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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Healthcare
19.7%$359.2M
Technology
5.2%$94.8M
Industrials
1.3%$22.9M
Financials
0.9%$17.0M
Energy
0.2%$4.0M
Utilities
0.2%$3.0M
Materials
0.1%$1.1M
Real Estate
0.0%$265,794

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1VANGUARD INDEX FDS922908769795,893$266.8M15.82%
2INTUITIVE SURGICAL INCISRG363,997$206.2M12.22%
3LISTED FDS TR53656F6233,974,977$176.7M10.48%
4ELI LILLY & COLLY136,148$146.3M8.67%
5SPDR INDEX SHS FDS78463X5411,862,224$115.7M6.86%
6ETF SER SOLUTIONS26922A3211,581,999$93.2M5.52%
7ISHARES TR464288414836,123$89.6M5.31%
8AMERICAN CENTY ETF TR025072877668,662$68.2M4.04%
9ISHARES TR46428720092,142$63.1M3.74%
10VANGUARD INDEX FDS922908744267,311$51.1M3.03%
11APPLE INCAAPL159,149$43.3M2.56%
12SPDR S&P 500 ETF TRSPY52,480$35.8M2.12%
13ISHARES TR464288257199,890$28.3M1.68%
14SCHWAB STRATEGIC TR808524771966,502$26.3M1.56%
15MCDONALDS CORPMCD80,590$24.6M1.46%
16NVIDIA CORPORATIONNVDA115,476$21.5M1.28%
17MICROSOFT CORPMSFT37,226$18.0M1.07%
18ISHARES TR46432F39669,366$17.4M1.03%
19ISHARES TR464287465157,858$15.2M0.90%
20VANGUARD INTL EQUITY INDEX F92204274296,266$13.6M0.80%