Oxford Financial Group, Ltd
$2.0B 13F equity value
324 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Oxford Financial Group, Ltd covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 762,716 | $282M | 14.3% |
| INFL | LISTED FDS TR | 3,860,173 | $193M | 9.8% |
| FPAG | INVESTMENT MANAGERS SER TR I | 3,897,208 | $156M | 7.9% |
| LLY | ELI LILLY & CO | 128,862 | $155M | 7.8% |
| ISRG | INTUITIVE SURGICAL INC | 355,882 | $142M | 7.2% |
| GNR | SPDR INDEX SHS FDS | 1,813,168 | $122M | 6.2% |
| MUB | ISHARES TR | 840,791 | $90M | 4.6% |
| DSTL | ETF SER SOLUTIONS | 1,260,109 | $75M | 3.8% |
| IVV | ISHARES TR | 84,605 | $63M | 3.2% |
| AVUV | AMERICAN CENTY ETF TR | 497,164 | $62M | 3.1% |
Track Oxford Financial Group, Ltd's 13F portfolio: $2.0B in reported holdings, 324 positions. Top holdings and quarterly changes on SentiSense.
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