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 101–150 of 289
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AGG | ISHARES TR | 9K | $500K+ | SH |
| RTX | RTX CORPORATION | 5K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 7K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| IJR | ISHARES TR | 7K | $500K+ | SH |
| EMXC | ISHARES INC | 11K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| BX | BLACKSTONE INC | 5K | $500K+ | SH |
| IWP | ISHARES TR | 5K | $500K+ | SH |
| UPGD | INVESCO EXCHANGE TRADED FD T | 10K | $500K+ | SH |
| XLF | SELECT SECTOR SPDR TR | 13K | $500K+ | SH |
| GEV | GE VERNOVA INC | 1K | $500K+ | SH |
| AOA | ISHARES TR | 8K | $500K+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 3K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 5K | $500K+ | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 3K | $500K+ | SH |
| PEY | INVESCO EXCHANGE TRADED FD T | 35K | $500K+ | SH |
| SCCO | SOUTHERN COPPER CORP | 5K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| EFG | ISHARES TR | 6K | $500K+ | SH |
| AEE | AMEREN CORP | 7K | $500K+ | SH |
| INTU | INTUIT | 1K | $500K+ | SH |
| QUAL | ISHARES TR | 3K | $500K+ | SH |
| XCEM | COLUMBIA ETF TR II | 17K | $500K+ | SH |
| IYH | ISHARES TR | 10K | $500K+ | SH |
| BALL | BALL CORP | 12K | $500K+ | SH |
| ATEC | ALPHATEC HLDGS INC | 30K | $500K+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 23K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 7K | $500K+ | SH |
| LOW | LOWES COS INC | 3K | $500K+ | SH |
| LMT | LOCKHEED MARTIN CORP | 1K | $500K+ | SH |
| OEF | ISHARES TR | 2K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| SPG | SIMON PPTY GROUP INC NEW | 3K | $500K+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 637 | $500K+ | SH |
| SHOP | SHOPIFY INC | 3K | $500K+ | SH |
| AOR | ISHARES TR | 8K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 10K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 3K | $500K+ | SH |
| PAYC | PAYCOM SOFTWARE INC | 3K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 2K | $500K+ | SH |
| MRK | MERCK & CO INC | 5K | $500K+ | SH |
| VIS | VANGUARD WORLD FD | 2K | $500K+ | SH |
| FFIC | FLUSHING FINL CORP | 33K | $100K–$500K | SH |
| XLY | SELECT SECTOR SPDR TR | 4K | $100K–$500K | SH |
| GM | GENERAL MTRS CO | 6K | $100K–$500K | SH |
| DE | DEERE & CO | 1K | $100K–$500K | SH |
| USB | US BANCORP DEL | 9K | $100K–$500K | SH |
| NOW | SERVICENOW INC | 3K | $100K–$500K | SH |
| DFUV | DIMENSIONAL ETF TRUST | 10K | $100K–$500K | SH |