Oxler Private Wealth
Latest statistics and disclosures from Oxler Private Wealth's latest quarterly 13F-HR filing:
- Top 5 stock holdings are QQQ, VOO, IBIT, AMZN, NVDA, and represent 43.47% of Oxler Private Wealth's stock portfolio.
- Added to shares of these 10 stocks: OGS, DTE, GRNY, XLI, NVDA, IBIT, OKE, GOOG, MSFT, ABBV.
- Started 2 new stock positions in OGS, DTE.
- Reduced shares in these 10 stocks: GOOGL, VIG, VYM, VOO, QQQ, IJS, TMO, DIS, SPY, ABT.
- Oxler Private Wealth was a net seller of stock by $-692k.
- Oxler Private Wealth has $319M in assets under management (AUM), dropping by -7.51%.
- Central Index Key (CIK): 0001846002
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Portfolio Holdings for Oxler Private Wealth
Oxler Private Wealth holds 92 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 14.3 | $46M | 79k | 577.18 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 11.8 | $38M | 63k | 597.55 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 6.7 | $21M | 555k | 38.42 |
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| Amazon (AMZN) | 6.1 | $19M | 93k | 208.27 |
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| NVIDIA Corporation (NVDA) | 4.6 | $15M | 84k | 174.40 |
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| Meta Platforms Cl A (META) | 4.4 | $14M | 25k | 572.12 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 3.8 | $12M | 19k | 650.34 |
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| Microsoft Corporation (MSFT) | 3.6 | $12M | 31k | 370.18 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.5 | $11M | -2% | 39k | 287.56 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $11M | 37k | 286.86 |
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| Apple (AAPL) | 3.2 | $10M | 41k | 253.79 |
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| Spdr Gold Tr Gold Shs (GLD) | 3.1 | $10M | 23k | 430.29 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.9 | $6.1M | -3% | 41k | 148.10 |
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| Eli Lilly & Co. (LLY) | 1.7 | $5.6M | 6.1k | 919.83 |
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| Northrop Grumman Corporation (NOC) | 1.5 | $4.8M | 7.1k | 682.28 |
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| Visa Com Cl A (V) | 1.5 | $4.7M | 15k | 302.24 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $4.3M | -2% | 8.8k | 491.55 |
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| Oneok (OKE) | 1.3 | $4.2M | 47k | 90.39 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.3 | $4.0M | -5% | 19k | 215.06 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.2 | $3.8M | -2% | 32k | 118.45 |
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| Abbvie (ABBV) | 1.2 | $3.8M | 17k | 217.49 |
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| Costco Wholesale Corporation (COST) | 1.1 | $3.6M | 3.6k | 996.50 |
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| Amgen (AMGN) | 1.0 | $3.1M | 8.9k | 351.86 |
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| Palo Alto Networks (PANW) | 0.7 | $2.4M | 15k | 160.32 |
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| Arista Networks Com Shs (ANET) | 0.7 | $2.3M | 19k | 122.78 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.7 | $2.3M | -2% | 18k | 132.50 |
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| Johnson & Johnson (JNJ) | 0.6 | $2.0M | 8.2k | 244.45 |
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| McDonald's Corporation (MCD) | 0.6 | $2.0M | 6.3k | 310.81 |
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| Spdr Series Trust State Street Spd (SPYX) | 0.6 | $1.9M | 36k | 53.03 |
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| Tidal Trust I Fundstrat Granny (GRNY) | 0.6 | $1.9M | +6% | 78k | 23.87 |
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| Abbott Laboratories (ABT) | 0.5 | $1.7M | -3% | 16k | 102.67 |
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| Stryker Corporation (SYK) | 0.5 | $1.6M | 4.8k | 328.61 |
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| Tesla Motors (TSLA) | 0.5 | $1.5M | 4.2k | 371.75 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.5M | 5.0k | 294.19 |
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| Netflix (NFLX) | 0.5 | $1.5M | 15k | 96.15 |
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| Bristol Myers Squibb (BMY) | 0.4 | $1.3M | 22k | 60.65 |
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| Union Pacific Corporation (UNP) | 0.4 | $1.2M | 4.7k | 242.61 |
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| Hershey Company (HSY) | 0.3 | $1.1M | 5.2k | 207.87 |
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| Chipotle Mexican Grill (CMG) | 0.3 | $1.0M | 33k | 32.01 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.3 | $1.0M | 65k | 15.83 |
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| Church & Dwight (CHD) | 0.3 | $1.0M | 11k | 93.32 |
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| IDEXX Laboratories (IDXX) | 0.3 | $968k | 1.7k | 561.89 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $925k | 32k | 28.71 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $793k | 6.0k | 132.89 |
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| Broadcom (AVGO) | 0.2 | $792k | 2.6k | 309.56 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $787k | 1.8k | 426.47 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.2 | $771k | 7.1k | 108.98 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $765k | 6.8k | 113.11 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $729k | 1.6k | 446.54 |
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| salesforce (CRM) | 0.2 | $669k | 3.6k | 186.65 |
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| Wisdomtree Tr Us Smallcap Fund (EES) | 0.2 | $661k | -3% | 11k | 58.05 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $657k | 2.0k | 320.81 |
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| Listed Fds Tr Roundhill Magnif (MAGS) | 0.2 | $626k | -7% | 11k | 57.94 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.2 | $625k | -4% | 14k | 45.87 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $624k | 3.0k | 211.18 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $621k | 2.9k | 213.69 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $603k | 7.8k | 77.11 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.2 | $597k | -4% | 8.9k | 67.22 |
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| Strategy Cl A New (MSTR) | 0.2 | $591k | 4.7k | 124.80 |
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| Goldman Sachs (GS) | 0.2 | $524k | -2% | 619.00 | 845.96 |
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| Alliant Energy Corporation (LNT) | 0.2 | $514k | 7.2k | 71.76 |
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| Walt Disney Company (DIS) | 0.2 | $488k | -13% | 5.1k | 96.39 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $480k | 1.0k | 479.20 |
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| Pepsi (PEP) | 0.1 | $442k | 2.8k | 155.29 |
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| Home Depot (HD) | 0.1 | $417k | 1.3k | 328.93 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $396k | 1.9k | 203.77 |
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| Ishares Tr Esg Msci Kld 400 (DSI) | 0.1 | $388k | 3.2k | 121.18 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $386k | +25% | 2.4k | 161.75 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.1 | $381k | 6.1k | 62.56 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $368k | 1.9k | 192.92 |
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| CMS Energy Corporation (CMS) | 0.1 | $347k | 4.5k | 77.58 |
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| Eversource Energy (ES) | 0.1 | $329k | 4.8k | 69.28 |
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| Yum! Brands (YUM) | 0.1 | $316k | 2.0k | 155.49 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.1 | $294k | 15k | 19.78 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.1 | $279k | 1.2k | 237.62 |
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| Coca-Cola Company (KO) | 0.1 | $278k | -14% | 3.7k | 76.05 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $276k | -8% | 4.1k | 67.59 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $270k | 1.6k | 168.80 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $267k | 5.7k | 47.03 |
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| Procter & Gamble Company (PG) | 0.1 | $267k | -12% | 1.9k | 144.41 |
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| Entergy Corporation (ETR) | 0.1 | $264k | 2.3k | 112.34 |
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| Caterpillar (CAT) | 0.1 | $259k | -3% | 366.00 | 708.46 |
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| Digital Realty Trust (DLR) | 0.1 | $254k | 1.4k | 180.16 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $253k | 579.00 | 436.75 |
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| Wisdomtree Tr Cloud Computng (WCLD) | 0.1 | $237k | -6% | 8.7k | 27.32 |
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| Amphenol Corp Cl A (APH) | 0.1 | $235k | 1.9k | 126.35 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $213k | 1.5k | 145.92 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $211k | 1.4k | 146.61 |
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| Pacer Fds Tr Us Small Cap Cas (CALF) | 0.1 | $210k | -6% | 4.7k | 44.87 |
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| One Gas (OGS) | 0.1 | $210k | NEW | 2.4k | 86.15 |
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| DTE Energy Company (DTE) | 0.1 | $204k | NEW | 1.4k | 146.19 |
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| Perma-fix Environmental Svcs Com New (PESI) | 0.1 | $182k | 17k | 10.69 |
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Past Filings by Oxler Private Wealth
SEC 13F filings are viewable for Oxler Private Wealth going back to 2020
- Oxler Private Wealth 2026 Q1 filed April 28, 2026
- Oxler Private Wealth 2025 Q4 filed Jan. 23, 2026
- Oxler Private Wealth 2025 Q3 filed Nov. 3, 2025
- Oxler Private Wealth 2025 Q2 filed Aug. 13, 2025
- Oxler Private Wealth 2025 Q1 filed May 7, 2025
- Oxler Private Wealth 2024 Q4 filed Jan. 23, 2025
- Oxler Private Wealth 2024 Q3 filed Oct. 11, 2024
- Oxler Private Wealth 2024 Q2 filed July 30, 2024
- Oxler Private Wealth 2024 Q1 filed April 24, 2024
- Oxler Private Wealth 2023 Q4 filed Feb. 9, 2024
- Oxler Private Wealth 2023 Q3 filed Oct. 12, 2023
- Oxler Private Wealth 2023 Q2 filed Aug. 10, 2023
- Oxler Private Wealth 2023 Q1 filed May 10, 2023
- Oxler Private Wealth 2022 Q4 filed Feb. 13, 2023
- Oxler Private Wealth 2022 Q3 filed Nov. 15, 2022
- Oxler Private Wealth 2022 Q2 filed Aug. 15, 2022