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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
(+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 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 | |
|---|---|---|---|---|---|---|
201
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
$1.59B
| $260K | 0.05% |
+2,685
| New | +$263K |
|
202
Xylem
XYL
$29.2B
| $259K | 0.05% |
+2,165
| New | +$284K |
|
|
GRMN
203
Garmin
GRMN
$48.1B
| $257K | 0.05% |
+1,107
| New | +$248K |
|
204
UnitedHealth
UNH
$387B
| $253K | 0.04% |
+935
| New | +$278K |
|
205
Kimberly-Clark
KMB
$36B
| $250K | 0.04% |
+2,595
| New | +$266K |
|
206
Altria Group
MO
$124B
| $248K | 0.04% |
+3,764
| New | +$242K |
|
207
iShares International Equity Factor ETF
INTF
$3.5B
| $248K | 0.04% |
+6,375
| New | +$253K |
|
208
Constellation Energy
CEG
$90.1B
| $247K | 0.04% |
+883
| New | +$268K |
|
209
Unilever
UL
$134B
| $246K | 0.04% |
+4,311
| New | +$289K |
|
210
iShares MSCI EAFE Growth ETF
EFG
$16.4B
| $242K | 0.04% |
+2,170
| New | +$255K |
|
211
DuPont de Nemours
DD
$18.3B
| $241K | 0.04% |
+1,752
| New | +$242K |
|
212
Ameriprise Financial
AMP
$47.5B
| $238K | 0.04% |
+536
| New | +$258K |
|
213
Shopify
SHOP
$160B
| $236K | 0.04% |
+1,993
| New | +$262K |
|
214
BP
BP
$108B
| $236K | 0.04% |
+5,017
| New | +$197K |
|
215
Analog Devices
ADI
$183B
| $236K | 0.04% |
+741
| New | +$236K |
|
216
Gilead Sciences
GILD
$167B
| $235K | 0.04% |
+1,683
| New | +$236K |
|
217
Capital One
COF
$128B
| $233K | 0.04% |
+1,277
| New | +$267K |
|
218
FedEx
FDX
$74.7B
| $233K | 0.04% |
+654
| New | +$227K |
|
219
iShares Semiconductor ETF
SOXX
$43.4B
| $227K | 0.04% |
+692
| New | +$236K |
|
220
Thermo Fisher Scientific
TMO
$198B
| $223K | 0.04% |
+454
| New | +$246K |
|
221
Newmont
NEM
$95.8B
| $223K | 0.04% |
+2,062
| New | +$238K |
|
222
Avista
AVA
$3.45B
| $223K | 0.04% |
+5,554
| New | +$224K |
|
223
Bristol-Myers Squibb
BMY
$124B
| $220K | 0.04% |
+3,636
| New | +$212K |
|
224
Cameco
CCJ
$37.3B
| $219K | 0.04% |
+2,019
| New | +$231K |
|
225
TotalEnergies
TTE
$181B
| $219K | 0.04% |
+2,407
| New | +$184K |
|
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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.