DOSSIER · 13F-HR · Q1 2026

Oxford Wealth Group, LLC

$183M in tracked AUM across 88 positions as of Q1 2026.

OW
CIK 0002007082 · last filed Mar 31, 2026
Total AUM
$183M
as of Q1 2026
Holdings
88
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Oxford Wealth Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
XMMO
INVESCO EXCHANGE TRADED FD T
$20M138K10.9%
02
SPMO
INVESCO EXCH TRADED FD TR II
$10M90K5.5%
03
QQQ
INVESCO QQQ TR
$8M13K4.1%
04
COWZ
PACER FDS TR
$7M118K4.0%
05
BBLU
EA SERIES TRUST
$7M471K3.8%
06
RWJ
INVESCO EXCH TRADED FD TR II
$6M121K3.3%
07
WCMI
FIRST TR EXCHANGE-TRADED FD
$6M351K3.2%
08
RDVI
FIRST TR EXCHANGE-TRADED FD
$5M210K2.9%
09
RWL
INVESCO EXCH TRADED FD TR II
$5M46K2.9%
10
FDL
FIRST TR EXCHANGE-TRADED FD
$5M92K2.5%

Filing history

2026Q1Mar 31
$183M 11.0%
88 positionsView →
2025Q4Dec 31
$206M 32.9%
87 positionsView →
2024Q4Dec 31
$155M 25.9%
57 positionsLocked
2024Q3Sep 30
$123M 15.5%
58 positionsLocked
2024Q2Jun 30
$145M 32.4%
68 positionsLocked
2024Q1Mar 31
$110M
60 positionsLocked