Oxler Private Wealth LLC
•CIK: 1846002•Filing: Q4 2025
**Oxler Private Wealth LLC** manages $345M across a diversified portfolio of 90 positions. The strategy exhibits significant concentration in large-cap technology and growth equities, evidenced by top holdings including NDQ at $48.8M and VOO at $39.8M. Further notable allocations include IBIT ($27.5M), AMZN ($21.5M), and META ($16.4M). This structure suggests a conviction-driven approach targeting established market leaders within the technology sector.
Total AUM
$345.4M
QoQ Performance
+0.5%
Positions
73
Top 10 Concentration
64.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NDQ
VOO
IBIT
AMZN
NDQ14.1%
VOO11.5%
IBIT8.0%
AMZN6.2%
META4.7%
NVDA4.5%
MSFT4.4%
SPY3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.1%
Technology24.3%
ETF15.2%
Consumer8.7%
Healthcare6.8%
Financial2.3%
Communication0.9%
Industrial0.5%
Changes from Q3 2025
NEW2 new positions
↑44 increased
↓29 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023