Oxford Wealth Group, LLC

Q2 2026 13F-HR Holdings

Location
Orlando, FL
Holdings as of
6/30/2026
Date filed
8/13/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$223,547
Net value change ($000)
+40,488 (22.1%)
New positions
6
Sold out positions
5
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPMO 4,021 40.0%
XMMO 3,495 17.5%
WCMI 2,457 41.7%
BBLU 2,005 28.9%
RDVI 1,932 36.0%
RWL 1,619 30.4%
SDVY 1,544 36.3%
IEMG 1,520 41.8%
FTEC 1,423 39.9%
FDL 1,395 30.0%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,122 -100.0%
COWZ -983 -13.3%
CCL -345 -100.0%
VZ -287 -100.0%
NFLX -257 -24.9%
GLD -223 -100.0%
XLG -179 -7.9%
PFE -167 -25.3%
PLTR -144 -24.3%
BABA -113 -27.8%
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