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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
-1.24%
1 Year Est. Return
+31.14%
3 Year Est. Return
+105.52%
5 Year Est. Return
+136.22%
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 Morningstar 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
EFA icon
101
iShares MSCI EAFE ETF
EFA
$80.2B
$869K 0.15%
+8,945
New +$895K
CGBL icon
102
Capital Group Core Balanced ETF
CGBL
$7.48B
$857K 0.15%
24,895
+1,560
+7% +$55.9K
XLF icon
103
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$854K 0.15%
17,301
+103
+0.6% +$5.37K
NEE icon
104
NextEra Energy
NEE
$177B
$847K 0.15%
+9,119
New +$811K
VYM icon
105
Vanguard High Dividend Yield ETF
VYM
$83.5B
$827K 0.15%
+5,586
New +$840K
LRCX icon
106
Lam Research
LRCX
$390B
$814K 0.14%
+3,810
New +$852K
KO icon
107
Coca-Cola
KO
$375B
$801K 0.14%
10,529
-89
-0.8% -$6.73K
NOC icon
108
Northrop Grumman
NOC
$81.2B
$774K 0.14%
+1,135
New +$785K
MAR icon
109
Marriott International
MAR
$92.3B
$773K 0.14%
+2,363
New +$777K
IWO icon
110
iShares Russell 2000 Growth ETF
IWO
$15B
$747K 0.13%
+2,382
New +$792K
XLY icon
111
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$736K 0.13%
+6,752
New +$789K
PEP icon
112
PepsiCo
PEP
$190B
$730K 0.13%
+4,704
New +$733K
GD icon
113
General Dynamics
GD
$106B
$730K 0.13%
+2,127
New +$754K
XLV icon
114
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$726K 0.13%
+4,951
New +$764K
LOW icon
115
Lowe's Companies
LOW
$125B
$713K 0.13%
+3,016
New +$787K
NKE icon
116
Nike
NKE
$61.9B
$702K 0.12%
13,288
-477
-3% -$28.9K
PANW icon
117
Palo Alto Networks
PANW
$297B
$701K 0.12%
+4,371
New +$734K
DIS icon
118
Walt Disney
DIS
$181B
$692K 0.12%
+7,184
New +$759K
IVV icon
119
iShares Core S&P 500 ETF
IVV
$904B
$681K 0.12%
+1,042
New +$712K
MA icon
120
Mastercard
MA
$493B
$658K 0.12%
+1,317
New +$694K
FNDF icon
121
Schwab Fundamental International Large Company Index ETF
FNDF
$25.7B
$652K 0.12%
13,334
-507
-4% -$24.8K
VOOG icon
122
Vanguard S&P 500 Growth ETF
VOOG
$27.3B
$630K 0.11%
+9,276
New +$671K
TT icon
123
Trane Technologies
TT
$106B
$624K 0.11%
+1,498
New +$636K
PFE icon
124
Pfizer
PFE
$153B
$621K 0.11%
22,106
-2,022
-8% -$53.8K
USFD icon
125
US Foods
USFD
$24B
$595K 0.11%
+6,453
New +$572K
3 4
5
6 7

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SJIC
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BPC
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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 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.