Top 50 Oxler Private Wealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 16.35% | 77.7K | $57.2M | -2.05%(-1.63K) | $389.19(+88.21%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 12.1% | 61.7K | $42.4M | -2.37%(-1.50K) | $438.66(+62.47%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 6.17% | 90.6K | $21.6M | -2.62%(-2.44K) | $163.14(+60.92%) | 2026-06-30 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 5.86% | 616.5K | $20.5M | +11.05%(+61.32K) | $40.88(-12.84%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.73% | 82.8K | $16.6M | -1.22%(-1.02K) | $25.50(+786.57%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 3.95% | 38.7K | $13.8M | -1.14%(-446) | $112.85(+205.47%) | 2026-06-30 | |
| META | META PLATFORMS INC | 3.91% | 24.3K | $13.7M | -2.30%(-570) | $321.26(+80.63%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.78% | 17.7K | $13.2M | -4.19%(-774) | $419.63(+84.77%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 3.72% | 36.8K | $13.0M | -1.21%(-452) | $116.59(+193.88%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.3% | 31.0K | $11.6M | -0.86%(-269) | $306.44(+58.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.77% | +67.56% | +10.98% | +68.33% |
| Top 20 Holdings Unweighted | +18.10% | +64.70% | +10.98% | +68.36% |
Oxler Private Wealth LLC reports $349.99M in US-listed equity holdings across 93 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (16.4%), VOO (12.1%) and AMZN (6.2%). The top 20 holdings account for 80.82% of reported assets. Its disclosed equity book has returned +67.56% on a three-year cumulative basis. 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 Oxler Private Wealth LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846002). View Oxler Private Wealth LLCโs 13F filings on SEC