KILEY JUERGENS WEALTH MANAGEMENT, LLC

13F filer, CIK 1723223, OLYMPIA, WA

KILEY JUERGENS WEALTH MANAGEMENT, LLC reported $385,245,550 across 70 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-10-15. Its ten largest share positions make up 61.71% of the portfolio.

Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001172661-24-004247

Period: 2024-09-30
Reported value: $385M
Holdings: 70
Top 10 weight: 61.71%
New: 3
Sold out: 4

Largest buys vs the previous quarter

Security	Shares change	Approx. value
AVGOnew	+57,853	$9.98M
UBERnew	+29,792	$2.24M
TLTadded	+13,849	$1.36M
SCHDadded	+11,210	$948K
AMZNadded	+3,533	$658K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
DISexited	-10,225	-$1.02M
OXYexited	-11,879	-$749K
MSFTreduced	-1,256	-$540K
FCXexited	-10,641	-$517K
BSVreduced	-5,279	-$415K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001172661-24-004247, largest first. % of portfolio is the value over $385,245,550, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
MSFTMICROSOFT CORP	114,904	$49.4M	12.83%	-1,256	Timeline
AAPLAPPLE INC	158,631	$37M	9.59%	-1,228	Timeline
COSTCOSTCO WHOLESALE CORPORATION	33,187	$29.4M	7.64%	+112	Timeline
QQQINVESCO QQQ TR	53,675	$26.2M	6.8%	-432	Timeline
NVDANVIDIA CORPORATION	167,519	$20.3M	5.28%	-133	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	40,531	$18.7M	4.84%	-353	Timeline
AMZNAMAZON COM INC	98,548	$18.4M	4.77%	+3,533	Timeline
SCHDSCHWAB STRATEGIC TR	165,262	$14M	3.63%	+11,210	Timeline
ILCGISHARES TR	149,015	$12.5M	3.25%	-2,766	Timeline
GOOGLALPHABET INC	71,484	$11.9M	3.08%	+104	Timeline
SBUXSTARBUCKS CORP	117,189	$11.4M	2.97%	-767	Timeline
AVGOBROADCOM INC	57,853	$9.98M	2.59%	new	Timeline
CATCATERPILLAR INC	18,603	$7.28M	1.89%	-121	Timeline
ILCVISHARES TR	86,717	$7.13M	1.85%	+4,223	Timeline
BSVVANGUARD BD INDEX FDS	88,355	$6.95M	1.8%	-5,279	Timeline
HFWAHERITAGE FINL CORP WASH	244,412	$5.32M	1.38%	+4,565	Timeline
TSLATESLA INC	17,075	$4.47M	1.16%	-224	Timeline
VTVVANGUARD INDEX FDS	25,434	$4.44M	1.15%	+1,936	Timeline
VEUVANGUARD INTL EQUITY INDEX F	67,443	$4.25M	1.1%	+1,174	Timeline
GLDSPDR GOLD TR	16,442	$4M	1.04%	-25	Timeline
SCHBSCHWAB STRATEGIC TR	59,727	$3.97M	1.03%	+252	Timeline
VIGVANGUARD SPECIALIZED FUNDS	19,590	$3.88M	1.01%	-314	Timeline
PGPROCTER & GAMBLE CO	21,258	$3.68M	0.96%	-65	Timeline
TSBKTIMBERLAND BANCORP INC	121,163	$3.67M	0.95%	+10	Timeline
TLTISHARES TR	35,792	$3.51M	0.91%	+13,849	Timeline
MCDMCDONALDS CORP	10,745	$3.27M	0.85%	+172	Timeline
BABOEING CO	20,117	$3.06M	0.79%	-1,783	Timeline
VTIVANGUARD INDEX FDS	10,628	$3.01M	0.78%	-223	Timeline
JPMJPMORGAN CHASE & CO	14,198	$2.99M	0.78%	-144	Timeline
JNJJOHNSON & JOHNSON	17,764	$2.88M	0.75%	-460	Timeline
PCARPACCAR INC	29,080	$2.87M	0.74%	-96	Timeline
GOOGALPHABET INC	16,373	$2.74M	0.71%	-138	Timeline
QCOMQUALCOMM INC	14,910	$2.54M	0.66%	-460	Timeline
XOMEXXON MOBIL CORP	20,949	$2.46M	0.64%	-51	Timeline
NVONOVO-NORDISK A S	19,524	$2.32M	0.6%	-1,084	Timeline
UBERUBER TECHNOLOGIES INC	29,792	$2.24M	0.58%	new	Timeline
CVXCHEVRON CORPORATION	13,664	$2.01M	0.52%	-344	Timeline
WMTWALMART INC	24,079	$1.94M	0.5%	+896	Timeline
ORCLORACLE CORP	11,359	$1.94M	0.5%	-2	Timeline
MRKMERCK & CO INC	15,848	$1.8M	0.47%	+90	Timeline
BACBANK OF AMER CORP	40,195	$1.59M	0.41%	-2,154	Timeline
NKENIKE INC	17,004	$1.5M	0.39%	-1,273	Timeline
SCHVSCHWAB STRATEGIC TR	16,149	$1.3M	0.34%	+385	Timeline
CSCOCISCO SYS INC	23,951	$1.27M	0.33%	-431	Timeline
SCHGSCHWAB STRATEGIC TR	11,536	$1.2M	0.31%	+1,153	Timeline
SCHASCHWAB STRATEGIC TR	22,757	$1.17M	0.3%	+196	Timeline
VWOVANGUARD INTL EQUITY INDEX F	24,189	$1.16M	0.3%	+592	Timeline
VEAVANGUARD TAX-MANAGED FDS	21,835	$1.15M	0.3%	+67	Timeline
SCHFSCHWAB STRATEGIC TR	26,635	$1.1M	0.28%	+1,307	Timeline
SCHESCHWAB STRATEGIC TR	36,798	$1.07M	0.28%	+2,863	Timeline
INTCINTEL CORP	44,110	$1.03M	0.27%	-4,764	Timeline
PLTRPALANTIR TECHNOLOGIES INC	25,365	$944K	0.24%	-1,185	Timeline
VZVERIZON COMMUNICATIONS INC	19,424	$872K	0.23%	+767	Timeline
KOCOCA COLA CO	11,242	$808K	0.21%	+15	Timeline
SCHXSCHWAB STRATEGIC TR	11,804	$801K	0.21%	+38	Timeline
WFCWELLS FARGO & CO	14,023	$792K	0.21%	+117	Timeline
VXUSVANGUARD STAR FDS	12,074	$782K	0.2%	-301	Timeline
WYWEYERHAEUSER CO	22,542	$763K	0.2%	-703	Timeline
TAT&T INC	33,269	$732K	0.19%	-8,575	Timeline
CMCSACOMCAST CORP NEW	17,512	$731K	0.19%	-4,247	Timeline
XLFSELECT SECTOR SPDR TR	13,821	$626K	0.16%	0	Timeline
KVUEKENVUE INC	26,610	$615K	0.16%	-1,482	Timeline
SCHZSCHWAB STRATEGIC TR	12,013	$571K	0.15%	-800	Timeline
SLVISHARES SILVER TR	18,988	$539K	0.14%	+380	Timeline
PFEPFIZER INC	16,757	$485K	0.13%	-770	Timeline
FNDFSCHWAB STRATEGIC TR	11,736	$439K	0.11%	-295	Timeline
CSXCSX CORP	11,944	$412K	0.11%	0	Timeline
PFFISHARES TR	11,072	$368K	0.1%	new	Timeline
FFORD MTR CO	34,683	$366K	0.1%	-417	Timeline
COLBCOLUMBIA BKG SYS INC	11,272	$294K	0.08%	-316	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
DISDISNEY WALT CO	10,225	$1.02M	shares
OXYOCCIDENTAL PETE CORP	11,879	$749K	shares
FCXFREEPORT MCMORAN INC	10,641	$517K	shares
SNAPSNAP INC	12,811	$213K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-24-004247	base		2024-10-15	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC