Oxford Wealth Group, LLC: 13F holdings
CIK 20070822026Q2
| Positions | 89 |
|---|
| Reported value | $223.5m |
|---|
| Filed | 2026-08-13 |
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Change since last quarter
| Positions | 89 (+1 vs prior quarter) |
|---|
| Reported value | $223.5m (+22.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| XMMO INVESCO EXCHANGE TRADED FD T | 138,113 | $23.5m | 10.5% |
| SPMO INVESCO EXCH TRADED FD TR II | 87,176 | $14.1m | 6.3% |
| EA SERIES TRUST | 542,397 | $8.9m | 4.0% |
| QQQ INVESCO QQQ TR | 11,997 | $8.8m | 4.0% |
| WCMI FIRST TR EXCHANGE-TRADED FD | 426,643 | $8.3m | 3.7% |
| RWJ INVESCO EXCH TRADED FD TR II | 125,860 | $7.5m | 3.3% |
| RDVI FIRST TR EXCHANGE-TRADED FD | 248,184 | $7.3m | 3.3% |
| RWL INVESCO EXCH TRADED FD TR II | 54,367 | $6.9m | 3.1% |
| COWZ PACER FDS TR | 103,298 | $6.4m | 2.9% |
| FE FIRST TR EXCHANGE-TRADED FD | 124,182 | $6.0m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2007082")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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