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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
+14.14%
1 Year Est. Return
+31.14%
3 Year Est. Return
+105.52%
5 Year Est. Return
+136.22%
10 Year Est. Return
–
AUM
$433M
AUM Growth
+$57.3M
Cap. Flow
+$13.7M
Cap. Flow %
3.15%
Top 10 Hldgs %
60.78%
Holding
79
New
6
Increased
39
Reduced
30
Closed
1

Top Buys

Rank Stock Value
1
LMT icon
Lockheed Martin
LMT
+$6.13M
2
TM icon
Toyota
TM
+$2.03M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.12M
4
AAPL icon
Apple
AAPL
+$965K
5
XOM icon
ExxonMobil
XOM
+$947K

Top Sells

Rank Stock Value
1
BA.PRA
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
+$1.01M
2
MSFT icon
Microsoft
MSFT
+$433K
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$299K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$193K
5
QCOM icon
Qualcomm
QCOM
+$160K

Sector Composition

Rank Sector Weight
1 Technology 33.47%
2 Consumer Discretionary 9.97%
3 Consumer Staples 9.36%
4 Financials 8.29%
5 Industrials 4.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
F icon
76
Ford
F
$55.7B
$295K 0.07%
27,202
-5,038
-16% -$51.3K
COLB icon
77
Columbia Banking Systems
COLB
$8.84B
$254K 0.06%
10,872
– –
MSTY icon
78
YieldMax MSTR Option Income Strategy ETF
MSTY
$777M
$239K 0.06%
+2,157
New +$237K
BA.PRA
79
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.27B
– –
-16,950
Closed -$1.01M
1 2 3
4

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SJIC
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BPC
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KCM
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SCP
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SFG
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FTC
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WHGAM
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Kiley Juergens Wealth Management's Q2 2025 Portfolio in Review

As of Q2 2025, Kiley Juergens Wealth Management held 79 positions worth $433M, up 15% from $376M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Kiley Juergens Wealth Management deployed $13.7M of net new capital in Q2 2025, opening 6 new positions and adding to 39 existing holdings. Its largest new stake was Lockheed Martin: 13,097 shares worth $6.07M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Consumer Staples.

On the sell side, the largest reduction was Microsoft, an estimated $433K trimmed.

  • Kiley Juergens Wealth Management's largest Q2 2025 buy was Lockheed Martin: 13,097 shares worth $6.07M.
  • Kiley Juergens Wealth Management added most to Alphabet (Google) Class C in Q2 2025, an estimated $1.12M increase.
  • Kiley Juergens Wealth Management's biggest Q2 2025 reduction was Microsoft, cutting an estimated $433K.
  • Kiley Juergens Wealth Management fully exited Boeing Co 6.00% Series A Preferred Stock in Q2 2025, selling an estimated $1.01M.
  • Kiley Juergens Wealth Management's ten largest holdings make up 61% of its $433M portfolio in Q2 2025.
  • Kiley Juergens Wealth Management opened 6 new positions and closed 1 in Q2 2025.
  • Kiley Juergens Wealth Management's portfolio value rose 15% quarter-over-quarter to $433M.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2025, filed 16 Jul 2025.