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 201–250 of 289
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WELL | WELLTOWER INC | 1K | $100K–$500K | SH |
| XLP | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 5K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 20K | $100K–$500K | SH |
| OKE | ONEOK INC NEW | 3K | $100K–$500K | SH |
| ARKK | ARK ETF TR | 3K | $100K–$500K | SH |
| EFV | ISHARES TR | 3K | $100K–$500K | SH |
| IUSB | ISHARES TR | 5K | $100K–$500K | SH |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 3K | $100K–$500K | SH |
| EOG | EOG RES INC | 2K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| IYW | ISHARES TR | 1K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 7K | $100K–$500K | SH |
| QCOM | QUALCOMM INC | 1K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| AMAL | AMALGAMATED FINANCIAL CORP | 7K | $100K–$500K | SH |
| TKR | TIMKEN CO | 3K | $100K–$500K | SH |
| T | AT&T INC | 9K | $100K–$500K | SH |
| NVO | NOVO-NORDISK A S | 4K | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 755 | $100K–$500K | SH |
| VDE | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| MPC | MARATHON PETE CORP | 1K | $100K–$500K | SH |
| D | DOMINION ENERGY INC | 4K | $100K–$500K | SH |
| SPHY | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 445 | $100K–$500K | SH |
| BN | BROOKFIELD CORP | 5K | $100K–$500K | SH |
| INBK | FIRST INTERNET BANCORP | 10K | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 581 | $100K–$500K | SH |
| ARKQ | ARK ETF TR | 2K | $100K–$500K | SH |
| IGSB | ISHARES TR | 4K | $100K–$500K | SH |
| EEM | ISHARES TR | 4K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 2K | $100K–$500K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T | 1K | $100K–$500K | SH |
| SDY | SPDR SERIES TRUST | 1K | $100K–$500K | SH |
| IYY | ISHARES TR | 1K | $100K–$500K | SH |
| SOXX | ISHARES TR | 555 | $100K–$500K | SH |
| IJT | ISHARES TR | 1K | $100K–$500K | SH |
| VFH | VANGUARD WORLD FD | 950 | $100K–$500K | SH |
| ARKF | ARK ETF TR | 3K | $100K–$500K | SH |
| XLI | SELECT SECTOR SPDR TR | 775 | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| VSGX | VANGUARD WORLD FD | 2K | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 537 | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| HDV | ISHARES TR | 835 | $100K–$500K | SH |
| ARKW | ARK ETF TR | 657 | $50K–$100K | SH |
| MGC | VANGUARD WORLD FD | 360 | $50K–$100K | SH |