Oxford Wealth Group

Oxford Wealth Group as of June 30, 2026

Portfolio Holdings for Oxford Wealth Group

Oxford Wealth Group holds 89 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 10.5 $24M 138k 170.14
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 6.3 $14M 87k 161.54
Ea Series Trust Bridgeway Blue (BBLU) 4.0 $8.9M 542k 16.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 4.0 $8.8M 12k 736.42
First Tr Exchange-traded Wcm Intl Equity (WCMI) 3.7 $8.3M 427k 19.57
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 3.3 $7.5M 126k 59.50
First Tr Exchange-traded Ft Vest Ris (RDVI) 3.3 $7.3M 248k 29.40
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 3.1 $6.9M 54k 127.76
Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.9 $6.4M 103k 62.20
First Tr Exchange-traded SHS (FDL) 2.7 $6.0M 124k 48.66
First Tr Exchange Traded Smid Risng Etf (SDVY) 2.6 $5.8M 134k 43.14
First Tr Exchange-traded Dj Glbl Divid (FGD) 2.4 $5.4M 169k 31.99
Ishares Core Msci Emkt (IEMG) 2.3 $5.2M 62k 82.84
First Tr Exchange Traded Rba Indl Etf (AIRR) 2.3 $5.1M 38k 133.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $5.0M 7.3k 686.84
Fidelity Covington Trust Msci Info Tech I (FTEC) 2.2 $5.0M 18k 285.59
First Tr Exchange-traded Nasdq Cln Edge (GRID) 2.2 $5.0M 26k 191.75
Ishares Tr Msci Usa Mmentm (MTUM) 2.1 $4.7M 14k 342.83
Select Sector Spdr Tr State Street Tec (XLK) 2.1 $4.7M 25k 190.52
Vanguard Index Fds Growth Etf (VUG) 2.0 $4.5M 52k 86.14
Vanguard World Mega Grwth Ind (MGK) 2.0 $4.4M 51k 87.91
Vanguard Index Fds Total Stk Mkt (VTI) 2.0 $4.4M 12k 370.05
Global X Fds Us Infr Dev Etf (PAVE) 1.9 $4.3M 74k 58.92
Apple (AAPL) 1.9 $4.2M 14k 289.35
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.8 $4.0M 43k 93.63
Meta Platforms Cl A (META) 1.6 $3.6M 6.4k 563.27
NVIDIA Corporation (NVDA) 1.4 $3.1M 16k 200.09
Alphabet Cap Stk Cl A (GOOGL) 1.4 $3.1M 8.5k 357.37
Eli Lilly & Co. (LLY) 1.3 $2.8M 2.4k 1199.45
Amazon (AMZN) 0.9 $2.1M 8.8k 238.34
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.9 $2.1M 34k 61.23
Ciena Corp Com New (CIEN) 0.9 $2.0M 4.1k 490.56
Old Dominion Freight Line (ODFL) 0.8 $1.9M 8.7k 216.60
Vertiv Holdings Com Cl A (VRT) 0.8 $1.7M 5.2k 334.83
Microsoft Corporation (MSFT) 0.7 $1.6M 4.3k 373.01
Alphabet Cap Stk Cl C (GOOG) 0.6 $1.3M 3.8k 353.38
Citigroup Com New (C) 0.6 $1.3M 9.1k 139.96
Merck & Co (MRK) 0.5 $1.2M 9.1k 128.50
JPMorgan Chase & Co. (JPM) 0.5 $1.1M 3.4k 327.37
Applied Materials (AMAT) 0.5 $1.1M 1.5k 723.10
Costco Wholesale Corporation (COST) 0.5 $1.0M 1.1k 935.09
Asml Hldg Nv N Y Registry Shs (ASML) 0.4 $919k 462.00 1989.44
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $894k 1.2k 747.05
Tesla Motors (TSLA) 0.4 $885k 2.1k 420.60
Netflix (NFLX) 0.3 $774k 11k 71.40
Robinhood Mkts Com Cl A (HOOD) 0.3 $765k 7.6k 100.28
Broadcom (AVGO) 0.3 $697k 1.8k 377.80
Wal-Mart Stores (WMT) 0.3 $686k 6.1k 113.26
Johnson & Johnson (JNJ) 0.3 $680k 2.7k 253.99
Morgan Stanley Com New (MS) 0.3 $679k 3.2k 209.05
Global X Fds Adaptive Us (AUSF) 0.3 $652k 13k 48.86
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $650k 4.7k 137.54
Home Depot (HD) 0.3 $646k 1.8k 352.66
Goldman Sachs (GS) 0.3 $643k 636.00 1011.70
Hewlett Packard Enterprise (HPE) 0.3 $631k 14k 45.11
Oracle Corporation (ORCL) 0.3 $615k 4.2k 146.54
Nextera Energy (NEE) 0.3 $598k 6.8k 87.77
Palo Alto Networks (PANW) 0.3 $578k 1.7k 341.02
Spdr Series Trust State Street Spd (BIL) 0.3 $577k 6.3k 91.64
Pfizer (PFE) 0.2 $494k 21k 24.08
Halozyme Therapeutics (HALO) 0.2 $482k 6.2k 78.27
Granite Construction (GVA) 0.2 $469k 3.0k 158.09
Palantir Technologies Cl A (PLTR) 0.2 $449k 3.8k 116.67
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.2 $442k 5.4k 82.62
Terex Corporation (TEX) 0.2 $437k 6.0k 72.40
Interactive Brokers Group In Com Cl A (IBKR) 0.2 $435k 5.0k 87.05
Fifth Third Ban (FITB) 0.2 $418k 7.4k 56.37
Raytheon Technologies Corp (RTX) 0.2 $408k 2.1k 189.76
Laureate Ed Common Stock (LAUR) 0.2 $399k 11k 36.32
Lam Research Corp Com New (LRCX) 0.2 $395k 911.00 433.38
Ishares Tr Core S&p500 Etf (IVV) 0.2 $384k 512.00 749.17
Visa Com Cl A (V) 0.2 $368k 1.1k 343.23
salesforce (CRM) 0.2 $363k 2.3k 156.67
Corcept Therapeutics Incorporated (CORT) 0.2 $356k 4.1k 86.95
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $335k 2.9k 117.09
UnitedHealth (UNH) 0.1 $317k 763.00 415.36
Amgen (AMGN) 0.1 $311k 859.00 362.28
Cheniere Energy Com New (LNG) 0.1 $308k 1.3k 239.04
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $294k 3.1k 95.98
Pvh Corporation (PVH) 0.1 $288k 3.9k 74.26
Mastercard Incorporated Cl A (MA) 0.1 $286k 556.00 513.64
Nxp Semiconductors N V (NXPI) 0.1 $281k 1.0k 281.03
Allegion Ord Shs (ALLE) 0.1 $281k 2.0k 140.49
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.1 $255k 533.00 477.57
Intuitive Surgical Com New (ISRG) 0.1 $244k 613.00 397.68
Wayside Technology (CLMB) 0.1 $238k 10k 23.21
Lockheed Martin Corporation (LMT) 0.1 $221k 433.00 509.46
Ishares Tr Ishares Semicdtr (SOXX) 0.1 $212k 331.00 640.48
Vanguard Index Fds Value Etf (VTV) 0.1 $200k 918.00 218.03