# EDGAR Filing Document

**Accession Number:** 0002007082
**File Stem:** 0001765380-26-000201
**Filing Date:** 2026-5
**Character Count:** 12693
**Document Hash:** 78291d87222eec5fd138d34fbc6c5bbf
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001765380-26-000201.hdr.sgml**: 20260511

**ACCESSION NUMBER**: 0001765380-26-000201

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260511

**DATE AS OF CHANGE**: 20260511

**EFFECTIVENESS DATE**: 20260511

**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:** 26962283

**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:** 03-31-2026

**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  05-11-2026<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:** 88

**Form 13F Information Table Value Total:** $183059489

      (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 |
| VISA INC | COM CL A | 92826C839 |  | 346193 | 1145 | SH |  | SOLE |  | 0 | 0 | 1145 |
| AMGEN INC | COM | 031162100 |  | 332691 | 946 | SH |  | SOLE |  | 0 | 0 | 946 |
| APPLE INC | COM | 037833100 |  | 3585362 | 14127 | SH |  | SOLE |  | 0 | 0 | 14127 |
| TESLA INC | COM | 88160R101 |  | 824170 | 2217 | SH |  | SOLE |  | 0 | 0 | 2217 |
| CIENA CORP | COM NEW | 171779309 |  | 1648036 | 4245 | SH |  | SOLE |  | 0 | 0 | 4245 |
| ISHARES TR | CORE S ETF | 464287200 |  | 423114 | 648 | SH |  | SOLE |  | 0 | 0 | 648 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 4049955 | 16876 | SH |  | SOLE |  | 0 | 0 | 16876 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 641932 | 5675 | SH |  | SOLE |  | 0 | 0 | 5675 |
| PFIZER INC | COM | 717081103 |  | 660638 | 23527 | SH |  | SOLE |  | 0 | 0 | 23527 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 3635928 | 52128 | SH |  | SOLE |  | 0 | 0 | 52128 |
| ORACLE CORP | COM | 68389X105 |  | 658680 | 4477 | SH |  | SOLE |  | 0 | 0 | 4477 |
| WALMART INC | COM | 931142103 |  | 682794 | 5494 | SH |  | SOLE |  | 0 | 0 | 5494 |
| ALLEGION PLC | ORD SHS | G0176J109 |  | 302494 | 2082 | SH |  | SOLE |  | 0 | 0 | 2082 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2602092 | 9049 | SH |  | SOLE |  | 0 | 0 | 9049 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1068910 | 3726 | SH |  | SOLE |  | 0 | 0 | 3726 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 |  | 664377 | 503 | SH |  | SOLE |  | 0 | 0 | 503 |
| BROADCOM INC | COM | 11135F101 |  | 553474 | 1788 | SH |  | SOLE |  | 0 | 0 | 1788 |
| GLOBAL X FDS | ADAPTIVE US | 37954Y574 |  | 632013 | 13072 | SH |  | SOLE |  | 0 | 0 | 13072 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 3286976 | 64692 | SH |  | SOLE |  | 0 | 0 | 64692 |
| NETFLIX INC. | COM | 64110L106 |  | 1031209 | 10725 | SH |  | SOLE |  | 0 | 0 | 10725 |
| PACER FDS TR | US CASH COWS 100 | 69374H881 |  | 7407549 | 118407 | SH |  | SOLE |  | 0 | 0 | 118407 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 222890 | 518 | SH |  | SOLE |  | 0 | 0 | 518 |
| CARNIVAL CORP | COMMON STOCK | 143658300 |  | 345084 | 13334 | SH |  | SOLE |  | 0 | 0 | 13334 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1115722 | 9838 | SH |  | SOLE |  | 0 | 0 | 9838 |
| AMAZON COM INC | COM | 023135106 |  | 2008764 | 9645 | SH |  | SOLE |  | 0 | 0 | 9645 |
| ELI LILLY  CO | COM | 532457108 |  | 2187246 | 2378 | SH |  | SOLE |  | 0 | 0 | 2378 |
| HOME DEPOT INC | COM | 437076102 |  | 560519 | 1704 | SH |  | SOLE |  | 0 | 0 | 1704 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 7520731 | 13030 | SH |  | SOLE |  | 0 | 0 | 13030 |
| MERCK  CO INC | COM | 58933Y105 |  | 1079020 | 8970 | SH |  | SOLE |  | 0 | 0 | 8970 |
| MICROSOFT CORP | COM | 594918104 |  | 1481220 | 4001 | SH |  | SOLE |  | 0 | 0 | 4001 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 543068 | 3300 | SH |  | SOLE |  | 0 | 0 | 3300 |
| SALESFORCE INC | COM | 79466L302 |  | 453452 | 2429 | SH |  | SOLE |  | 0 | 0 | 2429 |
| TEREX CORP NEW | COM | 880779103 |  | 390193 | 6602 | SH |  | SOLE |  | 0 | 0 | 6602 |
| EA SERIES TRUST | BRIDGEWAY BLUE | 02072L714 |  | 6945305 | 470549 | SH |  | SOLE |  | 0 | 0 | 470549 |
| LAUREATE ED INC | COMMON STOCK | 518613203 |  | 419648 | 12045 | SH |  | SOLE |  | 0 | 0 | 12045 |
| PVH CORPORATION | COM | 693656100 |  | 286300 | 4104 | SH |  | SOLE |  | 0 | 0 | 4104 |
| RTX CORPORATION | COM | 75513E101 |  | 427140 | 2214 | SH |  | SOLE |  | 0 | 0 | 2214 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1121697 | 6611 | SH |  | SOLE |  | 0 | 0 | 6611 |
| APPLIED MATLS INC | COM | 038222105 |  | 583154 | 1706 | SH |  | SOLE |  | 0 | 0 | 1706 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 593997 | 2430 | SH |  | SOLE |  | 0 | 0 | 2430 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 210474 | 985 | SH |  | SOLE |  | 0 | 0 | 985 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 670072 | 7312 | SH |  | SOLE |  | 0 | 0 | 7312 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 |  | 3280535 | 8928 | SH |  | SOLE |  | 0 | 0 | 8928 |
| GRANITE CONSTR INC | COM | 387328107 |  | 395137 | 3296 | SH |  | SOLE |  | 0 | 0 | 3296 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3702461 | 6471 | SH |  | SOLE |  | 0 | 0 | 6471 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2939052 | 16852 | SH |  | SOLE |  | 0 | 0 | 16852 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 556133 | 8025 | SH |  | SOLE |  | 0 | 0 | 8025 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 3343092 | 7654 | SH |  | SOLE |  | 0 | 0 | 7654 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 3532379 | 11011 | SH |  | SOLE |  | 0 | 0 | 11011 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 3617940 | 6055 | SH |  | SOLE |  | 0 | 0 | 6055 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 1407030 | 5615 | SH |  | SOLE |  | 0 | 0 | 5615 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 |  | 415745 | 1465 | SH |  | SOLE |  | 0 | 0 | 1465 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 376043 | 8094 | SH |  | SOLE |  | 0 | 0 | 8094 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1029067 | 3498 | SH |  | SOLE |  | 0 | 0 | 3498 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 320327 | 530 | SH |  | SOLE |  | 0 | 0 | 530 |
| GABELLI EQUITY TR INC | COM | 362397101 |  | 93710 | 16734 | SH |  | SOLE |  | 0 | 0 | 16734 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 3310191 | 24907 | SH |  | SOLE |  | 0 | 0 | 24907 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 406741 | 3242 | SH |  | SOLE |  | 0 | 0 | 3242 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 292729 | 635 | SH |  | SOLE |  | 0 | 0 | 635 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 293386 | 1830 | SH |  | SOLE |  | 0 | 0 | 1830 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 216590 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 557659 | 659 | SH |  | SOLE |  | 0 | 0 | 659 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 290818 | 582 | SH |  | SOLE |  | 0 | 0 | 582 |
| FIDELITY COVINGTON TRUST | MSCI INFO TECH I | 316092808 |  | 3564601 | 17133 | SH |  | SOLE |  | 0 | 0 | 17133 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 425674 | 1044 | SH |  | SOLE |  | 0 | 0 | 1044 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 |  | 434507 | 6723 | SH |  | SOLE |  | 0 | 0 | 6723 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 591849 | 4046 | SH |  | SOLE |  | 0 | 0 | 4046 |
| CLIMB GLOBAL SOLUTIONS INC | COM | 946760105 |  | 206764 | 10432 | SH |  | SOLE |  | 0 | 0 | 10432 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 286764 | 5712 | SH |  | SOLE |  | 0 | 0 | 5712 |
| FIRST TR EXCHANGE TRADED FD | RBA INDL ETF | 33738R704 |  | 3898924 | 35195 | SH |  | SOLE |  | 0 | 0 | 35195 |
| FIRST TR EXCHANGE TRADED FD | SMID RISNG ETF | 33741X102 |  | 4255358 | 107922 | SH |  | SOLE |  | 0 | 0 | 107922 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 336917109 |  | 4648488 | 91506 | SH |  | SOLE |  | 0 | 0 | 91506 |
| FIRST TR EXCHANGE-TRADED FD | FT VEST RIS | 33738D879 |  | 5365115 | 209985 | SH |  | SOLE |  | 0 | 0 | 209985 |
| FIRST TR EXCHANGE-TRADED FD | DJ GLBL DIVID | 33734X200 |  | 4181840 | 130969 | SH |  | SOLE |  | 0 | 0 | 130969 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ CLN EDGE | 33737A108 |  | 3752759 | 22941 | SH |  | SOLE |  | 0 | 0 | 22941 |
| FIRST TR EXCHANGE-TRADED FD | WCM INTL EQUITY | 33733E732 |  | 5892324 | 351361 | SH |  | SOLE |  | 0 | 0 | 351361 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 1130948 | 1135 | SH |  | SOLE |  | 0 | 0 | 1135 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 |  | 382941 | 16083 | SH |  | SOLE |  | 0 | 0 | 16083 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 |  | 369714 | 5512 | SH |  | SOLE |  | 0 | 0 | 5512 |
| INVESCO EXCH TRADED FD TR II | S 500 MOMNTM | 46138E339 |  | 10061484 | 89747 | SH |  | SOLE |  | 0 | 0 | 89747 |
| INVESCO EXCH TRADED FD TR II | S 500 REVENUE | 46138G698 |  | 5326670 | 46355 | SH |  | SOLE |  | 0 | 0 | 46355 |
| INVESCO EXCH TRADED FD TR II | S SMALLCAP 600 | 46138G664 |  | 6098736 | 120815 | SH |  | SOLE |  | 0 | 0 | 120815 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 2258210 | 41397 | SH |  | SOLE |  | 0 | 0 | 41397 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 |  | 20004141 | 137941 | SH |  | SOLE |  | 0 | 0 | 137941 |
| INVESCO EXCHANGE TRADED FD T | S SMLCP MOMENT | 46137V498 |  | 3000904 | 39475 | SH |  | SOLE |  | 0 | 0 | 39475 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 |  | 1698417 | 8692 | SH |  | SOLE |  | 0 | 0 | 8692 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 435159 | 669 | SH |  | SOLE |  | 0 | 0 | 669 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 206150 | 610 | SH |  | SOLE |  | 0 | 0 | 610 |

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