13FBOX
KILEY JUERGENS WEALTH MANAGEMENT, LLC · 13F Holdings
Options Calculator Rankings

KILEY JUERGENS WEALTH MANAGEMENT, LLC

No.3651 Data as of 2026Q2
Latest AUM (Q2 2026)
$638.6M
QoQ Change Q1 2026
+$71.8M+12.7%
Holdings
241
New Buys
13
Adds
76
Reduces
111
Exits
7
Unchanged
41
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MICROSOFT CORPMSFT
6.62%7.32%$42.3M113,323$41.5M112,126+1,197+1.07%Add
APPLE INCAAPL
6.38%6.39%$40.7M140,685$36.2M142,802-2,117-1.48%Reduce
IINVESCO QQQ TRVOO
5.89%5.25%$37.6M51,106$29.8M51,584-478-0.93%Reduce
COSTCO WHOLESALE CORPORATIONCOST
4.88%5.9%$31.2M33,346$33.4M33,549-203-0.61%Reduce
NVIDIA CORPORATIONNVDA
4.87%4.8%$31.1M155,428$27.2M155,856-428-0.27%Reduce
ALPHABET INCGOOGL
3.72%3.4%$23.7M66,453$19.3M67,016-563-0.84%Reduce
AMAZON COM INCAMZN
3.54%3.55%$22.6M94,827$20.1M96,481-1,654-1.71%Reduce
BROADCOM INCAVGO
3.08%2.87%$19.7M52,119$16.3M52,570-451-0.86%Reduce
BERKSHIRE HATHAWAY INC DELBRK.B
3.03%3.26%$19.3M38,654$18.5M38,597+57+0.15%Add
CATERPILLAR INCCAT
2.87%2.2%$18.4M17,239$12.5M17,616-377-2.14%Reduce
SSCHWAB STRATEGIC TRSCHD
2.87%3.13%$18.3M578,519$17.7M577,786+733+0.13%Add
IISHARES TRILCG
2.6%2.41%$16.6M141,722$13.6M142,759-1,037-0.73%Reduce
STARBUCKS CORPSBUX
1.82%1.81%$11.6M113,754$10.3M114,676-922-0.80%Reduce
IISHARES MORNINGSTAR VALUE ETFILCV
1.4%1.44%$9.0M88,508$8.2M87,592+916+1.05%Add
VVANGUARD INTL EQUITY INDEX FVEU
1.34%1.35%$8.5M102,085$7.7M101,964+121+0.12%Add
GE VERNOVA INCGEV
1.28%1.12%$8.2M6,971$6.3M7,263-292-4.02%Reduce
ELI LILLY & COLLY
1.08%0.95%$6.9M5,724$5.4M5,851-127-2.17%Reduce
IINVESCO EXCHANGE TRADED FD TRSP
1.04%0.94%$6.7M31,265$5.3M27,820+3,445+12.38%Add
TESLA INCTSLA
1.01%1%$6.4M15,310$5.7M15,237+73+0.48%Add
SSPDR GOLD TRGLD
0.97%1.31%$6.2M16,849$7.4M17,207-358-2.08%Reduce
AAlphabet Inc Class CGOOG
0.89%0.81%$5.7M16,076$4.6M15,967+109+0.68%Add
SSCHWAB U.S. BROAD MARKET ETFSCHB
0.86%0.82%$5.5M188,731$4.7M186,262+2,469+1.33%Add
CROWDSTRIKE HLDGS INCCRWD
0.85%0.48%$5.5M7,149$2.7M6,936+213+3.07%Add
VVANGUARD INDEX FDSVTV
0.84%0.87%$5.4M24,721$4.9M25,194-473-1.88%Reduce
TIMBERLAND BANCORP INC COMTSBK
0.84%0.84%$5.4M119,504$4.7M120,067-563-0.47%Reduce
INTEL CORPINTC
0.83%0.3%$5.3M38,160$1.7M38,267-107-0.28%Reduce
HERITAGE FINL CORP WASHHFWA
0.81%0.8%$5.2M175,064$4.6M175,051+13+0.01%Add
BOEING COBA
0.8%0.78%$5.1M23,722$4.4M22,285+1,437+6.45%Add
VVANGUARD BD INDEX FDSBSV
0.76%0.84%$4.8M62,236$4.7M60,505+1,731+2.86%Add
JPMORGAN CHASE & COJPM
0.71%0.73%$4.6M13,923$4.1M14,074-151-1.07%Reduce
VVANGUARD SPECIALIZED FUNDSVIG
0.7%0.73%$4.5M18,913$4.1M19,183-270-1.41%Reduce
JOHNSON & JOHNSONJNJ
0.62%0.68%$4.0M15,679$3.8M15,654+25+0.16%Add
GGENERAL DYNAMICS CORPVTI
0.59%0.59%$3.8M10,210$3.3M10,389-179-1.72%Reduce
META PLATFORMS INCMETA
0.56%0.55%$3.6M6,344$3.1M5,438+906+16.66%Add
EATON CORP PLCETN
0.55%0.51%$3.5M8,184$2.9M8,086+98+1.21%Add
PACCAR INCPCAR
0.5%0.57%$3.2M26,733$3.2M28,022-1,289-4.60%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
0.5%0.49%$3.2M4,281$2.8M4,267+14+0.33%Add
IISHARES TRTLT
0.5%0.56%$3.2M36,763$3.2M36,693+70+0.19%Add
ADVANCED MICRO DEVICES INCAMD
0.49%0.21%$3.2M5,438$1.2M5,726-288-5.03%Reduce
PROCTER & GAMBLE COPG
0.45%0.54%$2.9M19,810$3.0M21,058-1,248-5.93%Reduce
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
0.45%0.31%$2.9M123,338$1.7M75,309+48,029+63.78%Add
MCDONALDS CORPMCD
0.43%0.59%$2.7M10,171$3.3M10,738-567-5.28%Reduce
VISA INCV
0.43%0.43%$2.7M8,010$2.5M8,122-112-1.38%Reduce
CISCO SYS INCCSCO
0.43%0.32%$2.7M23,194$1.8M23,116+78+0.34%Add
APPLIED MATLS INCAMAT
0.42%0.23%$2.7M3,710$1.3M3,767-57-1.51%Reduce
WALMART INCWMT
0.42%0.54%$2.7M23,567$3.0M24,451-884-3.62%Reduce
EXXON MOBIL CORPXOM
0.39%0.55%$2.5M18,151$3.1M18,483-332-1.80%Reduce
SSCHWAB STRATEGIC TRSCHF
0.38%0.38%$2.4M86,606$2.1M86,756-150-0.17%Reduce
UBER TECHNOLOGIES INCUBER
0.38%0.48%$2.4M33,199$2.7M37,549-4,350-11.58%Reduce
VVANGUARD INDEX FDSVOO
0.37%0.34%$2.4M3,464$1.9M3,249+215+6.62%Add

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