DOSSIER · 13F-HR · Q2 2026

Oxler Private Wealth LLC

$350M in tracked AUM across 93 positions as of Q2 2026.

OP
CIK 0001846002 · last filed Jun 30, 2026
Total AUM
$350M
as of Q2 2026
Holdings
93
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026
Comprehensive Analysis of Oxler Private Wealth LLC SEC 13F Filing
1. Portfolio Overview

Oxler Private Wealth LLC has reported a substantial expansion in assets under management, with the total portfolio value growing by 141.4% quarter-over-quarter, rising from $143.08M to $345.36M. This dramatic increase suggests a significant influx of new client capital rather than mere market appreciation, as the broad market indices did not experience such a sharp rally during this period....

2. Key Holdings

The portfolio is characterized by high conviction in a select few mega-cap technology names and major indices.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

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
QQQ
INVESCO QQQ TR
$57M78K16.3%
02
VOO
VANGUARD INDEX FDS
$42M62K12.1%
03
AMZN
AMAZON COM INC
$22M91K6.2%
04
IBIT
ISHARES BITCOIN TRUST ETF
$21M617K5.9%
05
NVDA
NVIDIA CORPORATION
$17M83K4.7%
06
GOOGL
ALPHABET INC
$14M39K3.9%
07
META
META PLATFORMS INC
$14M24K3.9%
08
SPY
STATE STR SPDR S&P 500 ETF T
$13M18K3.8%
09
GOOG
ALPHABET INC
$13M37K3.7%
10
MSFT
MICROSOFT CORP
$12M31K3.3%

Filing history

2026Q2Jun 30
$350M 9.6%
93 positionsView →
2026Q1Mar 31
$319M 7.5%
92 positionsView →
2025Q4Dec 31
$345M 0.5%
90 positionsView →
2025Q3Sep 30
$344M 8.0%
90 positionsView →
2025Q2Jun 30
$318M 11.8%
86 positionsLocked
2025Q1Mar 31
$285M 6.4%
85 positionsLocked
2024Q4Dec 31
$304M 6.0%
85 positionsLocked
2024Q3Sep 30
$287M 6.2%
86 positionsLocked
2024Q2Jun 30
$270M 5.9%
83 positionsLocked
2024Q1Mar 31
$255M 111.7%
86 positionsLocked
2023Q4Dec 31
$121M 39.4%
73 positionsLocked
2023Q3Sep 30
$199M 5.3%
89 positionsLocked
Showing 12 of 23