Oxler Private Wealth LLC
All 13F Filings
- Location
- Rye Brook, NY
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 349,989
- 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 | 8/3/2026 | 93 | 349,989 | 13F-HR | Oxler Private Wealth LLC |
| Q1 2026 | 4/28/2026 | 92 | 319,421 | 13F-HR | Oxler Private Wealth LLC |
| Q4 2025 | 1/23/2026 | 90 | 345,360 | 13F-HR | Oxler Private Wealth LLC |
| Q3 2025 | 11/3/2025 | 90 | 343,725 | 13F-HR | Oxler Private Wealth LLC |
| Q2 2025 | 8/13/2025 | 86 | 318,197 | 13F-HR | Oxler Private Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 173.2 K | 49.5% | 8.839 K | 0 | 8.839 K |
| ETFs | 176.8 K | 50.5% | 21.73 K | 0 | 21.73 K |
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Fund Snapshot
Q2 2026
Latest filed
8/3/2026
Total value ($000)
349,989
Holdings
93
QoQ value change ($000)
30,568
(9.6%)
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.