Oxler Private Wealth LLC

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

Import this data to Google Sheets with:

=jivedata("oxler-private-wealth-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $350.0M93 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.4M	0.4%	15,477 SH	New
ABBVIE INC	COM	$4.3M	1.2%Prev: 1.0%	17,280 SH	Increased+278 SH
AFLAC INC	COM	$209K	0.1%	1,782 SH	New
ALLIANT ENERGY CORP	COM	$548K	0.2%Prev: 0.1%	7,189 SH	Increased-668 SH
ALPHABET INC	CAP STK CL A	$13.8M	3.9%Prev: 2.2%	38,653 SH	Increased-1,522 SH
ALPHABET INC	CAP STK CL C	$13.0M	3.7%Prev: 2.1%	36,817 SH	Increased-658 SH
AMAZON COM INC	COM	$21.6M	6.2%Prev: 6.4%	90,637 SH	Increased-2,096 SH
AMGEN INC	COM	$3.1M	0.9%Prev: 0.8%	8,583 SH	Increased-224 SH
APPLE INC	COM	$11.5M	3.3%Prev: 2.6%	39,807 SH	Increased-1,273 SH
ARISTA NETWORKS INC	COM SHS	$3.2M	0.9%Prev: 0.6%	18,991 SH	Increased-1 SH
ARK ETF TR	INNOVATION ETF	$320K	0.1%Prev: 0.1%	3,954 SH	Increased-533 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$501K	0.1%Prev: 0.2%	1,001 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$1.1M	0.3%Prev: 0.3%	19,816 SH	Increased-1,272 SH
BROADCOM INC	COM	$968K	0.3%Prev: 0.2%	2,562 SH	Increased+19 SH
CATERPILLAR INC	COM	$390K	0.1%	366 SH	New
CHIPOTLE MEXICAN GRILL INC	COM	$1.1M	0.3%Prev: 0.6%	32,600 SH	Decreased
CHURCH & DWIGHT CO INC	COM	$945K	0.3%Prev: 0.3%	9,750 SH	Decreased-1,251 SH
CISCO SYS INC	COM	$294K	0.1%	2,502 SH	New
CMS ENERGY CORP	COM	$344K	0.1%Prev: 0.1%	4,503 SH	Increased+98 SH
COCA COLA CO	COM	$299K	0.1%Prev: 0.4%	3,679 SH	Decreased-12,801 SH
COMCAST CORP NEW	CL A	$751K	0.2%Prev: 0.4%	30,605 SH	Decreased-4,144 SH
COSTCO WHOLESALE CORPORATION	COM	$3.3M	0.9%	3,549 SH	New
DIGITAL RLTY TR INC	COM	$255K	0.1%Prev: 0.1%	1,417 SH	Increased+38 SH
DISNEY WALT CO	COM	$367K	0.1%Prev: 0.2%	3,816 SH	Decreased-2,288 SH
DTE ENERGY CO	COM	$214K	0.1%Prev: 0.1%	1,406 SH	Decreased-462 SH
ELI LILLY & CO	COM	$7.2M	2.1%Prev: 1.5%	6,027 SH	Increased-41 SH
ENTERGY CORP NEW	COM	$271K	0.1%	2,362 SH	New
EVERSOURCE ENERGY	COM	$323K	0.1%Prev: 0.1%	4,475 SH	Increased-145 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$276K	0.1%Prev: 0.1%	5,720 SH	Increased+135 SH
GOLDMAN SACHS GROUP INC	COM	$628K	0.2%Prev: 0.1%	621 SH	Increased-10 SH
HERSHEY CO	COM	$925K	0.3%Prev: 0.3%	5,271 SH	Increased+153 SH
HOME DEPOT INC	COM	$406K	0.1%Prev: 0.1%	1,152 SH	Decreased+28 SH
IDEXX LABS INC	COM	$869K	0.2%Prev: 0.3%	1,650 SH	Decreased-32 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$361K	0.1%Prev: 0.1%	1,191 SH	Increased+16 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$720K	0.2%Prev: 0.2%	12,910 SH	Increased-2,439 SH
INVESCO QQQ TR	UNIT SER 1	$57.2M	16.3%Prev: 13.6%	77,683 SH	Increased-938 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$20.5M	5.9%Prev: 9.8%	616,514 SH	Decreased+105,860 SH
ISHARES ETHEREUM TR	SHS	$1.5M	0.4%	129,699 SH	New
ISHARES TR	ESG MSCI KLD ETF	$384K	0.1%	2,696 SH	New
ISHARES TR	ISHARES BIOTECH	$304K	0.1%Prev: 0.1%	1,597 SH	Increased+4 SH
ISHARES TR	ISHARES SEMICDTR	$492K	0.1%	767 SH	New
ISHARES TR	RUS 1000 GRW ETF	$919K	0.3%Prev: 0.2%	7,397 SH	Increased+5,555 SH
ISHARES TR	RUS 1000 VAL ETF	$706K	0.2%Prev: 0.2%	2,914 SH	Increased+35 SH
ISHARES TR	S&P 500 GRWT ETF	$931K	0.3%Prev: 0.2%	6,769 SH	Increased+21 SH
ISHARES TR	S&P 500 VAL ETF	$673K	0.2%Prev: 0.2%	2,965 SH	Increased+37 SH
ISHARES TR	S&P MC 400VL ETF	$2.4M	0.7%Prev: 0.7%	16,382 SH	Increased-1,953 SH
ISHARES TR	SP SMCP600VL ETF	$4.1M	1.2%Prev: 1.1%	29,757 SH	Increased-3,934 SH
JOHNSON & JOHNSON	COM	$1.3M	0.4%Prev: 0.3%	5,158 SH	Increased-1,083 SH
JPMORGAN CHASE & CO	COM	$1.7M	0.5%	5,064 SH	New
LISTED FDS TR	ROUN MA SEVE ETF	$968K	0.3%	15,055 SH	New
MCDONALDS CORP	COM	$1.7M	0.5%Prev: 0.6%	6,148 SH	Decreased-85 SH
META PLATFORMS INC	CL A	$13.7M	3.9%Prev: 5.7%	24,264 SH	Decreased-501 SH
MICROSOFT CORP	COM	$11.6M	3.3%Prev: 4.9%	31,000 SH	Decreased-328 SH
NETFLIX INC.	COM	$1.0M	0.3%	14,470 SH	New
NORTHROP GRUMMAN CORP	COM	$3.6M	1.0%Prev: 1.1%	7,084 SH	Increased-27 SH
NVIDIA CORPORATION	COM	$16.6M	4.7%Prev: 4.1%	82,812 SH	Increased+954 SH
ONEOK INC NEW	COM	$4.1M	1.2%Prev: 1.2%	47,456 SH	Increased-768 SH
PACER FDS TR	US CASH COWS 100	$291K	0.1%Prev: 0.1%	4,684 SH	Decreased-2,797 SH
PALO ALTO NETWORKS INC	COM	$5.1M	1.5%Prev: 1.0%	14,940 SH	Increased
PEPSICO INC	COM	$390K	0.1%Prev: 0.6%	2,878 SH	Decreased-10,920 SH
PERMA-FIX ENVIRONMENTAL SVCS	COM NEW	$243K	0.1%Prev: 0.1%	17,005 SH	Increased
PROCTER & GAMBLE CO	COM	$273K	0.1%	1,863 SH	New
RTX CORPORATION	COM	$363K	0.1%Prev: 0.1%	1,912 SH	Increased+22 SH
SALESFORCE INC	COM	$515K	0.1%Prev: 0.3%	3,289 SH	Decreased-328 SH
SELECT SECTOR SPDR TR	ST STR CARE ETF	$209K	0.1%	1,316 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$831K	0.2%	7,086 SH	New
SELECT SECTOR SPDR TR	ST STR INDL ETF	$442K	0.1%	2,387 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$1.1M	0.3%	5,976 SH	New
SPACE EXPLORATION TECHN CORP	CLASS A COM STK	$280K	0.1%	1,640 SH	New
SPDR GOLD TR	GOLD SHS	$8.6M	2.5%Prev: 2.2%	23,356 SH	Increased-8 SH
SPDR SERIES TRUST	ST STR SP DIV	$222K	0.1%	1,460 SH	New
SPDR SERIES TRUST	ST STR SP500FF	$2.5M	0.7%	41,181 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.2M	3.8%	17,693 SH	New
STRATEGY INC	CL A NEW	$695K	0.2%	7,998 SH	New
STRYKER CORPORATION	COM	$1.2M	0.3%Prev: 0.6%	3,725 SH	Decreased-1,110 SH
TESLA INC	COM	$1.9M	0.5%Prev: 0.4%	4,442 SH	Increased+472 SH
THERMO FISHER SCIENTIFIC INC	COM	$3.7M	1.1%Prev: 1.2%	7,435 SH	Decreased-2,064 SH
TIDAL TRUST I	FUND GRAN US ETF	$2.5M	0.7%	90,549 SH	New
UNION PAC CORP	COM	$1.3M	0.4%Prev: 0.3%	4,770 SH	Increased+80 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$427K	0.1%Prev: 0.1%	1,949 SH	Increased+35 SH
VANGUARD INDEX FDS	GROWTH ETF	$300K	0.1%Prev: 0.1%	3,477 SH	Increased+2,900 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$42.4M	12.1%Prev: 11.5%	61,678 SH	Increased-2,599 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$758K	0.2%Prev: 0.2%	2,049 SH	Increased
VANGUARD INDEX FDS	VALUE ETF	$206K	0.1%	947 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.1M	1.2%Prev: 1.5%	17,350 SH	Decreased-5,286 SH
VANGUARD STAR FDS	VG TL INTL STK F	$670K	0.2%Prev: 0.2%	7,840 SH	Increased-62 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$5.7M	1.6%Prev: 2.1%	36,363 SH	Decreased-14,425 SH
VERTEX PHARMACEUTICALS INC	COM	$782K	0.2%Prev: 0.2%	1,575 SH	Increased-99 SH
VISA INC	COM CL A	$4.5M	1.3%Prev: 1.7%	13,012 SH	Decreased-1,979 SH
WISDOMTREE TR	CLOUD COMPUTNG	$271K	0.1%Prev: 0.1%	8,460 SH	Decreased-1,241 SH
WISDOMTREE TR	US MIDCAP FUND	$634K	0.2%Prev: 0.2%	8,366 SH	Decreased-2,310 SH
WISDOMTREE TR	US SMALLCAP FUND	$734K	0.2%Prev: 0.2%	10,825 SH	Increased-2,339 SH
YUM BRANDS INC	COM	$291K	0.1%Prev: 0.1%	1,823 SH	Decreased-346 SH

Sold (vs prior filing)

ABBOTT LABS — $2.3M
COSTCO WHSL CORP NEW — $3.7M
ISHARES TR — $369K
JPMORGAN CHASE & CO. — $1.4M
LISTED FDS TR — $569K
MICROSTRATEGY INC — $1.5M
NETFLIX INC — $1.9M
PACER FDS TR — $214K
PROCTER AND GAMBLE CO — $364K
PRUDENTIAL FINL INC — $1.2M
SELECT SECTOR SPDR TR — $299K
SELECT SECTOR SPDR TR — $765K
SELECT SECTOR SPDR TR — $314K
SELECT SECTOR SPDR TR — $753K
SHAKE SHACK INC — $362K
SPDR S&P 500 ETF TR — $11.6M
SPDR SERIES TRUST — $1.9M

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