Filer Snapshot

Oxler Private Wealth LLC

CIK 0001846002. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

24

Latest Filing

28 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F

13F-HR filed on 28 Apr 2026 for CIK 0001846002.

View Source Filing
Business address
800 Westchester Ave, Suite 641 N, Rye Brook, NY, 10573
Top 13F securities
QQQ VOO IBIT AMZN NVDA META SPY MSFT GOOGL GOOG AAPL GLD +8 more
State of incorporation
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Oxler Private Wealth LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $319.42M across 92 reported holdings for Q1 2026.
  • Largest parsed 13F holding: QQQ at $45.78M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 92 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 28 Apr 2026

Top 5 concentration

43%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$138.86M

Compared with $319.42M total 13F value.

Top 5 net change

-$94K

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: OGS ยท Largest trim: GOOGL

QQQ VOO IBIT AMZN NVDA Other holdings

QQQ

14.3%

Invesco Qqq Tr

$45.78M

VOO

11.8%

Vanguard Index Fds

$37.75M

IBIT

6.7%

Ishares Bitcoin Trust Etf

$21.33M

AMZN

6.1%

Amazon Com Inc

$19.38M

NVDA

4.6%

Nvidia Corporation

$14.62M

Latest update

What changed recently for Oxler Private Wealth LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

28 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 28 Apr 2026.

Benchmark Context

Benchmark context for this company

Oxler Private Wealth LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001846002 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
24
First seen
16 Feb 2021
Latest filing
28 Apr 2026
Entity
Company

Latest Filings

Recent SEC filings for Oxler Private Wealth LLC with direct links to document and filing folders.

13F-HR File 028-21016

13F-HR filing

Filing date
28 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21016

13F-HR filing

Filing date
23 Jan 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21016

13F-HR filing

Filing date
03 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21016

13F-HR filing

Filing date
13 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
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N-PX File 028-21016

N-PX filing

Filing date
18 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
07 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
23 Jan 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21016

13F-HR filing

Filing date
11 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
N-PX File 028-21016

N-PX filing

Filing date
30 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21016

13F-HR filing

Filing date
30 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR File 028-21016

13F-HR filing

Filing date
24 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
09 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
12 Oct 2023
Reporting date
30 Sep 2023
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
10 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
10 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
13 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
15 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
15 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
16 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
27 Jan 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
09 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
12 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
03 May 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-21016

13F-HR filing

Filing date
16 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
Next action
Verify source filing
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