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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$169B
$180 Million 10.69% of portfolio
330,527
Q2 2025 Added 72.72%
$608B
$120 Million 7.13% of portfolio
153,782
Q2 2025 Added 7.3%
$3.69T
$27.3 Million 1.62% of portfolio
133,060
Q2 2025 Added 1.49%
$222B
$23.3 Million 1.39% of portfolio
79,763
Q2 2025 Added 0.36%
$3.95T
$21.5 Million 1.28% of portfolio
43,269
Q2 2025 Reduced 3.22%
$456B
$16.9 Million 1.0% of portfolio
106,654
Q2 2025 Reduced 17.69%
$2.25B
$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%
$621B
$10.2 Million 0.61% of portfolio
21,016
Q2 2025 Added 0.03%
$15.6B
$9.01 Million 0.54% of portfolio
20,000
Q1 2025 Reduced 0.14%
$515M
$6.59 Million 0.39% of portfolio
342,460
Q1 2025 Reduced 0.02%
$11.2B
$6.08 Million 0.36% of portfolio
124,000
Q1 2025 Reduced 0.39%
$2.26T
$4.65 Million 0.28% of portfolio
21,190
Q2 2025 Reduced 9.21%
$145B
$4.21 Million 0.25% of portfolio
11,788
Q2 2025 Reduced 0.33%
$439B
$3.79 Million 0.23% of portfolio
3,827
Q2 2025 Reduced 1.64%
$123B
$3.59 Million 0.21% of portfolio
24,031
Q2 2025 Reduced 7.68%
$423B
$2.19 Million 0.13% of portfolio
3
Q2 2025 Added 50.0%
$368B
$2.26 Million 0.13% of portfolio
14,196
Q2 2025 Added 5.37%
$442B
$2.11 Million 0.13% of portfolio
19,595
Q2 2025 Reduced 1.71%
$1.84B
$1.7 Million 0.1% of portfolio
34,470
Q2 2025 Added 0.69%
$1.21T
$1.61 Million 0.1% of portfolio
9,134
Q2 2025 Added 6.59%
$1.78T
$1.36 Million 0.08% of portfolio
1,840
Q2 2025 Reduced 13.49%
$684B
$1.38 Million 0.08% of portfolio
6,317
Q2 2025 Added 1.02%
$452B
$1.38 Million 0.08% of portfolio
9,032
Q2 2025 Added 15.29%
$697M
$1.28 Million 0.08% of portfolio
83,045
Q3 2024 Reduced 0.1%
$17.2B
$1.35 Million 0.08% of portfolio
33,563
Q3 2024 Reduced 0.8%
$139B
$1.12 Million 0.07% of portfolio
5,358
Q2 2025 Added 13.93%
$36.2B
$1.16 Million 0.07% of portfolio
7,558
Q1 2025 Added 10.0%
$55.6B
$1.17 Million 0.07% of portfolio
22,274
Q2 2025 Reduced 0.51%
$17B
$1.23 Million 0.07% of portfolio
21,883
Q4 2024 Reduced 0.24%
$210B
$1.03 Million 0.06% of portfolio
3,480
Q2 2025 Reduced 2.52%
$1.24T
$977,000 0.06% of portfolio
5,511
Q2 2025 Reduced 32.53%
$306B
$976,000 0.06% of portfolio
3,792
Q2 2025 Added 1.42%
$75.3B
$1.06 Million 0.06% of portfolio
2,967
Q2 2025 Reduced 29.58%
$405B
$984,000 0.06% of portfolio
2,685
Q2 2025 Reduced 7.7%
$306B
$868,000 0.05% of portfolio
12,278
Q2 2025 Reduced 12.36%
$351B
$894,000 0.05% of portfolio
4,821
Q2 2025 Reduced 11.8%
$548B
$859,000 0.05% of portfolio
1,529
Q2 2025 Added 9.84%
$141B
$908,000 0.05% of portfolio
13,092
Q2 2025 Reduced 7.89%
$201B
$757,000 0.05% of portfolio
962
Q2 2025 Added 20.85%
$57.5B
$898,000 0.05% of portfolio
8,659
Q2 2025 Reduced 1.14%
$26.1B
$649,000 0.04% of portfolio
6,762
Q2 2024 Reduced 0.7%
$551B
$671,000 0.04% of portfolio
1,890
Q2 2025 Reduced 37.52%
$302B
$599,000 0.04% of portfolio
4,184
Q2 2025 Reduced 4.71%
$281B
$690,000 0.04% of portfolio
7,061
Q2 2025 Reduced 14.37%
$83.7B
$645,000 0.04% of portfolio
7,090
Q1 2025 Reduced 2.3%
$261B
$619,000 0.04% of portfolio
3,399
Q2 2025 Added 6.29%
$172B
$676,000 0.04% of portfolio
658
Q2 2025 Added 120.07%
$207B
$657,000 0.04% of portfolio
5,303
Q2 2025 Added 7.11%

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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