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CIK: 0002007082
Total reported value
$223.5M
$223.5M
87 檔
31.4%
In Q4 2025, Oxford Wealth Group, LLC's U.S. equity holdings reached a combined market value of $223.5M, distributed across 87 disclosed stock positions.
During Q4 2025, Oxford Wealth Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 10.31% | -0.42% | -28.74% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 9.80% | +0.80% | — | |
| 3 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 6.09% | -0.30% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.09% | -0.16% | -44.30% | |
| 5 | BBLU | Ea Bridgeway Blue Chip ETF | ETF-Other | 3.86% | +0.21% | — | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 3.67% | -1.18% | -72.45% | |
| 7 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 3.07% | +0.33% | — | |
| 8 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 2.98% | +0.20% | — | |
| 9 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.19% | -0.11% | -69.42% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.10% | -0.40% | -18.60% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.05% | +0.25% | +1596.46% | |
| 12 | AIRR | First Trust Rba American Ind | ETF-Other | 2.04% | +0.15% | — | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.04% | +0.04% | — | |
| 14 | VUG | Vanguard Growth ETF | ETF-Other | 1.99% | +0.19% | — | |
| 15 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.98% | +0.17% | — | |
| 16 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.94% | +0.28% | — | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.94% | -0.06% | — | |
| 18 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.91% | +0.20% | — | |
| 19 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.88% | -0.03% | — | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.87% | -0.09% | -29.93% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.86% | -0.06% | — | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 1.86% | +0.29% | — | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | -0.22% | -24.47% | |
| 24 | PAVE | Global X US Infrastructure | ETF-Other | 1.78% | +0.14% | — | |
| 25 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 1.67% | +0.02% | -34.17% | |
| 26 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.57% | +0.16% | — | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | -0.06% | -51.49% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.24% | +0.08% | -34.74% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | -0.16% | -49.00% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 1.09% | -0.10% | -52.87% | |
| 31 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.83% | +0.27% | — | |
| 32 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.66% | -0.09% | -0.29% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.57% | -0.05% | -29.32% | |
| 34 | C | Citigroup Inc | Stock-Financials | 0.57% | -0.04% | -50.28% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.06% | -48.60% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.01% | +10.92% | |
| 37 | CIEN | Ciena CORP | Stock-Tech | 0.52% | — | — | |
| 38 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.50% | -0.08% | +0.43% | |
| 39 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.21% | +940.62% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.08% | -51.83% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.16% | +3.37% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.07% | -19.90% | |
| 43 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.47% | +0.04% | — | |
| 44 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.47% | +0.01% | -65.79% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.39% | -0.61% | EXIT | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.38% | -0.09% | -6.45% | |
| 47 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.36% | -0.12% | -54.27% | |
| 48 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.35% | -0.11% | -69.88% | |
| 49 | PFE | Pfizer Inc | Stock-Healthcare | 0.33% | -0.14% | -27.34% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.31% | +0.01% | -43.18% |
According to official SEC Form 13F filings, Oxford Wealth Group, LLC reported a total U.S. public equity portfolio value of $223.5M across 87 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including XMMO, SPMO, XLG) accounted for 31.4% of total reported equity market value during Q4 2025.
During Q4 2025, Oxford Wealth Group, LLC's top holdings by market value included XMMO (10.3%)、SPMO (9.8%)、XLG (6.1%). The largest single position, XMMO, represented 10.3% of total portfolio value.
In Q4 2025, Oxford Wealth Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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