Titelia

Holdings of KILEY JUERGENS WEALTH MANAGEMENT, LLC

216 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 46.7 % of the equity sleeve

Sector breakdown

  • Technology 25.8 %
  • Industrials 8.4 %
  • Consumer discretionary 8.0 %
  • Consumer staples 7.8 %
  • Communication 6.1 %
  • Financials 5.9 %
  • Funds 5.6 %
  • Health care 3.1 %
  • Energy 0.9 %
  • Utilities 0.7 %
  • Materials 0.5 %
  • Unattributed 27.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • TW 0.2 %
  • GB 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US214555M $99.73 %
2TW11.3M $0.23 %
3GB1235.8K $0.04 %

Positions

RankCompanySharesValueWeight
1Microsoft Corp 112,12641.5M $
2Apple Inc 142,80236.2M $
3Costco Wholesale Corp 33,54933.4M $
4Invesco QQQ Trust Series 1 51,58429.8M $
5NVIDIA Corp 155,85627.2M $
6Amazon.com Inc 96,48120.1M $
7Alphabet Inc 67,01619.3M $
8Berkshire Hathaway Inc 38,59718.5M $
9Schwab US Dividend Equity ETF 577,78617.7M $
10Broadcom Inc 52,57016.3M $
11iShares Morningstar Growth ETF 142,75913.6M $
12Caterpillar Inc 17,61612.5M $
13Starbucks Corp 114,67610.3M $
14iShares Trust 87,5928.2M $
15Vanguard FTSE All-World ex-US ETF 101,9647.7M $
16SPDR Gold Shares 17,2077.4M $
17GE Vernova Inc 7,2636.3M $
18Tesla Inc 15,2375.7M $
19Eli Lilly & Co 5,8515.4M $
20Invesco S&P 500 Equal Weight ETF 27,8205.3M $
21Vanguard Value ETF 25,1944.9M $
22Vanguard Short-term Bond Etf 60,5054.7M $
23Timberland Bancorp Inc/WA 120,0674.7M $
24Schwab US Broad Market ETF 186,2624.7M $
25Alphabet Inc 15,9674.6M $
26Heritage Financial Corp/WA 175,0514.6M $
27Boeing Co/The 22,2854.4M $
28JPMorgan Chase & Co 14,0744.1M $
29VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 19,1834.1M $
30Johnson & Johnson 15,6543.8M $
31McDonald's Corp. 10,7383.3M $
32Vanguard Total Stock Market ETF 10,3893.3M $
33PACCAR Inc 28,0223.2M $
34iShares Trust 36,6933.2M $
35Exxon Mobil Corp 18,4833.1M $
36Meta Platforms Inc 5,4383.1M $
37Procter & Gamble Co/The 21,0583M $
38Walmart Inc 24,4513M $
39Netflix Inc 30,5752.9M $
40State Street SPDR S&P 500 ETF Trust 4,2672.8M $
41Chevron Corp 13,4112.8M $
42Palantir Technologies Inc 18,9222.8M $
43Crowdstrike Holdings Inc 6,9362.7M $
44Uber Technologies Inc 37,5492.7M $
45Visa Inc 8,1222.5M $
46Cloudflare Inc 10,7852.2M $
47Home Depot Inc/The 6,7002.2M $
48Waste Management Inc 9,3602.2M $
49Schwab International Equity ETF 86,7562.1M $
50iShares Trust 5,7092M $
51Schwab Strategic Trust 66,9622M $
52Vanguard S&P 500 ETF 3,2491.9M $
53iShares Russell 2000 ETF 7,6261.9M $
54Vanguard FTSE Developed Markets ETF 29,3281.9M $
55Vanguard Mid-Cap ETF 6,3871.8M $
56Cisco Systems, Inc. 23,1161.8M $
57Schwab U.S. Aggregate Bond ETF 75,3091.7M $
58Lockheed Martin Corp 2,8791.7M $
59Schwab U.S. Small-Cap ETF 59,7501.7M $
60Intel Corp 38,2671.7M $
61Vanguard Growth ETF 3,7971.7M $
62Bank of America Corp 32,6551.6M $
63AbbVie Inc 7,2951.6M $
64Union Pacific Corp 6,3131.5M $
65Merck & Co Inc 12,7291.5M $
66United Rentals Inc 2,0701.5M $
67General Electric Co 5,1571.5M $
68Schwab Strategic Trust 47,1121.4M $
69Berkshire Hathaway Inc 21.4M $
70QUALCOMM Inc 10,9421.4M $
71Vanguard World Fund 5,1431.4M $
72iShares U.S. Technology ETF 7,5331.4M $
73Deere & Co 2,4231.4M $
74Schwab Emerging Markets Equity ETF 40,5771.3M $
75RTX Corp 6,8041.3M $
76Applied Materials Inc 3,7671.3M $
77Taiwan Semiconductor Manufacturing Co Ltd 3,7551.3M $
78Oracle Corp 8,6191.3M $
79Amgen Inc 3,5661.3M $
80Honeywell International Inc 5,4971.2M $
81Vanguard Small-Cap ETF 4,7251.2M $
82Vanguard Information Technology ETF 1,7721.2M $
83Vanguard International Equity Index Funds 22,7951.2M $
84iShares Silver Trust 17,1651.2M $
85Advanced Micro Devices Inc 5,7261.2M $
86Danaher Corp 5,8911.1M $
87ConocoPhillips 8,0271.1M $
88T-Mobile US Inc 5,0031.1M $
89Duke Energy Corp 7,8691M $
90Schwab U.S. Large-Cap ETF 40,0591M $
91Consolidated Edison Inc 8,536966.1K $
92iShares Trust 9,841939.2K $
93iShares Trust 8,194926.8K $
94iShares Trust 4,252897.8K $
95Vanguard Total International S 11,622896.1K $
96Verizon Communications Inc 17,774892.3K $
97AT&T Inc 30,570886.2K $
98Wells Fargo & Co 11,128885.9K $
99iShares MSCI EAFE ETF 8,945868.9K $
100Select Sector Spdr Trust 17,301854.2K $