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KJWM

Kiley Juergens Wealth Management Portfolio holdings

AUM $567M
1-Year Est. Return 27.42%
This Fund
S&P 500
This Quarter Est. Return
-1.24%
1 Year Est. Return
+27.42%
3 Year Est. Return
+93.3%
5 Year Est. Return
+115.63%
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 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
CTVA icon
151
Corteva
CTVA
$58.4B
$414K 0.07%
+4,947
New +$373K
EEM icon
152
iShares MSCI Emerging Markets ETF
EEM
$28B
$403K 0.07%
+7,104
New +$418K
UPS icon
153
United Parcel Service
UPS
$100B
$398K 0.07%
+4,043
New +$434K
AZN icon
154
AstraZeneca
AZN
$262B
$394K 0.07%
+1,999
New +$385K
SCHM icon
155
Schwab US Mid-Cap ETF
SCHM
$14.6B
$381K 0.07%
12,293
+559
+5% +$17.8K
SYY icon
156
Sysco
SYY
$39.1B
$379K 0.07%
+5,313
New +$439K
GS icon
157
Goldman Sachs
GS
$314B
$371K 0.07%
+438
New +$391K
XBI icon
158
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$371K 0.07%
+2,902
New +$362K
CRM icon
159
Salesforce
CRM
$140B
$369K 0.07%
+1,974
New +$409K
ESGV icon
160
Vanguard ESG US Stock ETF
ESGV
$13.1B
$362K 0.06%
+3,226
New +$383K
CTAS icon
161
Cintas
CTAS
$81.8B
$360K 0.06%
+2,128
New +$408K
PSA icon
162
Public Storage
PSA
$55.8B
$357K 0.06%
+1,319
New +$378K
JCI icon
163
Johnson Controls International
JCI
$85.7B
$357K 0.06%
+2,727
New +$352K
SOLS
164
Solstice Advanced Materials
SOLS
$9.27B
$357K 0.06%
+4,688
New +$321K
NUE icon
165
Nucor
NUE
$53.9B
$355K 0.06%
+2,097
New +$365K
IYJ icon
166
iShares US Industrials ETF
IYJ
$1.96B
$352K 0.06%
+2,384
New +$369K
CSX icon
167
CSX Corp
CSX
$94.3B
$351K 0.06%
8,549
-2,710
-24% -$106K
IWR icon
168
iShares Russell Mid-Cap ETF
IWR
$56.6B
$351K 0.06%
+3,606
New +$360K
PTLC icon
169
Pacer Trendpilot US Large Cap ETF
PTLC
$3.27B
$343K 0.06%
+6,543
New +$363K
CMCSA icon
170
Comcast
CMCSA
$85B
$343K 0.06%
11,953
-693
-5% -$20.7K
XLE icon
171
State Street Energy Select Sector SPDR ETF
XLE
$38.2B
$339K 0.06%
+5,535
New +$297K
IXUS icon
172
iShares Core MSCI Total International Stock ETF
IXUS
$57.4B
$338K 0.06%
+3,900
New +$347K
XLP icon
173
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$332K 0.06%
+4,050
New +$341K
IWY icon
174
iShares Russell Top 200 Growth ETF
IWY
$16.3B
$325K 0.06%
+1,305
New +$346K
USB icon
175
US Bancorp
USB
$98.4B
$319K 0.06%
+6,140
New +$337K
5 6
7
8 9

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SAM
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PPW
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NHFG
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BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return

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.