Universe · entity
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Institutional manager (13F) · CIK 1723223
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $443M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | MICROSOFT CORP | $42M | 112,126 |
| 2 | APPLE INC | $36M | 142,802 |
| 3 | COSTCO WHOLESALE CORPORATION | $33M | 33,549 |
| 4 | INVESCO QQQ TR | $30M | 51,584 |
| 5 | NVIDIA CORPORATION | $27M | 155,856 |
| 6 | AMAZON COM INC | $20M | 96,481 |
| 7 | ALPHABET INC | $19M | 67,016 |
| 8 | BERKSHIRE HATHAWAY INC DEL | $18M | 38,597 |
| 9 | SCHWAB STRATEGIC TR | $18M | 577,786 |
| 10 | BROADCOM INC | $16M | 52,570 |
| 11 | ISHARES TR | $14M | 142,759 |
| 12 | CATERPILLAR INC | $12M | 17,616 |
| 13 | STARBUCKS CORP | $10M | 114,676 |
| 14 | ISHARES TR | $8M | 87,592 |
| 15 | VANGUARD INTL EQUITY INDEX F | $8M | 101,964 |
| 16 | SPDR GOLD TR | $7M | 17,207 |
| 17 | GE VERNOVA INC | $6M | 7,263 |
| 18 | TESLA INC | $6M | 15,237 |
| 19 | ELI LILLY & CO | $5M | 5,851 |
| 20 | INVESCO EXCHANGE TRADED FD T | $5M | 27,820 |
| 21 | VANGUARD INDEX FDS | $5M | 25,194 |
| 22 | VANGUARD BD INDEX FDS | $5M | 60,505 |
| 23 | TIMBERLAND BANCORP INC | $5M | 120,067 |
| 24 | SCHWAB STRATEGIC TR | $5M | 186,262 |
| 25 | ALPHABET INC | $5M | 15,967 |
| 26 | HERITAGE FINL CORP WASH | $5M | 175,051 |
| 27 | BOEING CO | $4M | 22,285 |
| 28 | JPMORGAN CHASE & CO | $4M | 14,074 |
| 29 | VANGUARD SPECIALIZED FUNDS | $4M | 19,183 |
| 30 | JOHNSON & JOHNSON | $4M | 15,654 |
| 31 | MCDONALDS CORP | $3M | 10,738 |
| 32 | VANGUARD INDEX FDS | $3M | 10,389 |
| 33 | PACCAR INC | $3M | 28,022 |
| 34 | ISHARES TR | $3M | 36,693 |
| 35 | EXXON MOBIL CORP | $3M | 18,483 |
| 36 | META PLATFORMS INC | $3M | 5,438 |
| 37 | PROCTER & GAMBLE CO | $3M | 21,058 |
| 38 | WALMART INC | $3M | 24,451 |
| 39 | NETFLIX INC. | $3M | 30,575 |
| 40 | EATON CORP PLC | $3M | 8,086 |
| 41 | STATE STR SPDR S&P 500 ETF T | $3M | 4,267 |
| 42 | CHEVRON CORPORATION | $3M | 13,411 |
| 43 | PALANTIR TECHNOLOGIES INC | $3M | 18,922 |
| 44 | CROWDSTRIKE HLDGS INC | $3M | 6,936 |
| 45 | UBER TECHNOLOGIES INC | $3M | 37,549 |
| 46 | VISA INC | $2M | 8,122 |
| 47 | CLOUDFLARE INC | $2M | 10,785 |
| 48 | HOME DEPOT INC | $2M | 6,700 |
| 49 | WASTE MGMT INC DEL | $2M | 9,360 |
| 50 | SCHWAB STRATEGIC TR | $2M | 86,756 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.