EXECUTIVE WEALTH GROUP LLC 13F Holdings
CIK 0002014165 · KIRKLAND, WA
As of Mar 31, 2024, EXECUTIVE WEALTH GROUP LLC reported 57 positions worth $480.4M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| BOEING CO | BA | Industrials | 276,131 | $55.8M | 11.61% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 185,069 | $46.4M | 9.66% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 143,595 | $37.9M | 7.90% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 292,300 | $34.0M | 7.08% |
| VANGUARD FINANCIALS INDEX FUND | VFH | — | 322,226 | $31.6M | 6.58% |
| MICROSOFT CORP | MSFT | Technology | 76,818 | $31.5M | 6.57% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 640,431 | $31.2M | 6.50% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 54,351 | $27.8M | 5.79% |
| VANGUARD EUROPEAN STOCK INDEX FUND | VGK | — | 373,496 | $24.4M | 5.09% |
| ISHARES GLOBAL TECH ETF | IXN | — | 284,556 | $20.7M | 4.31% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 155,215 |