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.
Oxinas Partners Wealth Management LLC (CIK 1759320) reported $253.7M across 149 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($15.7M, 6.20%), DGRW ($13.1M, 5.16%), QGRW ($12.6M, 4.96%), SPYG ($11.9M, 4.69%), QQQ ($8.9M, 3.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $15.7M | 6.20% | 21,060 | Added |
| 2 | DGRW | WISDOMTREE TR | $13.1M | 5.16% | 136,804 | Trimmed |
| 3 | QGRW | WISDOMTREE TR | $12.6M | 4.96% | 190,503 | Added |
| 4 | SPYG | SPDR SERIES TRUST | $11.9M | 4.69% | 99,968 | Trimmed |
| 5 | QQQ | INVESCO QQQ TR | $8.9M | 3.53% | 12,148 | Trimmed |
| 6 | AAPL | APPLE INC | $8.0M | 3.16% | 27,726 | Trimmed |
| 7 | GOOG | ALPHABET INC | $7.8M | 3.06% | 21,993 | Added |
| 8 | TSLA | TESLA INC | $6.2M | 2.44% | 14,716 | Added |
| 9 | VYM | VANGUARD WHITEHALL FDS | $6.0M | 2.35% | 37,717 | Added |
| 10 | AMZN | AMAZON COM INC | $5.8M | 2.27% | 24,142 | Trimmed |
| 11 | IVV | ISHARES TR | $5.4M | 2.12% | 7,166 | Trimmed |
| 12 | UAL | UNITED AIRLS HLDGS INC | $5.3M | 2.10% | 39,118 | Trimmed |
| 13 | JVAL | J P MORGAN EXCHANGE TRADED F | $5.1M | 2.01% | 86,756 | Trimmed |
| 14 | AGG | ISHARES TR | $5.0M | 1.98% | 50,846 | Added |
| 15 | MINT | PIMCO ETF TR | $4.9M | 1.94% | 48,847 | Added |
| 16 | AGGY | WISDOMTREE TR | $4.9M | 1.93% | 112,861 | Added |
| 17 | SPDW | SPDR INDEX SHS FDS | $4.8M | 1.89% | 95,325 | Trimmed |
| 18 | CGGR | CAPITAL GROUP GROWTH ETF | $4.2M | 1.66% | 88,969 | Added |
| 19 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.9M | 1.55% | 80,009 | Added |
| 20 | SCHG | SCHWAB STRATEGIC TR | $3.5M | 1.38% | 103,817 | Added |
| 21 | FLOT | ISHARES TR | $3.4M | 1.34% | 66,830 | Added |
| 22 | MU | MICRON TECHNOLOGY INC | $3.1M | 1.24% | 2,723 | Added |
| 23 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.0M | 1.18% | 48,828 | Added |
| 24 | MSFT | MICROSOFT CORP | $2.9M | 1.13% | 7,660 | Added |
| 25 | GOOGL | ALPHABET INC | $2.9M | 1.13% | 8,034 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30