Oxford Wealth Group, LLC
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 SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+47.5%
SPY
+43.4%
Annualised alpha
+1.6%
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, 2025Top 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 |
|---|---|---|
| Technology | 26.5% | $14,457,805 |
| Unclassified | 15.0% | $8,178,622 |
| Communication Services | 14.0% | $7,622,333 |
| Healthcare | 10.6% | $5,797,398 |
| Financial Services | 9.7% | $5,277,730 |
| Industrials | 9.1% | $4,940,623 |
| Consumer Cyclical | 8.1% | $4,431,480 |
| Consumer Defensive | 4.1% | $2,233,389 |
| Energy | 2.8% | $1,537,330 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
14 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| 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 | Open |
|---|---|---|---|---|---|
| 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. | |||||
4 positions ·
$7,622,333 total
· Communication Services only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 6,471 | $3,702,253 | 48.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 9,049 | $2,602,130 | 34.14% | |
| NFLX |
Netflix Inc
Communication Services
|
Reduced | 10,725 | $1,031,208 | 13.53% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 5,712 | $286,742 | 3.76% |