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OXFORD FINANCIAL GROUP LTD
OXFORD FINANCIAL GROUP LTD
Latest filing: 2026-06-30
OXFORD FINANCIAL GROUP LTD runs OXFORD FINANCIAL GROUP LTD and currently holds 296 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $1.97B. Their top holdings are VTI, INFL, FPAG, LLY, ISRG. The top five represent 47.0% of reported portfolio weight. OXFORD FINANCIAL GROUP LTD ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, OXFORD FINANCIAL GROUP LTD initiated 1 new position. They added to 24 existing positions. They trimmed 52 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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296 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VTI VANGUARD INDEX FDS | 14.30% | $209.10 | $378.25 | +80.89% | Trimmed -1.51% |
 INFL LISTED FDS TR | 9.75% | $35.52 | $55.66 | +56.69% | Trimmed -2.21% |
 FPAG INVESTMENT MANAGERS SER TR I | 7.93% | $37.62 | $42.78 | +13.72% | Added +52.91% |
 LLY ELI LILLY & CO | 7.83% | $367.19 | $1,254.77 | +241.72% | Trimmed -0.58% |
 ISRG INTUITIVE SURGICAL INC | 7.17% | $379.69 | $378.81 | -0.23% | Trimmed -2.17% |
 GNR SPDR INDEX SHS FDS | 6.18% | $54.67 | $79.23 | +44.91% | Trimmed -2.65% |
 MUB ISHARES TR | 4.58% | $105.44 | $105.35 | -0.09% | Added +1.29% |
 IVV ISHARES TR | 3.21% | $294.00 | $769.30 | +161.67% | Trimmed -5.45% |
 AVUV AMERICAN CENTY ETF TR | 3.14% | $79.21 | $126.43 | +59.61% | Trimmed -11.71% |
 VTV VANGUARD INDEX FDS | 2.67% | $98.85 | $226.35 | +128.98% | Trimmed -4.21% |
Showing 1-10 of 296