Oxford Wealth Group, LLC

Q4 2025 13F Combination Report, Stock Holdings

Signature - Title
Roseann Higgins - Chief Compliance Officer
Location
Orlando, FL
Holdings as of
31 Dec 2025
Value $
$205,664,096
Num holdings
87
Filing time
10 Feb 2026, 11:21:33 UTC
Form type
13F-HR
Description
A portion of the US holdings for this investor are reported in this report and a portion are reported by other reporting manager(s). Top holdings included XMMO, SPMO, XLG, QQQ, and BBLU.
Previous filing
Q4 2024 - 14 Feb 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Roseann Higgins Chief Compliance Officer Cincinnati, Ohio 10 Feb 2026

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

Other Included Managers (1):

Num Name Location File Number
1 FOUNDATIONS INVESTMENT ADVISORS, LLC Phoenix, AZ 028-18893