Filed: 4/28/2026ACC: 0001986152-26-000050
📋 What this filing means
KILEY JUERGENS WEALTH MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 235 equity positions with a total reported market value of $566.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
235
Positions
$566.74M
Total AUM (reported)
4.33M
Total Shares
Allocation by class
COM$320.90M56.6%
UNIT SER 1$29.77M5.3%
CAP STK CL A$19.27M3.4%
CL B NEW$18.50M3.3%
US DIVIDEND EQ$17.73M3.1%
MORNINGSTAR GRWT$13.63M2.4%
CL A$11.80M2.1%
Portfolio Concentration
Top 3$111.18M19.6%
4–10$148.81M26.3%
11–25$106.01M18.7%
Rest$200.74M35.4%
Top 3 weight
19.6%
Top 10 weight
45.9%
Voting Authority Distribution
Total shares with voting rights: 4.33M
Sole
Full voting authority
4.28M
shares
% of voting shares98.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
53.62K
shares
% of voting shares1.2%
Investment Discretion (by position count)
Sole235
Shared0
Other0
Dominant voting typeSole · 98.8% of voting shares
Institutional Holdings235
Rows:
MICROSOFT CORP
SOLEShares112.13K
TypeSH
Market value$41.51M
7.32%
Sole
111.72K
Shared
0.00
None
410.00
APPLE INC
SOLEShares142.80K
TypeSH
Market value$36.24M
6.39%
Sole
142.03K
Shared
0.00
None
775.00
COSTCO WHOLESALE CORPORATION
SOLEShares33.55K
TypeSH
Market value$33.43M
5.90%
Sole
33.36K
Shared
0.00
None
191.00
INVESCO QQQ TR
SOLEShares51.58K
TypeSH
Market value$29.77M
5.25%
Sole
50.85K
Shared
0.00
None
732.00
NVIDIA CORPORATION
SOLEShares155.86K
TypeSH
Market value$27.18M
4.80%
Sole
153.68K
Shared
0.00
None
2.18K
AMAZON COM INC
SOLEShares96.48K
TypeSH
Market value$20.09M
3.55%
Sole
95.86K
Shared
0.00
None
620.00
ALPHABET INC
SOLEShares67.02K
TypeSH
Market value$19.27M
3.40%
Sole
65.91K
Shared
0.00
None
1.10K
BERKSHIRE HATHAWAY INC DEL
SOLEShares38.60K
TypeSH
Market value$18.50M
3.26%
Sole
38.49K
Shared
0.00
None
110.00
SCHWAB STRATEGIC TR
SOLEShares577.79K
TypeSH
Market value$17.73M
3.13%
Sole
568.91K
Shared
0.00
None
8.88K
BROADCOM INC
SOLEShares52.57K
TypeSH
Market value$16.27M
2.87%
Sole
52.48K
Shared
0.00
None
93.00
ISHARES TR
SOLEShares142.76K
TypeSH
Market value$13.63M
2.41%
Sole
140.86K
Shared
0.00
None
1.90K
CATERPILLAR INC
SOLEShares17.62K
TypeSH
Market value$12.48M
2.20%
Sole
17.60K
Shared
0.00
None
18.00
STARBUCKS CORP
SOLEShares114.68K
TypeSH
Market value$10.27M
1.81%
Sole
114.25K
Shared
0.00
None
428.00
ISHARES TR
SOLEShares87.59K
TypeSH
Market value$8.16M
1.44%
Sole
87.59K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares101.96K
TypeSH
Market value$7.66M
1.35%
Sole
98.54K
Shared
0.00
None
3.43K
SPDR GOLD TR
SOLEShares17.21K
TypeSH
Market value$7.40M
1.31%
Sole
16.97K
Shared
0.00
None
233.00
GE VERNOVA INC
SOLEShares7.26K
TypeSH
Market value$6.34M
1.12%
Sole
7.26K
Shared
0.00
None
1.00
TESLA INC
SOLEShares15.24K
TypeSH
Market value$5.66M
1.00%
Sole
15.06K
Shared
0.00
None
172.00
ELI LILLY & CO
SOLEShares5.85K
TypeSH
Market value$5.38M
0.95%
Sole
5.81K
Shared
0.00
None
38.00
INVESCO EXCHANGE TRADED FD T
SOLEShares27.82K
TypeSH
Market value$5.34M
0.94%
Sole
26.85K
Shared
0.00
None
967.00
VANGUARD INDEX FDS
SOLEShares25.19K
TypeSH
Market value$4.94M
0.87%
Sole
25.19K
Shared
0.00
None
7.00
VANGUARD BD INDEX FDS
SOLEShares60.51K
TypeSH
Market value$4.74M
0.84%
Sole
60.36K
Shared
0.00
None
145.00
TIMBERLAND BANCORP INC
SOLEShares120.07K
TypeSH
Market value$4.73M
0.84%
Sole
120.07K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares186.26K
TypeSH
Market value$4.68M
0.82%
Sole
186.26K
Shared
0.00
None
2.00
ALPHABET INC
SOLEShares15.97K
TypeSH
Market value$4.58M
0.81%
Sole
15.88K
Shared
0.00
None
83.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 112.13K | SH | $41.51M 7.32% | 111.72K | 0.00 | 410.00 |
APPLE INCSOLE | COM | 142.80K | SH | $36.24M 6.39% | 142.03K | 0.00 | 775.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 33.55K | SH | $33.43M 5.90% | 33.36K | 0.00 | 191.00 |
INVESCO QQQ TRSOLE | UNIT SER 1 | 51.58K | SH | $29.77M 5.25% | 50.85K | 0.00 | 732.00 |
NVIDIA CORPORATIONSOLE | COM | 155.86K | SH | $27.18M 4.80% | 153.68K | 0.00 | 2.18K |
AMAZON COM INCSOLE | COM | 96.48K | SH | $20.09M 3.55% | 95.86K | 0.00 | 620.00 |
ALPHABET INCSOLE | CAP STK CL A | 67.02K | SH | $19.27M 3.40% | 65.91K | 0.00 | 1.10K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 38.60K | SH | $18.50M 3.26% | 38.49K | 0.00 | 110.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 577.79K | SH | $17.73M 3.13% | 568.91K | 0.00 | 8.88K |
BROADCOM INCSOLE | COM | 52.57K | SH | $16.27M 2.87% | 52.48K | 0.00 | 93.00 |
ISHARES TRSOLE | MORNINGSTAR GRWT | 142.76K | SH | $13.63M 2.41% | 140.86K | 0.00 | 1.90K |
CATERPILLAR INCSOLE | COM | 17.62K | SH | $12.48M 2.20% | 17.60K | 0.00 | 18.00 |
STARBUCKS CORPSOLE | COM | 114.68K | SH | $10.27M 1.81% | 114.25K | 0.00 | 428.00 |
ISHARES TRSOLE | MORNINGSTAR VALU | 87.59K | SH | $8.16M 1.44% | 87.59K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 101.96K | SH | $7.66M 1.35% | 98.54K | 0.00 | 3.43K |
SPDR GOLD TRSOLE | GOLD SHS | 17.21K | SH | $7.40M 1.31% | 16.97K | 0.00 | 233.00 |
GE VERNOVA INCSOLE | COM | 7.26K | SH | $6.34M 1.12% | 7.26K | 0.00 | 1.00 |
TESLA INCSOLE | COM | 15.24K | SH | $5.66M 1.00% | 15.06K | 0.00 | 172.00 |
ELI LILLY & COSOLE | COM | 5.85K | SH | $5.38M 0.95% | 5.81K | 0.00 | 38.00 |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 27.82K | SH | $5.34M 0.94% | 26.85K | 0.00 | 967.00 |
VANGUARD INDEX FDSSOLE | VALUE ETF | 25.19K | SH | $4.94M 0.87% | 25.19K | 0.00 | 7.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 60.51K | SH | $4.74M 0.84% | 60.36K | 0.00 | 145.00 |
TIMBERLAND BANCORP INCSOLE | COM | 120.07K | SH | $4.73M 0.84% | 120.07K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 186.26K | SH | $4.68M 0.82% | 186.26K | 0.00 | 2.00 |
ALPHABET INCSOLE | CAP STK CL C | 15.97K | SH | $4.58M 0.81% | 15.88K | 0.00 | 83.00 |
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