account_balance
Investment manager · 13F filer · SEC CIK 2007082
Oxford Wealth Group, LLC
Reported value$242Mas of Sep 30, 2026
Positions96 8 new, 1 sold out
Top 10 weight41.4%XMMO alone is 8%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
XMMOInvesco Exchange Traded Fd T
7.9%Trimmed −6%
SPMOInvesco Exch Traded Fd Tr II
5.6%Added +3%
BBLUEa Series Trust
4.5%Added +17%
WCMIFirst Tr Exchange-Traded Fd
4.1%Added +22%
QQQInvesco QQQ Tr
3.8%Added +5%
RWLInvesco Exch Traded Fd Tr II
3.3%Added +14%
RDVIFirst Tr Exchange-Traded Fd
3.2%Added +13%
RWJInvesco Exch Traded Fd Tr II
3.2%Added +9%
FDLFirst Tr Exchange-Traded Fd
3.0%Added +19%
FGDFirst Tr Exchange-Traded Fd
2.7%Added +18%
COWZPacer FDS Tr
2.6%Trimmed −8%
SDVYFirst Tr Exchange Traded Fd
2.6%Added +15%
XMMOInvesco Exchange Traded Fd T
7.9%Trimmed −6%
SPMOInvesco Exch Traded Fd Tr II
5.6%Added +3%
BBLUEa Series Trust
4.5%+17%
WCMIFirst Tr Exchange-Traded Fd
4.1%+22%
QQQInvesco QQQ Tr
3.8%+5%
RWLInvesco Exch Traded Fd Tr II
3.3%
RDVIFirst Tr Exchange-Traded Fd
3.2%
RWJInvesco Exch Traded Fd Tr II
3.2%
FDLFirst Tr Exchange-Traded Fd
3.0%
FGD2.7%
COWZ
SDVY
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
XMMO Invesco Exchange Traded Fd T 7.9% Trimmed −6%
SPMO Invesco Exch Traded Fd Tr II 5.6% Added +3%
BBLU Ea Series Trust 4.5% Added +17%
WCMI First Tr Exchange-Traded Fd 4.1% Added +22%
QQQ Invesco QQQ Tr 3.8% Added +5%
RWL Invesco Exch Traded Fd Tr II 3.3% Added +14%
RDVI First Tr Exchange-Traded Fd 3.2% Added +13%
RWJ Invesco Exch Traded Fd Tr II 3.2% Added +9%
FDL First Tr Exchange-Traded Fd 3.0% Added +19%
FGD First Tr Exchange-Traded Fd 2.7% Added +18%
COWZ Pacer FDS Tr 2.6% Trimmed −8%
SDVY First Tr Exchange Traded Fd 2.6% Added +15%
What changed
Biggest moves since Jun 30, 2026
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