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CIK: 0001846002
Total reported value
$350.0M
$350.0M
92 檔
39.7%
According to the latest 13F quarterly dataset, Oxler Private Wealth LLC managed an equity portfolio of $350.0M at the end of Q1 2026, spanning 92 distinct U.S. exchange-listed positions.
In Q1 2026, Oxler Private Wealth LLC displayed an active expansion posture, initiating 2 new positions and adding to 45 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 14.33% | +2.02% | -0.24% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 11.82% | +0.28% | -0.38% | |
| 3 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 6.68% | -0.82% | +0.31% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 6.07% | +0.10% | +0.11% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 4.58% | +0.15% | +0.52% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.45% | -0.54% | +0.01% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.76% | +0.02% | -0.59% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.62% | -0.32% | +0.30% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.52% | +0.43% | -2.26% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.35% | +0.37% | +0.39% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 3.22% | +0.07% | +0.19% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 3.15% | -0.69% | — | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.91% | -0.27% | -3.12% | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.74% | +0.33% | +0.17% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.51% | -0.48% | +0.28% | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.46% | -0.18% | -0.25% | |
| 17 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.36% | -0.29% | -2.15% | |
| 18 | OKE | Oneok Inc | Stock-Energy | 1.33% | -0.15% | +1.25% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.26% | -0.09% | -5.17% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 1.19% | -0.03% | -2.54% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.18% | +0.06% | +0.70% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.12% | -0.17% | -0.88% | |
| 23 | AMGN | Amgen Inc | Stock-Healthcare | 0.98% | -0.09% | -0.11% | |
| 24 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.75% | +0.71% | — | |
| 25 | ANET | Arista Networks Inc | Stock-Tech | 0.73% | +0.19% | — | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.73% | -0.04% | -2.65% | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.26% | +0.44% | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.62% | -0.15% | +0.56% | |
| 29 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-Large Cap & Growth | 0.60% | +0.12% | +0.19% | |
| 30 | GRNY | Fundstr Gran Sh US Lrg Cap | ETF-Other | 0.58% | +0.14% | +6.05% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.53% | -0.13% | -3.90% | |
| 32 | SYK | Stryker CORP | Stock-Healthcare | 0.49% | -0.15% | -0.33% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | +0.05% | +1.51% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | +0.01% | +0.34% | |
| 35 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.16% | — | |
| 36 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.41% | -0.08% | +1.12% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.36% | +0.01% | +0.53% | |
| 38 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.34% | -0.08% | +0.67% | |
| 39 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.33% | -0.01% | — | |
| 40 | ETHA | Ishares Ethereum Trust ETF | ETF-Other | 0.32% | +0.12% | +1.16% | |
| 41 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 0.32% | -0.05% | -0.70% | |
| 42 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.30% | -0.05% | — | |
| 43 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.29% | -0.08% | +1.09% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.25% | +0.08% | +0.13% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.25% | +0.03% | +0.20% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.25% | +0.01% | +0.05% | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.24% | — | +0.16% | |
| 48 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.24% | +0.03% | +0.06% | |
| 49 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.23% | -0.01% | — | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.21% | -0.06% | -0.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.5% | — | Unchanged |
| 2 | OKE | Oneok Inc | +0.3% | +1.25% | Add |
| 3 | NOC | Northrop Grumman CORP | +0.3% | +0.28% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.3% | -0.38% | Trim |
| 5 | COST | Costco Wholesale CORP | +0.2% | -0.88% | Trim |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -0.24% | Trim |
| 7 | JNJ | Johnson & Johnson | +0.1% | +0.44% | Add |
| 8 | AMGN | Amgen Inc | +0.1% | -0.11% | Trim |
| 9 | VYM | Vanguard High Dvd Yield ETF | +0.1% | -3.12% | Trim |
| 10 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | -2.54% | Trim |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.59% | Trim |
| 12 | NVDA | Nvidia CORP | +0.1% | +0.52% | Add |
| 13 | BMY | Bristol-myers Squibb Co | +0.1% | +1.12% | Add |
| 14 | HSY | Hershey Co/the | +0.1% | +0.67% | Add |
| 15 | MCD | Mcdonald's CORP | +0.1% | +0.56% | Add |
| 16 | GRNY | Fundstr Gran Sh US Lrg Cap | +0.1% | +6.05% | Add |
| 17 | CHD | Church & Dwight Co Inc | +0.1% | -0.70% | Trim |
| 18 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 19 | AAPL | Apple Inc | 0% | +0.19% | Add |
| 20 | ABBV | Abbvie Inc | 0% | +0.70% | Add |
| 21 | UNP | Union Pacific CORP | 0% | +0.53% | Add |
| 22 | IJJ | Ishares S&p Mid-cap 400 Valu | 0% | -2.65% | Trim |
| 23 | XLI | Ss Industrial Select Sector | 0% | +25.53% | Add |
| 24 | ETR | Entergy CORP | 0% | +0.64% | Add |
| 25 | CAT | Caterpillar Inc | 0% | -3.17% | Trim |
| 26 | LNT | Alliant Energy CORP | 0% | -1.65% | Trim |
| 27 | DLR | Digital Realty Trust Inc | 0% | +1.51% | Add |
| 28 | CMS | Cms Energy CORP | 0% | +0.54% | Add |
| 29 | PEP | Pepsico Inc | 0% | -0.80% | Trim |
| 30 | RTX | Rtx CORP | 0% | +0.21% | Add |
| 31 | VXUS | Vanguard Total Intl Stock | 0% | +0.05% | Add |
| 32 | VRTX | Vertex Pharmaceuticals Inc | 0% | — | Unchanged |
| 33 | IVE | Ishares S&p 500 Value ETF | 0% | +0.27% | Add |
| 34 | ANET | Arista Networks Inc | 0% | — | Unchanged |
| 35 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | 0% | +0.19% | Add |
| 36 | PRFZ | Inv Rafi US 1500 Sm-usd Inc | 0% | -4.52% | Trim |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 38 | CMCSA | Comcast Corp-class A | 0% | +1.09% | Add |
| 39 | EZM | Wisdomtree US Midcap Fund | 0% | -4.28% | Trim |
| 40 | COWZ | Pacer US Cash Cows 100 ETF | 0% | — | Unchanged |
| 41 | EES | Wisdomtree US Smallcap Fund | 0% | -4.00% | Trim |
| 42 | ES | Eversource Energy | 0% | +0.96% | Add |
| 43 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | 0% | -6.45% | Trim |
| 44 | IWD | Ishares Russell 1000 Value E | 0% | +0.28% | Add |
| 45 | XLV | Ss Health Care Select Sector | 0% | +0.35% | Add |
| 46 | YUM | Yum! Brands Inc | 0% | +0.40% | Add |
| 47 | SDY | Ss Spdr S&p Dividend ETF | 0% | -0.82% | Trim |
| 48 | VOOV | Vanguard S&p 500 Value ETF | 0% | +0.47% | Add |
| 49 | VIG | Vanguard Dividend Apprec ETF | — | -5.17% | Trim |
| 50 | SYK | Stryker CORP | — | -0.33% | Trim |
According to official SEC Form 13F filings, Oxler Private Wealth LLC reported a total U.S. public equity portfolio value of $350.0M across 92 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 QQQ, VOO, IBIT) accounted for 39.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
OGS
市值: $210.1K
Top Position Liquidated / Trimmed
QQQ
前期市值: $48.8M
During Q1 2026, Oxler Private Wealth LLC's top holdings by market value included QQQ (14.3%)、VOO (11.8%)、IBIT (6.7%). The largest single position, QQQ, represented 14.3% of total portfolio value.
In Q1 2026, Oxler Private Wealth LLC made 78 total portfolio adjustments, initiating 2 new buys, adding to 45 positions, trimming 31 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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