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Oxford Financial

Latest statistics and disclosures from Oxford Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are VTI, ISRG, INFL, LLY, GNR, and represent 50.11% of Oxford Financial Group's stock portfolio.
Added to shares of these 10 stocks: AAPL (+$6.0M), GNR, IVV, SPY, IEFA, IBIT, AGG, GOOG, PCTY, XLF.
Started 28 new stock positions in FFIC, ANET, XLI, XBI, VIS, VLU, SPAB, XLC, VFH, MU.
Reduced shares in these 10 stocks: VTI (-$21M), LLY (-$16M), ISRG (-$5.8M), BRK.B (-$5.6M), MSFT, DPZ, MUB, BX, NVDA, AVUV.
Sold out of its positions in CI, CCJ, COIN, CMCSA, NRGV, FI, URA, ICE, IDEV, IAGG. MSTR, NKE, ROP, SPEM, SMH, VIGI, VZ, VRT.
Oxford Financial Group was a net seller of stock by $-60M.
Oxford Financial Group has $1.8B in assets under management (AUM), dropping by 2.94%.
Central Index Key (CIK): 0001245862

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Portfolio Holdings for Oxford Financial Group

Oxford Financial Group holds 289 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	14.7	$267M	-7%	796k	335.27	View chart
Intuitive Surgical Com New (ISRG)	11.3	$206M	-2%	364k	566.36	View chart
Listed Fds Tr Horizon Kinetics (INFL)	9.7	$177M		4.0M	44.46	View chart
Eli Lilly & Co. (LLY)	8.0	$146M	-9%	136k	1074.68	View chart
Spdr Index Shs Fds Glb Nat Resrce (GNR)	6.4	$116M	+3%	1.9M	62.14	View chart
Etf Ser Solutions Distillate Us (DSTL)	5.1	$93M	-2%	1.6M	58.90	View chart
Ishares Tr National Mun Etf (MUB)	4.9	$90M	-3%	836k	107.11	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.7	$68M	-3%	669k	101.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.5	$63M	+2%	92k	684.94	View chart
Vanguard Index Fds Value Etf (VTV)	2.8	$51M		267k	190.99	View chart
Apple (AAPL)	2.4	$43M	+16%	159k	271.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.0	$36M	+4%	53k	681.92	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.6	$28M	-4%	200k	141.49	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.4	$26M		967k	27.21	View chart
McDonald's Corporation (MCD)	1.4	$25M		81k	305.63	View chart
NVIDIA Corporation (NVDA)	1.2	$22M	-11%	116k	186.50	View chart
Microsoft Corporation (MSFT)	1.0	$18M	-18%	37k	483.62	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.0	$17M		69k	250.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$15M	-2%	158k	96.03	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$14M		96k	141.06	View chart
JPMorgan Chase & Co. (JPM)	0.7	$13M		41k	322.22	View chart
J P Morgan Exchange Traded F Inflation Manage (JCPI)	0.7	$13M	-4%	268k	48.19	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.6	$11M		30k	373.44	View chart
Kimball Electronics (KE)	0.5	$9.5M		343k	27.82	View chart
Stock Yards Ban (SYBT)	0.5	$9.5M		146k	64.95	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$8.9M	-2%	42k	210.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$7.9M		13k	627.15	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$7.2M	-2%	163k	44.17	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$5.4M	+8%	44k	123.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$5.1M	-52%	10k	502.67	View chart
Domino's Pizza (DPZ)	0.3	$5.1M	-38%	12k	416.82	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.3	$5.0M		29k	170.63	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$4.9M		27k	181.21	View chart
Copart (CPRT)	0.3	$4.9M		124k	39.15	View chart
Amazon (AMZN)	0.3	$4.8M	-11%	21k	230.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$4.3M		9.1k	473.30	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$4.2M	-14%	20k	209.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$3.9M	+5%	6.4k	614.35	View chart
Spdr Index Shs Fds S&p Gblinf Etf (GII)	0.2	$3.9M		56k	69.77	View chart
Eaton Corp SHS (ETN)	0.2	$3.8M	-3%	12k	318.51	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$3.8M		25k	148.69	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$3.7M		17k	212.07	View chart
Costco Wholesale Corporation (COST)	0.2	$3.4M		4.0k	862.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.1M	-9%	9.8k	313.00	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.0M	+10%	49k	62.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.0M	+4%	12k	257.95	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$2.8M	-11%	29k	96.27	View chart
Broadcom (AVGO)	0.1	$2.6M		7.6k	346.11	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.6M	-9%	40k	66.00	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.6M		5.4k	487.86	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.5M	+38%	7.9k	313.78	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.4M		6.3k	386.83	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.4M	-8%	20k	120.34	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.4M		9.7k	246.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.3M		7.4k	314.80	View chart
Hagerty Cl A Com (HGTY)	0.1	$2.3M		170k	13.44	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.3M		16k	143.52	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$2.3M		3.00	754800.00	View chart
Procter & Gamble Company (PG)	0.1	$2.1M		15k	143.31	View chart
Corning Incorporated (GLW)	0.1	$2.0M		22k	87.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.9M	-11%	6.6k	290.22	View chart
Johnson & Johnson (JNJ)	0.1	$1.9M	-2%	9.1k	206.96	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.8M	+86%	37k	49.65	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.7M	+2%	53k	32.62	View chart
Meta Platforms Cl A (META)	0.1	$1.6M	-43%	2.5k	660.07	View chart
HNI Corporation (HNI)	0.1	$1.5M		35k	42.04	View chart
Horizon Ban (HBNC)	0.1	$1.4M		83k	16.96	View chart
NiSource (NI)	0.1	$1.4M		34k	41.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.4M	+3924%	16k	89.46	View chart
Boeing Company (BA)	0.1	$1.3M	+11%	6.1k	217.12	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.3M		3.3k	396.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.3M	-7%	1.7k	753.78	View chart
Oracle Corporation (ORCL)	0.1	$1.3M		6.5k	194.92	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$1.3M		19k	67.64	View chart
Ge Aerospace Com New (GE)	0.1	$1.2M		4.0k	308.03	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$1.2M		20k	62.92	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.2M		2.1k	603.28	View chart
Abbvie (ABBV)	0.1	$1.2M		5.2k	228.50	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.2M		13k	92.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.2M	-10%	22k	53.76	View chart
Raymond James Financial (RJF)	0.1	$1.2M	-4%	7.3k	160.59	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.2M	+67%	49k	24.04	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.2M	-15%	46k	24.95	View chart
Nextera Energy (NEE)	0.1	$1.1M	+3%	14k	80.28	View chart
International Business Machines (IBM)	0.1	$1.1M	+8%	3.6k	296.18	View chart
Aon Shs Cl A (AON)	0.1	$1.1M		3.0k	352.88	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.0M		14k	73.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.0M		31k	32.75	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.0M		15k	69.42	View chart
Paylocity Holding Corporation (PCTY)	0.1	$1.0M	+188%	6.6k	152.50	View chart
American Electric Power Company (AEP)	0.1	$1.0M		8.7k	115.32	View chart
Spdr Index Shs Fds Msci Eafe Fs Etf (EFAX)	0.1	$986k	+2%	20k	50.47	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$978k	+99%	6.8k	143.97	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$954k	+12%	11k	88.49	View chart
Mastercard Incorporated Cl A (MA)	0.1	$942k	-2%	1.7k	570.79	View chart
Home Depot (HD)	0.1	$930k	-3%	2.7k	344.05	View chart
Coca-Cola Company (KO)	0.1	$917k	+2%	13k	69.91	View chart
Philip Morris International (PM)	0.0	$897k	+62%	5.6k	160.39	View chart
Tesla Motors (TSLA)	0.0	$893k	-20%	2.0k	449.72	View chart
Wal-Mart Stores (WMT)	0.0	$890k		8.0k	111.41	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$863k	+852%	8.6k	99.88	View chart
Raytheon Technologies Corp (RTX)	0.0	$832k	-13%	4.5k	183.40	View chart
Bank of New York Mellon Corporation (BK)	0.0	$829k	-3%	7.1k	116.09	View chart
Visa Com Cl A (V)	0.0	$824k		2.4k	350.71	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$788k	-21%	6.6k	120.18	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$788k		11k	72.68	View chart
American Express Company (AXP)	0.0	$782k	+4%	2.1k	370.01	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$751k	-79%	4.9k	154.14	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$748k		5.5k	136.94	View chart
Invesco Exchange Traded Fd T Bloomberg Analys (UPGD)	0.0	$740k		10k	73.99	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$737k	+355%	14k	54.77	View chart
Ge Vernova (GEV)	0.0	$729k	-59%	1.1k	653.57	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$725k	+8%	8.1k	89.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$721k	+14%	3.3k	219.78	View chart
Chevron Corporation (CVX)	0.0	$713k	-27%	4.7k	152.42	View chart
Automatic Data Processing (ADP)	0.0	$711k	+133%	2.8k	257.23	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$704k		35k	20.39	View chart
Southern Copper Corporation (SCCO)	0.0	$703k		4.9k	143.47	View chart
Walt Disney Company (DIS)	0.0	$689k	+2%	6.1k	113.78	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$684k		6.0k	113.93	View chart
Ameren Corporation (AEE)	0.0	$676k		6.8k	99.86	View chart
Intuit (INTU)	0.0	$671k		1.0k	662.53	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$666k	-7%	3.4k	198.62	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$659k		17k	38.36	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$655k		10k	65.10	View chart
Ball Corporation (BALL)	0.0	$647k	-44%	12k	52.97	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$631k	-25%	30k	21.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$631k	-34%	23k	26.91	View chart
Wells Fargo & Company (WFC)	0.0	$621k	-13%	6.7k	93.20	View chart
Lowe's Companies (LOW)	0.0	$611k		2.5k	241.20	View chart
Lockheed Martin Corporation (LMT)	0.0	$608k		1.3k	483.69	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$606k	+14%	1.8k	342.97	View chart
Amgen (AMGN)	0.0	$596k	-6%	1.8k	327.31	View chart
Simon Property (SPG)	0.0	$562k		3.0k	185.08	View chart
Goldman Sachs (GS)	0.0	$560k	-16%	637.00	879.00	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$556k		3.5k	160.97	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.0	$546k		8.4k	65.01	View chart
Bank of America Corporation (BAC)	0.0	$539k	-18%	9.8k	55.00	View chart
Advanced Micro Devices (AMD)	0.0	$537k	-8%	2.5k	214.15	View chart
Paycom Software (PAYC)	0.0	$528k	NEW	3.3k	159.36	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$525k	-4%	2.0k	268.30	View chart
Merck & Co (MRK)	0.0	$522k	-3%	5.0k	105.26	View chart
Vanguard World Industrial Etf (VIS)	0.0	$510k	NEW	1.7k	298.38	View chart
Flushing Financial Corporation (FFIC)	0.0	$493k	NEW	33k	15.17	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$490k	+5164%	4.1k	119.41	View chart
General Motors Company (GM)	0.0	$477k	+13%	5.9k	81.32	View chart
Deere & Company (DE)	0.0	$471k	-2%	1.0k	465.66	View chart
Us Bancorp Del Com New (USB)	0.0	$470k		8.8k	53.36	View chart
Servicenow (NOW)	0.0	$469k	+348%	3.1k	153.19	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$468k	-29%	10k	46.59	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$467k		1.4k	323.01	View chart
Fifth Third Ban (FITB)	0.0	$449k	-2%	9.6k	46.81	View chart
Masimo Corporation (MASI)	0.0	$446k		3.4k	130.06	View chart
Kinder Morgan (KMI)	0.0	$442k		16k	27.49	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$440k		9.4k	46.86	View chart
Public Service Enterprise (PEG)	0.0	$436k	-2%	5.4k	80.30	View chart
Winnebago Industries (WGO)	0.0	$434k		11k	40.52	View chart
Pentair SHS (PNR)	0.0	$431k		4.1k	104.14	View chart
Progressive Corporation (PGR)	0.0	$431k		1.9k	227.72	View chart
Kkr & Co (KKR)	0.0	$428k	-14%	3.4k	127.48	View chart
Caterpillar (CAT)	0.0	$427k	+5%	745.00	572.89	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$418k		3.0k	139.34	View chart
Blackrock (BLK)	0.0	$416k	-3%	389.00	1070.34	View chart
Paychex (PAYX)	0.0	$405k	NEW	3.6k	112.18	View chart
Linde SHS (LIN)	0.0	$405k		949.00	426.39	View chart
Honeywell International (HON)	0.0	$396k		2.0k	195.05	View chart
Danaher Corporation (DHR)	0.0	$393k		1.7k	228.92	View chart
Nvent Electric SHS (NVT)	0.0	$393k	-2%	3.9k	101.97	View chart
Pepsi (PEP)	0.0	$383k	-4%	2.7k	143.54	View chart
salesforce (CRM)	0.0	$381k	-26%	1.4k	264.95	View chart
Merchants Bancorp Ind (MBIN)	0.0	$379k		11k	34.06	View chart
SLB Com Stk (SLB)	0.0	$375k		9.8k	38.38	View chart
Stryker Corporation (SYK)	0.0	$374k	-6%	1.1k	351.47	View chart
Morgan Stanley Com New (MS)	0.0	$372k	-44%	2.1k	177.53	View chart
Vanguard World Health Car Etf (VHT)	0.0	$363k	+1089%	1.3k	287.85	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$362k		1.9k	191.56	View chart
Netflix (NFLX)	0.0	$361k	+789%	3.9k	93.76	View chart
Cisco Systems (CSCO)	0.0	$352k	-2%	4.6k	77.03	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$350k		3.2k	109.91	View chart
Intel Corporation (INTC)	0.0	$349k	-8%	9.5k	36.90	View chart
Atmos Energy Corporation (ATO)	0.0	$349k		2.1k	167.63	View chart
Constellation Energy (CEG)	0.0	$341k	-6%	966.00	353.27	View chart
UnitedHealth (UNH)	0.0	$338k	-12%	1.0k	330.21	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$338k		3.6k	94.16	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$328k		1.1k	303.95	View chart
Stonex Group (SNEX)	0.0	$322k	-19%	3.4k	95.13	View chart
Dover Corporation (DOV)	0.0	$317k		1.6k	195.24	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$313k		4.4k	70.41	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$306k	NEW	2.6k	117.72	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.0	$302k		629.00	480.57	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$301k		4.6k	64.86	View chart
Lennar Corp Cl A (LEN)	0.0	$292k		2.8k	102.80	View chart
Ing Groep Sponsored Adr (ING)	0.0	$288k	+2%	10k	28.00	View chart
Wisdomtree Tr Artificial Intel (WTAI)	0.0	$287k		9.9k	29.14	View chart
BP Sponsored Adr (BP)	0.0	$284k		8.2k	34.73	View chart
CSX Corporation (CSX)	0.0	$282k		7.8k	36.25	View chart
Cardinal Health (CAH)	0.0	$278k		1.4k	205.50	View chart
Arista Networks Com Shs (ANET)	0.0	$275k	NEW	2.1k	131.03	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$273k		17k	16.43	View chart
Ford Motor Company (F)	0.0	$267k	-55%	20k	13.12	View chart
Welltower Inc Com reit (WELL)	0.0	$266k	+2%	1.4k	185.61	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$261k	NEW	3.4k	77.68	View chart
Bristol Myers Squibb (BMY)	0.0	$258k		4.8k	53.94	View chart
Owl Rock Capital Corporation (OBDC)	0.0	$255k		21k	12.43	View chart
Oneok (OKE)	0.0	$251k	-2%	3.4k	73.50	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$250k	+11%	3.2k	76.92	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$246k		3.5k	71.41	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.0	$246k	NEW	5.3k	46.54	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$244k		3.0k	82.02	View chart
EOG Resources (EOG)	0.0	$244k		2.3k	105.01	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$241k	NEW	3.0k	81.17	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$240k		2.0k	120.96	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$240k		1.2k	199.68	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.0	$238k	+326%	1.5k	154.80	View chart
Enterprise Products Partners (EPD)	0.0	$237k		7.4k	32.06	View chart
Qualcomm (QCOM)	0.0	$235k	-3%	1.4k	171.05	View chart
Duke Energy Corp Com New (DUK)	0.0	$233k		2.0k	117.21	View chart
Altria (MO)	0.0	$230k	NEW	4.0k	57.66	View chart
Amalgamated Financial Corp (AMAL)	0.0	$227k	NEW	7.1k	32.03	View chart
Timken Company (TKR)	0.0	$225k	-11%	2.7k	84.13	View chart
At&t (T)	0.0	$221k		8.9k	24.84	View chart
Novo-nordisk A S Adr (NVO)	0.0	$220k	NEW	4.3k	50.88	View chart
Micron Technology (MU)	0.0	$216k	NEW	755.00	285.41	View chart
Vanguard World Energy Etf (VDE)	0.0	$214k	+1600%	1.7k	125.92	View chart
Marathon Petroleum Corp (MPC)	0.0	$214k	-17%	1.3k	162.63	View chart
Dominion Resources (D)	0.0	$213k	+8%	3.6k	58.59	View chart
Spdr Series Trust State Street Spd (SPHY)	0.0	$211k	NEW	8.9k	23.67	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$209k	-61%	445.00	468.76	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$207k	NEW	4.5k	45.89	View chart
First Internet Bancorp (INBK)	0.0	$205k		9.8k	20.87	View chart
Anthem (ELV)	0.0	$204k	-51%	581.00	350.55	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.0	$195k	+18%	1.7k	114.68	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$194k	NEW	3.7k	52.88	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$193k	+13%	3.5k	54.71	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.0	$189k		2.2k	85.78	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$186k	+15%	1.2k	156.63	View chart
Spdr Series Trust State Street Spd (SDY)	0.0	$181k	NEW	1.3k	139.16	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$179k		1.1k	165.80	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$167k	NEW	555.00	301.15	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$152k		1.1k	141.12	View chart
Vanguard World Financials Etf (VFH)	0.0	$127k	NEW	950.00	133.49	View chart
Ark Etf Tr Blockchain & Fin (ARKF)	0.0	$121k		2.5k	47.63	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.0	$120k	NEW	775.00	155.12	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.0	$119k	NEW	2.8k	42.69	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$117k		1.6k	71.62	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$114k		537.00	211.79	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.0	$111k	NEW	2.4k	45.35	View chart
Ishares Tr Core High Dv Etf (HDV)	0.0	$102k		835.00	121.61	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$97k		657.00	147.73	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$90k		360.00	251.17	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$90k	+67%	684.00	131.59	View chart
Invesco Mortgage Capital (IVR)	0.0	$84k	NEW	10k	8.41	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$66k		238.00	279.14	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$59k		2.1k	27.43	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$58k		600.00	96.88	View chart
Adagio Therapeutics (IVVD)	0.0	$57k		23k	2.47	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$47k		1.8k	26.23	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$43k	-5%	305.00	141.14	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$32k		1.1k	28.97	View chart
Vaneck Etf Trust Agribusiness Etf (MOO)	0.0	$30k		415.00	72.79	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$27k		615.00	44.41	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$26k		617.00	41.93	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$21k		470.00	45.21	View chart
Lineage Cell Therapeutics In (LCTX)	0.0	$21k		13k	1.67	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.0	$20k		500.00	40.35	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.0	$19k		286.00	67.13	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$17k	-90%	251.00	67.22	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$16k		152.00	102.39	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$14k		66.00	209.77	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$12k	-42%	400.00	30.96	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$12k		271.00	45.45	View chart
Fingermotion (FNGR)	0.0	$12k		10k	1.23	View chart
Spdr Series Trust State Street Spd (VLU)	0.0	$12k	NEW	57.00	210.00	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$9.3k		68.00	136.74	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$9.1k	-94%	183.00	49.90	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.0	$7.4k		79.00	93.89	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$6.7k		40.00	167.95	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$6.2k		35.00	177.37	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$6.2k		73.00	84.64	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$5.6k		55.00	102.55	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.0	$4.7k		159.00	29.58	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$3.7k		260.00	14.16	View chart
Spdr Series Trust State Street Spd (SPYM)	0.0	$3.6k	NEW	45.00	80.22	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.0	$3.1k		106.00	29.37	View chart
Spdr Series Trust State Street Spd (XBI)	0.0	$3.0k	NEW	25.00	121.92	View chart
Spdr Series Trust State Street Spd (SPAB)	0.0	$3.0k	NEW	116.00	25.75	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$1.4k		28.00	48.75	View chart
Spdr Series Trust State Street Spd (SPTM)	0.0	$1.1k	NEW	13.00	82.54	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.0	$98.000100		3.00	32.67	View chart

Past Filings by Oxford Financial Group

SEC 13F filings are viewable for Oxford Financial Group going back to 2016

Oxford Financial Group 2025 Q4 filed Feb. 13, 2026
Oxford Financial Group 2025 Q3 filed Nov. 13, 2025
Oxford Financial Group 2025 Q2 filed Aug. 14, 2025
Oxford Financial Group 2025 Q1 filed May 15, 2025
Oxford Financial Group 2024 Q4 filed Feb. 11, 2025
Oxford Financial Group 2024 Q3 filed Nov. 12, 2024
Oxford Financial Group 2024 Q1 filed May 13, 2024
Oxford Financial Group 2023 Q4 filed Feb. 14, 2024
Oxford Financial Group 2023 Q3 filed Nov. 13, 2023
Oxford Financial Group 2023 Q2 filed Aug. 10, 2023
Oxford Financial Group 2023 Q1 filed May 12, 2023
Oxford Financial Group 2022 Q4 filed Feb. 14, 2023
Oxford Financial Group 2022 Q3 filed Nov. 2, 2022
Oxford Financial Group 2022 Q2 filed Aug. 11, 2022
Oxford Financial Group 2022 Q1 filed May 13, 2022
Oxford Financial Group 2021 Q4 filed Feb. 10, 2022

View all past filings

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