Institutional Fund
Oxford Financial Group, Ltd. LLC
Indianapolis, INCIK 12458625 filings on record
Portfolio Value
$1.86B
Q1 2026
Holdings
302
Reported positions
New Buys
37
Opened this quarter
QoQ Change
+2.1%
from $1.82B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds13.4%
- Listed Fds Tr11.1%
- Intuitive Surgical Inc9.0%
- Spdr Index Shs Fds7.5%
- Eli Lilly & Co6.4%
- Investment Managers Ser Tr I5.0%
- Other47.6%
Portfolio Holdings
302 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 774.4K | $248.44M | 13.4% | −21.5K | Reduced |
| 2 | Listed Fds Tr | 3.95M | $205.50M | 11.1% | −27.5K | Reduced |
| 3 | Intuitive Surgical Inc | 363.8K | $167.69M | 9.0% | −226 | Reduced |
| 4 | Spdr Index Shs Fds | 1.86M | $139.07M | 7.5% | +275 | Added |
| 5 | Eli Lilly & Co | 129.6K | $119.22M | 6.4% | −6.5K | Reduced |
| 6 | Investment Managers Ser Tr I | 2.55M | $92.47M | 5.0% | +2.55M | New |
| 7 | Ishares Tr | 830.1K | $88.11M | 4.7% | −6.0K | Reduced |
| 8 | ETF Ser Solutions | 1.37M | $79.49M | 4.3% | −208.6K | Reduced |
| 9 | American Centy ETF Tr | 563.1K | $62.20M | 3.3% | −105.6K | Reduced |
| 10 | Ishares Tr | 89.5K | $58.45M | 3.1% | −2.7K | Reduced |
292 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio