Oliver Luxxe Assets LLC
All 13F Filings
- Location
- Gladstone, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 680,342
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/9/2026 | 199 | 680,342 | 13F-HR | Oliver Luxxe Assets LLC |
| Q1 2026 | 4/8/2026 | 200 | 667,861 | 13F-HR | Oliver Luxxe Assets LLC |
| Q4 2025 | 1/8/2026 | 189 | 656,929 | 13F-HR | Oliver Luxxe Assets LLC |
| Q3 2025 | 10/24/2025 | 182 | 631,675 | 13F-HR | Oliver Luxxe Assets LLC |
| Q2 2025 | 7/14/2025 | 182 | 560,369 | 13F-HR | Oliver Luxxe Assets LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.547 K
(0.2% of total reported value)
· QoQ Δ:
+1.547 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 597.3 K | 88.0% | 8.83 K | 0 | 8.83 K |
| ETFs | 76.91 K | 11.3% | 1.16 K | 0 | 1.16 K |
| Other | 4.545 K | 0.7% | 944 | 0 | 944 |
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Fund Snapshot
Q2 2026
Latest filed
7/9/2026
Total value ($000)
680,342
Holdings
199
QoQ value change ($000)
12,481
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.