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
$235B
$433,000 0.02% of portfolio
5,161
Q3 2025 Added 22.5%
$1.38B
$354,000 0.02% of portfolio
11,137
Q2 2025 New
$319B
$321,000 0.02% of portfolio
4,704
Q3 2025 Added 20.21%
$172B
$286,000 0.02% of portfolio
6,525
Q3 2025 Added 5.58%
$99.7B
$308,000 0.02% of portfolio
1,599
Q2 2025 Reduced 5.27%
$300B
$405,000 0.02% of portfolio
1,173
Q3 2025 Added 27.09%
$291B
$337,000 0.02% of portfolio
707
Q3 2025 Added 0.14%
$1.46T
$296,000 0.02% of portfolio
1,063
Q3 2025 Added 9.14%
$52.4B
$333,000 0.02% of portfolio
9,692
Q3 2025 Added 6.13%
$5.27B
$274,000 0.02% of portfolio
20,487
Q1 2025 New
$0
$281,000 0.02% of portfolio
9,854
Q3 2025 New
$112B
$285,000 0.02% of portfolio
8,272
Q2 2025 Reduced 2.45%
$204B
$390,000 0.02% of portfolio
2,782
Q3 2025 Added 21.75%
$0
$291,000 0.02% of portfolio
629
Q3 2025 New
$8.24B
$366,000 0.02% of portfolio
2,303
Q1 2025 Reduced 0.43%
$24.5B
$352,000 0.02% of portfolio
2,062
Q3 2025 Added 9.86%
$0
$434,000 0.02% of portfolio
9,379
Q1 2025 Reduced 0.17%
$79.2B
$315,000 0.02% of portfolio
4,529
Q3 2025 Added 6.69%
$1.82B
$425,000 0.02% of portfolio
4,219
Q2 2025 Added 2.43%
$136B
$419,000 0.02% of portfolio
1,136
Q3 2025 Added 13.6%
$36.7B
$385,000 0.02% of portfolio
4,592
Q3 2025 New
$100B
$313,000 0.02% of portfolio
5,150
Q3 2025 Added 2.47%
$0
$341,000 0.02% of portfolio
3,589
Q3 2025 Added 24.45%
$0
$353,000 0.02% of portfolio
3,180
Q3 2025 Reduced 1.12%
$160B
$341,000 0.02% of portfolio
1,725
Q3 2025 Added 1.83%
$0
$406,000 0.02% of portfolio
2,998
Q4 2023 Reduced 3.48%
$29.2B
$436,000 0.02% of portfolio
9,807
Q3 2025 Added 5.03%
$0
$358,000 0.02% of portfolio
1,891
Q2 2024 New
$0
$320,000 0.02% of portfolio
4,440
Q1 2024 Reduced 1.94%
$78.2B
$386,000 0.02% of portfolio
1,197
Q3 2025 Added 5.37%
$25.7B
$269,000 0.02% of portfolio
1,615
Q3 2025 Added 8.83%
$132B
$427,000 0.02% of portfolio
2,033
Q3 2025 Added 21.37%
$0
$410,000 0.02% of portfolio
1,544
Q2 2025 Added 31.07%
$73.4B
$276,000 0.02% of portfolio
7,787
Q3 2025 Added 10.71%
$143B
$344,000 0.02% of portfolio
10,278
Q3 2025 New
$111B
$338,000 0.02% of portfolio
1,028
Q3 2025 Added 12.84%
$40.3B
$303,000 0.02% of portfolio
898
Q3 2025 New
$104B
$347,000 0.02% of portfolio
1,183
Q3 2025 Added 14.52%
$30.9B
$354,000 0.02% of portfolio
2,811
Q2 2025 New
$70.2B
$229,000 0.01% of portfolio
7,324
Q3 2025 Added 4.38%
$425M
$150,000 0.01% of portfolio
50,700
Q3 2024 Reduced 0.01%
$96.4B
$248,000 0.01% of portfolio
2,010
Q3 2025 New
$79.5B
$227,000 0.01% of portfolio
1,820
Q3 2025 Added 8.72%
$84.9B
$205,000 0.01% of portfolio
1,217
Q3 2025 Added 2.79%
$50.4B
$205,000 0.01% of portfolio
3,354
Q3 2025 New
$0
$112,000 0.01% of portfolio
537
Q1 2025 Reduced 52.01%
$0
$159,000 0.01% of portfolio
2,954
Q3 2025 Reduced 66.69%
$0
$159,000 0.01% of portfolio
1,025
Q3 2025 Added 105.0%
$64.7B
$258,000 0.01% of portfolio
2,306
Q4 2024 Reduced 4.59%

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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