Institutional Fund
Oxler Private Wealth LLC
Rye Brook, NYCIK 18460025 filings on record
Portfolio Value
$319.42M
Q1 2026
Holdings
92
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-7.5%
from $345.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Qqq Tr14.3%
- Vanguard Index Fds11.8%
- Ishares Bitcoin Trust ETF6.7%
- Amazon Com Inc6.1%
- Nvidia Corporation4.6%
- Meta Platforms Inc4.4%
- Other52.1%
Portfolio Holdings
92 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Qqq Tr | 79.3K | $45.78M | 14.3% | −194 | Reduced |
| 2 | Vanguard Index Fds | 63.2K | $37.75M | 11.8% | −244 | Reduced |
| 3 | Ishares Bitcoin Trust ETF | 555.2K | $21.33M | 6.7% | +1.7K | Added |
| 4 | Amazon Com Inc | 93.1K | $19.38M | 6.1% | +100 | Added |
| 5 | Nvidia Corporation | 83.8K | $14.62M | 4.6% | +437 | Added |
| 6 | Meta Platforms Inc | 24.8K | $14.21M | 4.4% | +2 | Added |
| 7 | Spdr S&P 500 ETF Tr | 18.5K | $12.01M | 3.8% | −110 | Reduced |
| 8 | Microsoft Corp | 31.3K | $11.58M | 3.6% | +93 | Added |
| 9 | Alphabet Inc | 39.1K | $11.24M | 3.5% | −904 | Reduced |
| 10 | Alphabet Inc | 37.3K | $10.69M | 3.3% | +144 | Added |
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