Institutional Fund
Oxford Wealth Group, LLC
Orlando, FLCIK 20070825 filings on record
Portfolio Value
$183.06M
Q1 2026
Holdings
88
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-11.0%
from $205.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Invesco Exchange Traded Fd T10.9%
- Invesco Exch Traded Fd Tr II5.5%
- Invesco Qqq Tr4.1%
- Pacer Fds Tr4.0%
- Ea Series Trust3.8%
- Invesco Exch Traded Fd Tr II3.3%
- Other68.3%
Portfolio Holdings
88 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Invesco Exchange Traded Fd T | 137.9K | $20.00M | 10.9% | −15.2K | Reduced |
| 2 | Invesco Exch Traded Fd Tr II | 89.7K | $10.06M | 5.5% | −79.2K | Reduced |
| 3 | Invesco Qqq Tr | 13.0K | $7.52M | 4.1% | −652 | Reduced |
| 4 | Pacer Fds Tr | 118.4K | $7.41M | 4.0% | −6.9K | Reduced |
| 5 | Ea Series Trust | 470.5K | $6.95M | 3.8% | −49.9K | Reduced |
| 6 | Invesco Exch Traded Fd Tr II | 120.8K | $6.10M | 3.3% | +50.2K | Added |
| 7 | First Tr Exchange-Traded Fd | 351.4K | $5.89M | 3.2% | +351.4K | New |
| 8 | First Tr Exchange-Traded Fd | 210.0K | $5.37M | 2.9% | −31.0K | Reduced |
| 9 | Invesco Exch Traded Fd Tr II | 46.4K | $5.33M | 2.9% | −7.2K | Reduced |
| 10 | First Tr Exchange-Traded Fd | 91.5K | $4.65M | 2.5% | +91.5K | New |
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