What does OXFORD FINANCIAL GROUP, LTD. LLC hold? Q4 2025 13F Holdings & Portfolio

AI Analysis · Q4 2025 · 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.

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$267M796K14.7%

INTUITIVE SURGICAL INC

$206M364K11.3%

LISTED FDS TR

$177M4.0M9.7%

ELI LILLY & CO

$146M136K8.0%

SPDR INDEX SHS FDS

$116M1.9M6.4%

ETF SER SOLUTIONS

$93M1.6M5.1%

ISHARES TR

$90M836K4.9%

AMERICAN CENTY ETF TR

$68M669K3.7%

ISHARES TR

$63M92K3.5%

VANGUARD INDEX FDS

$51M267K2.8%

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