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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 Miscellaneous 30.98%
2 Technology 27.26%
3 Industrials 9.25%
4 Consumer Discretionary 7.62%
5 Financials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWB icon
51
iShares Russell 1000 ETF
IWB
$49B
$2.34M 0.37%
5,709
– –
SCHG icon
52
Schwab US Large-Cap Growth ETF
SCHG
$62.8B
$2.33M 0.37%
68,900
+1,938
+3% +$64.2K
URI icon
53
United Rentals
URI
$62.9B
$2.27M 0.36%
2,007
-63
-3% -$59.9K
IWM icon
54
iShares Russell 2000 ETF
IWM
$81.2B
$2.27M 0.36%
7,544
-82
-1% -$23K
NET icon
55
Cloudflare
NET
$99.3B
$2.19M 0.34%
8,943
-1,842
-17% -$403K
WM icon
56
Waste Management
WM
$87.5B
$2.17M 0.34%
9,753
+393
+4% +$87.4K
NFLX icon
57
Netflix
NFLX
$326B
$2.17M 0.34%
30,375
-200
-0.7% -$17.6K
PLTR icon
58
Palantir
PLTR
$419B
$2.16M 0.34%
18,512
-410
-2% -$55.9K
VEA icon
59
Vanguard FTSE Developed Markets ETF
VEA
$240B
$2.13M 0.33%
29,878
+550
+2% +$38.3K
SCHA icon
60
Schwab U.S Small- Cap ETF
SCHA
$22.9B
$2.12M 0.33%
58,797
-953
-2% -$31.5K
HD icon
61
Home Depot
HD
$320B
$2.1M 0.33%
5,961
-739
-11% -$240K
VO icon
62
Vanguard Morningstar Mid-Cap ETF
VO
$108B
$2M 0.31%
24,771
-777
-3% -$60.2K
CVX icon
63
Chevron
CVX
$409B
$1.98M 0.31%
11,935
-1,476
-11% -$275K
VUG icon
64
Vanguard Morningstar Growth ETF
VUG
$228B
$1.95M 0.31%
22,654
-128
-0.6% -$10.8K
GE icon
65
GE Aerospace
GE
$350B
$1.93M 0.3%
5,157
– –
TSM icon
66
TSMC
TSM
$2.22T
$1.92M 0.3%
4,013
+258
+7% +$105K
QCOM icon
67
Qualcomm
QCOM
$180B
$1.9M 0.3%
10,308
-634
-6% -$119K
IYW icon
68
iShares US Technology ETF
IYW
$25.5B
$1.89M 0.3%
7,509
-24
-0.3% -$5.51K
ABBV icon
69
AbbVie
ABBV
$453B
$1.83M 0.29%
7,258
-37
-0.5% -$7.96K
BA.PRA
70
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.57B
$1.72M 0.27%
25,550
+525
+2% +$37K
VGT icon
71
Vanguard Information Technology ETF
VGT
$149B
$1.69M 0.27%
14,176
– –
UNP icon
72
Union Pacific
UNP
$172B
$1.67M 0.26%
6,143
-170
-3% -$44.6K
LRCX icon
73
Lam Research
LRCX
$385B
$1.66M 0.26%
3,835
+25
+0.7% +$7.59K
MRK icon
74
Merck
MRK
$371B
$1.62M 0.25%
12,629
-100
-0.8% -$11.7K
BAC icon
75
Bank of America
BAC
$438B
$1.62M 0.25%
28,363
-4,292
-13% -$228K
1 2
3
4 5

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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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MC
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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 Miscellaneous at 31% of assets, up from 30% a quarter earlier, followed by Technology and Industrials.

  • 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.