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Oxler Private Wealth LLC
Oxler Private Wealth LLC is a registered investment adviser founded in 2020 and based in Rye Brook, New York. The firm primarily serves individuals and families with a focus on women and families, offering financial planning, investment management, estate planning, retirement, family governance, risk management, education planning, philanthropy, lending, and tax services. The firm is led by Masahiro Yamazaki and Jessica Demler and employs 4 people, of which 75% are investment professionals. Oxler is known for providing a high-touch and transparent approach to wealth management.
Investment Strategy
Oxler Private Wealth offers comprehensive and personalized wealth management with a focus on holistic financial care. Their approach includes diversified portfolio management using stocks, ETFs, and alternative strategies, combined with financial and estate planning tailored to client needs. The firm uses a high-touch, transparent service model, prioritizing long-term growth, risk management, and the unique requirements of women, families, and high net worth individuals. They primarily serve high net worth individuals but also accommodate families, charitable organizations, and pension or profit-sharing plans, emphasizing a discretionary management structure.
Latest 13F Filing Activity
Oxler Private Wealth LLC filed their most recent 13F report on Jun 30, 2025 disclosing 86 equity positions with a total 13F market value of $318M. The fund increased holdings in Invesco QQQ TR, Vanguard Index FDS, Ishares Bitcoin Trust Etf among other positions. Oxler Private Wealth LLC reduced exposure to Pacer FDS TR, Ishares TR, Thermo Fisher Scientific Inc. among others.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 13.63% | $43.4M | 78,621 | $401.17 | $551.64 | +$11.8M |
V VOO | VANGUARD INDEX FDS | 11.47% | $36.5M | 64,277 | $452.81 | $568.03 | +$9.4M |
I IBIT | ISHARES BITCOIN TRUST ETF | 9.82% | $31.3M | 510,654 | $39.29 | $61.21 | +$7.5M |
A AMZN | AMAZON COM INC | 6.39% | $20.3M | 92,733 | $121.54 | $219.39 | +$2.4M |
M META | META PLATFORMS INC | 5.74% | $18.3M | 24,765 | $343.82 | $738.09 | +$3.5M |
Industry Allocation
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