Oxler Private Wealth LLC

CIK

1846002

Location

Rye Brook, NY

Portfolio Value

Small $239,044,807

Diversification

Diversified

Filing Date

Global Rank

#3,848 / 8,605 ▼ 69 · as of Mar 2026

Top Industry

Internet Content & Information 17.1%

3Y Alpha vs SPY

-3.2%

Period ended 3 months ago

Filed Apr 28, 2026 · 2mo

22 quarters · since Dec 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.2%

SPY

+76.5%

Annualised alpha

-3.1%

Max drawdown

−19.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

19.1%

+0.4 pts

Top 5

48.2%

−1.5 pts

Top 10

71.3%

−1.6 pts

HHI

726

Diversified−19

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	37.7%	$90,208,363	5
Technology	18.2%	$43,481,400	9
Communication Services	11.9%	$28,327,582	5
Healthcare	10.5%	$25,073,883	10
Consumer Cyclical	10.3%	$24,679,440	6
Financial Services	3.1%	$7,446,563	5
Industrials	2.8%	$6,793,010	5
Consumer Defensive	2.8%	$6,674,094	6
Energy	1.8%	$4,238,658	1
Utilities	0.8%	$1,867,899	6
Real Estate	0.1%	$253,915	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBIT	iShares Bitcoin Trust ETF	+1,736	555,190	$21,330,399
ETHA	iShares Ethereum Trust ETF	+746	65,208	$1,032,242
OKE	Oneok Inc /New/	+580	46,893	$4,238,658
NVDA	Nvidia Corp	+437	83,835	$14,620,824
CMCSA	Comcast Corp	+346	32,209	$924,720
BMY	Bristol Myers Squibb Co	+240	21,733	$1,318,106
ABBV	AbbVie Inc.	+121	17,314	$3,765,621
AMZN	Amazon Com Inc	+100	93,074	$19,384,521
MSFT	Microsoft Corp	+93	31,269	$11,574,845
AAPL	Apple Inc.	+75	40,475	$10,272,150
TSLA	Tesla, Inc.	+62	4,162	$1,547,223
MSTR	Strategy Inc	+58	4,736	$591,052
ES	Eversource Energy	+45	4,750	$329,080
JNJ	Johnson & Johnson	+36	8,208	$2,006,363
HSY	Hershey Co	+35	5,230	$1,087,264
MCD	Mcdonalds Corp	+35	6,341	$1,970,719
UNP	Union Pacific Corp	+25	4,748	$1,151,959
CMS	Cms Energy Corp	+24	4,477	$347,325
DLR	Digital Realty Trust, Inc.	+21	1,409	$253,915
NOC	Northrop Grumman Corp /De/	+20	7,083	$4,832,305
JPM	Jpmorgan Chase & Co	+17	5,041	$1,482,860
ETR	Entergy Corp /De/	+15	2,349	$263,933
LLY	ELI LILLY & Co	+10	6,059	$5,572,886
YUM	Yum Brands Inc	+8	2,033	$316,090
HD	Home Depot, Inc.	+7	1,269	$417,361
No positions match the current search.

Trimmed

Positions the filer reduced

18 positions

Ticker	Company	Δ Shares	Shares	Value
GOOGL	Alphabet Inc.	−904	39,099	$11,243,308
DIS	Walt Disney Co	−823	5,062	$487,875
ABT	Abbott Laboratories	−667	16,439	$1,687,792
KO	Coca Cola Co	−628	3,656	$278,038
PG	PROCTER & GAMBLE Co	−266	1,851	$267,358
QQQ	Invesco Qqq Trust, Series 1	−194	79,310	$45,776,145
TMO	Thermo Fisher Scientific Inc.	−194	8,824	$4,337,260
LNT	Alliant Energy Corp	−120	7,156	$513,514
SPY	Spdr S&P 500 ETF Trust	−110	18,467	$12,009,828
CHD	Church & Dwight Co Inc /De/	−77	10,875	$1,014,855
V	Visa Inc.	−38	15,440	$4,666,585
COST	Costco Wholesale Corp /New	−32	3,597	$3,584,158
PEP	Pepsico Inc	−23	2,849	$442,421
SYK	Stryker Corp	−16	4,786	$1,572,631
GS	Goldman Sachs Group Inc	−15	619	$523,667
CAT	Caterpillar Inc	−12	366	$259,296
CRM	Salesforce, Inc.	−11	3,585	$669,211
AMGN	Amgen Inc	−10	8,857	$3,116,335
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
OGS	ONE Gas, Inc.	2,439	$210,071
DTE	Dte Energy Co	1,395	$203,976
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

59 positions · $239,044,807 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
QQQ	Invesco Qqq Trust, Series 1	Reduced	79,310	-194	$45,776,145	−6.3%	19.15%
IBIT	iShares Bitcoin Trust ETF	Added	555,190	+1,736	$21,330,399	−22.4%	8.92%
AMZN	Amazon Com Inc Consumer Cyclical	Added	93,074	+100	$19,384,521	−9.7%	8.11%
NVDA	Nvidia Corp Technology	Added	83,835	+437	$14,620,824	−6.0%	6.12%
META	Meta Platforms, Inc. Communication Services	Added	24,834	+2	$14,208,276	−13.3%	5.94%
SPY	Spdr S&P 500 ETF Trust	Reduced	18,467	-110	$12,009,828	−5.2%	5.02%
MSFT	Microsoft Corp Technology	Added	31,269	+93	$11,574,845	−23.2%	4.84%
GOOGL	Alphabet Inc. Communication Services	Reduced	39,099	-904	$11,243,308	−10.2%	4.70%
AAPL	Apple Inc. Technology	Added	40,475	+75	$10,272,150	−6.5%	4.30%
GLD	Spdr Gold Trust	Held	23,379	0	$10,059,749	+8.6%	4.21%
LLY	ELI LILLY & Co Healthcare	Added	6,059	+10	$5,572,886	−14.3%	2.33%
NOC	Northrop Grumman Corp /De/ Industrials	Added	7,083	+20	$4,832,305	+20.0%	2.02%
V	Visa Inc. Financial Services	Reduced	15,440	-38	$4,666,585	−14.0%	1.95%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	8,824	-194	$4,337,260	−17.0%	1.81%
OKE	Oneok Inc /New/ Energy	Added	46,893	+580	$4,238,658	+24.5%	1.77%
ABBV	AbbVie Inc. Healthcare	Added	17,314	+121	$3,765,621	−4.1%	1.58%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	3,597	-32	$3,584,158	+14.5%	1.50%
AMGN	Amgen Inc Healthcare	Reduced	8,857	-10	$3,116,335	+7.4%	1.30%
PANW	Palo Alto Networks Inc Technology	Held	14,940	0	$2,395,180	−13.0%	1.00%
ANET	Arista Networks, Inc. Technology	Held	18,992	0	$2,331,837	−6.3%	0.98%
JNJ	Johnson & Johnson Healthcare	Added	8,208	+36	$2,006,363	+18.6%	0.84%
MCD	Mcdonalds Corp Consumer Cyclical	Added	6,341	+35	$1,970,719	+2.3%	0.82%
ABT	Abbott Laboratories Healthcare	Reduced	16,439	-667	$1,687,792	−21.2%	0.71%
SYK	Stryker Corp Healthcare	Reduced	4,786	-16	$1,572,631	−6.8%	0.66%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,162	+62	$1,547,223	−16.1%	0.65%
JPM	Jpmorgan Chase & Co Financial Services	Added	5,041	+17	$1,482,860	−8.4%	0.62%
NFLX	Netflix Inc Communication Services	Held	15,220	0	$1,463,403	+2.5%	0.61%
BMY	Bristol Myers Squibb Co Healthcare	Added	21,733	+240	$1,318,106	+13.7%	0.55%
UNP	Union Pacific Corp Industrials	Added	4,748	+25	$1,151,959	+5.4%	0.48%
HSY	Hershey Co Consumer Defensive	Added	5,230	+35	$1,087,264	+15.0%	0.45%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Held	32,600	0	$1,043,526	−13.5%	0.44%
ETHA	iShares Ethereum Trust ETF	Added	65,208	+746	$1,032,242	−28.6%	0.43%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	10,875	-77	$1,014,855	+10.5%	0.42%
IDXX	Idexx Laboratories Inc /De Healthcare	Held	1,723	0	$968,136	−16.9%	0.41%
CMCSA	Comcast Corp Communication Services	Added	32,209	+346	$924,720	+3.6%	0.39%
AVGO	Broadcom Inc. Technology	Added	2,557	+5	$791,417	−10.4%	0.33%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Held	1,632	0	$728,753	−1.5%	0.30%
CRM	Salesforce, Inc. Technology	Reduced	3,585	-11	$669,211	−29.8%	0.28%
MSTR	Strategy Inc Technology	Added	4,736	+58	$591,052	−16.8%	0.25%
GS	Goldman Sachs Group Inc Financial Services	Reduced	619	-15	$523,667	−6.0%	0.22%
LNT	Alliant Energy Corp Utilities	Reduced	7,156	-120	$513,514	+8.6%	0.21%
DIS	Walt Disney Co Communication Services	Reduced	5,062	-823	$487,875	−27.1%	0.20%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	1,001	0	$479,679	−4.7%	0.20%
PEP	Pepsico Inc Consumer Defensive	Reduced	2,849	-23	$442,421	+7.3%	0.19%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,269	+7	$417,361	−3.9%	0.17%
RTX	RTX Corp Industrials	Added	1,906	+4	$367,667	+5.4%	0.15%
CMS	Cms Energy Corp Utilities	Added	4,477	+24	$347,325	+11.5%	0.15%
ES	Eversource Energy Utilities	Added	4,750	+45	$329,080	+3.9%	0.14%
YUM	Yum Brands Inc Consumer Cyclical	Added	2,033	+8	$316,090	+3.2%	0.13%
BMNR	Bitmine Immersion Technologies, Inc. Financial Services	Held	14,852	0	$293,772	−27.1%	0.12%