Oxler Private Wealth LLC

CIK 0001846002 • 7 13F filings • May 7, 2025 – Oct 21, 2026

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Filer information

Filed by: Oxler Private Wealth LLC, Principal, Relationship Development and Financial Planning
Address: 800 Westchester Ave, Suite 641N, Rye Brook, NY, 10573
Phone: 212-785-280
AUM: $345.4M

AUM over time

$372.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsOther

Holdings by filing

Portfolio value: $345.4M89 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.1M	0.6%	17,106 SH	New
ABBVIE INC	COM	$3.9M	1.1%Prev: 1.2%	17,193 SH	Decreased-204 SH
ALLIANT ENERGY CORP	COM	$473K	0.1%Prev: 0.1%	7,276 SH	Increased+62 SH
ALPHABET INC	CAP STK CL A	$12.5M	3.6%Prev: 3.6%	40,003 SH	Decreased+1,358 SH
ALPHABET INC	CAP STK CL C	$11.6M	3.4%Prev: 3.4%	37,125 SH	Decreased+342 SH
AMAZON COM INC	COM	$21.5M	6.2%Prev: 6.1%	92,974 SH	Decreased+2,391 SH
AMGEN INC	COM	$2.9M	0.8%Prev: 1.0%	8,867 SH	Decreased+234 SH
AMPHENOL CORP NEW	CL A	$251K	0.1%	1,859 SH	New
APPLE INC	COM	$11.0M	3.2%Prev: 3.5%	40,400 SH	Decreased+1,333 SH
ARISTA NETWORKS INC	COM SHS	$2.5M	0.7%Prev: 1.0%	18,992 SH	Decreased+1 SH
ARK ETF TR	INNOVATION ETF	$344K	0.1%Prev: 0.1%	4,477 SH	Decreased+552 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$503K	0.1%Prev: 0.1%	1,001 SH	Increased
BITMINE IMMERSION TECNOLOGIE	COM NEW	$403K	0.1%	14,852 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$1.2M	0.3%Prev: 0.3%	21,493 SH	Decreased+1,491 SH
BROADCOM INC	COM	$883K	0.3%Prev: 0.2%	2,552 SH	Decreased-15 SH
CATERPILLAR INC	COM	$216K	0.1%Prev: 0.1%	378 SH	Decreased+12 SH
CHIPOTLE MEXICAN GRILL INC	COM	$1.2M	0.3%Prev: 0.3%	32,600 SH	Increased
CHURCH & DWIGHT CO INC	COM	$918K	0.3%Prev: 0.2%	10,952 SH	Decreased+1,188 SH
CMS ENERGY CORP	COM	$311K	0.1%Prev: 0.1%	4,453 SH	Increased-67 SH
COCA COLA CO	COM	$300K	0.1%Prev: 0.1%	4,284 SH	Decreased+665 SH
COMCAST CORP NEW	CL A	$952K	0.3%Prev: 0.2%	31,863 SH	Increased+1,279 SH
COSTCO WHSL CORP NEW	COM	$3.1M	0.9%	3,629 SH	New
DIGITAL RLTY TR INC	COM	$215K	0.1%Prev: 0.1%	1,388 SH	Decreased-39 SH
DISNEY WALT CO	COM	$670K	0.2%Prev: 0.1%	5,885 SH	Increased+2,300 SH
ELI LILLY & CO	COM	$6.5M	1.9%Prev: 1.9%	6,049 SH	Decreased+13 SH
ENTERGY CORP NEW	COM	$216K	0.1%Prev: 0.1%	2,334 SH	Decreased-43 SH
EVERSOURCE ENERGY	COM	$317K	0.1%Prev: 0.1%	4,705 SH	Increased+184 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$261K	0.1%Prev: 0.1%	5,655 SH	Decreased-96 SH
GOLDMAN SACHS GROUP INC	COM	$558K	0.2%Prev: 0.2%	634 SH	Decreased+11 SH
HERSHEY CO	COM	$945K	0.3%Prev: 0.2%	5,195 SH	Increased-120 SH
HOME DEPOT INC	COM	$434K	0.1%Prev: 0.1%	1,262 SH	Increased+102 SH
IDEXX LABS INC	COM	$1.2M	0.3%Prev: 0.2%	1,723 SH	Increased+73 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$297K	0.1%Prev: 0.1%	1,175 SH	Decreased-16 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$655K	0.2%	14,279 SH	New
INVESCO QQQ TR	UNIT SER 1	$48.8M	14.1%Prev: 15.1%	79,504 SH	Decreased+3,269 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$27.5M	8.0%Prev: 7.9%	553,454 SH	Decreased-67,815 SH
ISHARES ETHEREUM TR	SHS	$1.4M	0.4%Prev: 0.6%	64,462 SH	Decreased-55,393 SH
ISHARES TR	ESG MSCI KLD 400	$412K	0.1%	3,197 SH	New
ISHARES TR	ISHARES BIOTECH	$269K	0.1%Prev: 0.1%	1,595 SH	Decreased+59 SH
ISHARES TR	RUS 1000 GRW ETF	$873K	0.3%Prev: 0.2%	1,845 SH	Decreased-5,557 SH
ISHARES TR	RUS 1000 VAL ETF	$610K	0.2%Prev: 0.2%	2,899 SH	Decreased-23 SH
ISHARES TR	S&P 500 GRWT ETF	$833K	0.2%Prev: 0.3%	6,760 SH	Decreased-13 SH
ISHARES TR	S&P 500 VAL ETF	$625K	0.2%Prev: 0.2%	2,948 SH	Decreased-26 SH
ISHARES TR	S&P MC 400VL ETF	$2.4M	0.7%Prev: 0.5%	18,039 SH	Increased+5,860 SH
ISHARES TR	SP SMCP600VL ETF	$3.7M	1.1%Prev: 0.9%	32,849 SH	Increased+7,643 SH
JOHNSON & JOHNSON	COM	$1.7M	0.5%Prev: 0.4%	8,172 SH	Increased+2,996 SH
JPMORGAN CHASE & CO.	COM	$1.6M	0.5%	5,024 SH	New
LISTED FDS TR	ROUNDHILL MAGNIF	$770K	0.2%	11,679 SH	New
MCDONALDS CORP	COM	$1.9M	0.6%Prev: 0.4%	6,306 SH	Increased+159 SH
META PLATFORMS INC	CL A	$16.4M	4.7%Prev: 4.7%	24,832 SH	Decreased+582 SH
MICROSOFT CORP	COM	$15.1M	4.4%Prev: 4.3%	31,176 SH	Decreased+185 SH
NETFLIX INC	COM	$1.4M	0.4%	15,220 SH	New
NORTHROP GRUMMAN CORP	COM	$4.0M	1.2%Prev: 0.9%	7,063 SH	Increased-51 SH
NVIDIA CORPORATION	COM	$15.6M	4.5%Prev: 5.1%	83,398 SH	Decreased+425 SH
ONEOK INC NEW	COM	$3.4M	1.0%Prev: 1.1%	46,313 SH	Decreased-1,695 SH
PACER FDS TR	US CASH COWS 100	$366K	0.1%Prev: 0.1%	6,084 SH	Increased+1,400 SH
PACER FDS TR	US SMALL CAP CAS	$222K	0.1%	5,006 SH	New
PALO ALTO NETWORKS INC	COM	$2.8M	0.8%Prev: 1.6%	14,940 SH	Decreased
PEPSICO INC	COM	$412K	0.1%Prev: 0.1%	2,872 SH	Increased+13 SH
PERMA-FIX ENVIRONMENTAL SVCS	COM NEW	$214K	0.1%	17,005 SH	New
PROCTER AND GAMBLE CO	COM	$303K	0.1%	2,117 SH	New
RTX CORPORATION	COM	$349K	0.1%Prev: 0.1%	1,902 SH	Decreased-15 SH
SALESFORCE INC	COM	$953K	0.3%Prev: 0.2%	3,596 SH	Increased+298 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$843K	0.2%	7,061 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$222K	0.1%	1,435 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$295K	0.1%	1,900 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$858K	0.2%	5,961 SH	New
SPDR GOLD TR	GOLD SHS	$9.3M	2.7%Prev: 2.4%	23,379 SH	Increased+23 SH
SPDR S&P 500 ETF TR	TR UNIT	$12.7M	3.7%	18,577 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$2.2M	0.6%	37,652 SH	New
STRATEGY INC	CL A NEW	$711K	0.2%Prev: 0.6%	4,678 SH	Decreased-9,409 SH
STRYKER CORPORATION	COM	$1.7M	0.5%Prev: 0.3%	4,802 SH	Increased+1,101 SH
TESLA INC	COM	$1.8M	0.5%Prev: 0.4%	4,100 SH	Increased-342 SH
THERMO FISHER SCIENTIFIC INC	COM	$5.2M	1.5%Prev: 1.3%	9,018 SH	Increased+1,577 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$1.8M	0.5%	73,088 SH	New
UNION PAC CORP	COM	$1.1M	0.3%Prev: 0.4%	4,723 SH	Decreased-70 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$396K	0.1%Prev: 0.1%	1,932 SH	Decreased-25 SH
VANGUARD INDEX FDS	GROWTH ETF	$282K	0.1%	578 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$39.8M	11.5%Prev: 11.6%	63,419 SH	Decreased+1,807 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$687K	0.2%	2,049 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.4M	1.3%Prev: 1.1%	19,813 SH	Increased+2,689 SH
VANGUARD STAR FDS	VG TL INTL STK F	$590K	0.2%Prev: 0.2%	7,819 SH	Decreased-28 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.1M	1.8%Prev: 1.5%	42,546 SH	Increased+6,042 SH
VERTEX PHARMACEUTICALS INC	COM	$740K	0.2%Prev: 0.2%	1,632 SH	Decreased+57 SH
VISA INC	COM CL A	$5.4M	1.6%Prev: 1.2%	15,478 SH	Increased+2,537 SH
WISDOMTREE TR	CLOUD COMPUTNG	$326K	0.1%Prev: 0.1%	9,325 SH	Decreased+919 SH
WISDOMTREE TR	US MIDCAP FUND	$619K	0.2%	9,270 SH	New
WISDOMTREE TR	US SMALLCAP FUND	$675K	0.2%	11,862 SH	New
YUM BRANDS INC	COM	$306K	0.1%Prev: 0.1%	2,025 SH	Increased+194 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.5M
AFLAC INC — $200K
BITMINE IMMERSION TECHS INC — $241K
CISCO SYS INC — $270K
COSTCO WHOLESALE CORPORATION — $3.2M
ISHARES TR — $395K
ISHARES TR — $459K
JPMORGAN CHASE & CO — $1.7M
LISTED FDS TR — $1.3M
NETFLIX INC. — $959K
PROCTER & GAMBLE CO — $273K
SELECT SECTOR SPDR TR — $222K
SELECT SECTOR SPDR TR — $766K
SELECT SECTOR SPDR TR — $399K
SELECT SECTOR SPDR TR — $1.2M
SPACE EXPLORATION TECHN CORP — $247K
SPDR SERIES TRUST — $214K
SPDR SERIES TRUST — $2.6M
STATE STR SPDR S&P 500 ETF T — $13.2M
TIDAL TRUST I — $2.7M
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001172661-26-000281	$345.4M	View
Oct 21, 2026	Q3 2026	13F-HR	0001172661-26-004625	$372.3M	View
Nov 3, 2025	Q3 2025