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Latest Oxford Wealth Group, LLC Stock Portfolio

About Oxford Wealth Group, LLC and 13F Hedge Fund Stock Holdings

On 2026-02-10, the fund reported it's updated stock portfolio. In the 13F Holdings report, Oxford Wealth Group, LLC reported an equity portfolio of $205.7 Millions as of 31 Dec, 2025.

The top stock holdings of Oxford Wealth Group, LLC are CSD, CGW, CSD. The fund has invested 10.3% of it's portfolio in INVESCO EXCHANGE TRADED FD T and 9.8% of portfolio in INVESCO EXCH TRADED FD TR II.

Oxford Wealth Group, LLC opened new stock positions in INVESCO EXCHANGE TRADED FD T (CSD), INVESCO EXCH TRADED FD TR II (CGW) and INVESCO QQQ TR (QQQ).

Oxford Wealth Group, LLC Annual Return Estimates Vs S&P 500

New Buys

Ticker$ Bought
invesco exchange traded fd t21,201,200
invesco exch traded fd tr ii20,158,800
invesco exchange traded fd t12,528,700
invesco qqq tr8,404,900
ea series trust7,941,370
pacer fds tr7,541,790
first tr exchange-traded fd6,323,840
invesco exch traded fd tr ii6,131,150
New stocks bought by Oxford Wealth Group, LLC

Additions

No additions were made to existing positions by Oxford Wealth Group, LLC

Reductions

None of the existing positions were reduced by Oxford Wealth Group, LLC

Sold off

None of the stocks were completely sold off by Oxford Wealth Group, LLC

Sector Distribution

Sector%
Others75.6
Technology8.1
Communication Services4.6
Healthcare2.9
Financial Services2.5
Industrials2.4
Consumer Cyclical2.3

Market Cap. Distribution

Category%
UNALLOCATED75.6
MEGA-CAP16.6
LARGE-CAP6.2
MID-CAP1.3

Stocks belong to which Index?

Index%
Others78.1
S&P 50021.1
Top 5 Winners (%)%
Top 5 Winners ($)$
Top 5 Losers (%)%
Top 5 Losers ($)$

Oxford Wealth Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Oxford Wealth Group, LLC

Last Reported on: 10 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions