Oxford Financial Group LTD Portfolio Holdings

Oxford Financial Group LTD

  • $1.76 Billion
  • Q3 2025

Oxford Financial Group LTD has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.76 Billion distributed in 279 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $282M, Listed Fds Tr Horizon Kinetics with a value of $178M, Intuitive Surgical Inc with a value of $167M, Eli Lilly & CO with a value of $115M, and Spdr S&P Global Natural Resour with a value of $107M.

Examining the 13F form we can see an increase of $82.7M in the current position value, from $1.68B to 1.76B.

Oxford Financial Group LTD is based out at Indianapolis, IN

Below you can find more details about Oxford Financial Group LTD portfolio as well as his latest detailed transactions.

Portfolio value $1.76 Billion
ETFs: $1.22 Billion
Healthcare: $290 Million
Technology: $96 Million
Financial Services: $55.4 Million
Consumer Cyclical: $49.7 Million
Industrials: $23.9 Million
Communication Services: $9.16 Million
Consumer Defensive: $8.53 Million
Other: $13.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$282 Million 15.98% of portfolio
858,659
Q3 2025 Reduced 1.43%
$0
$178 Million 10.12% of portfolio
3,990,146
Q3 2025 Reduced 0.31%
$193B
$167 Million 9.49% of portfolio
374,163
Q3 2025 Added 13.2%
$971B
$115 Million 6.54% of portfolio
151,012
Q3 2025 Reduced 1.8%
$0
$107 Million 6.04% of portfolio
1,799,606
Q3 2025 Added 6.43%
$0
$93.6 Million 5.31% of portfolio
1,614,925
Q3 2025 Reduced 3.18%
$0
$92.1 Million 5.23% of portfolio
865,285
Q3 2025 Reduced 8.62%
$0
$68.9 Million 3.91% of portfolio
692,014
Q3 2025 Reduced 5.24%
$0
$60 Million 3.4% of portfolio
89,621
Q3 2025 Reduced 0.94%
$0
$50.7 Million 2.88% of portfolio
271,967
Q3 2025 Added 1.68%
$4.3T
$34.9 Million 1.98% of portfolio
137,086
Q3 2025 Added 3.03%
$0
$33.4 Million 1.9% of portfolio
50,186
Q3 2025 Added 1.22%
$0
$29 Million 1.65% of portfolio
210,088
Q3 2025 Reduced 3.84%
$0
$25.8 Million 1.47% of portfolio
982,083
Q3 2025 Reduced 7.31%
$224B
$24.4 Million 1.38% of portfolio
80,279
Q3 2025 Added 0.65%
$465B
$24.2 Million 1.37% of portfolio
129,814
Q3 2025 Added 21.72%
$0
$18.1 Million 1.03% of portfolio
70,542
Q3 2025 Reduced 1.22%
$0
$15.1 Million 0.85% of portfolio
161,258
Q3 2025 Reduced 1.59%
$0
$13.7 Million 0.78% of portfolio
280,326
Q3 2025 Reduced 3.96%
$0
$13.5 Million 0.76% of portfolio
97,650
Q3 2025 Reduced 4.55%
$881B
$13 Million 0.74% of portfolio
41,299
Q3 2025 Added 3.06%
$0
$10.9 Million 0.62% of portfolio
29,809
Q3 2025 Reduced 0.8%
$662B
$10.7 Million 0.61% of portfolio
21,348
Q3 2025 Added 1.58%
$1.95B
$10.2 Million 0.58% of portfolio
145,863
Q3 2025 Added 0.07%
$700M
$10.2 Million 0.58% of portfolio
342,460
Q1 2025 Reduced 0.02%
$0
$8.85 Million 0.5% of portfolio
43,456
Q3 2025 Added 0.08%
$14.5B
$8.63 Million 0.49% of portfolio
20,000
Q1 2025 Reduced 0.14%
$0
$7.71 Million 0.44% of portfolio
12,593
Q3 2025 Reduced 0.65%
$0
$7.24 Million 0.41% of portfolio
166,782
Q3 2025 Reduced 0.25%
$9.78B
$5.58 Million 0.32% of portfolio
124,112
Q3 2025 Added 0.09%
$2.39T
$5.19 Million 0.29% of portfolio
23,632
Q3 2025 Added 11.52%
$0
$4.92 Million 0.28% of portfolio
23,494
Q3 2025 Reduced 3.07%
$0
$4.86 Million 0.28% of portfolio
29,252
Q2 2025 Reduced 0.79%
$0
$4.87 Million 0.28% of portfolio
40,314
Q3 2025 Added 3.1%
$0
$4.8 Million 0.27% of portfolio
27,140
Q3 2025 Reduced 0.13%
$140B
$4.64 Million 0.26% of portfolio
12,385
Q3 2025 Added 5.06%
$0
$4.28 Million 0.24% of portfolio
9,136
Q3 2025 Added 8.05%
$98.1B
$4.11 Million 0.23% of portfolio
24,031
Q2 2025 Reduced 7.68%
$0
$3.91 Million 0.22% of portfolio
56,129
Q3 2025 Reduced 0.68%
$0
$3.69 Million 0.21% of portfolio
25,367
Q3 2025 Reduced 8.15%
$404B
$3.63 Million 0.21% of portfolio
3,917
Q3 2025 Added 2.35%
$0
$3.61 Million 0.2% of portfolio
6,012
Q3 2025 Added 23.7%
$0
$3.6 Million 0.2% of portfolio
17,423
Q3 2025 Reduced 0.55%
$0
$3.14 Million 0.18% of portfolio
32,569
Q1 2025 Reduced 11.53%
$1.37T
$3.2 Million 0.18% of portfolio
4,358
Q3 2025 Added 136.85%
$0
$2.87 Million 0.16% of portfolio
43,902
Q3 2025 Added 16.64%
$0
$2.87 Million 0.16% of portfolio
11,301
Q3 2025 Added 15.35%
$1.65T
$2.63 Million 0.15% of portfolio
10,833
Q3 2025 Added 18.6%
$0
$2.57 Million 0.15% of portfolio
5,352
Q3 2025 Added 77.93%

Summary

  • Portfolio
  • No. of Stocks 279
  • Current Value $1.76 Billion
  • Prior Value $1.68 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 24 stocks
  • Additional Purchases 119 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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