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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

Top 10 holdings

By portfolio weight as of Q4 2025.

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