Kiley Juergens Wealth Management Q2 2026 Portfolio Activity: Focus on ETF Purchases
This analysis details observable purchases and sales in Kiley Juergens Wealth Management's portfolio during the second quarter of 2026, highlighting significant shifts towards exchange-traded funds.
Investor Profile
Kiley Juergens Wealth Management LLC is a prominent investment firm. Their portfolio activity for Q2 2026 (ending June 30th) has been analyzed based on available disclosures.
Prominent Purchases This Quarter
In the second quarter of 2026, Kiley Juergens Wealth Management demonstrated significant buying activity primarily focused on exchange-traded funds (ETFs). The most substantial purchase was in SCHWAB STRATEGIC TR (SCHZ), where the firm increased its stake by 63.78%. This translates to acquiring an additional 48,029 shares.
Other notable ETF additions include VANGUARD INDEX FDS (VO), which saw a massive increase of 287.83% in its portfolio allocation during this period, corresponding to an additional 18,384 shares held.
VANGUARD WORLD FD (VGT) also experienced significant growth with a 700.0% change percentage from the prior quarter, adding more than double its previous position in VANGUARD WORLD FD.
VANGUARD ADMIRAL FDS INC (VOOG) allocation increased by 500.0%, adding another 7,730 shares to the portfolio.
Smaller Increases and Other Activity
Beyond these large ETF purchases, Kiley Juergens Wealth Management also showed modest buying activity in several other funds during Q2:
- VANGUARD INDEX FDS (VUG) increased by 496.63%
- CAPITAL GROUP CORE BALANCED (CGBL) added shares, increasing its allocation by 30.85%
- INVESCO EXCHANGE TRADED FD T (RSP) saw a moderate increase of 12.38% in its position
- BROOKFIELD RENEWABLE ENERGY (G16258108) and RBB FUND TRUST (75526L886) both increased their allocations by 100% during the quarter.
- ISHARES TR (INDA) allocation also rose by 100%
- WEYERHAEUSER CO (WY), despite being a stock, saw an increase in its position during the quarter.
Sales and Reductions Observed
Kiley Juergens Wealth Management also reduced positions for several holdings during Q2 2026:
- MICROSOFT CORP (MSFT) shares decreased by 1.07%
- AAPLE, INVESCO QQQ TR (QQQ), COSTCO WHOLESALE CORPORATION (COST), and others experienced share reductions.
- NVIDIA CORP (NVDA), ALPHABET INC (GOOGL), and several other large-cap stocks saw their portfolio percentages decrease slightly.
No Disclosed Activity in Certain Categories
Based on the available data, Kiley Juergens Wealth Management did not engage in any buying or selling activity that resulted in a change for holdings categorized under certain sectors:
- Healthcare: No changes were disclosed.
- Energy: No changes were disclosed.
- Utilities: No changes were disclosed.
Overall Portfolio Changes and Structure
The portfolio now holds 232 distinct holdings, reflecting ongoing adjustments. Technology remains a strong sector focus for the investor, accounting for approximately 27.06% of the total value according to Kiley Juergens Wealth Management's latest disclosures.
The top five holdings by weight still dominate, representing 28.64% of the total portfolio value as of June 30th, 2026. The investor's overall allocation strategy continues to favor large-cap stocks and ETFs.