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

  1. QQQ - INVESCO QQQ TR, 14.31%
  2. VOO - VANGUARD INDEX FDS, 11.80%
  3. 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.

Explore securities or join Upside Invest to compare portfolios.