Institutions / Oxford Wealth Group, LLC
Oxford Wealth Group, LLC
CIK 2007082 · Institution · as of Dec 31, 2025
Portfolio value
$205.66M
Positions
87
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 87 →
| Company | Value | % of portfolio |
|---|---|---|
| Invesco Exchange Traded Fd T | $21.20M | 10.3% |
| Invesco Exch Traded Fd Tr II | $20.16M | 9.8% |
| Invesco Exchange Traded Fd T | $12.53M | 6.1% |
| Invesco Qqq Tr | $8.40M | 4.1% |
| Ea Series Trust | $7.94M | 3.9% |
| Pacer Fds Tr | $7.54M | 3.7% |
| First Trust Exchange-Traded Fund IV | $6.32M | 3.1% |
| Invesco Exch Traded Fd Tr II | $6.13M | 3.0% |
| iShares MSCI UAE ETF | $4.51M | 2.2% |
| Meta Platforms Inc | $4.32M | 2.1% |
| Vanguard Index Fds | $4.21M | 2.0% |
| First Tr Exchange Traded Fd | $4.20M | 2.0% |
| Vanguard Index Fds | $4.20M | 2.0% |
| Vanguard Index Fds | $4.10M | 2.0% |
| First Tr Exchange Traded Fd | $4.08M | 2.0% |
| Fidelity Covington Trust | $3.99M | 1.9% |
| iShares Tr | $3.99M | 1.9% |
| Vanguard World Fd | $3.92M | 1.9% |
| Vanguard Admiral Fds Inc | $3.87M | 1.9% |
| Apple Inc. | $3.84M | 1.9% |
| iShares Tr | $3.82M | 1.9% |
| Select Sector SPDR Tr | $3.82M | 1.9% |
| NVIDIA Corp | $3.81M | 1.9% |
| Global X Fds | $3.65M | 1.8% |
| Invesco Exch Traded Fd Tr II | $3.44M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.