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KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.42%
This Fund
S&P 500
This Quarter Est. Return
-1.24%
1 Year Est. Return
+27.42%
3 Year Est. Return
+93.3%
5 Year Est. Return
+115.63%
10 Year Est. Return
–
AUM
$567M
AUM Growth
+$104M
Cap. Flow
+$125M
Cap. Flow %
22.02%
Top 10 Hldgs %
45.87%
Holding
235
New
161
Increased
29
Reduced
44
Closed
–

Top Buys

Rank Stock Value
1
LLY icon
Eli Lilly
LLY
+$5.93M
2
GEV icon
GE Vernova
GEV
+$5.67M
3
META icon
Meta Platforms (Facebook)
META
+$3.49M
4
CRWD icon
CrowdStrike
CRWD
+$2.94M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.9M

Top Sells

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$519K
2
PG icon
Procter & Gamble
PG
+$395K
3
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$350K
4
MSFT icon
Microsoft
MSFT
+$323K
5
VTV icon
Vanguard Value ETF
VTV
+$298K

Sector Composition

Rank Sector Weight
1 Technology 25.96%
2 Industrials 8.47%
3 Consumer Discretionary 7.91%
4 Consumer Staples 7.66%
5 Financials 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TD icon
226
Toronto Dominion Bank
TD
$204B
$217K 0.04%
+2,325
New +$221K
GEHC icon
227
GE HealthCare
GEHC
$28.7B
$215K 0.04%
+3,023
New +$238K
KR icon
228
Kroger
KR
$36B
$210K 0.04%
+2,896
New +$196K
IJR icon
229
iShares Core S&P Small-Cap ETF
IJR
$110B
$209K 0.04%
+1,680
New +$213K
DIA icon
230
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
$204K 0.04%
+440
New +$213K
SO icon
231
Southern Company
SO
$107B
$201K 0.04%
+2,086
New +$193K
KVUE icon
232
Kenvue
KVUE
$36.4B
$189K 0.03%
10,983
-1,025
-9% -$18.3K
F icon
233
Ford
F
$56.7B
$154K 0.03%
13,375
-1,985
-13% -$26.1K
GNW icon
234
Genworth Financial
GNW
$3.86B
$82.4K 0.01%
+10,150
New +$86.1K
GAB icon
235
Gabelli Equity Trust
GAB
$1.75B
$72.9K 0.01%
+13,021
New +$78.1K
6 7 8 9
10

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SAM
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PPW
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NHFG
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BRIM
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Kiley Juergens Wealth Management's Q1 2026 Portfolio in Review

As of Q1 2026, Kiley Juergens Wealth Management held 235 positions worth $567M, up 22% from $463M the previous quarter. Its ten largest holdings account for 46% of the portfolio.

Kiley Juergens Wealth Management deployed $125M of net new capital in Q1 2026, opening 161 new positions and adding to 29 existing holdings. Its largest new stake was Eli Lilly: 5,851 shares worth $5.38M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 33% a quarter earlier, followed by Industrials and Consumer Discretionary.

On the sell side, the largest reduction was Berkshire Hathaway Class B, an estimated $519K trimmed.

  • Kiley Juergens Wealth Management's largest Q1 2026 buy was Eli Lilly: 5,851 shares worth $5.38M.
  • Kiley Juergens Wealth Management added most to Invesco S&P 500 Equal Weight ETF in Q1 2026, an estimated $1.04M increase.
  • Kiley Juergens Wealth Management's biggest Q1 2026 reduction was Berkshire Hathaway Class B, cutting an estimated $519K.
  • Kiley Juergens Wealth Management's ten largest holdings make up 46% of its $567M portfolio in Q1 2026.
  • Kiley Juergens Wealth Management opened 161 new positions and closed 0 in Q1 2026.
  • Kiley Juergens Wealth Management's portfolio value rose 22% quarter-over-quarter to $567M.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.