DOSSIER · 13F-HR · Q2 2026

Oxford Wealth Group, LLC

$224M in tracked AUM across 89 positions as of Q2 2026.

OW
CIK 0002007082 · last filed Jun 30, 2026
Total AUM
$224M
as of Q2 2026
Holdings
89
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Oxford Wealth Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
XMMO
INVESCO EXCHANGE TRADED FD T
$23M138K10.5%
02
SPMO
INVESCO EXCH TRADED FD TR II
$14M87K6.3%
03
BBLU
EA SERIES TRUST
$9M542K4.0%
04
QQQ
INVESCO QQQ TR
$9M12K4.0%
05
WCMI
FIRST TR EXCHANGE-TRADED FD
$8M427K3.7%
06
RWJ
INVESCO EXCH TRADED FD TR II
$7M126K3.3%
07
RDVI
FIRST TR EXCHANGE-TRADED FD
$7M248K3.3%
08
RWL
INVESCO EXCH TRADED FD TR II
$7M54K3.1%
09
COWZ
PACER FDS TR
$6M103K2.9%
10
FDL
FIRST TR EXCHANGE-TRADED FD
$6M124K2.7%

Filing history

2026Q2Jun 30
$224M 22.1%
89 positionsView →
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