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Disclosery

13F-HR filed by Oxford Wealth Group, LLC

Oxford Wealth Group, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-10, with 87 holding rows worth $205,664,096.

Accession
0001765380-26-000087
Filer
CIK 2007082
Filed
2026-02-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A combination report, 87 entries on the cover page, a total value of $205,664,096 stated on the cover page (in dollars after the unit check, H1), rows summing to $205,664,096 with VALUE read as dollars as filed, 13F file number 028-24186. The quarter's positions are built on this report. The resolved quarter.

Other managers

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Invesco S&P MidCap Momentum ETF46137V464SHS153,121$21,201,154dollars as filed
Invesco S&P 500 Momentum ETF46138E339SHS168,947$20,158,808dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF211,348$12,528,683dollars as filed
INVESCO QQQ TR46090E103COM13,682$8,404,900dollars as filed
EA SERIES TRUST02072L714BRIDGEWAY BLUE520,404$7,941,367dollars as filed
PACER FDS TR69374H881US CASH COWS 100125,341$7,541,789dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D879FT VEST RIS241,000$6,323,839dollars as filed
INVESCO EXCH TRADED FD TR II46138G698S&P 500 REVENUE53,547$6,131,149dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS17,999$4,505,330dollars as filed
META PLATFORMS INC CL A30303M102COM6,545$4,320,332dollars as filed
Vanguard S&P 500 ETF922908363COM6,718$4,213,040dollars as filed
FIRST TR EXCHANGE TRADED FD33738R704RBA INDL ETF42,742$4,202,400dollars as filed
VTI922908769COM12,520$4,197,680dollars as filed
Vanguard Growth922908736COM8,410$4,102,686dollars as filed
FIRST TR EXCHANGE TRADED FD33737A108NASDQ CLN EDGE26,664$4,080,179dollars as filed
Fidelity MSCI Information Technology Index ETF316092808SHS17,769$3,992,183dollars as filed
iShares S&P 500 Growth ETF464287309SHS32,341$3,986,372dollars as filed
Vanguard Mega Cap Growth ETF921910816SHS9,495$3,919,269dollars as filed
Vanguard S&P 500 Growth ETF921932505SHS8,710$3,872,403dollars as filed
Apple Inc037833100COM14,140$3,844,139dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS5,584$3,824,486dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS26,537$3,820,559dollars as filed
NVIDIA Corp67066G104COM20,430$3,810,251dollars as filed
GLOBAL X FDS37954Y673US INFR DEV ETF76,454$3,653,737dollars as filed
INVESCO EXCH TRADED FD TR II46138G664S&P SMALLCAP 60070,577$3,438,525dollars as filed
INVESCO EXCHANGE TRADED FD T46137V498S&P SMLCP MOMENT44,857$3,230,144dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM9,208$2,882,210dollars as filed
Eli Lilly and Company532457108COM2,373$2,550,245dollars as filed
Amazon.com, Inc023135106COM9,923$2,290,427dollars as filed
Microsoft Corp594918104COM4,635$2,241,626dollars as filed
FIRST TR EXCHANGE-TRADED FD33741X102SMID RISNG ETF44,289$1,697,138dollars as filed
OLD DOMINION FREIGHT LINE INC COM679580100Stock8,689$1,362,435dollars as filed
Tesla Motors, Inc88160R101COM2,596$1,167,473dollars as filed
Citigroup Inc.172967424COM9,970$1,163,434dollars as filed
JPMorgan Chase & Co46625H100COM3,407$1,097,880dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM3,404$1,068,175dollars as filed
CIENA CORP COM NEW171779309Stock4,543$1,062,471dollars as filed
Lockheed Martin Corporation539830109COM2,108$1,019,576dollars as filed
Netflix, Inc64110L106COM10,760$1,008,858dollars as filed
Oracle Corporation68389X105COM5,054$985,134dollars as filed
Costco Wholesale Corporation22160K105COM1,135$978,756dollars as filed
Merck & Co.,Inc.58933Y105COM9,267$975,444dollars as filed
ROBINHOOD MKTS INC770700102COM8,601$972,773dollars as filed
VERTIV HOLDINGS CO COM CL A92537N108Stock5,906$956,843dollars as filed
EXXON MOBIL CORP30231G102COM6,620$796,612dollars as filed
Salesforce.com, Inc79466L302COM2,946$780,477dollars as filed
Palantir Technologies Inc. Class A69608A108COM4,213$748,861dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS7,784$711,302dollars as filed
Pfizer Inc.717081103COM26,993$672,137dollars as filed
Broadcom Inc.11135F101COM1,841$637,182dollars as filed
Morgan Stanley617446448COM3,503$621,832dollars as filed
Goldman Sachs Group,Inc.38141G104COM707$621,575dollars as filed
Walmart Inc.931142103COM5,567$620,175dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK560$599,122dollars as filed
Home Depot, Inc437076102COM1,672$575,335dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS3,466$508,046dollars as filed
GLOBAL X FDS37954Y574ADAPTIVE US10,554$489,371dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS5,744$481,029dollars as filed
Visa Inc92826C839COM1,293$453,487dollars as filed
ISHARES TR4642874407-10 YR TRSY BD4,712$453,106dollars as filed
Applied Materials,Inc.038222105COM1,754$450,797dollars as filed
HALOZYME THERAPEUTICS INC COM40637H109Stock6,670$448,891dollars as filed
Raytheon Technologies Corporation75513E101COM2,312$424,050dollars as filed
Intuitive Surgical,Inc.46120E602COM745$421,938dollars as filed
REV Group Inc749527107Common Stock6,718$408,528dollars as filed
LAUREATE ED INC COMMON STOCK518613203Stock12,050$405,724dollars as filed
CARNIVAL CORP COMMON STOCK143658300Stock12,947$395,401dollars as filed
HEWLETT PACKARD ENTERPRISE CO COM42824C109Stock16,393$393,748dollars as filed
GRANITE CONSTR INC COM387328107Stock3,286$379,046dollars as filed
MasterCard, Inc57636Q104COM663$378,506dollars as filed
FIFTH THIRD BANCORP COM316773100Stock7,996$374,288dollars as filed
INTERACTIVE BROKERS GROUP INC COM CL A45841N107Stock5,508$354,237dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS1,162$353,120dollars as filed
ALLEGION PLCG0176J109ORD SHS2,154$342,960dollars as filed
PALO ALTO NETWORKS INC697435105COM1,842$339,296dollars as filed
Johnson & Johnson478160104COM1,543$319,324dollars as filed
Amgen Inc.031162100COM964$315,527dollars as filed
ISHARES TR464288414NATIONAL MUN ETF2,911$311,797dollars as filed
VGT92204A702SHS413$311,311dollars as filed
UnitedHealth Group Inc91324P102COM846$279,354dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock1,435$278,969dollars as filed
PVH CORPORATION COM693656100Stock4,145$277,801dollars as filed
SPY78462F103SHS406$276,860dollars as filed
CLIMB GLOBAL SOLUTIONS INC946760105COMMON STOCK2,621$269,423dollars as filed
Verizon Communications Inc92343V104COM5,559$226,413dollars as filed
NXP SEMICONDUCTORS N V COMN6596X109Stock1,000$217,060dollars as filed
D-WAVE QUANTUM INC26740W109COM8,175$213,776dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001765380-26-000087this filing2026-02-10acceptance time not in the bulk data set