Institutional Manager · CIK 0001245862
OXFORD FINANCIAL GROUP LTD
INDIANAPOLIS, IN · File #028-17623
Latest AUM
$1.82B
Positions
289
Top-10 Concentration
75.7%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F COMBINATION REPORTQ/E Dec 2025289 pos · $1.82B
- 13F COMBINATION REPORTQ/E Sep 2025279 pos · $1.77B
- 13F COMBINATION REPORTQ/E Jun 2025259 pos · $1.68B
- 13F COMBINATION REPORTQ/E Mar 2025261 pos · $1.43B
- 13F COMBINATION REPORTQ/E Dec 2024300 pos · $1.54B
- 13F COMBINATION REPORTQ/E Sep 2024295 pos · $1.58B
- 13F COMBINATION REPORTQ/E Jun 2024320 pos · $1.52B
- 13F COMBINATION REPORTQ/E Mar 2024274 pos · $1.44B
- 13F COMBINATION REPORTQ/E Dec 2023265 pos · $1.16B
- 13F COMBINATION REPORTQ/E Sep 2023292 pos · $1.05B
- 13F COMBINATION REPORTQ/E Jun 2023260 pos · $891.2M
- 13F COMBINATION REPORTQ/E Mar 2023262 pos · $858.5M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 922908769 | 795,893 | $266.8M | 15.82% |
| 2 | INTUITIVE SURGICAL INC | ISRG | 363,997 | $206.2M | 12.22% |
| 3 | LISTED FDS TR | 53656F623 | 3,974,977 | $176.7M | 10.48% |
| 4 | ELI LILLY & CO | LLY | 136,148 | $146.3M | 8.67% |
| 5 | SPDR INDEX SHS FDS | 78463X541 | 1,862,224 | $115.7M | 6.86% |
| 6 | ETF SER SOLUTIONS | 26922A321 | 1,581,999 | $93.2M | 5.52% |
| 7 | ISHARES TR | 464288414 | 836,123 | $89.6M | 5.31% |
| 8 | AMERICAN CENTY ETF TR | 025072877 | 668,662 | $68.2M | 4.04% |
| 9 | ISHARES TR | 464287200 | 92,142 | $63.1M | 3.74% |
| 10 | VANGUARD INDEX FDS | 922908744 | 267,311 | $51.1M | 3.03% |
| 11 | APPLE INC | AAPL | 159,149 | $43.3M | 2.56% |
| 12 | SPDR S&P 500 ETF TR | SPY | 52,480 | $35.8M | 2.12% |
| 13 | ISHARES TR | 464288257 | 199,890 | $28.3M | 1.68% |
| 14 | SCHWAB STRATEGIC TR | 808524771 | 966,502 | $26.3M | 1.56% |
| 15 | MCDONALDS CORP | MCD | 80,590 | $24.6M | 1.46% |
| 16 | NVIDIA CORPORATION | NVDA | 115,476 | $21.5M | 1.28% |
| 17 | MICROSOFT CORP | MSFT | 37,226 | $18.0M | 1.07% |
| 18 | ISHARES TR | 46432F396 | 69,366 | $17.4M | 1.03% |
| 19 | ISHARES TR | 464287465 | 157,858 | $15.2M | 0.90% |
| 20 | VANGUARD INTL EQUITY INDEX F | 922042742 | 96,266 | $13.6M | 0.80% |