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Oxinas Partners Wealth Management LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1759320
Institutional-grade research for retail investors

Sector Allocation

  • Other51.0%$129.5M
  • Financials18.8%$47.6M
  • Technology16.8%$42.6M
  • Consumer Discretionary6.1%$15.4M
  • Industrials4.6%$11.7M
  • Consumer Staples0.8%$2.0M
  • Energy0.7%$1.8M
  • Materials0.6%$1.6M
  • Communication Services0.4%$1.1M
  • Healthcare0.2%$492,375

AUM History

13fpro.ai/research/fund/oxinas-partners-wealth-management-llc-1759320

Conviction and streaks

Stable · top 10 = 37.8%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

Largest positions — Q2 2026

  • SPYSPY
    $15.7M
  • WTWT
    $13.1M
  • WTWT
    $12.6M
  • SPDR
    $11.9M
  • QQQQQQ
    $8.9M
  • AAPLAAPL
    $8.0M
  • GOOGGOOG
    $7.8M
  • TSLATSLA
    $6.2M
  • VANGUARD
    $6.0M
  • AMZNAMZN
    $5.8M
  • ISHARES
    $5.4M
  • UALUAL
    $5.3M
  • J
    $5.1M
  • ISHARES
    $5.0M
  • PIMCO
    $4.9M
  • WTWT
    $4.9M
  • SPDR
    $4.8M
  • CAPITAL
    $4.2M
  • CAPITAL
    $3.9M
  • SCHWAB
    $3.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/oxinas-partners-wealth-management-llc-1759320

Oxinas Partners Wealth Management LLC 13F holdings — Q2 2026

$253.7M portfolio (+15.9% QoQ) · 149 holdings · Q2 2026 13F · top 10 are 38% of the stock portfolio

All holdings — Oxinas Partners Wealth Management LLC (Q2 2026)

149 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
— ISHARES TR - CORE S&P500 ETFetf/fund$5.4M-2%
UAL$UALUnited Airlines Holdings, Inc.$5.3M-7%
— J P MORGAN EXCHANGE TRADED F - US VALUE FACTR$5.1M-3%
— ISHARES TR - CORE US AGGBD ETetf/fund$5.0M+5%
— PIMCO ETF TR - ENHAN SHRT MA ACetf/fund$4.9M+17%
WT$WTWisdomTree, Inc.$4.9M+2%
— SPDR INDEX SHS FDS - ST STR PO EX ETFetf/fund$4.8M-0.9%
— CAPITAL GROUP GROWTH ETF - SHS CREAT UNITetf/fund$4.2M+1%
— CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNITlp unit$3.9M+1%
— SCHWAB STRATEGIC TR - US LCAP GR ETFetf/fund$3.5M+0.3%
— ISHARES TR - FLTG RATE NT ETFetf/fund$3.4M+17%
MU$MUMICRON TECHNOLOGY INC$3.1M+37%
— J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM$3.0M+3%
GOOGL$GOOGLAlphabet Inc.$2.9M-10%
MSFT$MSFTMICROSOFT CORP$2.9M+2%

What changed in Q2 2026

Against the previous quarter's 13F: 13 new, 56 added to, 63 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.

New positions (13)

  • SPCX$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$2.1M

    first bought this quarter

  • WDC$WDCWESTERN DIGITAL CORP$400K

    first bought this quarter

  • AMD$AMDADVANCED MICRO DEVICES INC$355K

    first bought this quarter

  • LITE$LITELumentum Holdings Inc.$336K

    first bought this quarter

  • TIDAL TRUST II - ROUNDHILL GENER$304K

    first bought this quarter

  • MTSI$MTSIMACOM Technology Solutions Holdings, Inc.$257K

    first bought this quarter

+7 more in the Excel export

Added to (56)

  • PROSHARES TR - S&P 500 DV ARIST+108%

    now $2.5M

  • MU$MUMICRON TECHNOLOGY INC+37%

    now $3.1M · held 3 qtrs, 3 adds in a row

  • SPY$SPYSPDR S&P 500 ETF TRUST+5%

    now $15.7M · held 10+ qtrs, 2 adds in a row

  • PIMCO ETF TR - ENHAN SHRT MA AC+17%

    now $4.9M

  • VANGUARD INDEX FDS - MCAP GR IDXVIP+26%

    now $2.6M

  • ISHARES TR - FLTG RATE NT ETF+17%

    now $3.4M

+50 more in the Excel export

Trimmed (63)

  • WT$WTWisdomTree, Inc.-7%

    now $13.1M · held 10+ qtrs

  • AVGO$AVGOBroadcom Inc.-22%

    now $2.0M · held 10+ qtrs

  • APLD$APLDApplied Digital Corp.-56%

    now $413K · held 3 qtrs, 2 trims in a row

  • CCL$CCLCarnival Corp Ltd.-32%

    now $1.0M · held 10+ qtrs, 2 trims in a row

  • AMZN$AMZNAMAZON COM INC-7%

    now $5.8M · held 10+ qtrs

  • NVDA$NVDANVIDIA CORP-14%

    now $2.5M · held 10+ qtrs

+57 more in the Excel export

Sold out (11)

  • DIREXION SHARES ETF TRUSTwas $697K
  • BARCLAYS BANK PLCwas $259K
  • COIN$COINCoinbase Global, Inc.was $238K

    held 4 qtrs

  • USB$USBUS BANCORP DEwas $238K

    held 9+ qtrs

  • BNO$BNOUnited States Brent Oil Fund, LPwas $231K
  • SCCO$SCCOSOUTHERN COPPER CORP/was $218K

+5 more in the Excel export

Firm AUM (Form ADV): $391.0M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Oxinas Partners Wealth Management LLC has filed, 22 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Oxinas Partners Wealth Management?

Q2 2026 13F filed with the SEC on Jul 14, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Oxinas Partners Wealth Management's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

+1.8%

Value-weighted move of the 10 largest stock positions

Turnover

4%

Last quarter; 16% over the last 4

Top 10 weight

38%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

91%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Oxinas Partners Wealth Management LLC disclosed 149 positions worth $253.7M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 6.2% of the equity portfolio, followed by $WT and $WT. During the quarter the fund opened 13 new positions and exited 11 — including a new stake in $SPCX. The portfolio is most concentrated in Other (51.0% of disclosed assets). All figures are sourced directly from Oxinas Partners Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 1759320.

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AI-Powered Hedge Fund Analysis: Oxinas Partners Wealth Management LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Oxinas Partners Wealth Management LLC (SEC CIK: 1759320), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Oxinas Partners Wealth Management LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.