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KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $639M
1-Year Est. Return 31.14%
This Fund
S&P 500
This Quarter Est. Return
+17.47%
1 Year Est. Return
+31.14%
3 Year Est. Return
+105.52%
5 Year Est. Return
+136.22%
10 Year Est. Return
–
AUM
$639M
AUM Growth
+$71.8M
Cap. Flow
-$1.75M
Cap. Flow %
-0.27%
Top 10 Hldgs %
44.89%
Holding
248
New
13
Increased
71
Reduced
113
Closed
7

Top Buys

Rank Stock Value
1
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.11M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$705K
3
HONA
Honeywell Aerospace
HONA
+$625K
4
META icon
Meta Platforms (Facebook)
META
+$554K
5
MSFT icon
Microsoft
MSFT
+$484K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$606K
2
HON icon
Honeywell
HON
+$595K
3
AMZN icon
Amazon
AMZN
+$415K
4
NET icon
Cloudflare
NET
+$403K
5
CAT icon
Caterpillar
CAT
+$331K

Sector Composition

Rank Sector Weight
1 Technology 27.26%
2 Industrials 9.25%
3 Consumer Discretionary 7.62%
4 Financials 7.29%
5 Consumer Staples 6.35%

No holdings matched the selected filter criteria.

6 7 8 9 10

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Kiley Juergens Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kiley Juergens Wealth Management held 248 positions worth $639M, up 13% from $567M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Kiley Juergens Wealth Management's Q2 2026 filing shows 13 new, 71 increased, 113 reduced and 7 closed positions. Its largest new stake was Honeywell Aerospace: 2,832 shares worth $626K. The largest sale was Apple, an estimated $606K.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 26% a quarter earlier, followed by Industrials and Consumer Discretionary.

  • Kiley Juergens Wealth Management's largest Q2 2026 buy was Honeywell Aerospace: 2,832 shares worth $626K.
  • Kiley Juergens Wealth Management added most to Schwab US Aggregate Bond ETF in Q2 2026, an estimated $1.11M increase.
  • Kiley Juergens Wealth Management's biggest Q2 2026 reduction was Apple, cutting an estimated $606K.
  • Kiley Juergens Wealth Management fully exited BP in Q2 2026, selling an estimated $236K.
  • Kiley Juergens Wealth Management's ten largest holdings make up 45% of its $639M portfolio in Q2 2026.
  • Kiley Juergens Wealth Management opened 13 new positions and closed 7 in Q2 2026.
  • Kiley Juergens Wealth Management's portfolio value rose 13% quarter-over-quarter to $639M.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.