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Showing Q4 2024 data
Executive Wealth Management, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Executive Wealth Management, LLC
•CIK: 1542611•Filing: Q4 2024
**Executive Wealth Management, LLC** manages $1.3B across a diversified portfolio of 255 positions. The firm exhibits notable allocations to technology and fixed income, highlighted by the top holdings in ITOT ($66.4M) and VMBS ($50.8M). Further concentration is evident in growth sectors, with significant positions in GIGB ($49.5M), AAPL ($48.4M), and VGIT ($35.0M). This structure suggests a tactical blend of broad market exposure and targeted sector overweighting.
Total AUM
$1.3B
QoQ Performance
+0.2%
Positions
187
Top 10 Concentration
31.4%
Latest Filing
Q4 2024
Top Holdings Allocation
ITOT
ITOT5.2%
VMBS4.0%
GIGB3.9%
AAPL3.8%
VGIT2.7%
SPYG2.7%
GSIE2.7%
SPYM2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other71.5%
Technology12.3%
Consumer3.8%
Financial3.4%
Healthcare2.7%
Industrial2.0%
Utilities1.3%
Real Estate0.8%
🚪 Exited Positionssold since Q3 2024
+66 more exited positions
Changes from Q3 2024
NEW10 new positions
↑98 increased
↓86 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023