Oxford Wealth Group, LLCETFConcentrated trader

CIK: 0002007082 | ORLANDO, FL

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	89	$223.5M	2026-08-13	SEC ↗
Q1 2026	13F-HR	88	$183.1M	2026-05-11	SEC ↗
Q4 2025	13F-HR	87	$205.7M	2026-02-10	SEC ↗
Q4 2024	13F-HR	57	$154.7M	2025-02-14	SEC ↗
Q3 2024	13F-HR	58	$122.9M	2024-11-12	SEC ↗
Q2 2024	13F-HR	68	$145.5M	2024-08-12	SEC ↗
Q1 2024	13F-HR	60	$109.9M	2024-05-16	SEC ↗