Oxford Wealth Group, LLC

Est. AUM

$176.9M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$20.0M	137941	11.31%	SOLE
2	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$10.1M	89747	5.69%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$7.5M	13030	4.25%	SOLE
4	PACER FDS TR	US CASH COWS 100	$7.4M	118407	4.19%	SOLE
5	EA SERIES TRUST	BRIDGEWAY BLUE	$6.9M	470549	3.93%	SOLE
6	INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	$6.1M	120815	3.45%	SOLE
7	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$5.4M	209985	3.03%	SOLE
8	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$5.3M	46355	3.01%	SOLE
9	FIRST TR EXCHANGE-TRADED FD	SHS	$4.6M	91506	2.63%	SOLE
10	FIRST TR EXCHANGE TRADED FD	SMID RISNG ETF	$4.3M	107922	2.41%	SOLE
11	FIRST TR EXCHANGE-TRADED FD	DJ GLBL DIVID	$4.2M	130969	2.36%	SOLE
12	ISHARES TR	MSCI USA MMENTM	$4.0M	16876	2.29%	SOLE
13	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$3.9M	35195	2.20%	SOLE
14	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$3.8M	22941	2.12%	SOLE
15	META PLATFORMS INC	CL A	$3.7M	6471	2.09%	SOLE
16	ISHARES INC	CORE MSCI EMKT	$3.6M	52128	2.06%	SOLE
17	VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.6M	6055	2.05%	SOLE
18	APPLE INC	COM	$3.6M	14127	2.03%	SOLE
19	FIDELITY COVINGTON TRUST	MSCI INFO TECH I	$3.6M	17133	2.02%	SOLE
20	VANGUARD INDEX FDS	TOTAL STK MKT	$3.5M	11011	2.00%	SOLE
21	VANGUARD INDEX FDS	GROWTH ETF	$3.3M	7654	1.89%	SOLE
22	SELECT SECTOR SPDR TR	STATE STREET TEC	$3.3M	24907	1.87%	SOLE
23	GLOBAL X FDS	US INFR DEV ETF	$3.3M	64692	1.86%	SOLE
24	VANGUARD WORLD FD	MEGA GRWTH IND	$3.3M	8928	1.85%	SOLE
25	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$3.0M	39475	1.70%	SOLE
26	NVIDIA CORPORATION	COM	$2.9M	16852	1.66%	SOLE
27	ALPHABET INC	CAP STK CL A	$2.6M	9049	1.47%	SOLE
28	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$2.3M	41397	1.28%	SOLE
29	ELI LILLY & CO	COM	$2.2M	2378	1.24%	SOLE
30	AMAZON COM INC	COM	$2.0M	9645	1.14%	SOLE
31	OLD DOMINION FREIGHT LINE IN	COM	$1.7M	8692	0.96%	SOLE
32	CIENA CORP	COM NEW	$1.6M	4245	0.93%	SOLE
33	MICROSOFT CORP	COM	$1.5M	4001	0.84%	SOLE
34	VERTIV HOLDINGS CO	COM CL A	$1.4M	5615	0.80%	SOLE
35	COSTCO WHOLESALE CORPORATION	COM	$1.1M	1135	0.64%	SOLE
36	EXXON MOBIL CORP	COM	$1.1M	6611	0.63%	SOLE
37	CITIGROUP INC	COM NEW	$1.1M	9838	0.63%	SOLE
38	MERCK & CO INC	COM	$1.1M	8970	0.61%	SOLE
39	ALPHABET INC	CAP STK CL C	$1.1M	3726	0.60%	SOLE
40	NETFLIX INC.	COM	$1.0M	10725	0.58%	SOLE
41	JPMORGAN CHASE & CO	COM	$1.0M	3498	0.58%	SOLE
42	TESLA INC	COM	$824K	2217	0.47%	SOLE
43	WALMART INC	COM	$683K	5494	0.39%	SOLE
44	SPDR SERIES TRUST	STATE STREET SPD	$670K	7312	0.38%	SOLE
45	ASML HLDG NV	N Y REGISTRY SHS	$664K	503	0.38%	SOLE
46	PFIZER INC	COM	$661K	23527	0.37%	SOLE
47	ORACLE CORP	COM	$659K	4477	0.37%	SOLE
48	ISHARES TR	S&P 500 GRWT ETF	$642K	5675	0.36%	SOLE
49	GLOBAL X FDS	ADAPTIVE US	$632K	13072	0.36%	SOLE
50	JOHNSON & JOHNSON	COM	$594K	2430	0.34%	SOLE

1–50 of 86

1 / 2

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.