We are live on ! Find out more
KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $639M
1-Year Est. Return 31.14%
This Fund
S&P 500
This Quarter Est. Return
+17.47%
1 Year Est. Return
+31.14%
3 Year Est. Return
+105.52%
5 Year Est. Return
+136.22%
10 Year Est. Return
–
AUM
$639M
AUM Growth
+$71.8M
Cap. Flow
-$1.75M
Cap. Flow %
-0.27%
Top 10 Hldgs %
44.89%
Holding
248
New
13
Increased
71
Reduced
113
Closed
7

Top Buys

Rank Stock Value
1
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$1.11M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$705K
3
HONA
Honeywell Aerospace
HONA
+$625K
4
META icon
Meta Platforms (Facebook)
META
+$554K
5
MSFT icon
Microsoft
MSFT
+$484K

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$606K
2
HON icon
Honeywell
HON
+$595K
3
AMZN icon
Amazon
AMZN
+$415K
4
NET icon
Cloudflare
NET
+$403K
5
CAT icon
Caterpillar
CAT
+$331K

Sector Composition

Rank Sector Weight
1 Miscellaneous 30.98%
2 Technology 27.26%
3 Industrials 9.25%
4 Consumer Discretionary 7.62%
5 Financials 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TJX icon
151
TJX Companies
TJX
$145B
$458K 0.07%
3,022
-36
-1% -$5.69K
SCHM icon
152
Schwab US Mid-Cap ETF
SCHM
$15B
$453K 0.07%
12,297
+4
+0% +$138
GPC icon
153
Genuine Parts
GPC
$19B
$453K 0.07%
3,837
-131
-3% -$13.7K
SOLS
154
Solstice Advanced Materials
SOLS
$10.1B
$448K 0.07%
5,060
+372
+8% +$30.7K
PSA icon
155
Public Storage
PSA
$55.6B
$447K 0.07%
1,404
+85
+6% +$26K
GS icon
156
Goldman Sachs
GS
$302B
$444K 0.07%
439
+1
+0.2% +$975
CTVA icon
157
Corteva
CTVA
$58.6B
$429K 0.07%
5,065
+118
+2% +$9.47K
SYY icon
158
Sysco
SYY
$38.4B
$428K 0.07%
5,119
-194
-4% -$14.7K
ESGV icon
159
Vanguard ESG US Stock ETF
ESGV
$13.6B
$427K 0.07%
3,231
+5
+0.2% +$638
Q
160
Qnity Electronics Inc
Q
$25.2B
$426K 0.07%
2,609
+60
+2% +$8.84K
UPS icon
161
United Parcel Service
UPS
$87B
$412K 0.06%
3,834
-209
-5% -$21.7K
WY icon
162
Weyerhaeuser
WY
$16.6B
$408K 0.06%
17,041
-3,596
-17% -$87.3K
VV icon
163
Vanguard Morningstar Large-Cap ETF
VV
$54.3B
$407K 0.06%
1,184
-225
-16% -$75.1K
CSX icon
164
CSX Corp
CSX
$91.5B
$399K 0.06%
8,401
-148
-2% -$6.68K
IYJ icon
165
iShares US Industrials ETF
IYJ
$1.88B
$397K 0.06%
2,384
– –
IWR icon
166
iShares Russell Mid-Cap ETF
IWR
$56.9B
$397K 0.06%
3,595
-11
-0.3% -$1.16K
UNH icon
167
UnitedHealth
UNH
$356B
$396K 0.06%
952
+17
+2% +$6.3K
SCHW
168
Charles Schwab
SCHW
$189B
$395K 0.06%
4,282
-416
-9% -$37.9K
ATI icon
169
ATI
ATI
$28.7B
$394K 0.06%
1,998
– –
JCI icon
170
Johnson Controls International
JCI
$87.8B
$386K 0.06%
2,640
-87
-3% -$12.3K
RSPT icon
171
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.85B
$384K 0.06%
5,951
– –
PTLC icon
172
Pacer Trendpilot US Large Cap ETF
PTLC
$3.36B
$381K 0.06%
6,543
– –
XLK icon
173
State Street Technology Select Sector SPDR ETF
XLK
$122B
$380K 0.06%
1,994
– –
IWY icon
174
iShares Russell Top 200 Growth ETF
IWY
$16B
$379K 0.06%
1,305
– –
AZN icon
175
AstraZeneca
AZN
$252B
$373K 0.06%
1,966
-33
-2% -$6.21K
5 6
7
8 9

Similar funds

SCA
Scott Capital Advisors Portland, Oregon $639M AUM 14.51% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
AHSW
Adventist Health System West Roseville, California $638M AUM 20.65% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
AMCA
Arthur M. Cohen & Associates Northbrook, Illinois $640M AUM 26.68% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Kiley Juergens Wealth Management's Q2 2026 Portfolio in Review

As of Q2 2026, Kiley Juergens Wealth Management held 248 positions worth $639M, up 13% from $567M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Kiley Juergens Wealth Management's Q2 2026 filing shows 13 new, 71 increased, 113 reduced and 7 closed positions. Its largest new stake was Honeywell Aerospace: 2,832 shares worth $626K. The largest sale was Apple, an estimated $606K.

By sector, the portfolio is most concentrated in Miscellaneous at 31% of assets, up from 30% a quarter earlier, followed by Technology and Industrials.

  • Kiley Juergens Wealth Management's largest Q2 2026 buy was Honeywell Aerospace: 2,832 shares worth $626K.
  • Kiley Juergens Wealth Management added most to Schwab US Aggregate Bond ETF in Q2 2026, an estimated $1.11M increase.
  • Kiley Juergens Wealth Management's biggest Q2 2026 reduction was Apple, cutting an estimated $606K.
  • Kiley Juergens Wealth Management fully exited BP in Q2 2026, selling an estimated $236K.
  • Kiley Juergens Wealth Management's ten largest holdings make up 45% of its $639M portfolio in Q2 2026.
  • Kiley Juergens Wealth Management opened 13 new positions and closed 7 in Q2 2026.
  • Kiley Juergens Wealth Management's portfolio value rose 13% quarter-over-quarter to $639M.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.