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
$45,000 0.0% of portfolio
1,775
Q4 2024 Added 238.1%
$0
$7,000 0.0% of portfolio
79
Q1 2024 Reduced 89.49%
$323M
$21,000 0.0% of portfolio
12,630
Q4 2020 New
$0
$18,000 0.0% of portfolio
286
Q3 2024 Reduced 74.65%
$0
$0 0.0% of portfolio
3
Q3 2025 New
$0
$22,000 0.0% of portfolio
700
Q1 2021 Added 133.33%
$0
$15,000 0.0% of portfolio
152
Q2 2025 New
$0
$6,000 0.0% of portfolio
73
Q3 2025 New
$0
$33,000 0.0% of portfolio
388
Q3 2025 Reduced 95.17%
$0
$1,000 0.0% of portfolio
28
Q3 2025 New
$0
$11,000 0.0% of portfolio
271
Q3 2025 New
$0
$17,000 0.0% of portfolio
337
Q3 2025 New
$0
$6,000 0.0% of portfolio
40
Q1 2025 Reduced 98.19%
$0
$20,000 0.0% of portfolio
470
Q1 2025 Reduced 94.59%
Blackrock Inc
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$6,000 0.0% of portfolio
35
Q3 2025 Reduced 62.77%
$0
$3,000 0.0% of portfolio
106
Q4 2024 Reduced 92.46%
$0
$50,000 0.0% of portfolio
360
Q3 2024 Reduced 60.66%
$0
$45,000 0.0% of portfolio
323
Q1 2025 Reduced 92.55%
$56.1M
$15,000 0.0% of portfolio
10,000
Q2 2024 New
$0
$26,000 0.0% of portfolio
615
Q3 2025 Added 1.49%
$0
$25,000 0.0% of portfolio
617
Q1 2024 Reduced 47.22%
$0
$53,000 0.0% of portfolio
1,149
Q3 2025 Reduced 65.69%
$0
$57,000 0.0% of portfolio
600
Q3 2024 New
$0
$21,000 0.0% of portfolio
500
Q3 2025 New
$0
$18,000 0.0% of portfolio
78
Q4 2023 New
$0
$5,000 0.0% of portfolio
55
Q1 2025 Reduced 98.78%
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.95%

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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