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: $343.7M90 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$2.3M	0.7%	17,233 SH	New
ABBVIE INC	COM	$4.0M	1.2%Prev: 1.2%	17,074 SH	Decreased-206 SH
ALLIANT ENERGY CORP	COM	$488K	0.1%Prev: 0.2%	7,242 SH	Decreased+53 SH
ALPHABET INC	CAP STK CL A	$9.8M	2.8%Prev: 3.9%	40,137 SH	Decreased+1,484 SH
ALPHABET INC	CAP STK CL C	$9.1M	2.6%Prev: 3.7%	37,323 SH	Decreased+506 SH
AMAZON COM INC	COM	$20.2M	5.9%Prev: 6.2%	92,157 SH	Decreased+1,520 SH
AMGEN INC	COM	$2.5M	0.7%Prev: 0.9%	8,831 SH	Decreased+248 SH
APPLE INC	COM	$10.5M	3.0%Prev: 3.3%	41,117 SH	Decreased+1,310 SH
ARISTA NETWORKS INC	COM SHS	$2.8M	0.8%Prev: 0.9%	18,992 SH	Decreased+1 SH
ARK ETF TR	INNOVATION ETF	$386K	0.1%Prev: 0.1%	4,477 SH	Increased+523 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$503K	0.1%Prev: 0.1%	1,001 SH	Increased
BITMINE IMMERSION TECNOLOGIE	COM NEW	$1.0M	0.3%	19,320 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$957K	0.3%Prev: 0.3%	21,213 SH	Decreased+1,397 SH
BROADCOM INC	COM	$840K	0.2%Prev: 0.3%	2,547 SH	Decreased-15 SH
CHIPOTLE MEXICAN GRILL INC	COM	$1.3M	0.4%Prev: 0.3%	32,600 SH	Increased
CHURCH & DWIGHT CO INC	COM	$967K	0.3%Prev: 0.3%	11,031 SH	Increased+1,281 SH
CMS ENERGY CORP	COM	$324K	0.1%Prev: 0.1%	4,429 SH	Decreased-74 SH
COCA COLA CO	COM	$326K	0.1%Prev: 0.1%	4,911 SH	Increased+1,232 SH
COMCAST CORP NEW	CL A	$1.0M	0.3%Prev: 0.2%	32,191 SH	Increased+1,586 SH
COSTCO WHSL CORP NEW	COM	$3.5M	1.0%	3,749 SH	New
DIGITAL RLTY TR INC	COM	$240K	0.1%Prev: 0.1%	1,388 SH	Decreased-29 SH
DISNEY WALT CO	COM	$692K	0.2%Prev: 0.1%	6,043 SH	Increased+2,227 SH
ELI LILLY & CO	COM	$4.5M	1.3%Prev: 2.1%	5,948 SH	Decreased-79 SH
ENTERGY CORP NEW	COM	$216K	0.1%Prev: 0.1%	2,319 SH	Decreased-43 SH
EVERSOURCE ENERGY	COM	$332K	0.1%Prev: 0.1%	4,662 SH	Increased+187 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$260K	0.1%Prev: 0.1%	5,616 SH	Decreased-104 SH
GOLDMAN SACHS GROUP INC	COM	$504K	0.1%Prev: 0.2%	633 SH	Decreased+12 SH
HERSHEY CO	COM	$964K	0.3%Prev: 0.3%	5,156 SH	Increased-115 SH
HOME DEPOT INC	COM	$458K	0.1%Prev: 0.1%	1,130 SH	Increased-22 SH
IDEXX LABS INC	COM	$1.1M	0.3%Prev: 0.2%	1,682 SH	Increased+32 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$290K	0.1%Prev: 0.1%	1,175 SH	Decreased-16 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$667K	0.2%Prev: 0.2%	14,684 SH	Decreased+1,774 SH
INVESCO QQQ TR	UNIT SER 1	$47.4M	13.8%Prev: 16.3%	78,963 SH	Decreased+1,280 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$32.6M	9.5%Prev: 5.9%	501,271 SH	Increased-115,243 SH
ISHARES ETHEREUM TR	SHS	$4.4M	1.3%Prev: 0.4%	140,712 SH	Increased+11,013 SH
ISHARES TR	ESG MSCI KLD 400	$401K	0.1%	3,188 SH	New
ISHARES TR	ISHARES BIOTECH	$230K	0.1%Prev: 0.1%	1,594 SH	Decreased-3 SH
ISHARES TR	RUS 1000 GRW ETF	$864K	0.3%Prev: 0.3%	1,844 SH	Decreased-5,553 SH
ISHARES TR	RUS 1000 VAL ETF	$588K	0.2%Prev: 0.2%	2,888 SH	Decreased-26 SH
ISHARES TR	S&P 500 GRWT ETF	$815K	0.2%Prev: 0.3%	6,754 SH	Decreased-15 SH
ISHARES TR	S&P 500 VAL ETF	$607K	0.2%Prev: 0.2%	2,938 SH	Decreased-27 SH
ISHARES TR	S&P MC 400VL ETF	$2.4M	0.7%Prev: 0.7%	18,118 SH	Decreased+1,736 SH
ISHARES TR	SP SMCP600VL ETF	$3.7M	1.1%Prev: 1.2%	33,380 SH	Decreased+3,623 SH
JOHNSON & JOHNSON	COM	$1.1M	0.3%Prev: 0.4%	6,183 SH	Decreased+1,025 SH
JPMORGAN CHASE & CO.	COM	$1.6M	0.5%	5,001 SH	New
LISTED FDS TR	ROUNDHILL MAGNIF	$767K	0.2%	11,828 SH	New
MCDONALDS CORP	COM	$1.9M	0.6%Prev: 0.5%	6,269 SH	Increased+121 SH
META PLATFORMS INC	CL A	$18.0M	5.2%Prev: 3.9%	24,545 SH	Increased+281 SH
MICROSOFT CORP	COM	$16.2M	4.7%Prev: 3.3%	31,328 SH	Increased+328 SH
NETFLIX INC	COM	$1.7M	0.5%	1,422 SH	New
NORTHROP GRUMMAN CORP	COM	$4.3M	1.3%Prev: 1.0%	7,137 SH	Increased+53 SH
NVIDIA CORPORATION	COM	$15.3M	4.4%Prev: 4.7%	81,863 SH	Decreased-949 SH
ONEOK INC NEW	COM	$3.3M	1.0%Prev: 1.2%	45,633 SH	Decreased-1,823 SH
PACER FDS TR	US CASH COWS 100	$350K	0.1%Prev: 0.1%	6,084 SH	Increased+1,400 SH
PACER FDS TR	US SMALL CAP CAS	$219K	0.1%	5,006 SH	New
PALO ALTO NETWORKS INC	COM	$3.0M	0.9%Prev: 1.5%	14,940 SH	Decreased
PEPSICO INC	COM	$460K	0.1%Prev: 0.1%	3,273 SH	Increased+395 SH
PERMA-FIX ENVIRONMENTAL SVCS	COM NEW	$172K	0.0%Prev: 0.1%	17,005 SH	Decreased
PROCTER AND GAMBLE CO	COM	$323K	0.1%	2,105 SH	New
RTX CORPORATION	COM	$317K	0.1%Prev: 0.1%	1,896 SH	Decreased-16 SH
SALESFORCE INC	COM	$851K	0.2%Prev: 0.1%	3,590 SH	Increased+301 SH
SELECT SECTOR SPDR TR	INDL	$312K	0.1%	2,021 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$844K	0.2%	3,524 SH	New
SELECT SECTOR SPDR TR	SBI HEALTHCARE	$323K	0.1%	2,319 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$839K	0.2%	2,977 SH	New
SHAKE SHACK INC	CL A	$221K	0.1%	2,356 SH	New
SPDR GOLD TR	GOLD SHS	$8.3M	2.4%Prev: 2.5%	23,379 SH	Decreased+23 SH
SPDR S&P 500 ETF TR	TR UNIT	$12.4M	3.6%	18,608 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$206K	0.1%	1,472 SH	New
SPDR SERIES TRUST	SPDR S&P 500 ETF	$2.0M	0.6%	36,116 SH	New
STRATEGY INC	CL A NEW	$1.6M	0.5%Prev: 0.2%	5,117 SH	Increased-2,881 SH
STRYKER CORPORATION	COM	$1.8M	0.5%Prev: 0.3%	4,793 SH	Increased+1,068 SH
TESLA INC	COM	$1.8M	0.5%Prev: 0.5%	4,022 SH	Decreased-420 SH
THERMO FISHER SCIENTIFIC INC	COM	$4.5M	1.3%Prev: 1.1%	9,275 SH	Increased+1,840 SH
TIDAL TRUST I	FUNDSTRAT GRANNY	$503K	0.1%	20,109 SH	New
UNION PAC CORP	COM	$1.1M	0.3%Prev: 0.4%	4,697 SH	Decreased-73 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$384K	0.1%Prev: 0.1%	1,923 SH	Decreased-26 SH
VANGUARD INDEX FDS	GROWTH ETF	$277K	0.1%Prev: 0.1%	577 SH	Decreased-2,900 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$39.1M	11.4%Prev: 12.1%	63,848 SH	Decreased+2,170 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$672K	0.2%Prev: 0.2%	2,049 SH	Decreased
VANGUARD INDEX FDS	VALUE ETF	$213K	0.1%Prev: 0.1%	1,141 SH	Increased+194 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.6M	1.3%Prev: 1.2%	21,087 SH	Increased+3,737 SH
VANGUARD STAR FDS	VG TL INTL STK F	$569K	0.2%Prev: 0.2%	7,749 SH	Decreased-91 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$6.6M	1.9%Prev: 1.6%	46,542 SH	Increased+10,179 SH
VERTEX PHARMACEUTICALS INC	COM	$639K	0.2%Prev: 0.2%	1,632 SH	Decreased+57 SH
VISA INC	COM CL A	$5.1M	1.5%Prev: 1.3%	14,925 SH	Increased+1,913 SH
WISDOMTREE TR	CLOUD COMPUTNG	$328K	0.1%Prev: 0.1%	9,325 SH	Increased+865 SH
WISDOMTREE TR	US MIDCAP FUND	$675K	0.2%Prev: 0.2%	10,239 SH	Increased+1,873 SH
WISDOMTREE TR	US SMALLCAP FUND	$706K	0.2%Prev: 0.2%	12,645 SH	Decreased+1,820 SH
YUM BRANDS INC	COM	$331K	0.1%Prev: 0.1%	2,178 SH	Increased+355 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.4M
AFLAC INC — $209K
CATERPILLAR INC — $390K
CISCO SYS INC — $294K
COSTCO WHOLESALE CORPORATION — $3.3M
DTE ENERGY CO — $214K
ISHARES TR — $384K
ISHARES TR — $492K
JPMORGAN CHASE & CO — $1.7M
LISTED FDS TR — $968K
NETFLIX INC. — $1.0M
PROCTER & GAMBLE CO — $273K
SELECT SECTOR SPDR TR — $209K
SELECT SECTOR SPDR TR — $831K
SELECT SECTOR SPDR TR — $442K
SELECT SECTOR SPDR TR — $1.1M
SPACE EXPLORATION TECHN CORP — $280K
SPDR SERIES TRUST — $222K
SPDR SERIES TRUST — $2.5M
STATE STR SPDR S&P 500 ETF T — $13.2M
… and 1 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