KILEY JUERGENS WEALTH MANAGEMENT, LLC

CIK 0001723223 • 6 13F filings • Apr 21, 2025 – Aug 7, 2026

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Filer information

Filed by: KILEY JUERGENS WEALTH MANAGEMENT, LLC, Member, Chief Executive Officer, Compliance Officer
Address: 2409 Pacific Avenue Se, Olympia, WA, 98501
Phone: 360-350-4747
AUM: $462.9M

AUM over time

$638.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $462.9M74 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$21.2M	4.6%Prev: 3.7%	67,793 SH	Increased-588 SH
ALPHABET INC	CAP STK CL C	$5.1M	1.1%Prev: 0.9%	16,393 SH	Increased-154 SH
AMAZON COM INC	COM	$22.0M	4.8%Prev: 4.5%	95,491 SH	Increased+1,533 SH
APPLE INC	COM	$39.0M	8.4%Prev: 8.2%	143,370 SH	Increased-3,047 SH
AT&T INC	COM	$799K	0.2%Prev: 0.2%	32,178 SH	Decreased-937 SH
BANK AMERICA CORP	COM	$1.8M	0.4%Prev: 0.4%	32,930 SH	Increased-836 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$19.9M	4.3%Prev: 4.4%	39,654 SH	Decreased-64 SH
BOEING CO	COM	$3.9M	0.8%Prev: 0.7%	17,926 SH	Increased+2,276 SH
BOEING CO	DEP CONV PFD A	$1.7M	0.4%Prev: 0.3%	24,525 SH	Increased+4,625 SH
BROADCOM INC	COM	$18.4M	4.0%Prev: 4.0%	53,139 SH	Increased-2,078 SH
CAPITAL GROUP CORE BALANCED	SHS	$824K	0.2%Prev: 0.1%	23,335 SH	Increased+5,264 SH
CATERPILLAR INC	COM	$10.2M	2.2%Prev: 1.9%	17,769 SH	Increased-163 SH
CHEVRON CORP NEW	COM	$2.1M	0.4%Prev: 0.5%	13,463 SH	Decreased-250 SH
CISCO SYS INC	COM	$1.8M	0.4%Prev: 0.4%	22,922 SH	Increased-762 SH
COCA COLA CO	COM	$742K	0.2%Prev: 0.2%	10,618 SH	Increased-468 SH
COLUMBIA BKG SYS INC	COM	$332K	0.1%Prev: 0.1%	11,865 SH	Increased+1,000 SH
COMCAST CORP NEW	CL A	$378K	0.1%Prev: 0.1%	12,646 SH	Decreased-1,354 SH
COSTCO WHSL CORP NEW	COM	$29.0M	6.3%Prev: 6.8%	33,646 SH	Decreased+288 SH
CSX CORP	COM	$408K	0.1%Prev: 0.1%	11,259 SH	Increased+253 SH
ENTERPRISE PRODS PARTNERS L	COM	$432K	0.1%Prev: 0.1%	13,481 SH	Increased+26 SH
EXXON MOBIL CORP	COM	$2.2M	0.5%Prev: 0.5%	18,615 SH	Increased-385 SH
FORD MTR CO	COM	$202K	0.0%Prev: 0.1%	15,360 SH	Decreased-4,786 SH
HERITAGE FINL CORP WASH	COM	$4.2M	0.9%Prev: 0.9%	177,447 SH	Decreased+30 SH
INTEL CORP	COM	$1.4M	0.3%Prev: 0.3%	39,283 SH	Increased-1,492 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$4.3M	0.9%Prev: 0.5%	22,574 SH	Increased+9,510 SH
INVESCO QQQ TR	UNIT SER 1	$31.9M	6.9%Prev: 6.8%	51,964 SH	Increased+247 SH
ISHARES SILVER TR	ISHARES	$1.2M	0.3%Prev: 0.2%	18,495 SH	Increased-1,011 SH
ISHARES TR	20 YR TR BD ETF	$3.1M	0.7%Prev: 0.7%	35,774 SH	Decreased-1,233 SH
ISHARES TR	MORNINGSTAR GRWT	$15.0M	3.2%Prev: 3.4%	143,882 SH	Decreased-3,124 SH
ISHARES TR	MORNINGSTAR VALU	$8.3M	1.8%Prev: 1.7%	87,694 SH	Increased-288 SH
ISHARES TR	PFD AND INCM SEC	$469K	0.1%Prev: 0.1%	15,137 SH	Increased+5,000 SH
JOHNSON & JOHNSON	COM	$3.3M	0.7%Prev: 0.7%	15,790 SH	Increased-266 SH
JPMORGAN CHASE & CO.	COM	$4.6M	1.0%Prev: 1.0%	14,292 SH	Increased+98 SH
KENVUE INC	COM	$207K	0.0%Prev: 0.1%	12,008 SH	Decreased-4,298 SH
MCDONALDS CORP	COM	$3.3M	0.7%Prev: 0.7%	10,768 SH	Increased+167 SH
MERCK & CO INC	COM	$1.3M	0.3%Prev: 0.2%	12,720 SH	Increased-87 SH
MICROSOFT CORP	COM	$54.6M	11.8%Prev: 12.9%	112,898 SH	Decreased-155 SH
NETFLIX INC	COM	$2.8M	0.6%	30,262 SH	New
NIKE INC	CL B	$877K	0.2%Prev: 0.2%	13,765 SH	Decreased-156 SH
NVIDIA CORPORATION	COM	$29.0M	6.3%Prev: 7.0%	155,676 SH	Decreased-14,343 SH
PACCAR INC	COM	$3.1M	0.7%Prev: 0.6%	28,133 SH	Increased-185 SH
PALANTIR TECHNOLOGIES INC	CL A	$3.5M	0.8%Prev: 0.8%	19,934 SH	Decreased-313 SH
PFIZER INC	COM	$601K	0.1%Prev: 0.1%	24,128 SH	Increased+8,513 SH
PROCTER AND GAMBLE CO	COM	$3.4M	0.7%Prev: 0.7%	23,664 SH	Increased+3,025 SH
QUALCOMM INC	COM	$2.1M	0.4%Prev: 0.4%	12,148 SH	Increased-14 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.3M	0.3%Prev: 0.3%	38,939 SH	Decreased-70 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$626K	0.1%Prev: 0.1%	13,841 SH	Increased
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.0M	0.4%Prev: 0.4%	83,327 SH	Increased+7,471 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$1.5M	0.3%Prev: 0.3%	64,989 SH	Increased+5,732 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$4.8M	1.0%Prev: 1.0%	184,836 SH	Increased+8,199 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$15.8M	3.4%Prev: 3.3%	576,328 SH	Increased+20,556 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.0M	0.4%Prev: 0.4%	62,159 SH	Increased+9,725 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.4M	0.3%Prev: 0.3%	47,562 SH	Increased+3,702 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$881K	0.2%Prev: 0.2%	32,732 SH	Increased+53 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$353K	0.1%Prev: 0.1%	11,734 SH	Increased+323 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.6M	0.4%Prev: 0.3%	56,906 SH	Increased+3,013 SH
SELECT SECTOR SPDR TR	STATE STREET FIN	$942K	0.2%	17,198 SH	New
SPDR GOLD TR	GOLD SHS	$6.7M	1.5%Prev: 1.3%	16,967 SH	Increased-16 SH
STARBUCKS CORP	COM	$9.8M	2.1%Prev: 2.2%	116,880 SH	Decreased-1,997 SH
TESLA INC	COM	$6.7M	1.5%Prev: 1.5%	14,988 SH	Increased-13 SH
TIMBERLAND BANCORP INC	COM	$4.3M	0.9%Prev: 0.9%	120,203 SH	Increased-543 SH
UBER TECHNOLOGIES INC	COM	$3.0M	0.7%Prev: 0.8%	37,019 SH	Decreased+300 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$5.1M	1.1%Prev: 1.2%	64,944 SH	Decreased-2,020 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.5M	0.8%Prev: 0.8%	10,444 SH	Decreased-295 SH
VANGUARD INDEX FDS	VALUE ETF	$5.1M	1.1%Prev: 1.1%	26,682 SH	Increased-315 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$7.1M	1.5%Prev: 1.4%	96,156 SH	Increased+7,882 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.2M	0.3%Prev: 0.3%	22,985 SH	Decreased-88 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.3M	0.9%Prev: 0.9%	19,415 SH	Increased+14 SH
VANGUARD STAR FDS	VG TL INTL STK F	$865K	0.2%Prev: 0.2%	11,467 SH	Increased+1 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.7M	0.4%Prev: 0.4%	27,259 SH	Increased-456 SH
VERIZON COMMUNICATIONS INC	COM	$750K	0.2%Prev: 0.2%	18,418 SH	Decreased+203 SH
WALMART INC	COM	$2.7M	0.6%Prev: 0.6%	24,381 SH	Increased-100 SH
WELLS FARGO CO NEW	COM	$1.0M	0.2%Prev: 0.2%	10,986 SH	Increased-19 SH
WEYERHAEUSER CO MTN BE	COM NEW	$489K	0.1%Prev: 0.1%	20,624 SH	Decreased+487 SH

Sold (vs prior filing)

ISHARES TR — $1.1M
KINDER MORGAN INC DEL — $300K
ORACLE CORP — $3.1M
SELECT SECTOR SPDR TR — $924K
TIDAL TRUST II — $310K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 26, 2026	Q4 2025	13F-HR	0001172661-26-000307	$462.9M	View
Oct 22, 2025	Q3 2025	13F-HR	0001172661-25-004370	$454.2M	View
Aug 7, 2026	Q2 2026