Oxford Wealth Group, LLC ETF holdings
Orlando, FL
Reported $171.8M in 34 ETFs in its Form 13F for June 30, 2026.
ETF value
$171.8M
ETFs held
34
Change from prior quarter
+26.6%
With price moves
ETFs as a share of its 13F
76.9%
of $223.5M
Top 10 of 34 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| XMMO | Invesco S&P MidCap Momentum ETF | $23.5M | 138,113 | +172 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $14.1M | 87,176 | −2,571 shares |
| BBLU | Ea Bridgeway Blue Chip ETF | $8.9M | 542,397 | +71,848 shares |
| QQQ | Invesco QQQ Trust | $8.8M | 11,997 | −1,033 shares |
| WCMI | First Trust WCM International Equity ETF | $8.3M | 426,643 | +75,282 shares |
| RWJ | Invesco S&P SmallCap 600 Revenue ETF | $7.5M | 125,860 | +5,045 shares |
| RDVI | FT Vest Rising Dividend Achievers Target Income ETF | $7.3M | 248,184 | +38,199 shares |
| RWL | Invesco S&P 500 Revenue ETF | $6.9M | 54,367 | +8,012 shares |
| COWZ | Pacer US Cash Cows 100 ETF | $6.4M | 103,298 | −15,109 shares |
| FDL | First Trust Morningstar Dividend Leaders Index Fund | $6.0M | 124,182 | +32,676 shares |
24 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002007082. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Oxford Wealth Group, LLC own?
Oxford Wealth Group, LLC reported 34 ETF positions worth $171.8M in its Form 13F for June 30, 2026. The largest was XMMO, at $23.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.