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 $218.8M across 144 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($13.1M, 5.97%), DGRW ($12.9M, 5.87%), QGRW ($9.9M, 4.53%), SPYG ($9.8M, 4.48%), AAPL ($7.2M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $13.1M | 5.97% | 20,091 | Added |
| 2 | DGRW | WISDOMTREE TR | $12.9M | 5.87% | 146,342 | Added |
| 3 | QGRW | WISDOMTREE TR | $9.9M | 4.53% | 185,687 | Added |
| 4 | SPYG | SPDR SERIES TRUST | $9.8M | 4.48% | 100,108 | Added |
| 5 | AAPL | APPLE INC | $7.2M | 3.27% | 28,218 | Trimmed |
| 6 | QQQ | INVESCO QQQ TR | $7.2M | 3.27% | 12,389 | Added |
| 7 | GOOG | ALPHABET INC | $5.9M | 2.71% | 20,669 | Added |
| 8 | VYM | VANGUARD WHITEHALL FDS | $5.4M | 2.48% | 36,696 | Added |
| 9 | AMZN | AMAZON COM INC | $5.4M | 2.46% | 25,901 | Added |
| 10 | TSLA | TESLA INC | $5.3M | 2.41% | 14,170 | Added |
| 11 | AGGY | WISDOMTREE TR | $4.8M | 2.21% | 111,192 | Added |
| 12 | AGG | ISHARES TR | $4.8M | 2.20% | 48,525 | Added |
| 13 | IVV | ISHARES TR | $4.8M | 2.19% | 7,332 | Added |
| 14 | SPDW | SPDR INDEX SHS FDS | $4.4M | 2.01% | 96,202 | Trimmed |
| 15 | JVAL | J P MORGAN EXCHANGE TRADED F | $4.4M | 2.00% | 89,720 | New |
| 16 | MINT | PIMCO ETF TR | $4.2M | 1.92% | 41,833 | Added |
| 17 | UAL | UNITED AIRLS HLDGS INC | $3.9M | 1.77% | 42,006 | Trimmed |
| 18 | CGGR | CAPITAL GROUP GROWTH ETF | $3.5M | 1.61% | 87,793 | Added |
| 19 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.4M | 1.54% | 79,113 | Added |
| 20 | SCHG | SCHWAB STRATEGIC TR | $3.0M | 1.38% | 103,553 | Added |
| 21 | FLOT | ISHARES TR | $2.9M | 1.33% | 57,198 | Added |
| 22 | MSFT | MICROSOFT CORP | $2.8M | 1.27% | 7,485 | Added |
| 23 | JEPI | J P MORGAN EXCHANGE TRADED F | $2.7M | 1.24% | 47,924 | Added |
| 24 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.6M | 1.20% | 47,456 | Added |
| 25 | GOOGL | ALPHABET INC | $2.6M | 1.17% | 8,929 | Added |
Source: SEC Form 13F filings · as of 2026-03-31