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 151–200 of 289
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IWO | ISHARES TR | 1K | $100K–$500K | SH |
| FITB | FIFTH THIRD BANCORP | 10K | $100K–$500K | SH |
| MASI | MASIMO CORP | 3K | $100K–$500K | SH |
| KMI | KINDER MORGAN INC DEL | 16K | $100K–$500K | SH |
| SPSM | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 5K | $100K–$500K | SH |
| WGO | WINNEBAGO INDS INC | 11K | $100K–$500K | SH |
| PNR | PENTAIR PLC | 4K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 2K | $100K–$500K | SH |
| KKR | KKR & CO INC | 3K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 745 | $100K–$500K | SH |
| SUSA | ISHARES TR | 3K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 389 | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 4K | $100K–$500K | SH |
| LIN | LINDE PLC | 949 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 2K | $100K–$500K | SH |
| DHR | DANAHER CORPORATION | 2K | $100K–$500K | SH |
| NVT | NVENT ELECTRIC PLC | 4K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 1K | $100K–$500K | SH |
| MBIN | MERCHANTS BANCORP IND | 11K | $100K–$500K | SH |
| SLB | SLB LIMITED | 10K | $100K–$500K | SH |
| SYK | STRYKER CORPORATION | 1K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 2K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 4K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 5K | $100K–$500K | SH |
| TIP | ISHARES TR | 3K | $100K–$500K | SH |
| INTC | INTEL CORP | 9K | $100K–$500K | SH |
| ATO | ATMOS ENERGY CORP | 2K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP | 966 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| USMV | ISHARES TR | 4K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 1K | $100K–$500K | SH |
| SNEX | STONEX GROUP INC | 3K | $100K–$500K | SH |
| DOV | DOVER CORP | 2K | $100K–$500K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 4K | $100K–$500K | SH |
| XLC | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 629 | $100K–$500K | SH |
| LIT | GLOBAL X FDS | 5K | $100K–$500K | SH |
| LEN | LENNAR CORP | 3K | $100K–$500K | SH |
| ING | ING GROEP N.V. | 10K | $100K–$500K | SH |
| WTAI | WISDOMTREE TR | 10K | $100K–$500K | SH |
| BP | BP PLC | 8K | $100K–$500K | SH |
| CSX | CSX CORP | 8K | $100K–$500K | SH |
| CAH | CARDINAL HEALTH INC | 1K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| ICLN | ISHARES TR | 17K | $100K–$500K | SH |
| F | FORD MTR CO | 20K | $100K–$500K | SH |