• 13F History

KILEY JUERGENS WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$376M
Signature - Title
Martin Juergens - Member, Chief Executive Officer, Compliance Officer
Location
Olympia, WA
Summary
This page shows a list of all the recent 13F filings made by KILEY JUERGENS WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KILEY JUERGENS WEALTH MANAGEMENT, LLC reported 73 stock holdings with total value $376M as of Q1 2025. Top holdings included MSFT, AAPL, COST, QQQ, and BRKB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 73 $376M +$6.56M -$7.41M -$854K MSFT, AAPL, COST, QQQ, BRKB 13F-HR 4/21/2025, 11:12 AM
Q4 2024 72 $399M +$20M -$5.48M +$14.5M MSFT, AAPL, COST, QQQ, NVDA 13F-HR 1/16/2025, 05:14 PM
Q3 2024 70 $385M +$17.1M -$6.26M +$10.8M MSFT, AAPL, COST, QQQ, NVDA 13F-HR 10/15/2024, 10:24 AM
Q2 2024 71 $360M +$35.7M -$1.43M +$34.2M MSFT, AAPL, COST, QQQ, NVDA 13F-HR 7/23/2024, 03:15 PM
Q1 2024 66 $323M +$7.8M -$5.76M +$2.04M MSFT, AAPL, COST, QQQ, BRKB 13F-HR 4/18/2024, 09:23 PM
Q4 2023 65 $299M +$2.51M -$13.3M -$10.8M MSFT, AAPL, QQQ, COST, BRKB 13F-HR 1/30/2024, 05:07 PM
Q3 2023 72 $277M +$3.93M -$5.03M -$1.1M MSFT, AAPL, QQQ, COST, BRKB 13F-HR 10/17/2023, 04:30 PM
Q2 2023 72 $290M +$3.24M -$3.65M -$409K MSFT, AAPL, QQQ, COST, BRKB 13F-HR 7/26/2023, 03:35 PM
Q1 2023 74 $267M +$8.96M -$1.07M +$7.89M MSFT, AAPL, QQQ, COST, SBUX 13F-HR 5/2/2023, 02:12 PM
Q4 2022 71 $239M +$19.4M -$3.43M +$16M MSFT, AAPL, COST, QQQ, BRKB 13F-HR 2/6/2023, 11:43 AM
Q3 2022 70 $213M +$16.1M -$2.57M +$13.6M MSFT, AAPL, COST, BRKB, AMZN 13F-HR 10/11/2022, 01:35 PM
Q2 2022 72 $211M +$77.2M -$27.2M +$50M MSFT, AAPL, COST, BRKB, AMZN 13F-HR 7/29/2022, 12:52 PM
Q1 2022 52 $207M +$29.1M -$52.6M -$23.6M MSFT, AAPL, BSV, SBUX, QQQ Restatement 4/27/2022, 02:31 PM
Q4 2021 71 $264M +$11.9M -$1.12M +$10.8M MSFT, AAPL, QQQ, COST, ILCG 13F-HR 1/20/2022, 02:06 PM
Q3 2021 66 $228M +$14.9M -$5.77M +$9.16M MSFT, AAPL, QQQ, COST, ILCG 13F-HR 10/13/2021, 02:50 PM
Q2 2021 63 $218M +$25.9M -$658K +$25.2M MSFT, AAPL, QQQ, SBUX, ILCG 13F-HR 7/22/2021, 11:21 AM
Q1 2021 58 $191M +$19.1M -$2.13M +$17M MSFT, AAPL, QQQ, SBUX, ILCG 13F-HR 4/29/2021, 09:18 AM
Q4 2020 52 $169M +$16M -$1.35M +$14.7M MSFT, AAPL, QQQ, SBUX, ILCG 13F-HR 1/19/2021, 04:10 PM
Q3 2020 45 $137M +$34.6M -$13.1M +$21.5M MSFT, AAPL, QQQ, ILCG, SBUX 13F-HR 10/23/2020, 12:44 PM
Q2 2020 47 $120M +$6.49M -$888K +$5.6M MSFT, AAPL, ILCG, SBUX, BRKB 13F-HR 7/14/2020, 07:18 AM
Q1 2020 43 $97M +$4.97M -$883K +$4.08M MSFT, AAPL, ILCG, SBUX, BRKB 13F-HR 4/17/2020, 01:46 PM
Q4 2019 44 $114M +$15.8M -$1.14M +$14.6M MSFT, AAPL, SBUX, ILCG, BRKB 13F-HR 1/21/2020, 12:53 PM
Q3 2019 40 $91.4M +$2.29M -$767K +$1.52M MSFT, AAPL, ILCG, SBUX, BRKB 13F-HR 10/15/2019, 08:13 AM
Q2 2019 40 $88.9M +$3.74M -$292K +$3.45M MSFT, ILCG, AAPL, SBUX, BRKB 13F-HR 7/11/2019, 01:23 PM
Q1 2019 37 $80.3M +$1.73M -$291K +$1.44M MSFT, ILCG, AAPL, SBUX, BRKB 13F-HR 4/12/2019, 02:33 PM
Q4 2018 38 $71.4M +$5.22M -$729K +$4.49M MSFT, ILCG, AAPL, SBUX, BRKB 13F-HR 1/15/2019, 11:29 AM
Q3 2018 588 $134M +$14.6M -$1.23M +$13.3M MSFT, AAPL, ILCG, SBUX, BRKB 13F-HR 10/10/2018, 02:57 PM
Q2 2018 530 $112M +$22.7M -$333K +$22.4M MSFT, ILCG, AAPL, SBUX, BRKB 13F-HR 7/23/2018, 08:43 AM
Q1 2018 81 $92.2M +$2.28M -$2.23M +$47.5K ILCG, MSFT, AAPL, SBUX, QQQXXXX 13F-HR 4/23/2018, 01:36 PM
Q4 2017 637 $111M ILCG, MSFT, AAPL, SBUX, QQQXXXX 13F-HR 2/12/2018, 11:14 AM