Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
KILEY JUERGENS WEALTH MANAGEMENT, LLC (CIK 1723223) reported $638.6M across 241 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: MSFT ($42.3M, 6.62%), AAPL ($40.7M, 6.38%), QQQ ($37.6M, 5.89%), COST ($31.2M, 4.88%), NVDA ($31.1M, 4.87%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $42.3M | 6.62% | 113,323 | Added |
| 2 | AAPL | APPLE INC | $40.7M | 6.38% | 140,685 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $37.6M | 5.89% | 51,106 | Trimmed |
| 4 | COST | COSTCO WHOLESALE CORPORATION | $31.2M | 4.88% | 33,346 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $31.1M | 4.87% | 155,428 | Trimmed |
| 6 | GOOGL | ALPHABET INC | $23.7M | 3.72% | 66,453 | Trimmed |
| 7 | AMZN | AMAZON COM INC | $22.6M | 3.54% | 94,827 | Trimmed |
| 8 | AVGO | BROADCOM INC | $19.7M | 3.08% | 52,119 | Trimmed |
| 9 | BRKB | BERKSHIRE HATHAWAY INC DEL | $19.3M | 3.03% | 38,654 | Added |
| 10 | SCHD | SCHWAB STRATEGIC TR | $18.3M | 2.87% | 578,519 | Added |
| 11 | CAT | CATERPILLAR INC | $18.4M | 2.87% | 17,239 | Trimmed |
| 12 | ILCG | ISHARES TR | $16.6M | 2.60% | 141,722 | Trimmed |
| 13 | SBUX | STARBUCKS CORP | $11.6M | 1.82% | 113,754 | Trimmed |
| 14 | ILCV | ISHARES TR | $9.0M | 1.40% | 88,508 | Added |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $8.5M | 1.34% | 102,085 | Added |
| 16 | GEV | GE VERNOVA INC | $8.2M | 1.28% | 6,971 | Trimmed |
| 17 | LLY | ELI LILLY & CO | $6.9M | 1.08% | 5,724 | Trimmed |
| 18 | RSP | INVESCO EXCHANGE TRADED FD T | $6.7M | 1.04% | 31,265 | Added |
| 19 | TSLA | TESLA INC | $6.4M | 1.01% | 15,310 | Added |
| 20 | GLD | SPDR GOLD TR | $6.2M | 0.97% | 16,849 | Trimmed |
| 21 | GOOG | ALPHABET INC | $5.7M | 0.89% | 16,076 | Added |
| 22 | SCHB | SCHWAB STRATEGIC TR | $5.5M | 0.86% | 188,731 | Added |
| 23 | CRWD | CROWDSTRIKE HLDGS INC | $5.5M | 0.85% | 7,149 | Added |
| 24 | VTV | VANGUARD INDEX FDS | $5.4M | 0.84% | 24,721 | Trimmed |
| 25 | TSBK | TIMBERLAND BANCORP INC | $5.4M | 0.84% | 119,504 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30