Oxler Private Wealth LLC

Q1 2026 13F-HR Holdings

Location
Rye Brook, NY
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
92
Total value ($000)
$319,421
Net value change ($000)
-25,939 (-7.5%)
New positions
2
Sold out positions
0
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
OKE 835 24.5%
NOC 806 20.0%
GLD 795 8.6%
COST 455 14.5%
JNJ 315 18.6%
AMGN 214 7.4%
OGS 210 NEW
DTE 204 NEW
BMY 159 13.7%
HSY 142 15.0%
Top Reduces (Value $000, Stocks/ETFs)
IBIT -6,149 -22.4%
MSFT -3,503 -23.2%
QQQ -3,064 -6.3%
META -2,183 -13.3%
AMZN -2,075 -9.7%
VOO -2,022 -5.1%
GOOGL -1,278 -10.2%
GOOGL -959 -8.2%
NVDA -933 -6.0%
LLY -928 -14.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type