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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
(+22%)
Cap. Flow
+$125M
Cap. Flow
% of AUM
22.02%
Top 10 Holdings %
Top 10 Hldgs %
45.87%
Holding
235
New
161
Increased
29
Reduced
44
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eli Lilly
LLY
|
+$5.93M |
| 2 |
GE Vernova
GEV
|
+$5.67M |
| 3 |
Meta Platforms (Facebook)
META
|
+$3.49M |
| 4 |
CrowdStrike
CRWD
|
+$2.94M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$519K |
| 2 |
Procter & Gamble
PG
|
+$395K |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$350K |
| 4 |
Microsoft
MSFT
|
+$323K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Illinois Tool Works
ITW
$84.1B
| $593K | 0.1% |
+2,279
| New | +$620K |
|
127
Corning
GLW
$139B
| $592K | 0.1% |
+4,357
| New | +$525K |
|
128
Abbott
ABT
$188B
| $589K | 0.1% |
+5,735
| New | +$648K |
|
|
MRSH
129
Marsh
MRSH
$91.1B
| $572K | 0.1% |
+3,300
| New | +$593K |
|
130
3M
MMM
$93.7B
| $551K | 0.1% |
+3,792
| New | +$604K |
|
131
iShares Core S&P Total US Stock Market ETF
ITOT
$97.9B
| $551K | 0.1% |
+3,866
| New | +$575K |
|
132
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
| $521K | 0.09% |
+3,220
| New | +$540K |
|
133
Oneok
OKE
$55.9B
| $516K | 0.09% |
+5,707
| New | +$470K |
|
134
Freeport-McMoran
FCX
$99.7B
| $511K | 0.09% |
+8,696
| New | +$525K |
|
135
Emerson Electric
EMR
$88.7B
| $510K | 0.09% |
+3,895
| New | +$560K |
|
136
Enterprise Products Partners
EPD
$81.8B
| $507K | 0.09% |
13,407
-74
| -0.5% | -$2.62K |
|
137
Weyerhaeuser
WY
$18.1B
| $504K | 0.09% |
20,637
+13
| +0.1% | +$327 |
|
138
Texas Instruments
TXN
$257B
| $494K | 0.09% |
+2,545
| New | +$515K |
|
139
TJX Companies
TJX
$177B
| $488K | 0.09% |
+3,058
| New | +$476K |
|
140
American Electric Power
AEP
$66.7B
| $473K | 0.08% |
+3,609
| New | +$452K |
|
141
iShares Biotechnology ETF
IBB
$9.81B
| $472K | 0.08% |
+2,795
| New | +$478K |
|
142
iShares Core MSCI EAFE ETF
IEFA
$195B
| $469K | 0.08% |
+5,179
| New | +$483K |
|
143
Allstate
ALL
$68.3B
| $461K | 0.08% |
+2,222
| New | +$456K |
|
144
iShares Preferred and Income Securities ETF
PFF
$13.2B
| $459K | 0.08% |
15,137
| – | – |
|
145
IBM
IBM
$224B
| $459K | 0.08% |
+1,892
| New | +$512K |
|
|
SCHW
146
Charles Schwab
SCHW
$189B
| $442K | 0.08% |
+4,698
| New | +$461K |
|
147
Vanguard Morningstar Large-Cap ETF
VV
$54.6B
| $421K | 0.07% |
+1,409
| New | +$441K |
|
148
Genuine Parts
GPC
$18.5B
| $420K | 0.07% |
+3,968
| New | +$491K |
|
149
Citigroup
C
$227B
| $418K | 0.07% |
+3,684
| New | +$420K |
|
150
iShares Gold Trust
IAU
$64.7B
| $417K | 0.07% |
+4,726
| New | +$434K |
|
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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.