Oxler Private Wealth LLC Top Holdings and 13F Report (2026)

About Oxler Private Wealth LLC

Investment Activity

Oxler Private Wealth LLC has $349.99 million in total holdings as of June 30, 2026.
Oxler Private Wealth LLC owns shares of 93 different stocks, but just 20 companies or ETFs make up 80% of its holdings.
Approximately 1.91% of the portfolio was purchased this quarter.
About 3.14% of the portfolio was sold this quarter.
This quarter, Oxler Private Wealth LLC has purchased 92 new stocks and bought additional shares in 35 stocks.
Oxler Private Wealth LLC sold shares of 45 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Invesco QQQ: $57,206,274
Vanguard S&P 500 ETF: $42,361,233
Amazon.com: $21,602,423
ISHARES BITCOIN TRUST ETF: $20,523,752
NVIDIA: $16,569,835

Largest New Holdings this Quarter

464287523 - iShares Semiconductor ETF: $491,739 Holding
17275R102 - Cisco Systems: $293,936 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $280,211 Holding
001055102 - Aflac: $208,962 Holding
922908744 - Vanguard Value ETF: $206,459 Holding

Largest Purchases this Quarter

ISHARES BITCOIN TRUST ETF: 61,324 shares (about $2.04M)
ISHARES ETHEREUM TR: 64,491 shares (about $766.80K)
iShares Russell 1000 Growth ETF: 5,551 shares (about $689.31K)
iShares Semiconductor ETF: 767 shares (about $491.74K)
TIDAL TRUST I: 13,041 shares (about $360.58K)

Largest Sales this Quarter

Invesco QQQ: 1,627 shares (about $1.20M)
Vanguard S&P 500 ETF: 1,497 shares (about $1.03M)
Visa: 2,428 shares (about $833.00K)
Johnson & Johnson: 3,050 shares (about $774.65K)
Vanguard High Dividend Yield ETF: 4,855 shares (about $767.24K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
QQQ Invesco QQQ	$57,206,274	$1,198,134 â–¼	-2.1%	77,683	16.3%	ETF
VOO Vanguard S&P 500 ETF	$42,361,233	$1,028,159 â–¼	-2.4%	61,678	12.1%	ETF
AMZN Amazon.com	$21,602,423	$580,835 â–¼	-2.6%	90,637	6.2%	Consumer Discretionary
ISHARES BITCOIN TRUST ETF	$20,523,752	$2,041,476 â–²	11.0%	616,514	5.9%	SHS BEN INT
NVDA NVIDIA	$16,569,835	$204,692 â–¼	-1.2%	82,812	4.7%	Technology
GOOGL Alphabet	$13,813,566	$159,389 â–¼	-1.1%	38,653	3.9%	Communication Services
META Meta Platforms	$13,667,907	$321,081 â–¼	-2.3%	24,264	3.9%	Communication Services
SPY SPDR S&P 500 ETF Trust	$13,212,925	$578,014 â–¼	-4.2%	17,693	3.8%	ETF
GOOG Alphabet	$13,008,647	$159,706 â–¼	-1.2%	36,817	3.7%	Communication Services
MSFT Microsoft	$11,563,603	$100,342 â–¼	-0.9%	31,000	3.3%	Technology
AAPL Apple	$11,518,478	$193,291 â–¼	-1.7%	39,807	3.3%	Technology
GLD SPDR Gold Shares	$8,603,884	$8,473 â–¼	-0.1%	23,356	2.5%	ETF
LLY Eli Lilly and Company	$7,228,859	$38,381 â–¼	-0.5%	6,027	2.1%	Healthcare
VYM Vanguard High Dividend Yield ETF	$5,746,486	$767,241 â–¼	-11.8%	36,363	1.6%	ETF
PANW Palo Alto Networks	$5,094,839		0.0%	14,940	1.5%	Technology
V Visa	$4,464,191	$833,005 â–¼	-15.7%	13,012	1.3%	Finance
ABBV AbbVie	$4,348,233	$8,556 â–¼	-0.2%	17,280	1.2%	Healthcare
OKE ONEOK	$4,125,832	$48,947 â–²	1.2%	47,456	1.2%	Energy
VIG Vanguard Dividend Appreciation ETF	$4,105,401	$340,263 â–¼	-7.7%	17,350	1.2%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$4,067,250	$308,355 â–¼	-7.0%	29,757	1.2%	ETF
TMO Thermo Fisher Scientific	$3,727,609	$696,389 â–¼	-15.7%	7,435	1.1%	Healthcare
NOC Northrop Grumman	$3,608,047	$509 â–²	0.0%	7,084	1.0%	Industrials
COST Costco Wholesale	$3,320,325	$44,907 â–¼	-1.3%	3,549	0.9%	Consumer Staples
ARISTA NETWORKS INC	$3,226,192	$170 â–¼	0.0%	18,991	0.9%	COM SHS
AMGN Amgen	$3,107,960	$99,217 â–¼	-3.1%	8,583	0.9%	Healthcare
SPYX SPDR S&P Fossil Fuel Reserves Free ETF	$2,516,144	$301,466 â–²	13.6%	41,181	0.7%	ETF
TIDAL TRUST I	$2,503,680	$360,584 â–²	16.8%	90,549	0.7%	FUND GRAN US ETF
IJJ iShares S&P Mid-Cap 400 Value ETF	$2,420,179	$174,178 â–¼	-6.7%	16,382	0.7%	ETF
TSLA Tesla	$1,868,306	$117,768 â–²	6.7%	4,442	0.5%	Consumer Discretionary
MCD McDonald's	$1,661,861	$52,170 â–¼	-3.0%	6,148	0.5%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$1,657,673	$7,529 â–²	0.5%	5,064	0.5%	Finance
ISHARES ETHEREUM TR	$1,542,122	$766,798 â–²	98.9%	129,699	0.4%	SHS
ABT Abbott Laboratories	$1,404,371	$87,291 â–¼	-5.9%	15,477	0.4%	Healthcare
JNJ Johnson & Johnson	$1,310,049	$774,651 â–¼	-37.2%	5,158	0.4%	Healthcare
UNP Union Pacific	$1,297,473	$5,984 â–²	0.5%	4,770	0.4%	Industrials
SYK Stryker	$1,172,910	$334,083 â–¼	-22.2%	3,725	0.3%	Healthcare
BMY Bristol Myers Squibb	$1,141,777	$110,456 â–¼	-8.8%	19,816	0.3%	Healthcare
XLK Technology Select Sector SPDR Fund	$1,138,495	$1,334 â–²	0.1%	5,976	0.3%	ETF
CMG Chipotle Mexican Grill	$1,108,400		0.0%	32,600	0.3%	Consumer Discretionary
NFLX Netflix	$1,033,158	$53,550 â–¼	-4.9%	14,470	0.3%	Communication Services
LISTED FDS TR	$968,037	$273,018 â–²	39.3%	15,055	0.3%	ROUN MA SEVE ETF
AVGO Broadcom	$967,735	$1,889 â–²	0.2%	2,562	0.3%	Technology
CHD Church & Dwight	$944,589	$108,991 â–¼	-10.3%	9,750	0.3%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$930,887	$688 â–²	0.1%	6,769	0.3%	ETF
HSY Hershey	$924,830	$7,194 â–²	0.8%	5,271	0.3%	Consumer Staples
IWF iShares Russell 1000 Growth ETF	$918,543	$689,311 â–²	300.7%	7,397	0.3%	ETF
IDXX IDEXX Laboratories	$868,626	$38,430 â–¼	-4.2%	1,650	0.2%	Healthcare
XLY Consumer Discretionary Select Sector SPDR Fund	$831,045	$1,642 â–²	0.2%	7,086	0.2%	ETF
VRTX Vertex Pharmaceuticals	$782,350	$28,314 â–¼	-3.5%	1,575	0.2%	Healthcare
VTI Vanguard Total Stock Market ETF	$758,212		0.0%	2,049	0.2%	ETF
CMCSA Comcast	$751,345	$39,378 â–¼	-5.0%	30,605	0.2%	Communication Services
EES WisdomTree U.S. SmallCap Fund	$733,806	$38,165 â–¼	-4.9%	10,825	0.2%	ETF
PRFZ Invesco RAFI US 1500 Small-Mid ETF	$720,003	$40,322 â–¼	-5.3%	12,910	0.2%	ETF
IWD iShares Russell 1000 Value ETF	$706,489	$1,697 â–²	0.2%	2,914	0.2%	ETF
MSTR Strategy	$695,267	$283,566 â–²	68.9%	7,998	0.2%	Technology
IVE iShares S&P 500 Value ETF	$673,297	$2,044 â–²	0.3%	2,965	0.2%	ETF
VXUS Vanguard Total International Stock ETF	$670,248	$1,453 â–²	0.2%	7,840	0.2%	ETF
EZM WisdomTree U.S. MidCap Fund	$634,007	$38,422 â–¼	-5.7%	8,366	0.2%	ETF
GS The Goldman Sachs Group	$627,706	$2,022 â–²	0.3%	621	0.2%	Finance
LNT Alliant Energy	$548,456	$2,518 â–²	0.5%	7,189	0.2%	Utilities
CRM Salesforce	$515,281	$46,374 â–¼	-8.3%	3,289	0.1%	Technology
BRK.B Berkshire Hathaway	$500,891		0.0%	1,001	0.1%	Finance
SOXX iShares Semiconductor ETF	$491,739	$491,739 â–²	New Holding	767	0.1%	ETF
XLI Industrial Select Sector SPDR Fund	$442,094	$370 â–²	0.1%	2,387	0.1%	ETF
VOOV Vanguard S&P 500 Value ETF	$427,224	$1,754 â–²	0.4%	1,949	0.1%	ETF
HD Home Depot	$406,194	$41,254 â–¼	-9.2%	1,152	0.1%	Consumer Discretionary
CAT Caterpillar	$389,754		0.0%	366	0.1%	Industrials
PEP PepsiCo	$389,680	$3,927 â–²	1.0%	2,878	0.1%	Consumer Staples
DSI iShares ESG MSCI KLD 400 ETF	$383,889	$72,478 â–¼	-15.9%	2,696	0.1%	ETF
DIS Walt Disney	$367,338	$119,943 â–¼	-24.6%	3,816	0.1%	Communication Services
RTX RTX	$362,705	$1,138 â–²	0.3%	1,912	0.1%	Industrials
QQQM Invesco NASDAQ 100 ETF	$360,838	$4,848 â–²	1.4%	1,191	0.1%	ETF
CMS CMS Energy	$344,442	$1,989 â–²	0.6%	4,503	0.1%	Utilities
ES Eversource Energy	$323,400	$19,874 â–¼	-5.8%	4,475	0.1%	Utilities
ARK ETF TR	$319,583	$10,022 â–¼	-3.0%	3,954	0.1%	INNOVATION ETF
IBB iShares Biotechnology ETF	$303,690		0.0%	1,597	0.1%	ETF
VUG Vanguard Growth ETF	$299,518	$249,641 â–²	500.5%	3,477	0.1%	ETF
KO CocaCola	$298,961	$1,869 â–²	0.6%	3,679	0.1%	Consumer Staples
CSCO Cisco Systems	$293,936	$293,936 â–²	New Holding	2,502	0.1%	Technology
YUM Yum! Brands	$291,405	$33,568 â–¼	-10.3%	1,823	0.1%	Consumer Discretionary
COWZ Pacer US Cash Cows 100 ETF	$291,345	$87,080 â–¼	-23.0%	4,684	0.1%	ETF
SPACE EXPLORATION TECHN CORP	$280,211	$280,211 â–²	New Holding	1,640	0.1%	CLASS A COM STK
FVD First Trust Value Line Dividend Index Fund	$275,581	$1,638 â–²	0.6%	5,720	0.1%	ETF
PG Procter & Gamble	$273,244	$1,760 â–²	0.6%	1,863	0.1%	Consumer Staples
ETR Entergy	$271,336	$1,493 â–²	0.6%	2,362	0.1%	Utilities
WCLD WisdomTree Cloud Computing Fund	$271,193	$7,213 â–¼	-2.6%	8,460	0.1%	ETF
DLR Digital Realty Trust	$254,554	$1,437 â–²	0.6%	1,417	0.1%	Real Estate
PESI Perma-Fix Environmental Services	$243,002		0.0%	17,005	0.1%	Industrials
SDY SPDR S&P Dividend ETF	$222,147		0.0%	1,460	0.1%	ETF
DTE DTE Energy	$214,191	$1,676 â–²	0.8%	1,406	0.1%	Utilities
AFL Aflac	$208,962	$208,962 â–²	New Holding	1,782	0.1%	Finance
XLV Health Care Select Sector SPDR Fund	$208,831	$19,677 â–¼	-8.6%	1,316	0.1%	ETF
VTV Vanguard Value ETF	$206,459	$206,459 â–²	New Holding	947	0.1%	ETF
BITMINE IMMERSION TECNOLOGIE	$0	$293,773 â–¼	-100.0%	0	0.0%	COM NEW
APH Amphenol	$0	$234,885 â–¼	-100.0%	0	0.0%	Technology
CALF Pacer US Small Cap Cash Cows ETF	$0	$210,127 â–¼	-100.0%	0	0.0%	ETF
OGS ONE Gas	$0	$210,112 â–¼	-100.0%	0	0.0%	Utilities

Showing largest 100 holdings. View all holdings.

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Oxler Private Wealth LLC Top Holdings and 13F Report (2026)

About Oxler Private Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Oxler Private Wealth LLC Top Holdings and 13F Report (2026)

About Oxler Private Wealth LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofOxler Private Wealth LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools