Oxford Wealth Group, LLC

Q1 2026 13F-HR Holdings

Location
Orlando, FL
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
88
Total value ($000)
$183,059
Net value change ($000)
-22,605 (-11.0%)
New positions
8
Sold out positions
7
Turnover %
11.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/10/2026 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)
WCMI 5,892 NEW
FDL 4,648 NEW
FGD 4,182 NEW
IEMG 3,636 NEW
RWJ 2,660 77.3%
SDVY 2,558 150.7%
CIEN 586 55.2%
VRT 450 47.0%
TEX 390 NEW
ODFL 336 24.7%
Top Reduces (Value $000, Stocks/ETFs)
XLG -10,271 -82.0%
SPMO -10,098 -50.1%
VOOG -3,446 -89.0%
IVV -3,401 -88.9%
IVW -3,344 -83.9%
XMMO -1,197 -5.6%
BBLU -996 -12.5%
RDVI -959 -15.2%
QQQ -884 -10.5%
NVDA -871 -22.9%
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