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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
IWB icon
51
iShares Russell 1000 ETF
IWB
$48B
$2.04M 0.36%
+5,709
New +$2.13M
SCHG icon
52
Schwab US Large-Cap Growth ETF
SCHG
$59.7B
$1.95M 0.34%
66,962
+4,803
+8% +$149K
VOO icon
53
Vanguard S&P 500 ETF
VOO
$974B
$1.94M 0.34%
+3,249
New +$2.03M
IWM icon
54
iShares Russell 2000 ETF
IWM
$82.2B
$1.89M 0.33%
+7,626
New +$1.97M
VEA icon
55
Vanguard FTSE Developed Markets ETF
VEA
$226B
$1.88M 0.33%
29,328
+2,069
+8% +$137K
VO icon
56
Vanguard Mid-Cap ETF
VO
$106B
$1.83M 0.32%
+25,548
New +$1.9M
CSCO icon
57
Cisco
CSCO
$441B
$1.79M 0.32%
23,116
+194
+0.8% +$15.2K
SCHZ icon
58
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$1.75M 0.31%
75,309
+10,320
+16% +$242K
LMT icon
59
Lockheed Martin
LMT
$117B
$1.74M 0.31%
+2,879
New +$1.77M
SCHA icon
60
Schwab U.S Small- Cap ETF
SCHA
$22.7B
$1.74M 0.31%
59,750
+2,844
+5% +$85.3K
INTC icon
61
Intel
INTC
$478B
$1.69M 0.3%
38,267
-1,016
-3% -$46.6K
VUG icon
62
Vanguard Growth ETF
VUG
$221B
$1.66M 0.29%
+22,782
New +$1.77M
BA.PRA
63
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.67B
$1.62M 0.29%
25,025
+500
+2% +$36.4K
BAC icon
64
Bank of America
BAC
$430B
$1.59M 0.28%
32,655
-275
-0.8% -$14.2K
ABBV icon
65
AbbVie
ABBV
$450B
$1.59M 0.28%
+7,295
New +$1.62M
UNP icon
66
Union Pacific
UNP
$179B
$1.53M 0.27%
+6,313
New +$1.55M
MRK icon
67
Merck
MRK
$315B
$1.53M 0.27%
12,729
+9
+0.1% +$1.04K
URI icon
68
United Rentals
URI
$65.5B
$1.51M 0.27%
+2,070
New +$1.74M
GE icon
69
GE Aerospace
GE
$364B
$1.46M 0.26%
+5,157
New +$1.62M
SCHV
70
Schwab US Large-Cap Value ETF
SCHV
$15.5B
$1.44M 0.25%
47,112
-450
-0.9% -$14K
BRK.A icon
71
Berkshire Hathaway Class A
BRK.A
$1.06T
$1.44M 0.25%
+2
New +$1.47M
QCOM icon
72
Qualcomm
QCOM
$181B
$1.41M 0.25%
10,942
-1,206
-10% -$176K
VHT icon
73
Vanguard Health Care ETF
VHT
$18B
$1.4M 0.25%
+5,143
New +$1.47M
IYW icon
74
iShares US Technology ETF
IYW
$24B
$1.37M 0.24%
+7,533
New +$1.46M
DE icon
75
Deere & Co
DE
$161B
$1.36M 0.24%
+2,423
New +$1.37M
1 2
3
4 5

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SAM
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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.