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 $566.7M across 233 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: MSFT ($41.5M, 7.32%), AAPL ($36.2M, 6.39%), COST ($33.4M, 5.90%), QQQ ($29.8M, 5.25%), NVDA ($27.2M, 4.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | $41.5M | 7.32% | 112,126 | Trimmed |
| 2 | AAPL | APPLE INC | $36.2M | 6.39% | 142,802 | Trimmed |
| 3 | COST | COSTCO WHOLESALE CORPORATION | $33.4M | 5.90% | 33,549 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $29.8M | 5.25% | 51,584 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $27.2M | 4.80% | 155,856 | Added |
| 6 | AMZN | AMAZON COM INC | $20.1M | 3.55% | 96,481 | Added |
| 7 | GOOGL | ALPHABET INC | $19.3M | 3.40% | 67,016 | Trimmed |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $18.5M | 3.26% | 38,597 | Trimmed |
| 9 | SCHD | SCHWAB STRATEGIC TR | $17.7M | 3.13% | 577,786 | Added |
| 10 | AVGO | BROADCOM INC | $16.3M | 2.87% | 52,570 | Trimmed |
| 11 | ILCG | ISHARES TR | $13.6M | 2.41% | 142,759 | Trimmed |
| 12 | CAT | CATERPILLAR INC | $12.5M | 2.20% | 17,616 | Trimmed |
| 13 | SBUX | STARBUCKS CORP | $10.3M | 1.81% | 114,676 | Trimmed |
| 14 | ILCV | ISHARES TR | $8.2M | 1.44% | 87,592 | Trimmed |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $7.7M | 1.35% | 101,964 | Added |
| 16 | GLD | SPDR GOLD TR | $7.4M | 1.31% | 17,207 | Added |
| 17 | GEV | GE VERNOVA INC | $6.3M | 1.12% | 7,263 | New |
| 18 | TSLA | TESLA INC | $5.7M | 1.00% | 15,237 | Added |
| 19 | LLY | ELI LILLY & CO | $5.4M | 0.95% | 5,851 | New |
| 20 | RSP | INVESCO EXCHANGE TRADED FD T | $5.3M | 0.94% | 27,820 | Added |
| 21 | VTV | VANGUARD INDEX FDS | $4.9M | 0.87% | 25,194 | Trimmed |
| 22 | BSV | VANGUARD BD INDEX FDS | $4.7M | 0.84% | 60,505 | Trimmed |
| 23 | TSBK | TIMBERLAND BANCORP INC | $4.7M | 0.84% | 120,067 | Trimmed |
| 24 | SCHB | SCHWAB STRATEGIC TR | $4.7M | 0.82% | 186,262 | Added |
| 25 | GOOG | ALPHABET INC | $4.6M | 0.81% | 15,967 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31