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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
MRK icon
51
Merck
MRK
$357B
$1.34M 0.29%
12,720
-87
-0.7% -$8.17K
SCHE icon
52
Schwab Emerging Markets Equity ETF
SCHE
$12.8B
$1.28M 0.28%
38,939
-70
-0.2% -$2.33K
VWO icon
53
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$1.24M 0.27%
22,985
-88
-0.4% -$4.78K
SLV icon
54
iShares Silver Trust
SLV
$30.6B
$1.19M 0.26%
18,495
-1,011
-5% -$50.6K
WFC icon
55
Wells Fargo
WFC
$268B
$1.02M 0.22%
10,986
-19
-0.2% -$1.65K
XLF icon
56
State Street Financial Select Sector SPDR ETF
XLF
$54.5B
$942K 0.2%
17,198
+50
+0.3% +$2.66K
SCHX icon
57
Schwab US Large- Cap ETF
SCHX
$73.6B
$881K 0.19%
32,732
+53
+0.2% +$1.42K
NKE icon
58
Nike
NKE
$55B
$877K 0.19%
13,765
-156
-1% -$10.2K
VXUS icon
59
Vanguard Total International Stock ETF
VXUS
$163B
$865K 0.19%
11,467
+1
+0% +$75
CGBL icon
60
Capital Group Core Balanced ETF
CGBL
$7.6B
$824K 0.18%
23,335
+5,264
+29% +$184K
T icon
61
AT&T
T
$182B
$799K 0.17%
32,178
-937
-3% -$23.7K
VZ icon
62
Verizon
VZ
$213B
$750K 0.16%
18,418
+203
+1% +$8.23K
KO icon
63
Coca-Cola
KO
$384B
$742K 0.16%
10,618
-468
-4% -$32.6K
FNDF icon
64
Schwab Fundamental International Large Company Index ETF
FNDF
$26.1B
$626K 0.14%
13,841
– –
PFE icon
65
Pfizer
PFE
$158B
$601K 0.13%
24,128
+8,513
+55% +$215K
WY icon
66
Weyerhaeuser
WY
$16B
$489K 0.11%
20,624
+487
+2% +$11.3K
PFF icon
67
iShares Preferred and Income Securities ETF
PFF
$12.7B
$469K 0.1%
15,137
+5,000
+49% +$156K
EPD icon
68
Enterprise Products Partners
EPD
$84B
$432K 0.09%
13,481
+26
+0.2% +$822
CSX icon
69
CSX Corp
CSX
$90.6B
$408K 0.09%
11,259
+253
+2% +$9.05K
CMCSA icon
70
Comcast
CMCSA
$88.3B
$378K 0.08%
12,646
-1,354
-10% -$38.6K
SCHM icon
71
Schwab US Mid-Cap ETF
SCHM
$14.6B
$353K 0.08%
11,734
+323
+3% +$9.63K
COLB icon
72
Columbia Banking Systems
COLB
$8.52B
$332K 0.07%
11,865
+1,000
+9% +$27.1K
KVUE icon
73
Kenvue
KVUE
$34.4B
$207K 0.04%
12,008
-4,298
-26% -$70.3K
F icon
74
Ford
F
$55.3B
$202K 0.04%
15,360
-4,786
-24% -$61.7K
IEF icon
75
iShares 7-10 Year Treasury Bond ETF
IEF
$41.5B
– –
-11,298
Closed -$1.09M
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.