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 51–100 of 289
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GOOG | ALPHABET INC | 8K | $1M+ | SH |
| IWV | ISHARES TR | 6K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 20K | $1M+ | SH |
| IWM | ISHARES TR | 10K | $1M+ | SH |
| VV | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| HGTY | HAGERTY INC | 170K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 16K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 3 | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 15K | $1M+ | SH |
| GLW | CORNING INC | 22K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 9K | $1M+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 37K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 53K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| HNI | HNI CORP | 35K | $1M+ | SH |
| HBNC | HORIZON BANCORP INC | 83K | $1M+ | SH |
| NI | NISOURCE INC | 34K | $1M+ | SH |
| IEFA | ISHARES TR | 16K | $1M+ | SH |
| BA | BOEING CO | 6K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| ORCL | ORACLE CORP | 7K | $1M+ | SH |
| SIVR | ABRDN SILVER ETF TRUST | 19K | $1M+ | SH |
| GE | GE AEROSPACE | 4K | $1M+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 20K | $1M+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 2K | $1M+ | SH |
| ABBV | ABBVIE INC | 5K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 13K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 22K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INC | 7K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 49K | $1M+ | SH |
| REET | ISHARES TR | 46K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 14K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 4K | $1M+ | SH |
| AON | AON PLC | 3K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 14K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 31K | $1M+ | SH |
| DGRO | ISHARES TR | 15K | $1M+ | SH |
| PCTY | PAYLOCITY HLDG CORP | 7K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 9K | $1M+ | SH |
| EFAX | SPDR INDEX SHS FDS | 20K | $500K+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $500K+ | SH |
| VNQ | VANGUARD INDEX FDS | 11K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $500K+ | SH |
| HD | HOME DEPOT INC | 3K | $500K+ | SH |
| KO | COCA COLA CO | 13K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC | 6K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| WMT | WALMART INC | 8K | $500K+ | SH |