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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$4.3T
$34.9 Million 1.98% of portfolio
137,086
Q3 2025 Added 3.03%
$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%
$3.78T
$23.6 Million 1.34% of portfolio
45,532
Q3 2025 Added 5.23%
$881B
$13 Million 0.74% of portfolio
41,299
Q3 2025 Added 3.06%
$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%
$14.5B
$8.63 Million 0.49% of portfolio
20,000
Q1 2025 Reduced 0.14%
$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%
$140B
$4.64 Million 0.26% of portfolio
12,385
Q3 2025 Added 5.06%
$98.1B
$4.11 Million 0.23% of portfolio
24,031
Q2 2025 Reduced 7.68%
$404B
$3.63 Million 0.21% of portfolio
3,917
Q3 2025 Added 2.35%
$1.65T
$2.63 Million 0.15% of portfolio
10,833
Q3 2025 Added 18.6%
$490B
$2.47 Million 0.14% of portfolio
21,882
Q3 2025 Added 11.67%
$139B
$2.53 Million 0.14% of portfolio
7,658
Q3 2025 Reduced 25.81%
$453B
$2.26 Million 0.13% of portfolio
3
Q2 2025 Added 50.0%
$346B
$2.27 Million 0.13% of portfolio
14,794
Q3 2025 Added 4.21%
$1.13B
$2.05 Million 0.12% of portfolio
170,000
Q3 2025 New
$522B
$1.74 Million 0.1% of portfolio
9,382
Q3 2025 Added 3.88%
$593B
$1.84 Million 0.1% of portfolio
6,548
Q3 2025 Added 3.66%
$69.4B
$1.84 Million 0.1% of portfolio
22,458
Q3 2025 Added 0.83%
$1.62B
$1.63 Million 0.09% of portfolio
34,726
Q3 2025 Added 0.74%
$34.1B
$1.33 Million 0.08% of portfolio
7,705
Q3 2025 Added 1.94%
$703M
$1.33 Million 0.08% of portfolio
83,045
Q3 2024 Reduced 0.1%
$17.4B
$1.45 Million 0.08% of portfolio
33,563
Q3 2024 Reduced 0.8%
$1.74T
$1.38 Million 0.08% of portfolio
5,678
Q3 2025 Added 3.03%
$414B
$1.19 Million 0.07% of portfolio
5,120
Q3 2025 Added 6.2%
$328B
$1.19 Million 0.07% of portfolio
3,969
Q3 2025 Added 4.67%
$114B
$1.18 Million 0.07% of portfolio
5,488
Q3 2025 Added 2.43%
$168B
$1.02 Million 0.06% of portfolio
13,462
Q3 2025 Added 2.83%
$303B
$998,000 0.06% of portfolio
6,430
Q3 2025 Added 53.68%
$62.3B
$974,000 0.06% of portfolio
8,661
Q3 2025 Added 0.02%
$1.29T
$1.12 Million 0.06% of portfolio
2,509
Q3 2025 Added 50.51%
$72.4B
$1.06 Million 0.06% of portfolio
2,967
Q2 2025 Reduced 29.58%
$15B
$1.1 Million 0.06% of portfolio
21,883
Q4 2024 Reduced 0.24%
$367B
$1.14 Million 0.06% of portfolio
2,810
Q3 2025 Added 4.66%
$258B
$877,000 0.05% of portfolio
5,242
Q3 2025 Added 21.96%
$89.3B
$803,000 0.05% of portfolio
7,374
Q3 2025 Added 4.01%
$306B
$850,000 0.05% of portfolio
12,819
Q3 2025 Added 4.41%
$266B
$931,000 0.05% of portfolio
3,302
Q3 2025 Reduced 5.11%
$512B
$961,000 0.05% of portfolio
1,690
Q3 2025 Added 10.53%
$279B
$839,000 0.05% of portfolio
8,148
Q3 2025 Added 15.39%
$533B
$792,000 0.04% of portfolio
2,320
Q3 2025 Added 22.75%
$317B
$645,000 0.04% of portfolio
7,703
Q3 2025 Added 14.65%
$169B
$628,000 0.04% of portfolio
683
Q3 2025 Added 3.8%

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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