Institutional Manager · CIK 0001759320
Oxinas Partners Wealth Management LLC
JEFFERSONVILLE, IN · File #028-20435
Latest AUM
$207.8M
Positions
132
Top-10 Concentration
47.5%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025132 pos · $207.8M
- 13F HOLDINGS REPORTQ/E Sep 2025122 pos · $186.8M
- 13F HOLDINGS REPORTQ/E Jun 2025124 pos · $194.8M
- 13F HOLDINGS REPORTQ/E Mar 2025121 pos · $169.3M
- 13F HOLDINGS REPORTQ/E Dec 2024117 pos · $170.6M
- 13F HOLDINGS REPORTQ/E Sep 2024115 pos · $163.2M
- 13F HOLDINGS REPORTQ/E Jun 2024124 pos · $150.3M
- 13F HOLDINGS REPORTQ/E Mar 2024128 pos · $154.1M
- 13F HOLDINGS REPORTQ/E Dec 2023117 pos · $134.5M
- 13F HOLDINGS REPORTQ/E Sep 2023124 pos · $152.4M
- 13F HOLDINGS REPORTQ/E Jun 2023108 pos · $138.6M
- 13F HOLDINGS REPORTQ/E Mar 202399 pos · $118.4M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | WISDOMTREE TR | WT | 142,420 | $12.7M | 7.35% |
| 2 | SPDR S&P 500 ETF TR | SPY | 16,030 | $10.9M | 6.31% |
| 3 | SPDR SERIES TRUST | 78464A409 | 97,636 | $10.4M | 6.01% |
| 4 | WISDOMTREE TR | WT | 174,525 | $10.2M | 5.91% |
| 5 | APPLE INC | AAPL | 28,455 | $7.7M | 4.46% |
| 6 | INVESCO QQQ TR | IVZ | 11,563 | $7.1M | 4.10% |
| 7 | ALPHABET INC | GOOG | 20,266 | $6.4M | 3.67% |
| 8 | TESLA INC | TSLA | 13,484 | $6.1M | 3.50% |
| 9 | AMAZON COM INC | AMZN | 23,655 | $5.5M | 3.15% |
| 10 | UNITED AIRLS HLDGS INC | UNTCW | 47,713 | $5.3M | 3.08% |
| 11 | ISHARES TR | 464287200 | 6,935 | $4.8M | 2.74% |
| 12 | WISDOMTREE TR | WT | 106,016 | $4.7M | 2.69% |
| 13 | SPDR INDEX SHS FDS | 78463X889 | 98,115 | $4.4M | 2.51% |
| 14 | VANGUARD WHITEHALL FDS | 921946406 | 30,171 | $4.3M | 2.50% |
| 15 | SCHWAB STRATEGIC TR | 808524797 | 157,483 | $4.3M | 2.49% |
| 16 | CAPITAL GROUP GROWTH ETF | 14020G101 | 82,334 | $3.7M | 2.11% |
| 17 | MICROSOFT CORP | MSFT | 7,366 | $3.6M | 2.05% |
| 18 | ISHARES TR | 464287226 | 33,955 | $3.4M | 1.96% |
| 19 | SCHWAB STRATEGIC TR | 808524300 | 103,478 | $3.4M | 1.95% |
| 20 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 74,231 | $3.2M | 1.87% |