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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
+2.8%
1 Year Est. Return
+31.14%
3 Year Est. Return
+105.52%
5 Year Est. Return
+136.22%
10 Year Est. Return
–
AUM
$463M
AUM Growth
+$8.68M
Cap. Flow
-$1.19M
Cap. Flow %
-0.26%
Top 10 Hldgs %
60.69%
Holding
78
New
1
Increased
32
Reduced
40
Closed
4

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$3.26M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.81M
3
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$573K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$559K
5
BA icon
Boeing
BA
+$468K

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$3.12M
2
NVDA icon
NVIDIA
NVDA
+$2.67M
3
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.09M
4
AAPL icon
Apple
AAPL
+$818K
5
AVGO icon
Broadcom
AVGO
+$743K

Sector Composition

Rank Sector Weight
1 Technology 33.02%
2 Miscellaneous 29.31%
3 Consumer Discretionary 9.29%
4 Financials 7.82%
5 Consumer Staples 7.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HFWA icon
26
Heritage Financial
HFWA
$1.16B
$4.2M 0.91%
177,447
+30
+0% +$706
BA icon
27
Boeing
BA
$166B
$3.89M 0.84%
17,926
+2,276
+15% +$468K
PLTR icon
28
Palantir
PLTR
$416B
$3.54M 0.77%
19,934
-313
-2% -$56.7K
VTI icon
29
Vanguard Morningstar Total Stock Market ETF
VTI
$684B
$3.5M 0.76%
10,444
-295
-3% -$98.1K
PG icon
30
Procter & Gamble
PG
$339B
$3.39M 0.73%
23,664
+3,025
+15% +$446K
MCD icon
31
McDonald's
MCD
$182B
$3.29M 0.71%
10,768
+167
+2% +$51.1K
JNJ icon
32
Johnson & Johnson
JNJ
$642B
$3.27M 0.71%
15,790
-266
-2% -$52.6K
TLT icon
33
iShares 20+ Year Treasury Bond ETF
TLT
$46.6B
$3.12M 0.67%
35,774
-1,233
-3% -$110K
PCAR icon
34
PACCAR
PCAR
$64.7B
$3.08M 0.67%
28,133
-185
-0.7% -$19K
UBER icon
35
Uber
UBER
$148B
$3.02M 0.65%
37,019
+300
+0.8% +$27K
NFLX icon
36
Netflix
NFLX
$334B
$2.84M 0.61%
+30,262
New +$3.26M
WMT icon
37
Walmart Inc
WMT
$865B
$2.72M 0.59%
24,381
-100
-0.4% -$10.7K
XOM icon
38
ExxonMobil
XOM
$679B
$2.24M 0.48%
18,615
-385
-2% -$44.7K
QCOM icon
39
Qualcomm
QCOM
$192B
$2.08M 0.45%
12,148
-14
-0.1% -$2.4K
CVX icon
40
Chevron
CVX
$416B
$2.05M 0.44%
13,463
-250
-2% -$38.1K
SCHG icon
41
Schwab US Large-Cap Growth ETF
SCHG
$62.5B
$2.03M 0.44%
62,159
+9,725
+19% +$316K
SCHF icon
42
Schwab International Equity ETF
SCHF
$68.6B
$2M 0.43%
83,327
+7,471
+10% +$178K
BAC icon
43
Bank of America
BAC
$416B
$1.81M 0.39%
32,930
-836
-2% -$44.2K
CSCO icon
44
Cisco
CSCO
$434B
$1.77M 0.38%
22,922
-762
-3% -$56.5K
VEA icon
45
Vanguard FTSE Developed Markets ETF
VEA
$234B
$1.7M 0.37%
27,259
-456
-2% -$27.9K
BA.PRA
46
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.48B
$1.69M 0.37%
24,525
+4,625
+23% +$309K
SCHA icon
47
Schwab U.S Small- Cap ETF
SCHA
$22.2B
$1.62M 0.35%
56,906
+3,013
+6% +$85.1K
SCHZ icon
48
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$1.52M 0.33%
64,989
+5,732
+10% +$135K
INTC icon
49
Intel
INTC
$514B
$1.45M 0.31%
39,283
-1,492
-4% -$56.3K
SCHV
50
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$1.41M 0.3%
47,562
+3,702
+8% +$108K
1
2
3 4

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IF
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FWM
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AHSW
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SIM
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GFWA
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AMCA
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Kiley Juergens Wealth Management's Q4 2025 Portfolio in Review

As of Q4 2025, Kiley Juergens Wealth Management held 78 positions worth $463M, up 1.9% from $454M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Kiley Juergens Wealth Management's Q4 2025 filing shows 1 new, 32 increased, 40 reduced and 4 closed positions. Its largest new stake was Netflix: 30,262 shares worth $2.84M. The largest sale was Oracle, an estimated $3.12M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 35% a quarter earlier, followed by Miscellaneous and Consumer Discretionary.

  • Kiley Juergens Wealth Management's largest Q4 2025 buy was Netflix: 30,262 shares worth $2.84M.
  • Kiley Juergens Wealth Management added most to Invesco S&P 500 Equal Weight ETF in Q4 2025, an estimated $1.81M increase.
  • Kiley Juergens Wealth Management's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $2.67M.
  • Kiley Juergens Wealth Management fully exited Oracle in Q4 2025, selling an estimated $3.12M.
  • Kiley Juergens Wealth Management's ten largest holdings make up 61% of its $463M portfolio in Q4 2025.
  • Kiley Juergens Wealth Management opened 1 new position and closed 4 in Q4 2025.
  • Kiley Juergens Wealth Management's portfolio value rose 1.9% quarter-over-quarter to $463M.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.