KILEY JUERGENS WEALTH MANAGEMENT, LLC
Top Portfolio Positions
156 positions ·
$411,863,370 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| MSFT |
Microsoft Corp
Technology
|
112,126 | $41,505,681 | 10.08% | |
| AAPL |
Apple Inc.
Technology
|
142,802 | $36,241,719 | 8.80% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
33,549 | $33,429,230 | 8.12% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
51,584 | $29,773,253 | 7.23% | |
| NVDA |
Nvidia Corp
Technology
|
155,856 | $27,181,286 | 6.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
96,481 | $20,094,097 | 4.88% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
67,016 | $19,271,120 | 4.68% | |
| AVGO |
Broadcom Inc.
Technology
|
52,570 | $16,270,940 | 3.95% | |
| CAT |
Caterpillar Inc
Industrials
|
17,616 | $12,480,231 | 3.03% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
114,676 | $10,273,822 | 2.49% |
Portfolio Trend
Holdings in HFWA
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,551,326 | 175,051 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $4,196,621 | 177,447 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,291,717 | 177,417 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,551,310 | 232,857 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $5,694,801 | 234,065 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,782,661 | 236,027 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $5,320,849 | 244,412 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,324,441 | 239,847 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $4,645,766 | 239,596 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,087,718 | 237,855 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $3,910,208 | 239,743 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,432,551 | 212,279 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,273,194 | 199,682 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,110,320 | 199,423 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $5,409,541 | 204,365 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $5,299,928 | 210,649 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,681,558 | 186,814 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $5,124,359 | 209,671 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $5,280,055 | 207,061 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $5,101,803 | 203,909 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $5,405,531 | 191,414 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $4,476,892 | 191,402 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $3,538,272 | 192,402 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,841,640 | 92,082 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $1,841,640 | 92,082 | Shares | Sole | 2020-04-17 | |
| No 13F history on record for this holder in this stock. | ||||||