Long-term investor
Oxford Wealth Group, LLC @oxfordwealthgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002007082).
Record
- Tracked since 2024-09-30 (751 days), 154 trades recorded
- Returns: week n/a · month n/a · 90 days -1.0% · 6 months +2.3% · 1 year +2.9% · all +12.9%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46137V464 · 10.5% · long · since 2024-09-30
- 46138E339 · 6.3% · long · since 2025-12-31
- 02072L714 · 4.0% · long · since 2025-12-31
- 46090E103 · 4.0% · long · since 2024-09-30
- 33733E732 · 3.7% · long · since 2026-03-31
- 46138G664 · 3.3% · long · since 2024-09-30
- 33738D879 · 3.3% · long · since 2025-12-31
- 46138G698 · 3.1% · long · since 2025-12-31
- 69374H881 · 2.9% · long · since 2024-09-30
- 336917109 · 2.7% · long · since 2026-03-31
- 33741X102 · 2.6% · long · since 2025-12-31
- 33734X200 · 2.4% · long · since 2026-03-31