KILEY JUERGENS WEALTH MANAGEMENT, LLC
Q1 2026 13F Holdings
- Locationolympia, WA
- Num holdings
235
- Value ($000)
$566,736
- Date Filed 04/28/2026
- Form type13F-HR
- CIK 0001723223
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | COM | 594918104 | $41.51M | 7 % | 112,126 | ||
APPLE INC | COM | 037833100 | $36.24M | 6 % | 142,802 | ||
COSTCO WHOLESALE CORPORATION | COM | 22160K105 | $33.43M | 6 % | 33,549 | ||
INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $29.77M | 5 % | 51,584 | ||
NVIDIA CORPORATION | COM | 67066G104 | $27.18M | 5 % | 155,856 | ||
AMAZON COM INC | COM | 023135106 | $20.09M | 4 % | 96,481 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $19.27M | 3 % | 67,016 | ||
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $18.5M | 3 % | 38,597 | ||
SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $17.73M | 3 % | 577,786 | ||
BROADCOM INC | COM | 11135F101 | $16.27M | 3 % | 52,570 |
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