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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
KMI icon
76
Kinder Morgan
KMI
$68.9B
– –
-10,581
Closed -$300K
ORCL icon
77
Oracle
ORCL
$417B
– –
-11,084
Closed -$3.12M
MSTY icon
78
YieldMax MSTR Option Income Strategy ETF
MSTY
$966M
– –
-4,436
Closed -$310K
1 2 3
4

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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.