Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Oxford Wealth Group, LLC (CIK 2007082) reported $183.1M across 88 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: XMMO ($20.0M, 10.93%), SPMO ($10.1M, 5.50%), QQQ ($7.5M, 4.11%), COWZ ($7.4M, 4.05%), BBLU ($6.9M, 3.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XMMO | INVESCO EXCHANGE TRADED FD T | $20.0M | 10.93% | 137,941 | Trimmed |
| 2 | SPMO | INVESCO EXCH TRADED FD TR II | $10.1M | 5.50% | 89,747 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $7.5M | 4.11% | 13,030 | Trimmed |
| 4 | COWZ | PACER FDS TR | $7.4M | 4.05% | 118,407 | Trimmed |
| 5 | BBLU | EA SERIES TRUST | $6.9M | 3.79% | 470,549 | Trimmed |
| 6 | RWJ | INVESCO EXCH TRADED FD TR II | $6.1M | 3.33% | 120,815 | Added |
| 7 | WCMI | FIRST TR EXCHANGE-TRADED FD | $5.9M | 3.22% | 351,361 | New |
| 8 | RDVI | FIRST TR EXCHANGE-TRADED FD | $5.4M | 2.93% | 209,985 | Trimmed |
| 9 | RWL | INVESCO EXCH TRADED FD TR II | $5.3M | 2.91% | 46,355 | Trimmed |
| 10 | FDL | FIRST TR EXCHANGE-TRADED FD | $4.6M | 2.54% | 91,506 | New |
| 11 | SDVY | FIRST TR EXCHANGE TRADED FD | $4.3M | 2.32% | 107,922 | Added |
| 12 | FGD | FIRST TR EXCHANGE-TRADED FD | $4.2M | 2.28% | 130,969 | New |
| 13 | MTUM | ISHARES TR | $4.0M | 2.21% | 16,876 | Trimmed |
| 14 | AIRR | FIRST TR EXCHANGE TRADED FD | $3.9M | 2.13% | 35,195 | Trimmed |
| 15 | GRID | FIRST TR EXCHANGE-TRADED FD | $3.8M | 2.05% | 22,941 | Trimmed |
| 16 | META | META PLATFORMS INC | $3.7M | 2.02% | 6,471 | Trimmed |
| 17 | IEMG | ISHARES INC | $3.6M | 1.99% | 52,128 | New |
| 18 | VOO | VANGUARD INDEX FDS | $3.6M | 1.98% | 6,055 | Trimmed |
| 19 | AAPL | APPLE INC | $3.6M | 1.96% | 14,127 | Trimmed |
| 20 | FTEC | FIDELITY COVINGTON TRUST | $3.6M | 1.95% | 17,133 | Trimmed |
| 21 | VTI | VANGUARD INDEX FDS | $3.5M | 1.93% | 11,011 | Trimmed |
| 22 | VUG | VANGUARD INDEX FDS | $3.3M | 1.83% | 7,654 | Trimmed |
| 23 | XLK | SELECT SECTOR SPDR TR | $3.3M | 1.81% | 24,907 | Trimmed |
| 24 | PAVE | GLOBAL X FDS | $3.3M | 1.80% | 64,692 | Trimmed |
| 25 | MGK | VANGUARD WORLD FD | $3.3M | 1.79% | 8,928 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31