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CIK: 0002007082
Total reported value
$223.5M
$223.5M
88 檔
23.2%
The Q1 2026 SEC filing reveals that Oxford Wealth Group, LLC held a total portfolio value of $223.5M, covering 88 public equity positions.
In Q1 2026, Oxford Wealth Group, LLC adopted a defensive or profit-taking posture, trimming 61 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 10.93% | -0.42% | -9.91% | |
| 2 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 5.50% | +0.80% | -46.88% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.11% | -0.16% | -4.77% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.05% | -1.18% | -5.53% | |
| 5 | BBLU | Ea Bridgeway Blue Chip ETF | ETF-Other | 3.79% | +0.21% | -9.58% | |
| 6 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 3.33% | +0.02% | +71.18% | |
| 7 | WCMI | Ft Wcm International ETF | ETF-Other | 3.22% | +0.52% | — | |
| 8 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 2.93% | +0.33% | -12.87% | |
| 9 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 2.91% | +0.20% | -13.43% | |
| 10 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 2.54% | +0.16% | — | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.32% | +0.27% | +143.68% | |
| 12 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 2.28% | +0.14% | — | |
| 13 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.21% | -0.11% | -6.24% | |
| 14 | AIRR | First Trust Rba American Ind | ETF-Other | 2.13% | +0.15% | -17.66% | |
| 15 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 2.05% | +0.17% | -13.96% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.02% | -0.40% | -1.13% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.99% | +0.32% | — | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | +0.25% | -9.87% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.96% | -0.09% | -0.09% | |
| 20 | FTEC | Fidelity Msci Info Tech Indx | ETF-Tech | 1.95% | +0.28% | -3.58% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.93% | +0.04% | -12.05% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.83% | +0.19% | -8.99% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 1.81% | +0.29% | -6.14% | |
| 24 | PAVE | Global X US Infrastructure | ETF-Other | 1.80% | +0.14% | -15.38% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.79% | +0.20% | -5.97% | |
| 26 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.64% | +0.16% | -12.00% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 1.61% | -0.22% | -17.51% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | -0.06% | -1.73% | |
| 29 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.23% | -0.30% | -80.41% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.08% | +0.21% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | -0.16% | -2.80% | |
| 32 | ODFL | Old Dominion Freight Line | Stock-Industrials | 0.93% | -0.09% | +0.03% | |
| 33 | CIEN | Ciena CORP | Stock-Tech | 0.90% | — | -6.56% | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.81% | -0.10% | -13.68% | |
| 35 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.77% | +0.01% | -4.93% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.16% | — | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.61% | EXIT | |
| 38 | C | Citigroup Inc | Stock-Financials | 0.61% | -0.04% | -1.32% | |
| 39 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.07% | -3.20% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.01% | +9.46% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.56% | -0.21% | -0.33% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | -0.06% | +2.67% | |
| 43 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.05% | -14.60% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.37% | -0.06% | -1.31% | |
| 45 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.37% | -0.11% | -6.06% | |
| 46 | ASML | ASML Holding N.V. | Stock-Tech | 0.36% | +0.05% | -10.18% | |
| 47 | PFE | Pfizer Inc | Stock-Healthcare | 0.36% | -0.14% | -12.84% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.08% | -11.42% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.35% | -0.06% | -82.45% | |
| 50 | AUSF | Global X Adaptive US Factor | ETF-Other | 0.35% | -0.06% | +23.86% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RWJ | Invesco S&p Smallcap 600 | +1.7% | +71.18% | Add |
| 2 | SDVY | First Trust Smid Cap Rising | +1.5% | +143.68% | Add |
| 3 | XMMO | Invesco S&p Midcap Momentum | +0.6% | -9.91% | Trim |
| 4 | CIEN | Ciena CORP | +0.4% | -6.56% | Trim |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | +0.4% | -5.53% | Trim |
| 6 | VRT | Vertiv Holdings Co-a | +0.3% | -4.93% | Trim |
| 7 | ODFL | Old Dominion Freight Line | +0.3% | +0.03% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.2% | -0.14% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.2% | +57.49% | Add |
| 10 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 11 | MRK | Merck & Co. Inc. | +0.1% | -3.20% | Trim |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +64.78% | Add |
| 13 | AUSF | Global X Adaptive US Factor | +0.1% | +23.86% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | -2.74% | Trim |
| 15 | AIRR | First Trust Rba American Ind | +0.1% | -17.66% | Trim |
| 16 | AAPL | Apple Inc | +0.1% | -0.09% | Trim |
| 17 | LNG | Cheniere Energy Inc | +0.1% | +2.09% | Add |
| 18 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | -13.96% | Trim |
| 19 | XSMO | Invesco S&p Smallcap Momentu | +0.1% | -12.00% | Trim |
| 20 | ASML | ASML Holding N.V. | +0.1% | -10.18% | Trim |
| 21 | WMT | Walmart Inc | +0.1% | -1.31% | Trim |
| 22 | NFLX | Netflix Inc | +0.1% | -0.33% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +9.46% | Add |
| 24 | VZ | Verizon Communications Inc | +0.1% | +2.75% | Add |
| 25 | C | Citigroup Inc | 0% | -1.32% | Trim |
| 26 | GVA | Granite Construction Inc | 0% | +0.30% | Add |
| 27 | JPM | Jpmorgan Chase & Co | 0% | +2.67% | Add |
| 28 | AMGN | Amgen Inc | 0% | -1.87% | Trim |
| 29 | IBKR | Interactive Brokers Gro-cl A | 0% | +0.07% | Add |
| 30 | HD | Home Depot Inc | 0% | +1.91% | Add |
| 31 | LAUR | Laureate Education Inc | 0% | -0.04% | Trim |
| 32 | PFE | Pfizer Inc | 0% | -12.84% | Trim |
| 33 | FITB | Fifth Third Bancorp | 0% | +1.23% | Add |
| 34 | QQQ | Invesco Qqq Trust Series 1 | 0% | -4.77% | Trim |
| 35 | MTUM | Ishares Msci USA Momentum Fa | 0% | -6.24% | Trim |
| 36 | PAVE | Global X US Infrastructure | 0% | -15.38% | Trim |
| 37 | GOOGL | Alphabet Inc-cl A | 0% | -1.73% | Trim |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | 0% | -6.06% | Trim |
| 39 | HALO | Halozyme Therapeutics Inc | 0% | +0.79% | Add |
| 40 | HPE | Hewlett Packard Enterprise | 0% | -1.89% | Trim |
| 41 | PVH | Pvh CORP | 0% | -0.99% | Trim |
| 42 | RTX | Rtx CORP | 0% | -4.24% | Trim |
| 43 | FTEC | Fidelity Msci Info Tech Indx | 0% | -3.58% | Trim |
| 44 | MS | Morgan Stanley | — | -5.79% | Trim |
| 45 | GS | Goldman Sachs Group Inc | — | -6.79% | Trim |
| 46 | CCL1EUR | Carnival CORP LTD | — | +2.99% | Add |
| 47 | PANW | Palo Alto Networks Inc | — | -0.65% | Trim |
| 48 | ALLE | Allegion plc | — | -3.34% | Trim |
| 49 | AMZN | Amazon.com Inc | 0% | -2.80% | Trim |
| 50 | AVGO | Broadcom Inc | 0% | -2.88% | Trim |
According to official SEC Form 13F filings, Oxford Wealth Group, LLC reported a total U.S. public equity portfolio value of $223.5M across 88 disclosed positions in Q1 2026.
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, QQQ) accounted for 23.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
WCMI
市值: $5.9M
Top Position Liquidated / Trimmed
VCIT
前期市值: $481.0K
During Q1 2026, Oxford Wealth Group, LLC's top holdings by market value included XMMO (10.9%)、SPMO (5.5%)、QQQ (4.1%). The largest single position, XMMO, represented 10.9% of total portfolio value.
In Q1 2026, Oxford Wealth Group, LLC made 94 total portfolio adjustments, initiating 8 new buys, adding to 18 positions, trimming 61 holdings, and fully liquidating 7 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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