Filed: 10/22/2025ACC: 0001172661-25-004370
📋 What this filing means
KILEY JUERGENS WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $454.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$454.25M
Total AUM (reported)
3.62M
Total Shares
Allocation by class
COM$277.91M61.2%
UNIT SER 1$31.05M6.8%
CL B NEW$19.97M4.4%
CAP STK CL A$16.62M3.7%
MORNINGSTAR GRWT$15.33M3.4%
US DIVIDEND EQ$15.17M3.3%
MORNINGSTAR VALU$7.92M1.7%
Portfolio Concentration
Top 3$127.56M28.1%
4–10$152.70M33.6%
11–25$96.58M21.3%
Rest$77.41M17.0%
Top 3 weight
28.1%
Top 10 weight
61.7%
Voting Authority Distribution
Total shares with voting rights: 3.62M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.62M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings77
Rows:
MICROSOFT CORP
SOLEShares113.05K
TypeSH
Market value$58.56M
12.89%
Sole
0.00
Shared
0.00
None
113.05K
APPLE INC
SOLEShares146.42K
TypeSH
Market value$37.28M
8.21%
Sole
0.00
Shared
0.00
None
146.42K
NVIDIA CORPORATION
SOLEShares170.02K
TypeSH
Market value$31.72M
6.98%
Sole
0.00
Shared
0.00
None
170.02K
INVESCO QQQ TR
SOLEShares51.72K
TypeSH
Market value$31.05M
6.84%
Sole
0.00
Shared
0.00
None
51.72K
COSTCO WHSL CORP NEW
SOLEShares33.36K
TypeSH
Market value$30.88M
6.80%
Sole
0.00
Shared
0.00
None
33.36K
AMAZON COM INC
SOLEShares93.96K
TypeSH
Market value$20.63M
4.54%
Sole
0.00
Shared
0.00
None
93.96K
BERKSHIRE HATHAWAY INC DEL
SOLEShares39.72K
TypeSH
Market value$19.97M
4.40%
Sole
0.00
Shared
0.00
None
39.72K
BROADCOM INC
SOLEShares55.22K
TypeSH
Market value$18.22M
4.01%
Sole
0.00
Shared
0.00
None
55.22K
ALPHABET INC
SOLEShares68.38K
TypeSH
Market value$16.62M
3.66%
Sole
0.00
Shared
0.00
None
68.38K
ISHARES TR
SOLEShares147.01K
TypeSH
Market value$15.33M
3.38%
Sole
0.00
Shared
0.00
None
147.01K
SCHWAB STRATEGIC TR
SOLEShares555.77K
TypeSH
Market value$15.17M
3.34%
Sole
0.00
Shared
0.00
None
555.77K
STARBUCKS CORP
SOLEShares118.88K
TypeSH
Market value$10.06M
2.21%
Sole
0.00
Shared
0.00
None
118.88K
CATERPILLAR INC
SOLEShares17.93K
TypeSH
Market value$8.56M
1.88%
Sole
0.00
Shared
0.00
None
17.93K
ISHARES TR
SOLEShares87.98K
TypeSH
Market value$7.92M
1.74%
Sole
0.00
Shared
0.00
None
87.98K
TESLA INC
SOLEShares15K
TypeSH
Market value$6.67M
1.47%
Sole
0.00
Shared
0.00
None
15K
VANGUARD INTL EQUITY INDEX F
SOLEShares88.27K
TypeSH
Market value$6.30M
1.39%
Sole
0.00
Shared
0.00
None
88.27K
SPDR GOLD TR
SOLEShares16.98K
TypeSH
Market value$6.04M
1.33%
Sole
0.00
Shared
0.00
None
16.98K
VANGUARD BD INDEX FDS
SOLEShares66.96K
TypeSH
Market value$5.28M
1.16%
Sole
0.00
Shared
0.00
None
66.96K
VANGUARD INDEX FDS
SOLEShares27K
TypeSH
Market value$5.03M
1.11%
Sole
0.00
Shared
0.00
None
27K
SCHWAB STRATEGIC TR
SOLEShares176.64K
TypeSH
Market value$4.54M
1.00%
Sole
0.00
Shared
0.00
None
176.64K
JPMORGAN CHASE & CO.
SOLEShares14.19K
TypeSH
Market value$4.48M
0.99%
Sole
0.00
Shared
0.00
None
14.19K
HERITAGE FINL CORP WASH
SOLEShares177.42K
TypeSH
Market value$4.29M
0.94%
Sole
0.00
Shared
0.00
None
177.42K
VANGUARD SPECIALIZED FUNDS
SOLEShares19.40K
TypeSH
Market value$4.19M
0.92%
Sole
0.00
Shared
0.00
None
19.40K
ALPHABET INC
SOLEShares16.55K
TypeSH
Market value$4.03M
0.89%
Sole
0.00
Shared
0.00
None
16.55K
TIMBERLAND BANCORP INC
SOLEShares120.75K
TypeSH
Market value$4.02M
0.88%
Sole
0.00
Shared
0.00
None
120.75K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 113.05K | SH | $58.56M 12.89% | 0.00 | 0.00 | 113.05K |
APPLE INCSOLE | COM | 146.42K | SH | $37.28M 8.21% | 0.00 | 0.00 | 146.42K |
NVIDIA CORPORATIONSOLE | COM | 170.02K | SH | $31.72M 6.98% | 0.00 | 0.00 | 170.02K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 51.72K | SH | $31.05M 6.84% | 0.00 | 0.00 | 51.72K |
COSTCO WHSL CORP NEWSOLE | COM | 33.36K | SH | $30.88M 6.80% | 0.00 | 0.00 | 33.36K |
AMAZON COM INCSOLE | COM | 93.96K | SH | $20.63M 4.54% | 0.00 | 0.00 | 93.96K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 39.72K | SH | $19.97M 4.40% | 0.00 | 0.00 | 39.72K |
BROADCOM INCSOLE | COM | 55.22K | SH | $18.22M 4.01% | 0.00 | 0.00 | 55.22K |
ALPHABET INCSOLE | CAP STK CL A | 68.38K | SH | $16.62M 3.66% | 0.00 | 0.00 | 68.38K |
ISHARES TRSOLE | MORNINGSTAR GRWT | 147.01K | SH | $15.33M 3.38% | 0.00 | 0.00 | 147.01K |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 555.77K | SH | $15.17M 3.34% | 0.00 | 0.00 | 555.77K |
STARBUCKS CORPSOLE | COM | 118.88K | SH | $10.06M 2.21% | 0.00 | 0.00 | 118.88K |
CATERPILLAR INCSOLE | COM | 17.93K | SH | $8.56M 1.88% | 0.00 | 0.00 | 17.93K |
ISHARES TRSOLE | MORNINGSTAR VALU | 87.98K | SH | $7.92M 1.74% | 0.00 | 0.00 | 87.98K |
TESLA INCSOLE | COM | 15K | SH | $6.67M 1.47% | 0.00 | 0.00 | 15K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 88.27K | SH | $6.30M 1.39% | 0.00 | 0.00 | 88.27K |
SPDR GOLD TRSOLE | GOLD SHS | 16.98K | SH | $6.04M 1.33% | 0.00 | 0.00 | 16.98K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 66.96K | SH | $5.28M 1.16% | 0.00 | 0.00 | 66.96K |
VANGUARD INDEX FDSSOLE | VALUE ETF | 27K | SH | $5.03M 1.11% | 0.00 | 0.00 | 27K |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 176.64K | SH | $4.54M 1.00% | 0.00 | 0.00 | 176.64K |
JPMORGAN CHASE & CO.SOLE | COM | 14.19K | SH | $4.48M 0.99% | 0.00 | 0.00 | 14.19K |
HERITAGE FINL CORP WASHSOLE | COM | 177.42K | SH | $4.29M 0.94% | 0.00 | 0.00 | 177.42K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 19.40K | SH | $4.19M 0.92% | 0.00 | 0.00 | 19.40K |
ALPHABET INCSOLE | CAP STK CL C | 16.55K | SH | $4.03M 0.89% | 0.00 | 0.00 | 16.55K |
TIMBERLAND BANCORP INCSOLE | COM | 120.75K | SH | $4.02M 0.88% | 0.00 | 0.00 | 120.75K |
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