Oxford Wealth Group, LLC
Oxford Wealth Group, LLC reported 89 holdings worth US$224M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Oxford Wealth Group, LLC reported 89 holdings worth US$224M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and Meta Platforms, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 89
- Value as reported
- US$224M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 12,256 | US$4.38M | 2.0% |
| Apple Inc | 14,441 | US$4.18M | 1.9% |
| Meta Platforms, Inc. | 6,445 | US$3.63M | 1.6% |
| Nvidia Corporation | 15,521 | US$3.11M | 1.4% |
| Eli Lilly And Company | 2,371 | US$2.84M | 1.3% |
| Amazon.com, Inc. | 8,817 | US$2.1M | 0.94% |
| Ciena Corporation | 4,092 | US$2.01M | 0.90% |
| Old Dominion Freight Line, Inc. | 8,685 | US$1.88M | 0.84% |
| Vertiv Holdings, Llc | 5,226 | US$1.75M | 0.78% |
| Microsoft Corp. | 4,252 | US$1.59M | 0.71% |
| Citigroup, Inc. | 9,057 | US$1.27M | 0.57% |
| Merck & Company, Inc. | 9,125 | US$1.17M | 0.52% |
| Jp Morgan Chase & Co. | 3,389 | US$1.11M | 0.50% |
| Applied Materials, Inc. | 1,475 | US$1.07M | 0.48% |
| Costco Wholesale Corporation | 1,108 | US$1.04M | 0.46% |
| Asml Holding Nv | 462 | US$919K | 0.41% |
| Tesla, Inc. | 2,105 | US$885K | 0.40% |
| Netflix, Inc. | 10,837 | US$774K | 0.35% |
| Robinhood Markets, Inc. | 7,626 | US$765K | 0.34% |
| Broadcom Inc. | 1,844 | US$697K | 0.31% |
| Walmart Inc. | 6,055 | US$686K | 0.31% |
| Johnson & Johnson | 2,677 | US$680K | 0.30% |
| Morgan Stanley | 3,246 | US$679K | 0.30% |
| Home Depot, Inc. (the) | 1,831 | US$646K | 0.29% |
| Goldman Sachs Group, Inc. (the) | 636 | US$643K | 0.29% |
| Hewlett Packard Enterprise Company | 13,977 | US$631K | 0.28% |
| Oracle Corporation | 4,197 | US$615K | 0.28% |
| Nextera Energy, Inc. | 6,815 | US$598K | 0.27% |
| Palo Alto Networks, Inc. | 1,694 | US$578K | 0.26% |
| Pfizer, Inc. | 20,531 | US$494K | 0.22% |
| Halozyme Therapeutics, Inc. | 6,162 | US$482K | 0.22% |
| Granite Construction Incorporated | 2,965 | US$469K | 0.21% |
| Palantir Technologies Inc. | 3,844 | US$448K | 0.20% |
| Terex Corporation | 6,038 | US$437K | 0.20% |
| Interactive Brokers Group, Inc. | 4,997 | US$435K | 0.19% |
| Fifth Third Bancorp | 7,414 | US$418K | 0.19% |
| Rtx Corporation | 2,149 | US$408K | 0.18% |
| Laureate Education, Inc. | 10,974 | US$399K | 0.18% |
| Lam Research Corporation | 911 | US$395K | 0.18% |
| Visa Inc. | 1,072 | US$368K | 0.16% |
| Salesforce, Inc. | 2,314 | US$363K | 0.16% |
| Corcept Therapeutics Incorporated | 4,099 | US$356K | 0.16% |
| Unitedhealth Group Incorporated | 763 | US$317K | 0.14% |
| Amgen Inc. | 859 | US$311K | 0.14% |
| Cheniere Energy, Inc. | 1,288 | US$308K | 0.14% |
| Pvh Corp. | 3,871 | US$287K | 0.13% |
| Mastercard Incorporated | 556 | US$286K | 0.13% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 533 | US$255K | 0.11% |
| Intuitive Surgical, Inc. | 613 | US$244K | 0.11% |
| Climb Global Solutions, Inc. | 10,273 | US$238K | 0.11% |
| Lockheed Martin Corporation | 433 | US$221K | 0.10% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
Source
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