StockDriftsStockDriftsTop 50 Oxford Wealth Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XMMO | INVESCO EXCHANGE TRADED FD T | 10.51% | 138.1K | $23.5M | +0.12%(+172) | $109.17(+49.35%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 6.3% | 87.2K | $14.1M | -2.86%(-2.57K) | $120.19(+27.07%) | 2026-06-30 | |
| BBLU | EA SERIES TRUST | 4% | 542.4K | $8.9M | +15.27%(+71.85K) | $15.19(+14.79%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.95% | 12.0K | $8.8M | -7.93%(-1.03K) | $480.95(+52.21%) | 2026-06-30 | |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 3.73% | 426.6K | $8.3M | +21.43%(+75.28K) | $17.06(+17.42%) | 2026-06-30 | |
| RWJ | INVESCO EXCH TRADED FD TR II | 3.35% | 125.9K | $7.5M | +4.18%(+5.04K) | $46.97(+32.49%) | 2026-06-30 | |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 3.26% | 248.2K | $7.3M | +18.19%(+38.20K) | $26.21(+14.42%) | 2026-06-30 | |
| RWL | INVESCO EXCH TRADED FD TR II | 3.11% | 54.4K | $6.9M | +17.28%(+8.01K) | $113.70(+18.67%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 2.87% | 103.3K | $6.4M | -12.76%(-15.11K) | $55.89(+26.82%) | 2026-06-30 | |
| FDL | FIRST TR EXCHANGE-TRADED FD | 2.7% | 124.2K | $6.0M | +35.71%(+32.68K) | $48.11(+9.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +20.77% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.95% |
Oxford Wealth Group LLC reports $223.55M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are XMMO (10.5%), SPMO (6.3%) and BBLU (4.0%). The top 20 holdings account for 66.28% of reported assets. Its disclosed equity book has returned +20.77% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oxford Wealth Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2007082). View Oxford Wealth Group LLC’s 13F filings on SEC