SEC Form 13F

Oxford Wealth Group, LLC 13F Holdings

Inspect Oxford Wealth Group, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-14T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-14
Reported value
$223,547,320
Positions
89

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Step 1 of 3

Disclosed positions

Oxford Wealth Group, LLC: source evidence dated 2026-08-14T03:59:59.999Z.

Issuer
INVESCO EXCHANGE TRADED FD T
Ticker
XMMO
Class
S&P MDCP MOMNTUM
Reported value
$23,498,509
Reported amount
138,113
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001765380-26-000376
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Step 3 of 3

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Disclosed positions

See the complete disclosed positions

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INVESCO EXCHANGE TRADED FD TXMMOS&P MDCP MOMNTUM$23,498,509138,113SHNone
INVESCO EXCH TRADED FD TR IISPMOS&P 500 MOMNTM$14,082,35687,176SHNone
EA SERIES TRUSTBBLUBRIDGEWAY BLUE$8,949,552542,397SHNone
INVESCO QQQ TRQQQUNIT SER 1$8,834,80111,997SHNone
FIRST TR EXCHANGE-TRADED FDWCMIWCM INTL EQUITY$8,349,396426,643SHNone
INVESCO EXCH TRADED FD TR IIRWJS&P SMALLCAP 600$7,488,697125,860SHNone
FIRST TR EXCHANGE-TRADED FDRDVIFT VEST RIS$7,296,601248,184SHNone
INVESCO EXCH TRADED FD TR IIRWLS&P 500 REVENUE$6,945,92754,367SHNone
PACER FDS TRCOWZUS CASH COWS 100$6,425,113103,298SHNone
FIRST TR EXCHANGE-TRADED FDFDLSHS$6,042,685124,182SHNone
FIRST TR EXCHANGE TRADED FDSDVYSMID RISNG ETF$5,798,770134,417SHNone
FIRST TR EXCHANGE-TRADED FDFGDDJ GLBL DIVID$5,408,092169,056SHNone
ISHARES INCIEMGCORE MSCI EMKT$5,156,48462,246SHNone
FIRST TR EXCHANGE TRADED FDAIRRRBA INDL ETF$5,101,90238,288SHNone
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$4,992,6047,269SHNone
FIDELITY COVINGTON TRUSTFTECMSCI INFO TECH I$4,988,35117,467SHNone
FIRST TR EXCHANGE-TRADED FDGRIDNASDQ CLN EDGE$4,956,34825,848SHNone
ISHARES TRMTUMMSCI USA MMENTM$4,692,01013,686SHNone
SELECT SECTOR SPDR TRXLKSTATE STREET TEC$4,690,32424,619SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$4,510,12352,358SHNone
VANGUARD WORLD FDMGKMEGA GRWTH IND$4,440,88850,516SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$4,400,60511,892SHNone
GLOBAL X FDSPAVEUS INFR DEV ETF$4,338,78273,639SHNone
APPLE INCAAPLCOM$4,178,56214,441SHNone
INVESCO EXCHANGE TRADED FD TXSMOS&P SMLCP MOMENT$4,027,63143,016SHNone
META PLATFORMS INCMETACL A$3,630,3046,445SHNone
NVIDIA CORPORATIONNVDACOM$3,105,65915,521SHNone
ALPHABET INCGOOGLCAP STK CL A$3,051,1928,538SHNone
ELI LILLY & COLLYCOM$2,843,9012,371SHNone
AMAZON COM INCAMZNCOM$2,101,4448,817SHNone
INVESCO EXCHANGE TRADED FD TXLGS&P 500 TOP 50$2,079,04433,955SHNone
CIENA CORPCIENCOM NEW$2,007,3724,092SHNone
OLD DOMINION FREIGHT LINE INODFLCOM$1,881,1718,685SHNone
VERTIV HOLDINGS COVRTCOM CL A$1,749,8055,226SHNone
MICROSOFT CORPMSFTCOM$1,586,0264,252SHNone
ALPHABET INCGOOGCAP STK CL C$1,329,0463,761SHNone
CITIGROUP INCCCOM NEW$1,267,5959,057SHNone
MERCK & CO INCMRKCOM$1,172,5939,125SHNone
JPMORGAN CHASE & COJPMCOM$1,109,4563,389SHNone
APPLIED MATLS INCAMATCOM$1,066,5681,475SHNone
COSTCO WHOLESALE CORPORATIONCOSTCOM$1,036,0751,108SHNone
ASML HLDG NVASMLN Y REGISTRY SHS$919,121462SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$894,2231,197SHNone
TESLA INCTSLACOM$885,3632,105SHNone
NETFLIX INC.NFLXCOM$773,76210,837SHNone
ROBINHOOD MKTS INCHOODCOM CL A$764,7357,626SHNone
BROADCOM INCAVGOCOM$696,6601,844SHNone
WALMART INCWMTCOM$685,7896,055SHNone
JOHNSON & JOHNSONJNJCOM$679,9362,677SHNone
MORGAN STANLEYMSCOM NEW$678,5713,246SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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