Oxford Financial Group LTD Portfolio Holdings

Oxford Financial Group LTD

  • $1.68 Billion
  • Q2 2025

Oxford Financial Group LTD has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.68 Billion distributed in 259 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $265M, Intuitive Surgical Inc with a value of $180M, Listed Fds Tr Horizon Kinetics with a value of $169M, Eli Lilly & CO with a value of $120M, and Ishares National Muni Bond ETF with a value of $98.9M.

Examining the 13F form we can see an increase of $257M in the current position value, from $1.42B to 1.68B.

Oxford Financial Group LTD is based out at Indianapolis, IN

Below you can find more details about Oxford Financial Group LTD portfolio as well as his latest detailed transactions.

Portfolio value $1.68 Billion
ETFs: $1.16 Billion
Healthcare: $306 Million
Technology: $77.2 Million
Financial Services: $50.2 Million
Consumer Cyclical: $48 Million
Industrials: $18.9 Million
Consumer Defensive: $8.53 Million
Communication Services: $5.6 Million
Other: $11 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$265 Million 15.76% of portfolio
871,095
Q2 2025 Added 7.91%
$166B
$180 Million 10.69% of portfolio
330,527
Q2 2025 Added 72.72%
$0
$169 Million 10.05% of portfolio
4,002,592
Q2 2025 Added 0.18%
$702B
$120 Million 7.13% of portfolio
153,782
Q2 2025 Added 7.3%
$0
$98.9 Million 5.89% of portfolio
946,873
Q2 2025 Reduced 1.23%
$0
$92.3 Million 5.49% of portfolio
1,668,041
Q2 2025 Added 2.39%
$0
$91.7 Million 5.46% of portfolio
1,690,960
Q2 2025 Added 1,026.46%
$0
$66.5 Million 3.96% of portfolio
730,259
Q2 2025 Added 3.48%
$0
$56.2 Million 3.34% of portfolio
90,474
Q2 2025 Reduced 1.3%
$0
$47.3 Million 2.81% of portfolio
267,469
Q2 2025 Reduced 1.28%
$0
$30.6 Million 1.82% of portfolio
49,582
Q2 2025 Reduced 1.92%
$0
$28.1 Million 1.67% of portfolio
218,468
Q2 2025 Reduced 2.74%
$3.82T
$27.3 Million 1.62% of portfolio
133,060
Q2 2025 Added 1.49%
$0
$26 Million 1.55% of portfolio
1,059,490
Q2 2025 Reduced 3.91%
$230B
$23.3 Million 1.39% of portfolio
79,763
Q2 2025 Added 0.36%
$3.71T
$21.5 Million 1.28% of portfolio
43,269
Q2 2025 Reduced 3.22%
$419B
$16.9 Million 1.0% of portfolio
106,654
Q2 2025 Reduced 17.69%
$0
$14.6 Million 0.87% of portfolio
163,867
Q2 2025 Reduced 1.36%
$0
$14.1 Million 0.84% of portfolio
291,873
Q2 2025 Reduced 9.5%
$0
$13.1 Million 0.78% of portfolio
102,303
Q2 2025 Added 0.34%
$2.32B
$11.5 Million 0.69% of portfolio
145,756
Q2 2025 Added 0.08%
$859B
$11.6 Million 0.69% of portfolio
40,072
Q2 2025 Reduced 2.28%
$0
$10.2 Million 0.61% of portfolio
30,050
Q2 2025 Reduced 1.31%
$650B
$10.2 Million 0.61% of portfolio
21,016
Q2 2025 Added 0.03%
$16.5B
$9.01 Million 0.54% of portfolio
20,000
Q1 2025 Reduced 0.14%
$0
$8.43 Million 0.5% of portfolio
43,422
Q2 2025 Added 5.92%
$0
$7.2 Million 0.43% of portfolio
12,675
Q2 2025 Added 1.1%
$0
$6.55 Million 0.39% of portfolio
167,200
Q2 2025 Reduced 2.13%
$754M
$6.59 Million 0.39% of portfolio
342,460
Q1 2025 Reduced 0.02%
$11.6B
$6.08 Million 0.36% of portfolio
124,000
Q1 2025 Reduced 0.39%
$2.4T
$4.65 Million 0.28% of portfolio
21,190
Q2 2025 Reduced 9.21%
$0
$4.67 Million 0.28% of portfolio
24,237
Q2 2025 Reduced 8.41%
$0
$4.48 Million 0.27% of portfolio
29,252
Q2 2025 Reduced 0.79%
$0
$4.29 Million 0.26% of portfolio
27,174
Q2 2025 Reduced 1.46%
$0
$4.31 Million 0.26% of portfolio
39,102
Q2 2025 Reduced 3.01%
$139B
$4.21 Million 0.25% of portfolio
11,788
Q2 2025 Reduced 0.33%
$0
$3.81 Million 0.23% of portfolio
56,516
Q2 2025 Reduced 0.38%
$430B
$3.79 Million 0.23% of portfolio
3,827
Q2 2025 Reduced 1.64%
$0
$3.73 Million 0.22% of portfolio
27,619
Q2 2025 Added 0.9%
$123B
$3.59 Million 0.21% of portfolio
24,031
Q2 2025 Reduced 7.68%
$0
$3.59 Million 0.21% of portfolio
8,455
Q2 2025 Reduced 0.76%
$0
$3.42 Million 0.2% of portfolio
17,519
Q2 2025 Added 0.55%
$0
$3 Million 0.18% of portfolio
32,569
Q1 2025 Reduced 11.53%
$140B
$2.85 Million 0.17% of portfolio
10,322
Q2 2025 Added 42.75%
$0
$2.68 Million 0.16% of portfolio
4,860
Q2 2025 Reduced 14.33%
$0
$2.45 Million 0.15% of portfolio
43,044
Q2 2025 Reduced 1.82%
$0
$2.33 Million 0.14% of portfolio
37,640
Q2 2025 Reduced 0.44%
$0
$2.34 Million 0.14% of portfolio
10,861
Q2 2025 Added 0.35%
$0
$2.32 Million 0.14% of portfolio
9,797
Q2 2025 Added 13.75%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $1.68 Billion
  • Prior Value $1.42 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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