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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
SCHE icon
76
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$1.34M 0.24%
40,577
+1,638
+4% +$55.9K
RTX icon
77
RTX Corp
RTX
$261B
$1.31M 0.23%
+6,804
New +$1.35M
AMAT icon
78
Applied Materials
AMAT
$421B
$1.29M 0.23%
+3,767
New +$1.27M
TSM icon
79
TSMC
TSM
$2.07T
$1.27M 0.22%
+3,755
New +$1.29M
ORCL icon
80
Oracle
ORCL
$364B
$1.27M 0.22%
+8,619
New +$1.4M
AMGN icon
81
Amgen
AMGN
$198B
$1.25M 0.22%
+3,566
New +$1.27M
HON icon
82
Honeywell
HON
$71.3B
$1.24M 0.22%
+5,497
New +$1.26M
VB icon
83
Vanguard Small-Cap ETF
VB
$79.7B
$1.24M 0.22%
+4,725
New +$1.28M
VGT icon
84
Vanguard Information Technology ETF
VGT
$139B
$1.24M 0.22%
+14,176
New +$1.31M
VWO icon
85
Vanguard FTSE Emerging Markets ETF
VWO
$119B
$1.23M 0.22%
22,795
-190
-0.8% -$10.6K
SLV icon
86
iShares Silver Trust
SLV
$27.1B
$1.17M 0.21%
17,165
-1,330
-7% -$101K
AMD icon
87
Advanced Micro Devices
AMD
$808B
$1.16M 0.21%
+5,726
New +$1.22M
DHR icon
88
Danaher
DHR
$144B
$1.12M 0.2%
+5,891
New +$1.25M
COP icon
89
ConocoPhillips
COP
$140B
$1.06M 0.19%
+8,027
New +$889K
TMUS icon
90
T-Mobile US
TMUS
$208B
$1.05M 0.19%
+5,003
New +$1.03M
DUK icon
91
Duke Energy
DUK
$97.5B
$1.03M 0.18%
+7,869
New +$984K
SCHX icon
92
Schwab US Large- Cap ETF
SCHX
$71.7B
$1.03M 0.18%
40,059
+7,327
+22% +$197K
ED icon
93
Consolidated Edison
ED
$41.4B
$966K 0.17%
+8,536
New +$924K
IEF icon
94
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$939K 0.17%
+9,841
New +$947K
IVW icon
95
iShares S&P 500 Growth ETF
IVW
$73.1B
$927K 0.16%
+8,194
New +$985K
IVE icon
96
iShares S&P 500 Value ETF
IVE
$48.8B
$898K 0.16%
+4,252
New +$921K
VXUS icon
97
Vanguard Total International Stock ETF
VXUS
$153B
$896K 0.16%
11,622
+155
+1% +$12.3K
VZ icon
98
Verizon
VZ
$182B
$892K 0.16%
17,774
-644
-3% -$29.8K
T icon
99
AT&T
T
$152B
$886K 0.16%
30,570
-1,608
-5% -$43K
WFC icon
100
Wells Fargo
WFC
$265B
$886K 0.16%
11,128
+142
+1% +$12.2K
2 3
4
5 6

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PAM
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SAM
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EL
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PPW
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Foresight Group London, United Kingdom $566M AUM 10.47% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

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.