The Analysis of KILEY JUERGENS WEALTH MANAGEMENT, LLC's Holdings


Currently, KILEY JUERGENS WEALTH MANAGEMENT, LLC holds 74 types of securities in its portfolio with a total value $462.9M. In the most recent quarter, they have increased their positions in NFLX (+30.3K shares, valued at $2.8M), N/A (+9.5K shares, valued at $1.8M), VEU (+7.9K shares, valued at $579.8K); decreased their positions in NVDA (-14.3K shares, valued at $2.7M), AAPL (-3.0K shares, valued at $828.4K), N/A (-2.1K shares, valued at $719.2K); initiated new positions in NFLX (+30.3K shares, valued at $2.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP112.9K shares-0.14%2025-12-312026-01-26history
AAPL APPLE INC143.4K shares-2.08%2025-12-312026-01-26history
INVESCO QQQ TR INVESCO QQQ TR52.0K shares0.48%2025-12-312026-01-26history
NVDA NVIDIA CORPORATION155.7K shares-8.44%2025-12-312026-01-26history
COST COSTCO WHSL CORP NEW33.6K shares0.86%2025-12-312026-01-26history
AMZN AMAZON COM INC95.5K shares1.63%2025-12-312026-01-26history
ALPHABET INC ALPHABET INC67.8K shares-0.86%2025-12-312026-01-26history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL39.7K shares-0.16%2025-12-312026-01-26history
Sponsored
BROADCOM INC BROADCOM INC53.1K shares-3.76%2025-12-312026-01-26history
SCHD SCHWAB STRATEGIC TR576.3K shares3.70%2025-12-312026-01-26history
ILCG ISHARES TR143.9K shares-2.13%2025-12-312026-01-26history
CAT CATERPILLAR INC17.8K shares-0.91%2025-12-312026-01-26history
SBUX STARBUCKS CORP116.9K shares-1.68%2025-12-312026-01-26history
ILCV ISHARES TR87.7K shares-0.33%2025-12-312026-01-26history
VEU VANGUARD INTL EQUITY INDEX F96.2K shares8.93%2025-12-312026-01-26history
TSLA TESLA INC15.0K shares-0.09%2025-12-312026-01-26history
Sponsored
GLD SPDR GOLD TR17.0K shares-0.09%2025-12-312026-01-26history
ALPHABET INC ALPHABET INC16.4K shares-0.93%2025-12-312026-01-26history
BSV VANGUARD BD INDEX FDS64.9K shares-3.02%2025-12-312026-01-26history
VTV VANGUARD INDEX FDS26.7K shares-1.17%2025-12-312026-01-26history
SCHB SCHWAB STRATEGIC TR184.8K shares4.64%2025-12-312026-01-26history
JPM JPMORGAN CHASE & CO.14.3K shares0.69%2025-12-312026-01-26history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T22.6K shares72.80%2025-12-312026-01-26history
TSBK TIMBERLAND BANCORP INC120.2K shares-0.45%2025-12-312026-01-26history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS19.4K shares0.07%2025-12-312026-01-26history
HFWA HERITAGE FINL CORP WASH177.4K shares0.02%2025-12-312026-01-26history
BA BOEING CO17.9K shares14.54%2025-12-312026-01-26history
PLTR PALANTIR TECHNOLOGIES INC19.9K shares-1.55%2025-12-312026-01-26history
VTI VANGUARD INDEX FDS10.4K shares-2.75%2025-12-312026-01-26history
PG PROCTER AND GAMBLE CO23.7K shares14.66%2025-12-312026-01-26history
MCD MCDONALDS CORP10.8K shares1.58%2025-12-312026-01-26history
JNJ JOHNSON & JOHNSON15.8K shares-1.66%2025-12-312026-01-26history
Sponsored
TLT ISHARES TR35.8K shares-3.33%2025-12-312026-01-26history
PCAR PACCAR INC28.1K shares-0.65%2025-12-312026-01-26history
UBER UBER TECHNOLOGIES INC37.0K shares0.82%2025-12-312026-01-26history
NFLX NETFLIX INC30.3K sharesnew addition2025-12-312026-01-26history
WMT WALMART INC24.4K shares-0.41%2025-12-312026-01-26history
XOM EXXON MOBIL CORP18.6K shares-2.03%2025-12-312026-01-26history
QCOM QUALCOMM INC12.1K shares-0.12%2025-12-312026-01-26history
CVX CHEVRON CORP NEW13.5K shares-1.82%2025-12-312026-01-26history
Sponsored
SCHG SCHWAB STRATEGIC TR62.2K shares18.55%2025-12-312026-01-26history
SCHF SCHWAB STRATEGIC TR83.3K shares9.85%2025-12-312026-01-26history
BAC BANK AMERICA CORP32.9K shares-2.48%2025-12-312026-01-26history
CSCO CISCO SYS INC22.9K shares-3.22%2025-12-312026-01-26history
VEA VANGUARD TAX-MANAGED FDS27.3K shares-1.65%2025-12-312026-01-26history
BA-PA BOEING CO24.5K shares23.24%2025-12-312026-01-26history
SCHA SCHWAB STRATEGIC TR56.9K shares5.59%2025-12-312026-01-26history
SCHZ SCHWAB STRATEGIC TR65.0K shares9.67%2025-12-312026-01-26history
Sponsored
INTC INTEL CORP39.3K shares-3.66%2025-12-312026-01-26history
SCHV SCHWAB STRATEGIC TR47.6K shares8.44%2025-12-312026-01-26history
MERCK & CO INC MERCK & CO INC12.7K shares-0.68%2025-12-312026-01-26history
SCHE SCHWAB STRATEGIC TR38.9K shares-0.18%2025-12-312026-01-26history
VWO VANGUARD INTL EQUITY INDEX F23.0K shares-0.38%2025-12-312026-01-26history
SLV ISHARES SILVER TR18.5K shares-5.18%2025-12-312026-01-26history
WFC WELLS FARGO CO NEW11.0K shares-0.17%2025-12-312026-01-26history
XLF SELECT SECTOR SPDR TR17.2K shares0.29%2025-12-312026-01-26history
Sponsored
SCHX SCHWAB STRATEGIC TR32.7K shares0.16%2025-12-312026-01-26history
NKE NIKE INC13.8K shares-1.12%2025-12-312026-01-26history
VXUS VANGUARD STAR FDS11.5K shares0.01%2025-12-312026-01-26history
CGBL CAPITAL GROUP CORE BALANCED23.3K shares29.13%2025-12-312026-01-26history
T AT&T INC32.2K shares-2.83%2025-12-312026-01-26history
VZ VERIZON COMMUNICATIONS INC18.4K shares1.11%2025-12-312026-01-26history
KO COCA COLA CO10.6K shares-4.22%2025-12-312026-01-26history
FNDF SCHWAB STRATEGIC TR13.8K shares0.00%2025-12-312026-01-26history
Sponsored
PFE PFIZER INC24.1K shares54.52%2025-12-312026-01-26history
WY WEYERHAEUSER CO MTN BE20.6K shares2.42%2025-12-312026-01-26history
PFF ISHARES TR15.1K shares49.32%2025-12-312026-01-26history
EPD ENTERPRISE PRODS PARTNERS L13.5K shares0.19%2025-12-312026-01-26history
CSX CSX CORP11.3K shares2.30%2025-12-312026-01-26history
CMCSA COMCAST CORP NEW12.6K shares-9.67%2025-12-312026-01-26history
SCHM SCHWAB STRATEGIC TR11.7K shares2.83%2025-12-312026-01-26history
COLB COLUMBIA BKG SYS INC11.9K shares9.20%2025-12-312026-01-26history
Sponsored
KVUE KENVUE INC12.0K shares-26.36%2025-12-312026-01-26history
F FORD MTR CO15.4K shares-23.76%2025-12-312026-01-26history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available