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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
HFWA icon
26
Heritage Financial
HFWA
$1.26B
$4.55M 0.8%
175,051
-2,396
-1% -$62.3K
BA icon
27
Boeing
BA
$169B
$4.44M 0.78%
22,285
+4,359
+24% +$993K
JPM icon
28
JPMorgan Chase
JPM
$907B
$4.14M 0.73%
14,074
-218
-2% -$66.2K
VIG icon
29
Vanguard Dividend Appreciation ETF
VIG
$111B
$4.13M 0.73%
19,183
-232
-1% -$51.7K
JNJ icon
30
Johnson & Johnson
JNJ
$609B
$3.83M 0.68%
15,654
-136
-0.9% -$31.7K
MCD icon
31
McDonald's
MCD
$190B
$3.34M 0.59%
10,738
-30
-0.3% -$9.56K
VTI icon
32
Vanguard Total Stock Market ETF
VTI
$658B
$3.33M 0.59%
10,389
-55
-0.5% -$18.5K
PCAR icon
33
PACCAR
PCAR
$66.4B
$3.24M 0.57%
28,022
-111
-0.4% -$13.4K
TLT icon
34
iShares 20+ Year Treasury Bond ETF
TLT
$42.1B
$3.18M 0.56%
36,693
+919
+3% +$80.8K
XOM icon
35
ExxonMobil
XOM
$611B
$3.14M 0.55%
18,483
-132
-0.7% -$19.3K
META icon
36
Meta Platforms (Facebook)
META
$1.64T
$3.11M 0.55%
+5,438
New +$3.49M
PG icon
37
Procter & Gamble
PG
$349B
$3.04M 0.54%
21,058
-2,606
-11% -$395K
WMT icon
38
Walmart Inc
WMT
$909B
$3.04M 0.54%
24,451
+70
+0.3% +$8.59K
NFLX icon
39
Netflix
NFLX
$290B
$2.94M 0.52%
30,575
+313
+1% +$27.6K
ETN icon
40
Eaton
ETN
$155B
$2.89M 0.51%
+8,086
New +$2.88M
SPY icon
41
State Street SPDR S&P 500 ETF Trust
SPY
$774B
$2.78M 0.49%
+4,267
New +$2.9M
CVX icon
42
Chevron
CVX
$373B
$2.77M 0.49%
13,411
-52
-0.4% -$9.48K
PLTR icon
43
Palantir
PLTR
$317B
$2.77M 0.49%
18,922
-1,012
-5% -$155K
CRWD icon
44
CrowdStrike
CRWD
$207B
$2.71M 0.48%
+27,744
New +$2.94M
UBER icon
45
Uber
UBER
$147B
$2.7M 0.48%
37,549
+530
+1% +$40.8K
V icon
46
Visa
V
$682B
$2.45M 0.43%
+8,122
New +$2.61M
NET icon
47
Cloudflare
NET
$98.6B
$2.23M 0.39%
+10,785
New +$2.06M
HD icon
48
Home Depot
HD
$338B
$2.2M 0.39%
+6,700
New +$2.44M
WM icon
49
Waste Management
WM
$96.1B
$2.15M 0.38%
+9,360
New +$2.15M
SCHF icon
50
Schwab International Equity ETF
SCHF
$65.4B
$2.15M 0.38%
86,756
+3,429
+4% +$87.2K
1
2
3 4 5

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BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
EL
Essex LLC Deer Park, Illinois $566M AUM 23.17% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $567M AUM 12.93% 1-Year Est. Return
FG
Foresight Group London, United Kingdom $566M AUM 10.47% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

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.