13F Insight
DOSSIER · 13F-HR · Q4 2025

OXFORD FINANCIAL GROUP, LTD. LLC

$1.8B in tracked AUM across 289 positions as of Q4 2025.

OF
CIK 0001245862 · last filed Dec 31, 2025
Total AUM
$1.8B
as of Q4 2025
Holdings
289
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

OXFORD FINANCIAL GROUP, LTD. LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
VTI
VANGUARD INDEX FDS
$267M796K14.7%02
ISRG
INTUITIVE SURGICAL INC
$206M364K11.3%03
INFL
LISTED FDS TR
$177M4.0M9.7%04
LLY
ELI LILLY & CO
$146M136K8.0%05
GNR
SPDR INDEX SHS FDS
$116M1.9M6.4%06
DSTL
ETF SER SOLUTIONS
$93M1.6M5.1%07
MUB
ISHARES TR
$90M836K4.9%08
AVUV
AMERICAN CENTY ETF TR
$68M669K3.7%09
IVV
ISHARES TR
$63M92K3.5%10
VTV
VANGUARD INDEX FDS
$51M267K2.8%

Filing history

2025Q4Dec 31
$1.8B▲ 2.9%
289 positionsView →2025Q3Sep 30
$1.8B▲ 5.0%
279 positionsView →2025Q2Jun 30
$1.7B▲ 18.0%
259 positionsLocked2025Q1Mar 31
$1.4B▼ 7.7%
261 positionsLocked2024Q4Dec 31
$1.5B▼ 2.1%
300 positionsLocked2024Q3Sep 30
$1.6B▲ 4.1%
295 positionsLocked2024Q2Jun 30
$1.5B▲ 5.2%
320 positionsLocked2024Q1Mar 31
$1.4B▲ 5.7%
274 positionsLocked2023Q4Dec 31
$1.4B▲ 17.8%
302 positionsLocked2023Q3Sep 30
$1.2B▲ 10.0%
265 positionsLocked2023Q2Jun 30
$1.1B▲ 18.0%
292 positionsLocked2023Q1Mar 31
$891M▲ 3.8%
260 positionsLocked
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