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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
+14.14%
1 Year Est. Return
+31.14%
3 Year Est. Return
+105.52%
5 Year Est. Return
+136.22%
10 Year Est. Return
–
AUM
$433M
AUM Growth
+$57.3M
Cap. Flow
+$13.7M
Cap. Flow %
3.15%
Top 10 Hldgs %
60.78%
Holding
79
New
6
Increased
39
Reduced
30
Closed
1

Top Buys

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$6.13M
2
TM icon
Toyota
TM
+$2.03M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M
4
AAPL icon
Apple
AAPL
+$965K
5
XOM icon
ExxonMobil
XOM
+$947K

Top Sells

Rank Stock Value
1
BA.PRA
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
+$1.01M
2
MSFT icon
Microsoft
MSFT
+$433K
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$299K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$193K
5
QCOM icon
Qualcomm
QCOM
+$160K

Sector Composition

Rank Sector Weight
1 Technology 33.47%
2 Consumer Discretionary 9.97%
3 Consumer Staples 9.36%
4 Financials 8.29%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSBK icon
26
Timberland Bancorp
TSBK
$351M
$3.77M 0.87%
120,809
+11
+0% +$335
VTI icon
27
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$3.7M 0.85%
12,183
+1,491
+14% +$419K
PG icon
28
Procter & Gamble
PG
$339B
$3.51M 0.81%
22,047
-55
-0.2% -$8.98K
UBER icon
29
Uber
UBER
$153B
$3.39M 0.78%
36,319
+971
+3% +$79.9K
TLT icon
30
iShares 20+ Year Treasury Bond ETF
TLT
$41.7B
$3.24M 0.75%
36,660
-3,425
-9% -$299K
XOM icon
31
ExxonMobil
XOM
$634B
$3.15M 0.73%
29,177
+8,856
+44% +$947K
MCD icon
32
McDonald's
MCD
$195B
$3.14M 0.72%
10,734
-272
-2% -$83.9K
BA icon
33
Boeing
BA
$185B
$3.13M 0.72%
14,938
+427
+3% +$80.7K
PLTR icon
34
Palantir
PLTR
$413B
$2.84M 0.66%
20,847
-216
-1% -$25.3K
PCAR icon
35
PACCAR
PCAR
$70.1B
$2.75M 0.63%
28,921
+5
+0% +$462
JNJ icon
36
Johnson & Johnson
JNJ
$625B
$2.74M 0.63%
17,961
+52
+0.3% +$7.99K
ORCL icon
37
Oracle
ORCL
$423B
$2.46M 0.57%
11,237
-55
-0.5% -$8.88K
WMT icon
38
Walmart Inc
WMT
$890B
$2.43M 0.56%
24,858
+94
+0.4% +$8.96K
CVX icon
39
Chevron
CVX
$366B
$2.02M 0.47%
14,123
-1
-0% -$141
QCOM icon
40
Qualcomm
QCOM
$176B
$1.94M 0.45%
12,166
-1,086
-8% -$160K
TM icon
41
Toyota
TM
$225B
$1.93M 0.45%
+11,203
New +$2.03M
BAC icon
42
Bank of America
BAC
$442B
$1.78M 0.41%
37,537
+192
+0.5% +$8.08K
SCHF icon
43
Schwab International Equity ETF
SCHF
$68.7B
$1.68M 0.39%
76,028
+10,847
+17% +$226K
CSCO icon
44
Cisco
CSCO
$479B
$1.68M 0.39%
24,155
-33
-0.1% -$2.03K
VEA icon
45
Vanguard FTSE Developed Markets ETF
VEA
$236B
$1.46M 0.34%
25,572
+914
+4% +$49K
SCHG icon
46
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$1.45M 0.34%
49,804
+11,369
+30% +$301K
SCHA icon
47
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$1.34M 0.31%
53,160
+4,880
+10% +$115K
IEF icon
48
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$1.3M 0.3%
13,528
+234
+2% +$22.1K
VZ icon
49
Verizon
VZ
$196B
$1.28M 0.3%
29,593
+10,554
+55% +$457K
SCHZ icon
50
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$1.28M 0.3%
55,053
+557
+1% +$12.8K
1
2
3 4

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SJIC
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BPC
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KCM
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SCP
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SFG
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FTC
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WHGAM
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Kiley Juergens Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Kiley Juergens Wealth Management held 79 positions worth $433M, up 15% from $376M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Kiley Juergens Wealth Management deployed $13.7M of net new capital in Q2 2025, opening 6 new positions and adding to 39 existing holdings. Its largest new stake was Lockheed Martin: 13,097 shares worth $6.07M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

On the sell side, the largest reduction was Microsoft, an estimated $433K trimmed.

  • Kiley Juergens Wealth Management's largest Q2 2025 buy was Lockheed Martin: 13,097 shares worth $6.07M.
  • Kiley Juergens Wealth Management added most to Alphabet (Google) Class C in Q2 2025, an estimated $1.12M increase.
  • Kiley Juergens Wealth Management's biggest Q2 2025 reduction was Microsoft, cutting an estimated $433K.
  • Kiley Juergens Wealth Management fully exited Boeing Co 6.00% Series A Preferred Stock in Q2 2025, selling an estimated $1.01M.
  • Kiley Juergens Wealth Management's ten largest holdings make up 61% of its $433M portfolio in Q2 2025.
  • Kiley Juergens Wealth Management opened 6 new positions and closed 1 in Q2 2025.
  • Kiley Juergens Wealth Management's portfolio value rose 15% quarter-over-quarter to $433M.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.