§ 13F · FUND PROFILE
Oxford Wealth Group, LLC.
AUM · $224M (13F)Positions · 89Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | XMMO | INVESCO EXCHANGE TRADED FD T | 138K | $23M | — | — |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | 87K | $14M | — | — |
| 3 | BBLU | EA SERIES TRUST | 542K | $9M | — | — |
| 4 | QQQ | INVESCO QQQ TR | 12K | $9M | — | — |
| 5 | WCMI | FIRST TR EXCHANGE-TRADED FD | 427K | $8M | — | — |
| 6 | RWJ | INVESCO EXCH TRADED FD TR II | 126K | $7M | — | — |
| 7 | RDVI | FIRST TR EXCHANGE-TRADED FD | 248K | $7M | — | — |
| 8 | RWL | INVESCO EXCH TRADED FD TR II | 54K | $7M | — | — |
| 9 | COWZ | PACER FDS TR | 103K | $6M | — | — |
| 10 | FDL | FIRST TR EXCHANGE-TRADED FD | 124K | $6M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE OXFORD SIGNAL
AC read
Oxford Wealth Group, LLC is a Other fund managing $224 million in assets. The fund runs a portfolio of 89 positions.
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