Data as of Q4 2025 (Dec 31, 2025)

Oxford Wealth Group, LLC

•CIK: 2007082•Filing: Q4 2025

**Oxford Wealth Group, LLC** manages $206M across a concentrated portfolio of 87 positions. The strategy exhibits significant allocations to key sectors, notably anchoring with XMMO at $21.2M and SPMO at $20.2M. Further substantial exposure includes XLG ($12.5M) and NDQ ($8.4M), indicating a focus on specific market segments and high-conviction names.

Total AUM
$205.7M
QoQ Performance
N/A
Positions
72
Top 10 Concentration
48.2%
Latest Filing
Q4 2025

Top Holdings Allocation

XMMO
SPMO
XLG
XMMO10.3%
SPMO9.8%
XLG6.1%
NDQ4.1%
BBLU3.9%
COWZ3.7%
RDVI3.1%
RWL3.0%

📈 Biggest Buys

SPMO
INVESCO EXCH TRADED FD TR II
NEW
9.8% of portfolio
XLG
INVESCO EXCHANGE TRADED FD T
NEW
6.1% of portfolio
BBLU
EA SERIES TRUST
NEW
3.9% of portfolio
RDVI
FIRST TR EXCHANGE-TRADED FD
NEW
3.1% of portfolio
RWL
INVESCO EXCH TRADED FD TR II
NEW
3.0% of portfolio

📉 Biggest Sells

COWZ
PACER FDS TR
-72.4%
3.7% of portfolio
MTUM
ISHARES TR
-69.4%
2.2% of portfolio
XMMO
INVESCO EXCHANGE TRADED FD T
-28.7%
10.3% of portfolio
NDQ
INVESCO QQQ TR
-44.3%
4.1% of portfolio
GOOGL
ALPHABET INC
-51.5%
1.4% of portfolio

Sector Breakdown

Other77.5%
Technology10.1%
ETF4.0%
Consumer2.7%
Healthcare2.5%
Financial1.5%
Industrial0.7%
Communication0.5%

🚪 Exited Positionssold since Q4 2024

ADBE
ADOBE INC
SOLD
$1.5M
NVO
NOVO-NORDISK A S
SOLD
$1.3M
MCK
MCKESSON CORP
SOLD
$1.3M
CHV
CHEVRON CORP NEW
SOLD
$1.2M
FCX
FREEPORT-MCMORAN INC
SOLD
$723.8K
+8 more exited positions

Changes from Q4 2024

NEW43 new positions
↑8 increased
↓35 decreased

Historical Filings

Q4 2025Q4 2024Q3 2024Q2 2024Q1 2024

📌 Top Holdings

XMMO10.3%
INVESCO EXCHANGE TRADED FD T
$21.2M
SPMO9.8%
INVESCO EXCH TRADED FD TR II
$20.2M
XLG6.1%
INVESCO EXCHANGE TRADED FD T
$12.5M
NDQ4.1%
INVESCO QQQ TR
$8.4M
BBLU3.9%
EA SERIES TRUST
$7.9M

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