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KILEY JUERGENS WEALTH MANAGEMENT, LLC
Period ended Sep 30, 2026 · Latest filing Nov 12, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $661,449,566
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- MICROSOFT CORP · COM · 594918104 · shares: $57,396,851
- APPLE INC · COM · 037833100 · shares: $46,836,268
- NVIDIA CORPORATION · COM · 67066G104 · shares: $38,409,592
- INVESCO QQQ TR · UNIT SER 1 · 46090E103 · shares: $37,318,318
- COSTCO WHOLESALE CORPORATION · COM · 22160K105 · shares: $30,702,416
- AMAZON COM INC · COM · 023135106 · shares: $23,929,149
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $23,646,453
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $19,348,496
- SCHWAB STRATEGIC TR · US DIVIDEND EQ · 808524797 · shares: $18,975,470
- BROADCOM INC · COM · 11135F101 · shares: $18,458,928
Reported holdings
239 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 594918104 | — | 111,907 shares | $57,396,851 |
| APPLE INC | COM | 037833100 | — | 140,641 shares | $46,836,268 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 168,183 shares | $38,409,592 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 50,446 shares | $37,318,318 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 33,726 shares | $30,702,416 |
| AMAZON COM INC | COM | 023135106 | — | 96,043 shares | $23,929,149 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 68,724 shares | $23,646,453 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 38,856 shares | $19,348,496 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | — | 583,322 shares | $18,975,470 |
| BROADCOM INC | COM | 11135F101 | — | 52,561 shares | $18,458,928 |
| ISHARES TR | MORNINGSTAR GRWT | 464287119 | — | 138,840 shares | $16,240,135 |
| CATERPILLAR INC | COM | 149123101 | — | 16,985 shares | $13,771,306 |
| STARBUCKS CORP | COM | 855244109 | — | 112,855 shares | $10,603,811 |
| ISHARES TR | MORNINGSTAR VALU | 464288109 | — | 88,680 shares | $9,341,507 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | — | 104,782 shares | $8,693,771 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 46137V357 | — | 37,683 shares | $7,838,847 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 28,254 shares | $7,480,247 |
| ELI LILLY & CO | COM | 532457108 | — | 5,749 shares | $6,651,750 |
| GE VERNOVA INC | COM | 36828A101 | — | 6,943 shares | $6,599,328 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 16,949 shares | $6,454,857 |
| TIMBERLAND BANCORP INC | COM | 887098101 | — | 129,512 shares | $5,773,645 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | — | 191,160 shares | $5,602,887 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 16,237 shares | $5,532,765 |
| TESLA INC | COM | 88160R101 | — | 15,343 shares | $5,443,876 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 22,733 shares | $4,912,241 |
| HERITAGE FINL CORP WASH | COM | 42722X106 | — | 175,076 shares | $4,837,363 |
| META PLATFORMS INC | CL A | 30303M102 | — | 6,669 shares | $4,836,430 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 14,108 shares | $4,667,514 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 60,882 shares | $4,651,348 |
| INTEL CORP | COM | 458140100 | — | 37,806 shares | $4,545,388 |
| BOEING CO | COM | 097023105 | — | 23,799 shares | $4,427,868 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 16,440 shares | $4,352,332 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 18,321 shares | $4,274,498 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 10,171 shares | $3,806,387 |
| EATON CORP PLC | SHS | G29183103 | — | 8,234 shares | $3,538,232 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 5,677 shares | $3,472,962 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 18,262 shares | $3,415,907 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 4,317 shares | $3,292,624 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 8,564 shares | $2,974,106 |
| VISA INC | COM CL A | 92826C839 | — | 8,164 shares | $2,933,567 |
| PACCAR INC | COM | 693718108 | — | 26,557 shares | $2,916,255 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 | — | 37,071 shares | $2,883,392 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 19,498 shares | $2,832,653 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 17,395 shares | $2,831,076 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 808524839 | — | 124,668 shares | $2,755,163 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 3,892 shares | $2,727,652 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | — | 75,103 shares | $2,698,467 |
| CISCO SYS INC | COM | 17275R102 | — | 23,607 shares | $2,540,772 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 90,994 shares | $2,499,605 |
| CHEVRON CORPORATION | COM | 166764100 | — | 12,125 shares | $2,476,110 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 35,874 shares | $2,457,728 |
| WALMART INC | COM | 931142103 | — | 23,111 shares | $2,401,743 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 5,566 shares | $2,316,180 |
| MCDONALDS CORP | COM | 580135101 | — | 9,863 shares | $2,277,751 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 65,100 shares | $2,124,199 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 30,000 shares | $2,118,327 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 10,163 shares | $2,072,485 |
| NETFLIX INC. | COM | 64110L106 | — | 29,754 shares | $2,070,283 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 7,447 shares | $2,069,407 |
| UNITED RENTALS INC | COM | 911363109 | — | 2,015 shares | $2,016,651 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 22,181 shares | $1,998,721 |
| ISHARES TR | U.S. TECH ETF | 464287721 | — | 7,509 shares | $1,989,134 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 25,296 shares | $1,983,698 |
| APPLIED MATLS INC | COM | 038222105 | — | 3,820 shares | $1,953,373 |
| QUALCOMM INC | COM | 747525103 | — | 10,239 shares | $1,884,428 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 4,118 shares | $1,878,590 |
| ABBVIE INC | COM | 00287Y109 | — | 7,133 shares | $1,865,921 |
| MERCK & CO INC | COM | 58933Y105 | — | 12,822 shares | $1,863,223 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 13,457 shares | $1,691,189 |
| UNION PAC CORP | COM | 907818108 | — | 6,143 shares | $1,671,754 |
| DEERE & CO | COM | 244199105 | — | 2,421 shares | $1,625,811 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | — | 47,939 shares | $1,596,862 |
| GE AEROSPACE | COM NEW | 369604301 | — | 5,107 shares | $1,594,948 |
| BOEING CO | DEP CONV PFD A | 097023204 | — | 26,150 shares | $1,547,034 |
| HOME DEPOT INC | COM | 437076102 | — | 5,394 shares | $1,534,568 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | — | 4,843 shares | $1,530,849 |
| BANK OF AMER CORP | COM | 060505104 | — | 27,970 shares | $1,522,382 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 41,387 shares | $1,508,554 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 2,934 shares | $1,494,339 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 2 shares | $1,494,010 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 | — | 40,261 shares | $1,479,592 |
| AMGEN INC | COM | 031162100 | — | 3,450 shares | $1,454,216 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 3,571 shares | $1,418,794 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 22,691 shares | $1,345,797 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 4,502 shares | $1,280,783 |
| RTX CORPORATION | COM | 75513E101 | — | 6,846 shares | $1,270,984 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 3,835 shares | $1,259,882 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 40,150 shares | $1,204,507 |
| ORACLE CORP | COM | 68389X105 | — | 8,590 shares | $1,179,450 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 1,040 shares | $1,107,715 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 7,604 shares | $1,081,745 |
| DANAHER CORP DEL | COM | 235851102 | — | 4,842 shares | $1,072,645 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 7,895 shares | $988,094 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 11,556 shares | $981,809 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 4,252 shares | $970,647 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 9,013 shares | $936,323 |
| WELLS FARGO & CO | COM | 949746101 | — | 11,625 shares | $930,581 |
| COCA COLA CO | COM | 191216100 | — | 10,596 shares | $912,086 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 16,859 shares | $900,271 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 16,458 shares | $897,126 |