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 251–289 of 289
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IJJ | ISHARES TR | 684 | $50K–$100K | SH |
| IVR | INVESCO MORTGAGE CAPITAL INC | 10K | $50K–$100K | SH |
| VOT | VANGUARD INDEX FDS | 238 | $50K–$100K | SH |
| SCHD | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| IJK | ISHARES TR | 600 | $50K–$100K | SH |
| IVVD | INVIVYD INC | 23K | $50K–$100K | SH |
| SCHB | SCHWAB STRATEGIC TR | 2K | $15K–$50K | SH |
| DVY | ISHARES TR | 305 | $15K–$50K | SH |
| ARKG | ARK ETF TR | 1K | $15K–$50K | SH |
| MOO | VANECK ETF TRUST | 415 | $15K–$50K | SH |
| SPDW | SPDR INDEX SHS FDS | 615 | $15K–$50K | SH |
| IXC | ISHARES TR | 617 | $15K–$50K | SH |
| FNDF | SCHWAB STRATEGIC TR | 470 | $15K–$50K | SH |
| LCTX | LINEAGE CELL THERAPEUTICS IN | 13K | $15K–$50K | SH |
| XLRE | SELECT SECTOR SPDR TR | 500 | $15K–$50K | SH |
| ACWX | ISHARES TR | 286 | $15K–$50K | SH |
| IEMG | ISHARES INC | 251 | $15K–$50K | SH |
| STIP | ISHARES TR | 152 | $15K–$50K | SH |
| VDC | VANGUARD WORLD FD | 66 | $1K–$15K | SH |
| PFF | ISHARES TR | 400 | $1K–$15K | SH |
| IQLT | ISHARES TR | 271 | $1K–$15K | SH |
| FNGR | FINGERMOTION INC | 10K | $1K–$15K | SH |
| VLU | SPDR SERIES TRUST | 57 | $1K–$15K | SH |
| VLUE | ISHARES TR | 68 | $1K–$15K | SH |
| DFIV | DIMENSIONAL ETF TRUST | 183 | $1K–$15K | SH |
| IYR | ISHARES TR | 79 | $1K–$15K | SH |
| IUSG | ISHARES TR | 40 | $1K–$15K | SH |
| VOE | VANGUARD INDEX FDS | 35 | $1K–$15K | SH |
| IXUS | ISHARES TR | 73 | $1K–$15K | SH |
| IUSV | ISHARES TR | 55 | $1K–$15K | SH |
| DRIV | GLOBAL X FDS | 159 | $1K–$15K | SH |
| PGF | INVESCO EXCHANGE TRADED FD T | 260 | $1K–$15K | SH |
| SPYM | SPDR SERIES TRUST | 45 | $1K–$15K | SH |
| ANGL | VANECK ETF TRUST | 106 | $1K–$15K | SH |
| XBI | SPDR SERIES TRUST | 25 | $1K–$15K | SH |
| SPAB | SPDR SERIES TRUST | 116 | $1K–$15K | SH |
| ISTB | ISHARES TR | 28 | $1K–$15K | SH |
| SPTM | SPDR SERIES TRUST | 13 | $1K–$15K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 3 | <$1K | SH |