Oxler Private Wealth LLC - Portfolio overview
Oxler Private Wealth LLC has 94 reported holdings in this dataset, with the latest filing dated 2026-04-28.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Communication Services.
Largest reported holdings by portfolio allocation
- QQQ - INVESCO QQQ TR, 14.31%
- VOO - VANGUARD INDEX FDS, 11.80%
- IBIT - ISHARES BITCOIN TRUST ETF, 6.67%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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