We are live on ! Find out more
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
SCHV
76
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$1.6M 0.25%
45,883
-1,229
-3% -$40.5K
DE icon
77
Deere & Co
DE
$187B
$1.54M 0.24%
2,424
+1
+0% +$579
SCHE icon
78
Schwab Emerging Markets Equity ETF
SCHE
$13.2B
$1.52M 0.24%
42,042
+1,465
+4% +$52.3K
BRK.A icon
79
Berkshire Hathaway Class A
BRK.A
$1.08T
$1.5M 0.23%
2
– –
VHT icon
80
Vanguard Health Care ETF
VHT
$19.3B
$1.48M 0.23%
4,963
-180
-3% -$50K
LMT icon
81
Lockheed Martin
LMT
$121B
$1.48M 0.23%
2,904
+25
+0.9% +$13.5K
VB icon
82
Vanguard Morningstar Small-Cap ETF
VB
$81.1B
$1.42M 0.22%
4,670
-55
-1% -$15.8K
VWO icon
83
Vanguard FTSE Emerging Markets ETF
VWO
$128B
$1.36M 0.21%
22,795
– –
ORCL icon
84
Oracle
ORCL
$457B
$1.28M 0.2%
8,731
+112
+1% +$20.3K
RTX icon
85
RTX Corp
RTX
$271B
$1.28M 0.2%
6,736
-68
-1% -$12.5K
AMGN icon
86
Amgen
AMGN
$236B
$1.25M 0.2%
3,459
-107
-3% -$36.6K
CGBL icon
87
Capital Group Core Balanced ETF
CGBL
$7.67B
$1.24M 0.19%
32,576
+7,681
+31% +$284K
GLW icon
88
Corning
GLW
$133B
$1.23M 0.19%
4,797
+440
+10% +$80.1K
PANW icon
89
Palo Alto Networks
PANW
$272B
$1.21M 0.19%
3,542
-829
-19% -$190K
SCHX icon
90
Schwab US Large- Cap ETF
SCHX
$74.4B
$1.18M 0.18%
40,122
+63
+0.2% +$1.8K
IVW icon
91
iShares S&P 500 Growth ETF
IVW
$77.1B
$1.08M 0.17%
7,851
-343
-4% -$45.3K
DHR icon
92
Danaher
DHR
$146B
$1.04M 0.16%
5,484
-407
-7% -$73.9K
MU icon
93
Micron Technology
MU
$1.15T
$1.03M 0.16%
896
+4
+0.4% +$3K
VXUS icon
94
Vanguard Total International Stock ETF
VXUS
$165B
$996K 0.16%
11,645
+23
+0.2% +$1.93K
IVE icon
95
iShares S&P 500 Value ETF
IVE
$50.1B
$965K 0.15%
4,252
– –
WFC icon
96
Wells Fargo
WFC
$272B
$961K 0.15%
11,625
+497
+4% +$39.9K
ED icon
97
Consolidated Edison
ED
$39.7B
$947K 0.15%
8,559
+23
+0.3% +$2.5K
NEE icon
98
NextEra Energy
NEE
$174B
$943K 0.15%
10,749
+1,630
+18% +$147K
IWO icon
99
iShares Russell 2000 Growth ETF
IWO
$14.9B
$938K 0.15%
2,382
– –
EFA icon
100
iShares MSCI EAFE ETF
EFA
$80.1B
$936K 0.15%
9,013
+68
+0.8% +$6.99K
2 3
4
5 6

Similar funds

SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
AHSW
Adventist Health System West Roseville, California $638M AUM 20.65% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
AMCA
Arthur M. Cohen & Associates Northbrook, Illinois $640M AUM 26.68% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

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.