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


Currently, KILEY JUERGENS WEALTH MANAGEMENT, LLC holds 77 types of securities in its portfolio with a total value $454.2M. In the most recent quarter, they have increased their positions in RSP (+13.1K shares, valued at $2.5M), BA-PA (+19.9K shares, valued at $1.4M), VEU (+5.1K shares, valued at $363.1K); decreased their positions in AAPL (-11.5K shares, valued at $2.9M), GOOG (-7.2K shares, valued at $1.8M), HFWA (-55.4K shares, valued at $1.3M); initiated new positions in RSP (+13.1K shares, valued at $2.5M), BA-PA (+19.9K shares, valued at $1.4M), PFF (+10.1K shares, valued at $320.5K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP113.1K shares-0.54%2025-09-302025-10-22history
AAPL APPLE INC146.4K shares-7.27%2025-09-302025-10-22history
NVDA NVIDIA CORPORATION170.0K shares-1.49%2025-09-302025-10-22history
QQQ INVESCO QQQ TR51.7K shares-1.58%2025-09-302025-10-22history
COST COSTCO WHSL CORP NEW33.4K shares-0.83%2025-09-302025-10-22history
AMZN AMAZON COM INC94.0K shares-0.02%2025-09-302025-10-22history
BRK.B BERKSHIRE HATHAWAY INC DEL39.7K shares-0.88%2025-09-302025-10-22history
AVGO BROADCOM INC55.2K shares-2.30%2025-09-302025-10-22history
Sponsored
GOOGL ALPHABET INC68.4K shares-0.80%2025-09-302025-10-22history
ILCG ISHARES TR147.0K shares-0.73%2025-09-302025-10-22history
SCHD SCHWAB STRATEGIC TR555.8K shares-0.80%2025-09-302025-10-22history
SBUX STARBUCKS CORP118.9K shares-0.46%2025-09-302025-10-22history
CAT CATERPILLAR INC17.9K shares-1.69%2025-09-302025-10-22history
ILCV ISHARES TR88.0K shares-1.35%2025-09-302025-10-22history
TSLA TESLA INC15.0K shares-4.85%2025-09-302025-10-22history
VEU VANGUARD INTL EQUITY INDEX F88.3K shares6.12%2025-09-302025-10-22history
Sponsored
GLD SPDR GOLD TR17.0K shares1.91%2025-09-302025-10-22history
BSV VANGUARD BD INDEX FDS67.0K shares-2.65%2025-09-302025-10-22history
VTV VANGUARD INDEX FDS27.0K shares-1.18%2025-09-302025-10-22history
SCHB SCHWAB STRATEGIC TR176.6K shares-1.24%2025-09-302025-10-22history
JPM JPMORGAN CHASE & CO.14.2K shares-1.95%2025-09-302025-10-22history
HFWA HERITAGE FINL CORP WASH177.4K shares-23.81%2025-09-302025-10-22history
VIG VANGUARD SPECIALIZED FUNDS19.4K shares-0.19%2025-09-302025-10-22history
GOOG ALPHABET INC16.5K shares-30.45%2025-09-302025-10-22history
Sponsored
TSBK TIMBERLAND BANCORP INC120.7K shares-0.05%2025-09-302025-10-22history
PLTR PALANTIR TECHNOLOGIES INC20.2K shares-2.88%2025-09-302025-10-22history
UBER UBER TECHNOLOGIES INC36.7K shares1.10%2025-09-302025-10-22history
VTI VANGUARD INDEX FDS10.7K shares-11.85%2025-09-302025-10-22history
BA BOEING CO15.7K shares4.77%2025-09-302025-10-22history
TLT ISHARES TR37.0K shares0.95%2025-09-302025-10-22history
MCD MCDONALDS CORP10.6K shares-1.24%2025-09-302025-10-22history
PG PROCTER AND GAMBLE CO20.6K shares-6.39%2025-09-302025-10-22history
Sponsored
ORCL ORACLE CORP11.1K shares-1.36%2025-09-302025-10-22history
JNJ JOHNSON & JOHNSON16.1K shares-10.61%2025-09-302025-10-22history
PCAR PACCAR INC28.3K shares-2.08%2025-09-302025-10-22history
WMT WALMART INC24.5K shares-1.52%2025-09-302025-10-22history
RSP INVESCO EXCHANGE TRADED FD T13.1K sharesnew addition2025-09-302025-10-22history
XOM EXXON MOBIL CORP19.0K shares-34.88%2025-09-302025-10-22history
CVX CHEVRON CORP NEW13.7K shares-2.90%2025-09-302025-10-22history
QCOM QUALCOMM INC12.2K shares-0.03%2025-09-302025-10-22history
Sponsored
SCHF SCHWAB STRATEGIC TR75.9K shares-0.23%2025-09-302025-10-22history
BAC BANK AMERICA CORP33.8K shares-10.05%2025-09-302025-10-22history
SCHG SCHWAB STRATEGIC TR52.4K shares5.28%2025-09-302025-10-22history
VEA VANGUARD TAX-MANAGED FDS27.7K shares8.38%2025-09-302025-10-22history
CSCO CISCO SYS INC23.7K shares-1.95%2025-09-302025-10-22history
SCHA SCHWAB STRATEGIC TR53.9K shares1.38%2025-09-302025-10-22history
SCHZ SCHWAB STRATEGIC TR59.3K shares7.64%2025-09-302025-10-22history
BA-PA BOEING CO19.9K sharesnew addition2025-09-302025-10-22history
Sponsored
INTC INTEL CORP40.8K shares-0.48%2025-09-302025-10-22history
SCHE SCHWAB STRATEGIC TR39.0K shares3.25%2025-09-302025-10-22history
SCHV SCHWAB STRATEGIC TR43.9K shares-3.66%2025-09-302025-10-22history
VWO VANGUARD INTL EQUITY INDEX F23.1K shares-2.37%2025-09-302025-10-22history
IEF ISHARES TR11.3K shares-16.48%2025-09-302025-10-22history
MRK MERCK & CO INC12.8K shares-12.19%2025-09-302025-10-22history
NKE NIKE INC13.9K shares2.37%2025-09-302025-10-22history
T AT&T INC33.1K shares2.31%2025-09-302025-10-22history
Sponsored
XLF SELECT SECTOR SPDR TR17.1K shares1.94%2025-09-302025-10-22history
WFC WELLS FARGO CO NEW11.0K shares-3.03%2025-09-302025-10-22history
SCHX SCHWAB STRATEGIC TR32.7K shares-1.19%2025-09-302025-10-22history
VXUS VANGUARD STAR FDS11.5K shares-31.14%2025-09-302025-10-22history
SLV ISHARES SILVER TR19.5K shares0.14%2025-09-302025-10-22history
VZ VERIZON COMMUNICATIONS INC18.2K shares-38.45%2025-09-302025-10-22history
KO COCA COLA CO11.1K shares-2.19%2025-09-302025-10-22history
CGBL CAPITAL GROUP CORE BALANCED18.1K shares19.99%2025-09-302025-10-22history
Sponsored
FNDF SCHWAB STRATEGIC TR13.8K shares16.03%2025-09-302025-10-22history
WY WEYERHAEUSER CO MTN BE20.1K shares-1.13%2025-09-302025-10-22history
CMCSA COMCAST CORP NEW14.0K shares-4.45%2025-09-302025-10-22history
EPD ENTERPRISE PRODS PARTNERS L13.5K shares-0.62%2025-09-302025-10-22history
PFE PFIZER INC15.6K shares-5.61%2025-09-302025-10-22history
CSX CSX CORP11.0K shares2.08%2025-09-302025-10-22history
SCHM SCHWAB STRATEGIC TR11.4K shares-4.90%2025-09-302025-10-22history
PFF ISHARES TR10.1K sharesnew addition2025-09-302025-10-22history
Sponsored
MSTY TIDAL TRUST II22.2K shares105.66%2025-09-302025-10-22history
KMI KINDER MORGAN INC DEL10.6K shares0.02%2025-09-302025-10-22history
COLB COLUMBIA BKG SYS INC10.9K shares-0.06%2025-09-302025-10-22history
KVUE KENVUE INC16.3K shares-35.39%2025-09-302025-10-22history
F FORD MTR CO20.1K shares-25.94%2025-09-302025-10-22history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available