Oxford Wealth Group, LLC

CIK

2007082

Location

ORLANDO, FL

Portfolio Value

Micro $54,476,710

Diversification

Diversified

Filing Date

Global Rank

#6,374 / 8,232 ▲ 142

Top Industry

Internet Content & Information 13.6%

3Y Alpha vs SPY

+1.3%

Period ended 2 months ago

Filed May 11, 2026 · 33d

6 quarters · since Mar 2024

Clone Performance

May 2024–Jun 2026 · vs SPY

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

Cloned portfolio

+47.6%

SPY

+43.4%

Annualised alpha

+1.7%

Max drawdown

−21.5%

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

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

Top Position

13.8%

−0.5 pts

Top 5

37.4%

−2.3 pts

Top 10

53.9%

−2.1 pts

HHI

446

Diversified−34

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.5%	$14,457,805	15
Unclassified	15.0%	$8,178,622	3
Communication Services	14.0%	$7,622,333	4
Healthcare	10.6%	$5,797,398	8
Financial Services	9.7%	$5,277,730	10
Industrials	9.1%	$4,940,623	7
Consumer Cyclical	8.1%	$4,431,480	6
Consumer Defensive	4.1%	$2,233,389	3
Energy	2.8%	$1,537,330	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

14 positions

Ticker	Company	Δ Shares	Shares	Value
CLMB	Climb Global Solutions, Inc.	+7,811	10,432	$206,762
JNJ	Johnson & Johnson	+887	2,430	$593,989
CCL	Carnival Corp Ltd.	+387	13,334	$345,083
SPY	Spdr S&P 500 ETF Trust	+263	669	$435,077
VZ	Verizon Communications Inc	+153	5,712	$286,742
FITB	Fifth Third Bancorp	+98	8,094	$376,047
JPM	Jpmorgan Chase & Co	+91	3,498	$1,028,971
HALO	Halozyme Therapeutics, Inc.	+53	6,723	$434,507
HD	Home Depot, Inc.	+32	1,704	$560,428
LNG	Cheniere Energy, Inc.	+30	1,465	$415,708
GVA	Granite Construction Inc	+10	3,296	$395,124
LLY	ELI LILLY & Co	+5	2,378	$2,187,213
IBKR	Interactive Brokers Group, Inc.	+4	5,512	$369,689
ODFL	Old Dominion Freight Line, Inc.	+3	8,692	$1,698,416
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−3,578	16,852	$2,938,988
PFE	Pfizer Inc	−3,466	23,527	$660,638
LMT	Lockheed Martin Corp	−1,578	530	$320,326
QQQ	Invesco Qqq Trust, Series 1	−652	13,030	$7,520,655
MSFT	Microsoft Corp	−634	4,001	$1,481,050
ORCL	Oracle Corp	−577	4,477	$658,611
HOOD	Robinhood Markets, Inc.	−576	8,025	$556,132
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−552	610	$206,149
CRM	Salesforce, Inc.	−517	2,429	$453,421
TSLA	Tesla, Inc.	−379	2,217	$824,169
HPE	Hewlett Packard Enterprise Co	−310	16,083	$382,936
CIEN	Ciena Corp	−298	4,245	$1,648,036
MRK	Merck & Co., Inc.	−297	8,970	$1,079,001
VRT	Vertiv Holdings Co	−291	5,615	$1,407,006
AMZN	Amazon Com Inc	−278	9,645	$2,008,764
BABA	Alibaba Group Holding Ltd	−224	3,242	$406,741
MS	Morgan Stanley	−203	3,300	$543,081
PLTR	Palantir Technologies Inc.	−167	4,046	$591,848
GOOGL	Alphabet Inc.	−159	9,049	$2,602,130
V	Visa Inc.	−148	1,145	$346,064
C	Citigroup Inc	−132	9,838	$1,115,727
ISRG	Intuitive Surgical Inc	−110	635	$292,728
RTX	RTX Corp	−98	2,214	$427,080
MA	Mastercard Inc	−81	582	$290,802
META	Meta Platforms, Inc.	−74	6,471	$3,702,253
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
TEX	Terex Corp	6,602	$390,178
GLD	Spdr Gold Trust	518	$222,890
LRCX	Lam Research Corp	985	$210,455
GAB	Gabelli Equity Trust Inc	16,734	$93,710
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
NXPI	NXP Semiconductors N.V.	1,000	$217,060
QBTS	D-Wave Quantum Inc.	8,175	$213,776
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

58 positions · $54,476,710 total · as of Mar 31, 2026

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

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	13,030	-652	$7,520,655	−10.5%	13.81%
META	Meta Platforms, Inc. Communication Services	Reduced	6,471	-74	$3,702,253	−14.3%	6.80%
AAPL	Apple Inc. Technology	Reduced	14,127	-13	$3,585,291	−6.7%	6.58%
NVDA	Nvidia Corp Technology	Reduced	16,852	-3,578	$2,938,988	−22.9%	5.39%
GOOGL	Alphabet Inc. Communication Services	Reduced	9,049	-159	$2,602,130	−9.7%	4.78%
LLY	ELI LILLY & Co Healthcare	Added	2,378	+5	$2,187,213	−14.2%	4.01%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,645	-278	$2,008,764	−12.3%	3.69%
ODFL	Old Dominion Freight Line, Inc. Industrials	Added	8,692	+3	$1,698,416	+24.7%	3.12%
CIEN	Ciena Corp Technology	Reduced	4,245	-298	$1,648,036	+55.1%	3.03%
MSFT	Microsoft Corp Technology	Reduced	4,001	-634	$1,481,050	−33.9%	2.72%
VRT	Vertiv Holdings Co Industrials	Reduced	5,615	-291	$1,407,006	+47.0%	2.58%
COST	Costco Wholesale Corp /New Consumer Defensive	Held	1,135	0	$1,130,948	+15.5%	2.08%
XOM	Exxon Mobil Corp Energy	Reduced	6,611	-9	$1,121,622	+40.8%	2.06%
C	Citigroup Inc Financial Services	Reduced	9,838	-132	$1,115,727	−4.1%	2.05%
MRK	Merck & Co., Inc. Healthcare	Reduced	8,970	-297	$1,079,001	+10.6%	1.98%
NFLX	Netflix Inc Communication Services	Reduced	10,725	-35	$1,031,208	+2.2%	1.89%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,498	+91	$1,028,971	−6.3%	1.89%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,217	-379	$824,169	−29.4%	1.51%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,494	-73	$682,794	+10.1%	1.25%
ASML	Asml Holding NV Technology	Reduced	503	-57	$664,377	+10.9%	1.22%
PFE	Pfizer Inc Healthcare	Reduced	23,527	-3,466	$660,638	−1.7%	1.21%
ORCL	Oracle Corp Technology	Reduced	4,477	-577	$658,611	−33.1%	1.21%
JNJ	Johnson & Johnson Healthcare	Added	2,430	+887	$593,989	+86.0%	1.09%
PLTR	Palantir Technologies Inc. Technology	Reduced	4,046	-167	$591,848	−21.0%	1.09%
AMAT	Applied Materials Inc /De Technology	Reduced	1,706	-48	$583,093	+29.4%	1.07%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,704	+32	$560,428	−2.6%	1.03%
GS	Goldman Sachs Group Inc Financial Services	Reduced	659	-48	$557,507	−10.3%	1.02%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	8,025	-576	$556,132	−42.8%	1.02%
AVGO	Broadcom Inc. Technology	Reduced	1,788	-53	$553,403	−13.1%	1.02%
MS	Morgan Stanley Financial Services	Reduced	3,300	-203	$543,081	−12.7%	1.00%
CRM	Salesforce, Inc. Technology	Reduced	2,429	-517	$453,421	−41.9%	0.83%
SPY	Spdr S&P 500 ETF Trust	Added	669	+263	$435,077	+57.1%	0.80%
HALO	Halozyme Therapeutics, Inc. Healthcare	Added	6,723	+53	$434,507	−3.2%	0.80%
RTX	RTX Corp Industrials	Reduced	2,214	-98	$427,080	+0.7%	0.78%
LAUR	Laureate Education, Inc. Consumer Defensive	Reduced	12,045	-5	$419,647	+3.4%	0.77%
LNG	Cheniere Energy, Inc. Energy	Added	1,465	+30	$415,708	+49.0%	0.76%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Reduced	3,242	-224	$406,741	−19.9%	0.75%
GVA	Granite Construction Inc Industrials	Added	3,296	+10	$395,124	+4.2%	0.73%
TEX	Terex Corp Industrials	NEW	6,602	NEW	$390,178	NEW	0.72%
HPE	Hewlett Packard Enterprise Co Technology	Reduced	16,083	-310	$382,936	−2.7%	0.70%
FITB	Fifth Third Bancorp Financial Services	Added	8,094	+98	$376,047	+0.5%	0.69%
IBKR	Interactive Brokers Group, Inc. Financial Services	Added	5,512	+4	$369,689	+4.4%	0.68%
V	Visa Inc. Financial Services	Reduced	1,145	-148	$346,064	−23.7%	0.64%
CCL	Carnival Corp Ltd. Consumer Cyclical	Added	13,334	+387	$345,083	−12.7%	0.63%
AMGN	Amgen Inc Healthcare	Reduced	946	-18	$332,850	+5.5%	0.61%
LMT	Lockheed Martin Corp Industrials	Reduced	530	-1,578	$320,326	−68.6%	0.59%
ALLE	Allegion plc Industrials	Reduced	2,082	-72	$302,493	−11.8%	0.56%
PANW	Palo Alto Networks Inc Technology	Reduced	1,830	-12	$293,385	−13.5%	0.54%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	635	-110	$292,728	−30.6%	0.54%
MA	Mastercard Inc Financial Services	Reduced	582	-81	$290,802	−23.2%	0.53%