CIK 1245862
OXFORD FINANCIAL GROUP, LTD. LLC
Institutional 13F holdings & portfolio
Holdings
289
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 289
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 796K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 364K | $1M+ | SH |
| INFL | LISTED FDS TR | 4.0M | $1M+ | SH |
| LLY | ELI LILLY & CO | 136K | $1M+ | SH |
| GNR | SPDR INDEX SHS FDS | 1.9M | $1M+ | SH |
| DSTL | ETF SER SOLUTIONS | 1.6M | $1M+ | SH |
| MUB | ISHARES TR | 836K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 669K | $1M+ | SH |
| IVV | ISHARES TR | 92K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 267K | $1M+ | SH |
| AAPL | APPLE INC | 159K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 52K | $1M+ | SH |
| ACWI | ISHARES TR | 200K | $1M+ | SH |
| FNDX | SCHWAB STRATEGIC TR | 967K | $1M+ | SH |
| MCD | MCDONALDS CORP | 81K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 115K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 37K | $1M+ | SH |
| MTUM | ISHARES TR | 69K | $1M+ | SH |
| EFA | ISHARES TR | 158K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 96K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 41K | $1M+ | SH |
| JCPI | J P MORGAN EXCHANGE TRADED F | 268K | $1M+ | SH |
| IWB | ISHARES TR | 30K | $1M+ | SH |
| KE | KIMBALL ELECTRONICS INC | 342K | $1M+ | SH |
| SYBT | STOCK YDS BANCORP INC | 146K | $1M+ | SH |
| IWD | ISHARES TR | 42K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| ESGE | ISHARES INC | 163K | $1M+ | SH |
| IVW | ISHARES TR | 44K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 10K | $1M+ | SH |
| DPZ | DOMINOS PIZZA INC | 12K | $1M+ | SH |
| IWL | ISHARES TR | 29K | $1M+ | SH |
| IWN | ISHARES TR | 27K | $1M+ | SH |
| CPRT | COPART INC | 124K | $1M+ | SH |
| AMZN | AMAZON COM INC | 21K | $1M+ | SH |
| IWF | ISHARES TR | 9K | $1M+ | SH |
| VXF | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 6K | $1M+ | SH |
| GII | SPDR INDEX SHS FDS | 56K | $1M+ | SH |
| ETN | EATON CORP PLC | 12K | $1M+ | SH |
| ITOT | ISHARES TR | 25K | $1M+ | SH |
| IVE | ISHARES TR | 17K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| GOOGL | ALPHABET INC | 10K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 49K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 12K | $1M+ | SH |
| IWR | ISHARES TR | 29K | $1M+ | SH |
| AVGO | BROADCOM INC | 8K | $1M+ | SH |
| IJH | ISHARES TR | 40K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 5K | $1M+ | SH |