Oxford Financial Group, Ltd
$1.9B Assets Reported
326 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 774,422 | $248M | 13.4% |
| INFL | LISTED FDS TR | 3,947,452 | $206M | 11.1% |
| ISRG | INTUITIVE SURGICAL INC | 363,771 | $168M | 9.0% |
| GNR | SPDR INDEX SHS FDS | 1,862,499 | $139M | 7.5% |
| LLY | ELI LILLY & CO | 129,619 | $119M | 6.4% |
| FPAG | INVESTMENT MANAGERS SER TR I | 2,548,657 | $92M | 5.0% |
| MUB | ISHARES TR | 830,094 | $88M | 4.7% |
| DSTL | ETF SER SOLUTIONS | 1,373,376 | $79M | 4.3% |
| AVUV | AMERICAN CENTY ETF TR | 563,090 | $62M | 3.3% |
| IVV | ISHARES TR | 89,481 | $58M | 3.1% |
Track Oxford Financial Group, Ltd's 13F portfolio: $1.9B in reported holdings, 326 positions. Top holdings, AUM, and quarterly changes on SentiSense.