Oxler Private Wealth LLC
All 13F Filings
- Location
- Rye Brook, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 345,360
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| 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 | 291 K | 84.3% | 3.407 K | 0 | 3.407 K |
| ETFs | 54.37 K | 15.7% | 0 | 1.778 K | -1.778 K |
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Fund Snapshot
Q4 2025
Latest filed
1/23/2026
Total value ($000)
345,360
Holdings
90
QoQ value change ($000)
1,635
(0.5%)
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.