# EDGAR Filing Document

**Accession Number:** 0002007082
**File Stem:** 0001765380-26-000087
**Filing Date:** 2026-2
**Character Count:** 12567
**Document Hash:** cb57cd0745fc31783eb7834e50917a44
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-26-000087.hdr.sgml**: 20260210

**ACCESSION NUMBER**: 0001765380-26-000087

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260210

**DATE AS OF CHANGE**: 20260210

**EFFECTIVENESS DATE**: 20260210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Oxford Wealth Group, LLC
- **CENTRAL INDEX KEY:** 0002007082

**ORGANIZATION NAME:**
- **EIN:** 881450234
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-24186
- **FILM NUMBER:** 26614284

**BUSINESS ADDRESS:**
- **STREET 1:** 111 N. ORANGE AVENUE
- **CITY:** ORLANDO
- **STATE:** FL
- **ZIP:** 32801
- **BUSINESS PHONE:** 4074952004

**MAIL ADDRESS:**
- **STREET 1:** 111 N. ORANGE AVENUE
- **CITY:** ORLANDO
- **STATE:** FL
- **ZIP:** 32801

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Oxford Wealth Group LLC<br>**Address:** 111 N. ORANGE AVENUE<br>ORLANDO, FL 32801

**Form 13F File Number:** 028-24186

**CRD Number (if applicable):** 000031956

**SEC File Number (if applicable):** 801-124718

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Roseann Higgins<br>**Title:** Chief Compliance Officer<br>**Phone:** 513-977-8459

**Signature, Place, and Date of Signing:**

Roseann Higgins  Cincinnati, OH  02-10-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[ ] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[x] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 1

**Form 13F Information Table Entry Total:** 87

**Form 13F Information Table Value Total:** $205664096

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

|   No. | Name                                | Form 13F File Number   |   CRD Number | SEC File Number   |
|---:|:---|:---|---:|:---|
|     1 | FOUNDATIONS INVESTMENT ADVISORS LLC | 028-18893              |    000175083 | 801-100512        |

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| D-WAVE QUANTUM INC | COM | 26740W109 |  | 213776 | 8175 | SH |  | SOLE |  | 0 | 0 | 8175 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 217060 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 226413 | 5559 | SH |  | SOLE |  | 0 | 0 | 5559 |
| CLIMB GLOBAL SOLUTIONS INC | COM | 946760105 |  | 269423 | 2621 | SH |  | SOLE |  | 0 | 0 | 2621 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 276860 | 406 | SH |  | SOLE |  | 0 | 0 | 406 |
| PVH CORPORATION | COM | 693656100 |  | 277801 | 4145 | SH |  | SOLE |  | 0 | 0 | 4145 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 278969 | 1435 | SH |  | SOLE |  | 0 | 0 | 1435 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 279354 | 846 | SH |  | SOLE |  | 0 | 0 | 846 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 311311 | 413 | SH |  | SOLE |  | 0 | 0 | 413 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 311797 | 2911 | SH |  | SOLE |  | 0 | 0 | 2911 |
| AMGEN INC | COM | 031162100 |  | 315527 | 964 | SH |  | SOLE |  | 0 | 0 | 964 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 319324 | 1543 | SH |  | SOLE |  | 0 | 0 | 1543 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 339296 | 1842 | SH |  | SOLE |  | 0 | 0 | 1842 |
| ALLEGION PLC | ORD SHS | G0176J109 |  | 342960 | 2154 | SH |  | SOLE |  | 0 | 0 | 2154 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 353120 | 1162 | SH |  | SOLE |  | 0 | 0 | 1162 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 |  | 354237 | 5508 | SH |  | SOLE |  | 0 | 0 | 5508 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 374288 | 7996 | SH |  | SOLE |  | 0 | 0 | 7996 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 378506 | 663 | SH |  | SOLE |  | 0 | 0 | 663 |
| GRANITE CONSTR INC | COM | 387328107 |  | 379046 | 3286 | SH |  | SOLE |  | 0 | 0 | 3286 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 393748 | 16393 | SH |  | SOLE |  | 0 | 0 | 16393 |
| CARNIVAL CORP | UNIT 99/99/9999 | 143658300 |  | 395401 | 12947 | SH |  | SOLE |  | 0 | 0 | 12947 |
| LAUREATE EDUCATION INC | COMMON STOCK | 518613203 |  | 405724 | 12050 | SH |  | SOLE |  | 0 | 0 | 12050 |
| REV GROUP INC | COM | 749527107 |  | 408528 | 6718 | SH |  | SOLE |  | 0 | 0 | 6718 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 421938 | 745 | SH |  | SOLE |  | 0 | 0 | 745 |
| RTX CORPORATION | COM | 75513E101 |  | 424050 | 2312 | SH |  | SOLE |  | 0 | 0 | 2312 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 |  | 448891 | 6670 | SH |  | SOLE |  | 0 | 0 | 6670 |
| APPLIED MATLS INC | COM | 038222105 |  | 450797 | 1754 | SH |  | SOLE |  | 0 | 0 | 1754 |
| ISHARES TR | 7-10 YR TRSY BD | 464287440 |  | 453106 | 4712 | SH |  | SOLE |  | 0 | 0 | 4712 |
| VISA INC | COM CL A | 92826C839 |  | 453487 | 1293 | SH |  | SOLE |  | 0 | 0 | 1293 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 481029 | 5744 | SH |  | SOLE |  | 0 | 0 | 5744 |
| GLOBAL X FDS | ADAPTIVE US | 37954Y574 |  | 489371 | 10554 | SH |  | SOLE |  | 0 | 0 | 10554 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 508046 | 3466 | SH |  | SOLE |  | 0 | 0 | 3466 |
| HOME DEPOT INC | COM | 437076102 |  | 575335 | 1672 | SH |  | SOLE |  | 0 | 0 | 1672 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 599122 | 560 | SH |  | SOLE |  | 0 | 0 | 560 |
| WALMART INC | COM | 931142103 |  | 620175 | 5567 | SH |  | SOLE |  | 0 | 0 | 5567 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 621575 | 707 | SH |  | SOLE |  | 0 | 0 | 707 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 621832 | 3503 | SH |  | SOLE |  | 0 | 0 | 3503 |
| BROADCOM INC | COM | 11135F101 |  | 637182 | 1841 | SH |  | SOLE |  | 0 | 0 | 1841 |
| PFIZER INC | COM | 717081103 |  | 672137 | 26993 | SH |  | SOLE |  | 0 | 0 | 26993 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 711302 | 7784 | SH |  | SOLE |  | 0 | 0 | 7784 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 748861 | 4213 | SH |  | SOLE |  | 0 | 0 | 4213 |
| SALESFORCE INC | COM | 79466L302 |  | 780477 | 2946 | SH |  | SOLE |  | 0 | 0 | 2946 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 796612 | 6620 | SH |  | SOLE |  | 0 | 0 | 6620 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 956843 | 5906 | SH |  | SOLE |  | 0 | 0 | 5906 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 972773 | 8601 | SH |  | SOLE |  | 0 | 0 | 8601 |
| MERCK  CO INC | COM | 58933Y105 |  | 975444 | 9267 | SH |  | SOLE |  | 0 | 0 | 9267 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 978756 | 1135 | SH |  | SOLE |  | 0 | 0 | 1135 |
| ORACLE CORP | COM | 68389X105 |  | 985134 | 5054 | SH |  | SOLE |  | 0 | 0 | 5054 |
| NETFLIX INC | COM | 64110L106 |  | 1008858 | 10760 | SH |  | SOLE |  | 0 | 0 | 10760 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 1019576 | 2108 | SH |  | SOLE |  | 0 | 0 | 2108 |
| CIENA CORP | COM NEW | 171779309 |  | 1062471 | 4543 | SH |  | SOLE |  | 0 | 0 | 4543 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1068175 | 3404 | SH |  | SOLE |  | 0 | 0 | 3404 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 1097880 | 3407 | SH |  | SOLE |  | 0 | 0 | 3407 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1163434 | 9970 | SH |  | SOLE |  | 0 | 0 | 9970 |
| TESLA INC | COM | 88160R101 |  | 1167473 | 2596 | SH |  | SOLE |  | 0 | 0 | 2596 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 1362435 | 8689 | SH |  | SOLE |  | 0 | 0 | 8689 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 1697138 | 44289 | SH |  | SOLE |  | 0 | 0 | 44289 |
| MICROSOFT CORP | COM | 594918104 |  | 2241626 | 4635 | SH |  | SOLE |  | 0 | 0 | 4635 |
| AMAZON COM INC | COM | 023135106 |  | 2290427 | 9923 | SH |  | SOLE |  | 0 | 0 | 9923 |
| ELI LILLY  CO | COM | 532457108 |  | 2550245 | 2373 | SH |  | SOLE |  | 0 | 0 | 2373 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2882210 | 9208 | SH |  | SOLE |  | 0 | 0 | 9208 |
| INVESCO EXCHANGE TRADED FD T | S SMLCP MOMENT | 46137V498 |  | 3230144 | 44857 | SH |  | SOLE |  | 0 | 0 | 44857 |
| INVESCO EXCH TRADED FD TR II | S SMALLCAP 600 | 46138G664 |  | 3438525 | 70577 | SH |  | SOLE |  | 0 | 0 | 70577 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 3653737 | 76454 | SH |  | SOLE |  | 0 | 0 | 76454 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 3810251 | 20430 | SH |  | SOLE |  | 0 | 0 | 20430 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 3820559 | 26537 | SH |  | SOLE |  | 0 | 0 | 26537 |
| ISHARES TR | CORE S ETF | 464287200 |  | 3824486 | 5584 | SH |  | SOLE |  | 0 | 0 | 5584 |
| APPLE INC | COM | 037833100 |  | 3844139 | 14140 | SH |  | SOLE |  | 0 | 0 | 14140 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 3872403 | 8710 | SH |  | SOLE |  | 0 | 0 | 8710 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 3919269 | 9495 | SH |  | SOLE |  | 0 | 0 | 9495 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 3986372 | 32341 | SH |  | SOLE |  | 0 | 0 | 32341 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 3992183 | 17769 | SH |  | SOLE |  | 0 | 0 | 17769 |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 33737A108 |  | 4080179 | 26664 | SH |  | SOLE |  | 0 | 0 | 26664 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 4102686 | 8410 | SH |  | SOLE |  | 0 | 0 | 8410 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 4197680 | 12520 | SH |  | SOLE |  | 0 | 0 | 12520 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 |  | 4202400 | 42742 | SH |  | SOLE |  | 0 | 0 | 42742 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 4213040 | 6718 | SH |  | SOLE |  | 0 | 0 | 6718 |
| META PLATFORMS INC | CL A | 30303M102 |  | 4320332 | 6545 | SH |  | SOLE |  | 0 | 0 | 6545 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 4505330 | 17999 | SH |  | SOLE |  | 0 | 0 | 17999 |
| INVESCO EXCH TRADED FD TR II | S 500 REVENUE | 46138G698 |  | 6131149 | 53547 | SH |  | SOLE |  | 0 | 0 | 53547 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 |  | 6323839 | 241000 | SH |  | SOLE |  | 0 | 0 | 241000 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 7541789 | 125341 | SH |  | SOLE |  | 0 | 0 | 125341 |
| EA SERIES TRUST | BRIDGEWAY BLUE | 02072L714 |  | 7941367 | 520404 | SH |  | SOLE |  | 0 | 0 | 520404 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 8404900 | 13682 | SH |  | SOLE |  | 0 | 0 | 13682 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 12528683 | 211348 | SH |  | SOLE |  | 0 | 0 | 211348 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 20158808 | 168947 | SH |  | SOLE |  | 0 | 0 | 168947 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 |  | 21201154 | 153121 | SH |  | SOLE |  | 0 | 0 | 153121 |

---