KILEY JUERGENS WEALTH MANAGEMENT, LLC
Q4 2025 13F Holdings
- Locationolympia, WA
- Num holdings
74
- Value ($000)
$462,922
- Date Filed01/26/2026
- Form type13F-HR
- CIK0001723223
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 594918104 | $54.6M | 12 % | 112,898 | ||
APPLE INC | COM | 037833100 | $38.98M | 8 % | 143,370 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $31.92M | 7 % | 51,964 | ||
NVIDIA CORPORATION | COM | 67066G104 | $29.03M | 6 % | 155,676 | ||
COSTCO WHSL CORP NEW | COM | 22160K105 | $29.01M | 6 % | 33,646 | ||
AMAZON COM INC | COM | 023135106 | $22.04M | 5 % | 95,491 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $21.22M | 5 % | 67,793 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $19.93M | 4 % | 39,654 | ||
BROADCOM INC | COM | 11135F101 | $18.39M | 4 % | 53,139 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $15.81M | 3 % | 576,328 |
Rows Per Page
10
- 5
- 10
- 20
- 30
- 50
- 100