| 20 | VANGUARD INDEX FDS | 922908744 | 26,682 | $5.1M | 1.10% |
| 21 | SCHWAB STRATEGIC TR | 808524102 | 184,836 | $4.8M | 1.05% |
| 22 | JPMORGAN CHASE & CO. | VYLD | 14,292 | $4.6M | 0.99% |
| 23 | INVESCO EXCHANGE TRADED FD T | IVZ | 22,574 | $4.3M | 0.93% |
| 24 | TIMBERLAND BANCORP INC | TSBK | 120,203 | $4.3M | 0.93% |
| 25 | VANGUARD SPECIALIZED FUNDS | 921908844 | 19,415 | $4.3M | 0.92% |
| 26 | HERITAGE FINL CORP WASH | 42722X106 | 177,447 | $4.2M | 0.91% |
| 27 | BOEING CO | BA-PA | 17,926 | $3.9M | 0.84% |
| 28 | PALANTIR TECHNOLOGIES INC | PLTR | 19,934 | $3.5M | 0.77% |
| 29 | VANGUARD INDEX FDS | 922908769 | 10,444 | $3.5M | 0.76% |
| 30 | PROCTER AND GAMBLE CO | 742718109 | 23,664 | $3.4M | 0.73% |
| 31 | MCDONALDS CORP | MCD | 10,768 | $3.3M | 0.71% |
| 32 | JOHNSON & JOHNSON | JNJ | 15,790 | $3.3M | 0.71% |
| 33 | ISHARES TR | 464287432 | 35,774 | $3.1M | 0.67% |
| 34 | PACCAR INC | PCAR | 28,133 | $3.1M | 0.67% |
| 35 | UBER TECHNOLOGIES INC | UBER | 37,019 | $3.0M | 0.65% |
| 36 | NETFLIX INC | NFLX | 30,262 | $2.8M | 0.61% |
| 37 | WALMART INC | WMT | 24,381 | $2.7M | 0.59% |
| 38 | EXXON MOBIL CORP | XOM | 18,615 | $2.2M | 0.48% |
| 39 | QUALCOMM INC | QCOM | 12,148 | $2.1M | 0.45% |
| 40 | CHEVRON CORP NEW | CVX | 13,463 | $2.1M | 0.44% |
| 41 | SCHWAB STRATEGIC TR | 808524300 | 62,159 | $2.0M | 0.44% |
| 42 | SCHWAB STRATEGIC TR | 808524805 | 83,327 | $2.0M | 0.43% |
| 43 | BANK AMERICA CORP | 060505104 | 32,930 | $1.8M | 0.39% |
| 44 | CISCO SYS INC | CSCO | 22,922 | $1.8M | 0.38% |
| 45 | VANGUARD TAX-MANAGED FDS | 921943858 | 27,259 | $1.7M | 0.37% |
| 46 | BOEING CO | BA-PA | 24,525 | $1.7M | 0.37% |
| 47 | SCHWAB STRATEGIC TR | 808524607 | 56,906 | $1.6M | 0.35% |
| 48 | SCHWAB STRATEGIC TR | 808524839 | 64,989 | $1.5M | 0.33% |
| 49 | INTEL CORP | INTC | 39,283 | $1.4M | 0.31% |
| 50 | SCHWAB STRATEGIC TR | 808524409 | 47,562 | $1.4M | 0.30% |
| 51 | MERCK & CO INC | MRK | 12,720 | $1.3M | 0.29% |
| 52 | SCHWAB STRATEGIC TR | 808524706 | 38,939 | $1.3M | 0.28% |
| 53 | VANGUARD INTL EQUITY INDEX F | 922042858 | 22,985 | $1.2M | 0.27% |
| 54 | ISHARES SILVER TR | SLV | 18,495 | $1.2M | 0.26% |
| 55 | WELLS FARGO CO NEW | 949746101 | 10,986 | $1.0M | 0.22% |
| 56 | SELECT SECTOR SPDR TR | 81369Y605 | 17,198 | $941,934 | 0.20% |
| 57 | SCHWAB STRATEGIC TR | 808524201 | 32,732 | $880,830 | 0.19% |
| 58 | NIKE INC | NKE | 13,765 | $876,954 | 0.19% |
| 59 | VANGUARD STAR FDS | 921909768 | 11,467 | $865,033 | 0.19% |
| 60 | CAPITAL GROUP CORE BALANCED | 14021D107 | 23,335 | $824,426 | 0.18% |
| 61 | AT&T INC | T-PC | 32,178 | $799,296 | 0.17% |
| 62 | VERIZON COMMUNICATIONS INC | VZ | 18,418 | $750,170 | 0.16% |
| 63 | COCA COLA CO | KO | 10,618 | $742,282 | 0.16% |
| 64 | SCHWAB STRATEGIC TR | 808524755 | 13,841 | $625,752 | 0.14% |
| 65 | PFIZER INC | PFE | 24,128 | $600,796 | 0.13% |
| 66 | WEYERHAEUSER CO MTN BE | WY | 20,624 | $488,594 | 0.11% |
| 67 | ISHARES TR | 464288687 | 15,137 | $468,642 | 0.10% |
| 68 | ENTERPRISE PRODS PARTNERS L | 293792107 | 13,481 | $432,193 | 0.09% |
| 69 | CSX CORP | CSX | 11,259 | $408,139 | 0.09% |
| 70 | COMCAST CORP NEW | CCZ | 12,646 | $377,999 | 0.08% |
| 71 | SCHWAB STRATEGIC TR | 808524508 | 11,734 | $352,848 | 0.08% |
| 72 | COLUMBIA BKG SYS INC | 197236102 | 11,865 | $331,627 | 0.07% |
| 73 | KENVUE INC | KVUE | 12,008 | $207,143 | 0.04% |
| 74 | FORD MTR CO | 345370860 | 15,360 | $201,527 | 0.04% |