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Showing Q1 2024 data
EXECUTIVE WEALTH GROUP LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
EXECUTIVE WEALTH GROUP LLC
•CIK: 2014165•Filing: Q1 2024
**EXECUTIVE WEALTH GROUP LLC** manages $480M across a diversified portfolio of 57 positions. The fund exhibits significant allocations to broad market exposure, notably holding $46.4M in VTI and $31.2M in VEA. Top holdings further reveal substantial conviction in technology and value sectors, including $31.5M in MSFT and $27.8M in VGT. This structure suggests a core strategy balancing large-cap growth exposure with established market indices.
Total AUM
$480.4M
QoQ Performance
+199.2%
Positions
43
Top 10 Concentration
71.1%
Latest Filing
Q1 2024
Top Holdings Allocation
BA
VTI
VHT
VYM
VFH
MSFT
VEA
VGT
BA11.6%
VTI9.7%
VHT7.9%
VYM7.1%
VFH6.6%
MSFT6.6%
VEA6.5%
VGT5.8%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other74.3%
Industrial11.7%
Technology8.1%
Consumer3.2%
Financial1.8%
Consumer Staples0.5%
Healthcare0.4%
Communication0.0%
🚪 Exited Positionssold since Q4 2023
Changes from Q4 2023
NEW7 new positions
↑50 increased
Historical Filings
Q1 2024Q4 2023