13F Filings History of EXECUTIVE WEALTH GROUP LLC
- Latest 13F filing
- Q1 2024 - 11 Apr 2024
- Latest reported 13F value
- $479,799,452
- Largest 13F holdings
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BA VTI VHT VYM VFH MSFT VEA VGT VGK IXN BND VXF
+8 more
VWO VCIT VCR GXC V SBUX AMZN AAPL - Form 13F summary
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- EXECUTIVE WEALTH GROUP LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- EXECUTIVE WEALTH GROUP LLC reported 57 equity holdings with a total reported market value of $479,799,452 for Q1 2024. Top reported holdings included BA, VTI, VHT, VYM, and VFH.
- Manager signature
- Sherry Nelson - Office Manager
- Manager location
- Kirkland, WA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2024
Latest value
$479,799,452
Quarter delta
+$322,553,479
Accepted
11 Apr 2024, 10:02
Rows shown
1-25 of 26
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2024 | 57 | $479,799,452 | +$322,607,683 | $0 | +$322,607,683 | BA, VTI, VHT, VYM, VFH | 13F-HR | 11 Apr 2024, 10:02 |
| Q4 2023 | 46 | $157,245,973 | +$954,864 | -$3,326,194 | -$2,371,330 | BA, VTI, VHT, VYM, VEA | 13F-HR | 12 Mar 2024, 13:34 |
| Q3 2023 | 48 | $140,851,590 | +$667,465 | -$360,920 | +$306,545 | BA, VTI, VHT, VYM, VEA | 13F-HR | 12 Mar 2024, 13:34 |
| Q2 2023 | 47 | $148,023,140 | +$1,103,915 | -$10,448 | +$1,093,467 | BA, VTI, VHT, VYM, VEA | 13F-HR | 12 Mar 2024, 13:34 |
| Q1 2023 | 45 | $141,227,518 | +$1,738,669 | -$9,173 | +$1,729,496 | BA, VTI, VHT, VYM, VEA | 13F-HR | 12 Mar 2024, 13:34 |
| Q4 2022 | 43 | $130,967,855 | +$2,554,017 | -$3,080,921 | -$526,904 | BA, VHT, VTI, VYM, VFH | 13F-HR | 12 Mar 2024, 13:33 |
| Q3 2022 | 43 | $116,475,143 | +$103,569 | -$2,940,487 | -$2,836,918 | VHT, VTI, BA, VYM, VFH | 13F-HR | 12 Mar 2024, 13:33 |
| Q2 2022 | 44 | $129,233,031 | +$1,936,567 | -$1,026,482 | +$910,085 | VTI, VHT, BA, VYM, VEA | 13F-HR | 12 Mar 2024, 13:33 |
| Q1 2022 | 48 | $152,540,907 | +$1,526,488 | -$201,124 | +$1,325,364 | BA, VTI, VHT, VYM, VEA | 13F-HR | 12 Mar 2024, 13:33 |
| Q4 2021 | 49 | $161,759,835 | +$663,543 | -$9,010,388 | -$8,346,845 | BA, VTI, VHT, VEA, VYM | 13F-HR | 12 Mar 2024, 13:33 |
| Q3 2021 | 48 | $163,597,909 | +$6,437,073 | -$2,315,442 | +$4,121,631 | BA, VTI, VHT, VEA, VFH | 13F-HR | 12 Mar 2024, 13:33 |
| Q2 2021 | 48 | $168,981,609 | +$1,122,711 | -$2,061,166 | -$938,455 | BA, VTI, VHT, VEA, VFH | 13F-HR | 12 Mar 2024, 13:33 |
| Q1 2021 | 45 | $162,409,097 | +$5,593,705 | -$4,235 | +$5,589,470 | BA, VTI, VHT, VEA, VFH | 13F-HR | 12 Mar 2024, 13:33 |
| Q4 2020 | 45 | $148,150,480 | +$556,091 | -$1,162,484 | -$606,393 | BA, VTI, VHT, VEA, VFH | 13F-HR | 12 Mar 2024, 13:33 |
| Q3 2020 | 44 | $130,152,769 | +$3,017,033 | -$2,766,851 | +$250,182 | BA, VTI, VHT, VEA, VYM | 13F-HR | 12 Mar 2024, 13:32 |
| Q2 2020 | 43 | $124,971,492 | +$2,333,169 | -$930,820 | +$1,402,349 | BA, VTI, VHT, VEA, VYM | 13F-HR | 12 Mar 2024, 13:32 |
| Q1 2020 | 38 | $104,331,317 | +$4,147,001 | -$1,271,229 | +$2,875,772 | BA, VTI, VHT, VEA, VYM | 13F-HR | 12 Mar 2024, 13:32 |
| Q4 2019 | 39 | $131,953,553 | +$1,865,400 | -$497,565 | +$1,367,835 | BA, VTI, VEA, VHT, VFH | 13F-HR | 12 Mar 2024, 13:32 |
| Q3 2019 | 37 | $124,946,822 | +$44,168 | -$5,782,359 | -$5,738,191 | BA, VTI, VEA, VHT, VYM | 13F-HR | 12 Mar 2024, 13:32 |
| Q2 2019 | 37 | $130,491,610 | +$981,680 | -$855,450 | +$126,230 | BA, VTI, VEA, VHT, VYM | 13F-HR | 12 Mar 2024, 13:32 |
| Q1 2019 | 36 | $128,351,312 | +$9,793,896 | -$304,334 | +$9,489,562 | BA, VTI, VEA, VHT, VYM | 13F-HR | 12 Mar 2024, 13:32 |
| Q4 2018 | 32 | $105,928,732 | +$1,856,080 | -$1,954,448 | -$98,368 | BA, VTI, VEA, VHT, VYM | 13F-HR | 12 Mar 2024, 13:32 |
| Q3 2018 | 36 | $120,633,548 | +$2,910,947 | -$418,500 | +$2,492,447 | BA, VEA, VTI, VHT, VYM | 13F-HR | 12 Mar 2024, 13:32 |
| Q2 2018 | 36 | $112,367,366 | +$3,684,204 | -$7,467,305 | -$3,783,101 | BA, VEA, VTI, VHT, VYM | 13F-HR | 12 Mar 2024, 13:31 |
| Q1 2018 | 35 | $116,121,891 | +$2,403,746 | -$260,833 | +$2,142,913 | BA, VEA, VTI, VHT, VFH | 13F-HR | 12 Mar 2024, 13:31 |