KILEY JUERGENS WEALTH MANAGEMENT, LLC
Q2 2025 13F Holdings
- Locationolympia, WA
- Num holdings
78
- Value ($000)
$433,272
- Date Filed07/16/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $56.54M | 13 % | 113,671 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $33.30M | 8 % | 33,636 | ||
AAPL APPLE INC | COM | 037833100 | $32.40M | 8 % | 157,897 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $28.99M | 7 % | 52,546 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $27.27M | 6 % | 172,585 | ||
AMZN AMAZON COM INC | COM | 023135106 | $20.62M | 5 % | 93,981 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $19.47M | 5 % | 40,071 | ||
AVGO BROADCOM INC | COM | 11135F101 | $15.58M | 4 % | 56,518 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $14.85M | 3 % | 560,252 | ||
ILCG ISHARES TR | MORNINGSTAR GRWT | 464287119 | $14.35M | 3 % | 148,090 |
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