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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
KMI icon
176
Kinder Morgan
KMI
$71.9B
$319K 0.06%
+9,516
New +$297K
BND icon
177
Vanguard Total Bond Market
BND
$159B
$319K 0.06%
+4,330
New +$321K
AXP icon
178
American Express
AXP
$242B
$317K 0.06%
+1,047
New +$351K
ATO icon
179
Atmos Energy
ATO
$29.7B
$315K 0.06%
+1,705
New +$301K
IGSB icon
180
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$310K 0.05%
+5,907
New +$312K
IWF icon
181
iShares Russell 1000 Growth ETF
IWF
$123B
$310K 0.05%
+2,908
New +$330K
IEMG icon
182
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$306K 0.05%
+4,380
New +$316K
MU icon
183
Micron Technology
MU
$959B
$301K 0.05%
+892
New +$349K
PAYX icon
184
Paychex
PAYX
$40.7B
$295K 0.05%
+3,200
New +$317K
Q
185
Qnity Electronics Inc
Q
$28.5B
$294K 0.05%
+2,549
New +$271K
VNQ icon
186
Vanguard Real Estate ETF
VNQ
$39.6B
$291K 0.05%
+3,282
New +$301K
TEL icon
187
TE Connectivity
TEL
$59.3B
$291K 0.05%
+1,392
New +$307K
AGG icon
188
iShares Core US Aggregate Bond ETF
AGG
$139B
$291K 0.05%
+2,929
New +$293K
ATI icon
189
ATI
ATI
$25.4B
$291K 0.05%
+1,998
New +$278K
COLB icon
190
Columbia Banking Systems
COLB
$9.62B
$290K 0.05%
10,565
-1,300
-11% -$37.6K
BANR icon
191
Banner Corp
BANR
$2.42B
$287K 0.05%
+4,724
New +$293K
SCHK icon
192
Schwab 1000 Index ETF
SCHK
$5.67B
$285K 0.05%
+9,082
New +$297K
HWM icon
193
Howmet Aerospace
HWM
$109B
$281K 0.05%
+1,221
New +$285K
SHW icon
194
Sherwin-Williams
SHW
$81.7B
$280K 0.05%
+873
New +$301K
SNOW icon
195
Snowflake
SNOW
$93.2B
$279K 0.05%
+1,853
New +$343K
RSPT icon
196
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.38B
$269K 0.05%
+5,951
New +$278K
XLK icon
197
State Street Technology Select Sector SPDR ETF
XLK
$114B
$265K 0.05%
+1,994
New +$281K
SU icon
198
Suncor Energy
SU
$73.7B
$264K 0.05%
+4,000
New +$221K
TGT icon
199
Target
TGT
$63.4B
$264K 0.05%
+2,181
New +$246K
QDF icon
200
FlexShares Quality Dividend Index Fund
QDF
$2.22B
$263K 0.05%
+3,327
New +$272K
6 7
8
9 10

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PAM
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SAM
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PPW
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Foresight Group London, United Kingdom $566M AUM 10.47% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
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.