Oxford Wealth Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Oxford Wealth Group, LLC reported 87 stock positions worth $205.7 million. Its top holding was Invesco S&P Midcap Momentum (XMMO) at 10.3% of the portfolio, followed by Invesco S&P 500 Momentum ETF (SPMO, 9.8%) and Invesco S&P 500 Top 50 ETF (XLG, 6.1%).
- Most Recent 13F
- Q2 2026
- Location
- ORLANDO, FL
- CIK
- 0002007082
- Portfolio Value
- $205.7M (Q4 2025)
- SEC Filing
- 0001765380-26-000087 ↗ filed Feb 10, 2026
Holdings Value
Holdings 87 stocks · $205.7M
| XMMO Invesco S&P Midcap Momentum | 10.31% | 153,121 | $21.2M | — |
| SPMO Invesco S&P 500 Momentum ETF | 9.80% | 168,947 | $20.2M | — |
| XLG Invesco S&P 500 Top 50 ETF | 6.09% | 211,348 | $12.5M | — |
| QQQ Invesco QQQ Trust Series 1 | 4.09% | 13,682 | $8.4M | — |
| BBLU Ea Bridgeway Blue Chip ETF | 3.86% | 520,404 | $7.9M | — |
| COWZ Pacer US Cash Cows 100 ETF | 3.67% | 125,341 | $7.5M | — |
| RDVI FT Vest Rising Dividend Achi | 3.07% | 241,000 | $6.3M | — |
| RWL Invesco S&P 500 Revenue ETF | 2.98% | 53,547 | $6.1M | — |
| MTUM iShares MSCI USA Momentum Fa | 2.19% | 17,999 | $4.5M | — |
| META Meta Platforms Inc. Class A | 2.10% | 6,545 | $4.3M | — |
| VOO Vanguard S&P 500 ETF | 2.05% | 6,718 | $4.2M | — |
| AIRR First Trust Rba American Ind | 2.04% | 42,742 | $4.2M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.04% | 12,520 | $4.2M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.99% | 8,410 | $4.1M | — |
| GRID First TRST Nasd Class Edg Sgiif | 1.98% | 26,664 | $4.1M | — |
| FTEC Fidelity MSCI Info Tech Indx | 1.94% | 17,769 | $4.0M | — |
| IVW iShares S&P 500 Growth ETF | 1.94% | 32,341 | $4.0M | — |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.91% | 9,495 | $3.9M | — |
| VOOG Vanguard S&P 500 Growth ETF | 1.88% | 8,710 | $3.9M | — |
| AAPL Apple Inc. | 1.87% | 14,140 | $3.8M | — |
| IVV iShares Core S&P 500 ETF | 1.86% | 5,584 | $3.8M | — |
| XLK SS Technology Select Sector | 1.86% | 26,537 | $3.8M | — |
| NVDA Nvidia Corp. | 1.85% | 20,430 | $3.8M | — |
| PAVE Global X US Infrastructure | 1.78% | 76,454 | $3.7M | — |
| RWJ Invesco S&P Smallcap 600 | 1.67% | 70,577 | $3.4M | — |
| XSMO Invesco S&P Smallcap Momentu | 1.57% | 44,857 | $3.2M | — |
| GOOGL Alphabet Inc. Class A | 1.40% | 9,208 | $2.9M | — |
| LLY Eli Lilly & Co. | 1.24% | 2,373 | $2.6M | — |
| AMZN Amazon.com Inc. | 1.11% | 9,923 | $2.3M | — |
| MSFT Microsoft Corp. | 1.09% | 4,635 | $2.2M | — |
| SDVY First Trust Smid Cap Rising | 0.83% | 44,289 | $1.7M | — |
| ODFL Old Dominion Freight Line | 0.66% | 8,689 | $1.4M | — |
| TSLA Tesla Inc. | 0.57% | 2,596 | $1.2M | — |
| C Citigroup Inc. | 0.57% | 9,970 | $1.2M | — |
| JPM JPMorgan Chase & Co. | 0.53% | 3,407 | $1.1M | — |
| GOOG Alphabet Inc. Class C | 0.52% | 3,404 | $1.1M | — |
| CIEN Ciena Corp. | 0.52% | 4,543 | $1.1M | — |
| LMT Lockheed Martin Corp. | 0.50% | 2,108 | $1.0M | — |
| NFLX Netflix Inc. | 0.49% | 10,760 | $1.0M | — |
| ORCL Oracle Corp. | 0.48% | 5,054 | $985K | — |
| COST Costco Wholesale Corp. | 0.48% | 1,135 | $979K | — |
| MRK Merck & Co. Inc. | 0.47% | 9,267 | $975K | — |
| HOOD Robinhood Markets Inc. Class A | 0.47% | 8,601 | $973K | — |
| VRT Vertiv Holdings Co. Class A | 0.47% | 5,906 | $957K | — |
| XOM Exxon Mobil Corp. | 0.39% | 6,620 | $797K | — |
| CRM Salesforce Inc. | 0.38% | 2,946 | $780K | — |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 4,213 | $749K | — |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.35% | 7,784 | $711K | — |
| PFE Pfizer Inc. | 0.33% | 26,993 | $672K | — |
| AVGO Broadcom Inc. | 0.31% | 1,841 | $637K | — |
| MS Morgan Stanley | 0.30% | 3,503 | $622K | — |
| GS Goldman Sachs Group Inc. | 0.30% | 707 | $622K | — |
| WMT Walmart Inc. | 0.30% | 5,567 | $620K | — |
| ASML ASML Holding NV-NY Reg SHS | 0.29% | 560 | $599K | — |
| HD Home Depot Inc. | 0.28% | 1,672 | $575K | — |
| BABA Alibaba Group Holding-SP ADR | 0.25% | 3,466 | $508K | — |
| AUSF Global X Adaptive US Factor | 0.24% | 10,554 | $489K | — |
| VCIT Vanguard Int-Term Corporate | 0.23% | 5,744 | $481K | — |
| V Visa Inc. Class A | 0.22% | 1,293 | $453K | — |
| IEF iShares 7-10 Year Treasury B | 0.22% | 4,712 | $453K | — |
| AMAT Applied Materials Inc. | 0.22% | 1,754 | $451K | — |
| HALO Halozyme Therapeutics Inc. | 0.22% | 6,670 | $449K | — |
| RTX RTX Corp. | 0.21% | 2,312 | $424K | — |
| ISRG Intuitive Surgical Inc. | 0.21% | 745 | $422K | — |
| REVG Rev Group Inc. | 0.20% | 6,718 | $409K | — |
| LAUR Laureate Education Inc. | 0.20% | 12,050 | $406K | — |
| CCL Carnival Corp. | 0.19% | 12,947 | $395K | — |
| HPE Hewlett Packard Enterprise | 0.19% | 16,393 | $394K | — |
| GVA Granite Construction Inc. | 0.18% | 3,286 | $379K | — |
| MA Mastercard Inc. Class A | 0.18% | 663 | $379K | — |
| FITB Fifth Third Bancorp | 0.18% | 7,996 | $374K | — |
| IBKR Interactive Brokers Gro Class A | 0.17% | 5,508 | $354K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 1,162 | $353K | — |
| ALLE Allegion PLC | 0.17% | 2,154 | $343K | — |
| PANW Palo Alto Networks Inc. | 0.17% | 1,842 | $339K | — |
| JNJ Johnson & Johnson | 0.16% | 1,543 | $319K | — |
| AMGN Amgen Inc. | 0.15% | 964 | $316K | — |
| MUB iShares National Muni Bond E | 0.15% | 2,911 | $312K | — |
| VGT Vanguard Info Tech ETF | 0.15% | 413 | $311K | — |
| UNH Unitedhealth Group Inc. | 0.14% | 846 | $279K | — |
| LNG Cheniere Energy Inc. | 0.14% | 1,435 | $279K | — |
| PVH PVH Corp. | 0.14% | 4,145 | $278K | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 406 | $277K | — |
| CLMB Climb Global Solutions Inc. | 0.13% | 2,621 | $269K | — |
| VZ Verizon Communications Inc. | 0.11% | 5,559 | $226K | — |
| NXPI NXP Semiconductors NV | 0.11% | 1,000 | $217K | — |
| QBTS D-Wave Quantum Inc. | 0.10% | 8,175 | $214K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 89 | $223.5M | XMMO, SPMO, BBLU, QQQ, WCMI |
| Q1 2026 | 88 | $183.1M | XMMO, SPMO, QQQ, COWZ, BBLU |
| Q4 2025 | 87 | $205.7M | XMMO, SPMO, XLG, QQQ, BBLU |
| Q4 2024 | 57 | $154.7M | XMMO, COWZ, QQQ, MTUM, AAPL |
| Q3 2024 | 58 | $122.9M | XMMO, COWZ, BIL, AAPL, META |
| Q2 2024 | 68 | $145.5M | XMMO, COWZ, MSFT, AAPL, META |
| Q1 2024 | 60 | $109.9M | XMMO, COWZ, BIL, META, MSFT |