KILEY JUERGENS WEALTH MANAGEMENT, LLC

Q3 2025 13F-HR Holdings

Location
Olympia, WA
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
77
Total value ($000)
$454,246
Net value change ($000)
+20,974 (4.8%)
New positions
3
Sold out positions
4
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2025 Next filing: 1/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 4,886 15.1%
GOOGL 4,476 36.8%
NVDA 4,455 16.3%
AVGO 2,638 16.9%
RSP 2,478 NEW
QQQ 2,062 7.1%
MSFT 2,015 3.6%
TSLA 1,663 33.2%
CAT 1,475 20.8%
BA 1,384 NEW
Top Reduces (Value $000, Stocks/ETFs)
LMT -6,066 -100.0%
COST -2,420 -7.3%
TM -1,930 -100.0%
HFWA -1,259 -22.7%
XOM -1,003 -31.9%
SBUX -886 -8.1%
BP -533 -100.0%
VZ -479 -37.4%
PG -342 -9.7%
HMC -313 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type