13F Filings History of Oxford Wealth Group, LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$205,664,096
Signature - Title
Roseann Higgins - Chief Compliance Officer
Location
Orlando, FL
Summary
This page shows a list of all the recent 13F filings made by Oxford Wealth Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oxford Wealth Group, LLC reported 87 stock holdings with total value $205,664,096 as of Q4 2025. Top holdings included XMMO, SPMO, XLG, QQQ, and BBLU.

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Holdings Value

List of Other Managers Reporting for Oxford Wealth Group, LLC:

Name Holdings Value Location File Number
FOUNDATIONS INVESTMENT ADVISORS, LLC $7,624,732,644 Phoenix, AZ 028-18893
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $205,664,096 $0 $0 $0 XMMO, SPMO, XLG, QQQ, BBLU 13F-HR 10 Feb 2026, 11:21
Q3 2025 $0 13F-NT 10 Nov 2025, 15:21
Q2 2025 $0 13F-NT 12 Aug 2025, 11:01
Q1 2025 $0 13F-NT 07 May 2025, 13:19
Q4 2024 57 $154,736,485 +$37,624,451 -$7,160,464 +$30,463,987 XMMO, COWZ, QQQ, MTUM, AAPL 13F-HR 14 Feb 2025, 10:08
Q3 2024 58 $122,908,337 +$6,383,346 -$33,769,857 -$27,386,511 XMMO, COWZ, BIL, AAPL, META 13F-HR 12 Nov 2024, 11:37
Q2 2024 68 $145,475,499 +$43,542,679 -$7,216,766 +$36,325,913 XMMO, COWZ, MSFT, AAPL, META 13F-HR 12 Aug 2024, 14:00
Q1 2024 60 $109,879,867 $0 $0 $0 XMMO, COWZ, BIL, META, MSFT 13F-HR 16 May 2024, 15:01