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 Market Cap. of $200 Billions or more
