Oxford Wealth Group, LLC

CIK

2007082

Location

ORLANDO, FL

Portfolio Value

Micro $67,112,002

Diversification

Diversified

Filing Date

Global Rank

#6,580 / 8,517 ▲ 530

Top Industry

Internet Content & Information 15.5%

3Y Alpha vs SPY

+33.0%

Period ended 47 days ago

Filed Aug 13, 2026 · 3d

7 quarters · since Mar 2024

Clone Performance

May 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+153.5%

SPY

+46.5%

Annualised alpha

+32.6%

Max drawdown

−21.0%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 7 quarters. Past performance does not predict future results.

Portfolio Concentration

58 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.2%

−0.2 pts

Top 5

38.9%

+0.8 pts

Top 10

56.7%

+2.6 pts

HHI

460

Diversified+18

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	25.9%	$17,362,834	16
Unclassified	23.0%	$15,407,222	4
Communication Services	13.1%	$8,784,264	3
Healthcare	10.3%	$6,901,343	9
Financial Services	8.9%	$5,969,665	9
Industrials	8.1%	$5,445,901	7
Consumer Cyclical	6.3%	$4,213,913	5
Consumer Defensive	3.2%	$2,120,864	3
Utilities	0.9%	$598,152	1
Energy	0.5%	$307,844	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
WMT	Walmart Inc.	+561	6,055	$685,789
SPY	Spdr S&P 500 ETF Trust	+528	1,197	$893,883
AAPL	Apple Inc.	+314	14,441	$4,178,647
MSFT	Microsoft Corp	+251	4,252	$1,586,081
JNJ	Johnson & Johnson	+247	2,677	$679,877
MRK	Merck & Co., Inc.	+155	9,125	$1,172,562
HD	Home Depot, Inc.	+127	1,831	$645,757
NFLX	Netflix Inc	+112	10,837	$773,761
AVGO	Broadcom Inc.	+56	1,844	$696,571
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	−2,996	20,531	$494,386
HPE	Hewlett Packard Enterprise Co	−2,106	13,977	$630,502
NVDA	Nvidia Corp	−1,331	15,521	$3,105,596
LAUR	Laureate Education, Inc.	−1,071	10,974	$398,575
QQQ	Invesco Qqq Trust, Series 1	−1,033	11,997	$8,834,590
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	−1,017	6,295	$576,873
AMZN	Amazon Com Inc	−828	8,817	$2,101,443
C	Citigroup Inc	−781	9,057	$1,267,617
FITB	Fifth Third Bancorp	−680	7,414	$417,927
TEX	Terex Corp	−564	6,038	$437,090
HALO	Halozyme Therapeutics, Inc.	−561	6,162	$482,299
IBKR	Interactive Brokers Group, Inc.	−515	4,997	$434,938
GOOGL	Alphabet Inc.	−476	12,299	$4,380,099
HOOD	Robinhood Markets, Inc.	−399	7,626	$764,735
VRT	Vertiv Holdings Co	−389	5,226	$1,749,769
GVA	Granite Construction Inc	−331	2,965	$468,707
ORCL	Oracle Corp	−280	4,197	$615,070
PVH	Pvh Corp. /De/	−233	3,871	$287,460
AMAT	Applied Materials Inc /De	−231	1,475	$1,066,425
PLTR	Palantir Technologies Inc.	−202	3,844	$448,479
BABA	Alibaba Group Holding Ltd	−180	3,062	$293,890
LNG	Cheniere Energy, Inc.	−177	1,288	$307,844
CLMB	Climb Global Solutions, Inc.	−159	10,273	$238,436
CIEN	Ciena Corp	−153	4,092	$2,007,371
PANW	Palo Alto Networks Inc	−136	1,694	$577,687
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
AIRR	First Trust RBA American Industrial Renaissance ETF	38,288	$5,101,876
NEE	Nextera Energy Inc	6,815	$598,152
CORT	Corcept Therapeutics Inc	4,099	$356,408
NXPI	NXP Semiconductors N.V.	1,000	$281,030
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	6,611	$1,121,622
CCL	Carnival Corp Ltd.	13,334	$345,083
VZ	Verizon Communications Inc	5,712	$286,742
GLD	Spdr Gold Trust	518	$222,890
GAB	Gabelli Equity Trust Inc	16,734	$93,710
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 tracked positions · $67,112,002 total · filing declares 89 positions · $223,547,320 · as of Jun 30, 2026

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

Showing 1–50 of 58 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	11,997	-1,033	$8,834,590	+17.5%	13.16%
AIRR	First Trust RBA American Industrial Renaissance ETF	NEW	38,288	NEW	$5,101,876	NEW	7.60%
GOOGL	Alphabet Inc. Communication Services	Reduced	12,299	-476	$4,380,099	+19.3%	6.53%
AAPL	Apple Inc. Technology	Added	14,441	+314	$4,178,647	+16.5%	6.23%
META	Meta Platforms, Inc. Communication Services	Reduced	6,445	-26	$3,630,404	−1.9%	5.41%
NVDA	Nvidia Corp Technology	Reduced	15,521	-1,331	$3,105,596	+5.7%	4.63%
LLY	ELI LILLY & Co Healthcare	Reduced	2,371	-7	$2,843,848	+30.0%	4.24%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,817	-828	$2,101,443	+4.6%	3.13%
CIEN	Ciena Corp Technology	Reduced	4,092	-153	$2,007,371	+21.8%	2.99%
ODFL	Old Dominion Freight Line, Inc. Industrials	Reduced	8,685	-7	$1,881,171	+10.8%	2.80%
VRT	Vertiv Holdings Co Industrials	Reduced	5,226	-389	$1,749,769	+24.4%	2.61%
MSFT	Microsoft Corp Technology	Added	4,252	+251	$1,586,081	+7.1%	2.36%
C	Citigroup Inc Financial Services	Reduced	9,057	-781	$1,267,617	+13.6%	1.89%
MRK	Merck & Co., Inc. Healthcare	Added	9,125	+155	$1,172,562	+8.7%	1.75%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	3,389	-109	$1,109,321	+7.8%	1.65%
AMAT	Applied Materials Inc /De Technology	Reduced	1,475	-231	$1,066,425	+82.9%	1.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	1,108	-27	$1,036,500	−8.4%	1.54%
ASML	Asml Holding NV Technology	Reduced	462	-41	$919,121	+38.3%	1.37%
SPY	Spdr S&P 500 ETF Trust	Added	1,197	+528	$893,883	+105.5%	1.33%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,105	-112	$885,363	+7.4%	1.32%
NFLX	Netflix Inc Communication Services	Added	10,837	+112	$773,761	−25.0%	1.15%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	7,626	-399	$764,735	+37.5%	1.14%
AVGO	Broadcom Inc. Technology	Added	1,844	+56	$696,571	+25.9%	1.04%
WMT	Walmart Inc. Consumer Defensive	Added	6,055	+561	$685,789	+0.4%	1.02%
JNJ	Johnson & Johnson Healthcare	Added	2,677	+247	$679,877	+14.5%	1.01%
MS	Morgan Stanley Financial Services	Reduced	3,246	-54	$678,543	+24.9%	1.01%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,831	+127	$645,757	+15.2%	0.96%
GS	Goldman Sachs Group Inc Financial Services	Reduced	636	-23	$643,231	+15.4%	0.96%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	13,977	-2,106	$630,502	+64.6%	0.94%
ORCL	Oracle Corp Technology	Reduced	4,197	-280	$615,070	−6.6%	0.92%
NEE	Nextera Energy Inc Utilities	NEW	6,815	NEW	$598,152	NEW	0.89%
PANW	Palo Alto Networks Inc Technology	Reduced	1,694	-136	$577,687	+96.9%	0.86%
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	Reduced	6,295	-1,017	$576,873	−13.9%	0.86%
PFE	Pfizer Inc Healthcare	Reduced	20,531	-2,996	$494,386	−25.2%	0.74%
HALO	Halozyme Therapeutics, Inc. Healthcare	Reduced	6,162	-561	$482,299	+11.0%	0.72%
GVA	Granite Construction Inc Industrials	Reduced	2,965	-331	$468,707	+18.6%	0.70%
PLTR	Palantir Technologies Inc. Technology	Reduced	3,844	-202	$448,479	−24.2%	0.67%
TEX	Terex Corp Industrials	Reduced	6,038	-564	$437,090	+12.0%	0.65%
IBKR	Interactive Brokers Group, Inc. Financial Services	Reduced	4,997	-515	$434,938	+17.6%	0.65%
FITB	Fifth Third Bancorp Financial Services	Reduced	7,414	-680	$417,927	+11.1%	0.62%
RTX	RTX Corp Industrials	Reduced	2,149	-65	$407,729	−4.5%	0.61%
LAUR	Laureate Education, Inc. Consumer Defensive	Reduced	10,974	-1,071	$398,575	−5.0%	0.59%
LRCX	Lam Research Corp Technology	Reduced	911	-74	$394,763	+87.6%	0.59%
V	Visa Inc. Financial Services	Reduced	1,072	-73	$367,792	+6.3%	0.55%
CRM	Salesforce, Inc. Technology	Reduced	2,314	-115	$362,511	−20.0%	0.54%
CORT	Corcept Therapeutics Inc Healthcare	NEW	4,099	NEW	$356,408	NEW	0.53%
UNH	Unitedhealth Group Inc Healthcare	Reduced	763	-37	$317,125	+46.5%	0.47%
AMGN	Amgen Inc Healthcare	Reduced	859	-87	$311,061	−6.5%	0.46%
LNG	Cheniere Energy, Inc. Energy	Reduced	1,288	-177	$307,844	−25.9%	0.46%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	3,062	-180	$293,890	−27.7%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.