Oxford Wealth Group, LLC - Portfolio overview

Oxford Wealth Group, LLC has 101 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. XMMO - INVESCO EXCHANGE TRADED FD T, 10.40%
2. SPMO - INVESCO EXCH TRADED FD TR II, 5.23%
3. QQQ - INVESCO QQQ TR, 3.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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