Institutions / Oxford Financial Group, Ltd. LLC
Oxford Financial Group, Ltd. LLC
CIK 1245862 · Institution · as of Mar 31, 2026
Portfolio value
$1.86B
Positions
302
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.86B+2.1%Positions
302+4.5%Top holdings
Mar 31, 2026View all 302 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Index Fds | $248.44M | 13.4% |
| Listed Fds Tr | $205.50M | 11.1% |
| Intuitive Surgical Inc | $167.69M | 9.0% |
| SPDR Index Shs Fds | $139.07M | 7.5% |
| ELI LILLY & Co | $119.22M | 6.4% |
| Investment Managers Ser Tr I | $92.47M | 5.0% |
| iShares Tr | $88.11M | 4.7% |
| ETF Ser Solutions | $79.49M | 4.3% |
| American Centy ETF Tr | $62.20M | 3.3% |
| iShares Tr | $58.45M | 3.1% |
| Vanguard Index Fds | $49.46M | 2.7% |
| Apple Inc. | $42.02M | 2.3% |
| State Str SPDR S&P 500 ETF T | $34.08M | 1.8% |
| iShares Tr | $27.56M | 1.5% |
| Mcdonald'S Corp | $25.12M | 1.4% |
| Schwab Strategic Tr | $21.43M | 1.2% |
| NVIDIA Corp | $20.07M | 1.1% |
| iShares Tr | $15.98M | 0.9% |
| iShares MSCI UAE ETF | $15.81M | 0.9% |
| Microsoft Corp | $14.39M | 0.8% |
| JPMORGAN CHASE & CO | $13.18M | 0.7% |
| Vanguard Intl Equity Index F | $13.03M | 0.7% |
| J P Morgan Exchange Traded F | $12.46M | 0.7% |
| Stock Yards Bancorp, Inc. | $9.69M | 0.5% |
| iShares Tr | $9.55M | 0.5% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 30254T577 | $92.47M | +2.5M | 2,548,657 4.98% of portfolio | high |
| Q1 2026 as of | Trim | 26922A321 | $-12.08M | -209K -13.19% | 1,373,376 4.28% of portfolio | medium |
| Q1 2026 as of | Trim | 025072877 | $-11.66M | -106K -15.79% | 563,090 3.35% of portfolio | medium |
| Q1 2026 as of | Trim | 922908769 | $-6.89M | -21K -2.70% | 774,422 13.38% of portfolio | medium |
| Q1 2026 as of | Trim | ELI LILLY & Co | $-6.01M | -7K -4.80% | 129,619 6.42% of portfolio | medium |
| Q1 2026 as of | Trim | 808524771 | $-5.49M | -197K -20.39% | 769,432 1.15% of portfolio | medium |
| Q1 2026 as of | Add | Copart Inc | $5.14M | +155K +124.92% | 279,000 0.50% of portfolio | medium |
| Q1 2026 as of | Trim | 922908744 | $-2.99M | -15K -5.70% | 252,077 2.66% of portfolio | low |
| Q1 2026 as of | Add | Alphabet Inc. | $2.75M | +10K +97.68% | 19,373 0.30% of portfolio | low |
| Q1 2026 as of | New | 025072349 | $2.42M | +30K | 30,000 0.13% of portfolio | low |