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Home > Institutional Investor > Executive Wealth Management, Llc > Profile

Instuitional Investor - Executive Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Executive Wealth Management, Llc
Portfolio Value $1,277,280,482
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 515,976 $66,364,799 5.19%
2.
Vanguard Scottsdale Funds
 1,120,199 $50,789,856 3.97%
3.
Goldman Sachs Etf Tr
 1,099,003 $49,532,084 3.87%
4.
Apple Inc.
 AAPL 193,396 $48,430,099 3.79%
5.
Vanguard Scottsdale Funds
 602,966 $34,971,996 2.73%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)