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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, INFL, FPAG, LLY, ISRG, and represent 46.98% of Oxford Financial Group's stock portfolio.
Added to shares of these 10 stocks: FPAG (+$54M), SGOV (+$11M), IWF, VUG, VGT, VO, MUB, MU, EFAX, CBSH.
Started 22 new stock positions in VOOG, MU, OCFC, DFAS, BGSF, HON, QCOM, SGOV, ITB, PFG. VONG, CVS, CALM, IGSB, CBSH, TXN, SNDK, HONA, SCHP, FXL, VGIT, VTWV.
Reduced shares in these 10 stocks: AVUV (-$8.2M), DSTL (-$6.8M), NVDA (-$5.4M), CPRT, INFL, VTI, JPM, IVV, GNR, ISRG.
Sold out of its positions in T, ABT, ATR, BX, CEG, Flushing Financial Corporation, GEHC, Honeywell International, IAU, IYR.
Oxford Financial Group was a net seller of stock by $-2.0M.
Oxford Financial Group has $2.0B in assets under management (AUM), dropping by 6.30%.
Central Index Key (CIK): 0001245862

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Portfolio Holdings for Oxford Financial Group

Oxford Financial Group holds 296 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Total Stk Mkt (VTI)	14.3	$282M		763k	370.04	View chart
Listed Fds Tr Hori Ki Infl Etf (INFL)	9.8	$193M	-2%	3.9M	49.88	View chart
Investment Managers Ser Tr I Fpa Gbl Eqty Etf (FPAG)	7.9	$156M	+52%	3.9M	40.14	View chart
Eli Lilly & Co. (LLY)	7.8	$155M		129k	1199.43	View chart
Intuitive Surgical Com New (ISRG)	7.2	$142M	-2%	356k	397.68	View chart
Spdr Index Shs Fds St Str Nat Etf (GNR)	6.2	$122M	-2%	1.8M	67.31	View chart
Ishares Tr National Mun Etf (MUB)	4.6	$91M		841k	107.62	View chart
Etf Ser Solutions Distillate Us (DSTL)	3.8	$76M	-8%	1.3M	59.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.2	$63M	-5%	85k	748.89	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	3.1	$62M	-11%	497k	124.76	View chart
Vanguard Index Fds Value Etf (VTV)	2.7	$53M	-4%	242k	217.93	View chart
Apple (AAPL)	2.4	$47M		164k	289.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.9	$37M	-4%	50k	746.77	View chart
Ishares Tr Msci Acwi Etf (ACWI)	1.6	$31M	-2%	195k	156.97	View chart
McDonald's Corporation (MCD)	1.1	$22M		81k	270.31	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	1.1	$22M	-9%	693k	31.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	1.1	$22M	-4%	63k	342.83	View chart
NVIDIA Corporation (NVDA)	0.9	$18M	-23%	88k	200.09	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.8	$16M	-5%	155k	103.88	View chart
Microsoft Corporation (MSFT)	0.7	$14M	-3%	37k	373.02	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$13M	-9%	85k	156.95	View chart
J P Morgan Exchange Traded F Infl Mana Bd Etf (JCPI)	0.6	$12M		253k	47.85	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.6	$11M	NEW	110k	100.67	View chart
Stock Yards Ban (SYBT)	0.6	$11M		145k	76.47	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$11M		27k	409.50	View chart
JPMorgan Chase & Co. (JPM)	0.5	$10M	-29%	32k	327.33	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.5	$9.8M		41k	242.43	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$8.8M	+2%	13k	686.84	View chart
Ishares Esg Awr Msci Em (ESGE)	0.4	$8.4M	-2%	153k	54.69	View chart
Kimball Electronics (KE)	0.4	$7.3M	-16%	286k	25.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$6.7M	-2%	19k	357.37	View chart
Corning Incorporated (GLW)	0.3	$6.0M		24k	255.43	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$5.9M		27k	221.20	View chart
Amazon (AMZN)	0.3	$5.9M	-9%	25k	238.34	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$5.7M		41k	137.53	View chart
Ishares Tr Rus Top 200 Etf (IWL)	0.3	$5.4M		29k	184.95	View chart
Eaton Corp SHS (ETN)	0.3	$5.3M		12k	426.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$5.1M	+7%	6.9k	736.35	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$4.5M	+293%	36k	124.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.5M	-10%	8.9k	500.42	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$4.4M	-3%	18k	246.21	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$4.1M		25k	164.27	View chart
Spdr Index Shs Fds St Str Infra Etf (GII)	0.2	$4.1M		54k	75.71	View chart
Domino's Pizza (DPZ)	0.2	$3.6M		12k	296.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$3.6M	+3%	51k	71.25	View chart
Copart (CPRT)	0.2	$3.5M	-55%	124k	28.19	View chart
Costco Wholesale Corporation (COST)	0.2	$3.4M	-5%	3.6k	935.51	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$3.1M	-6%	10k	303.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.8M	-5%	37k	77.11	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$2.7M		30k	91.21	View chart
Procter & Gamble Company (PG)	0.1	$2.7M		19k	146.64	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.1	$2.7M		6.3k	426.39	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.7M	+6%	9.0k	300.45	View chart
Exxon Mobil Corporation (XOM)	0.1	$2.6M		19k	136.72	View chart
HNI Corporation (HNI)	0.1	$2.6M		64k	40.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.5M		7.4k	343.91	View chart
Applied Materials (AMAT)	0.1	$2.5M	-6%	3.5k	723.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$2.3M	-14%	6.6k	353.31	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.2M	+376%	26k	86.14	View chart
Johnson & Johnson (JNJ)	0.1	$2.2M	-6%	8.6k	253.97	View chart
Broadcom (AVGO)	0.1	$2.2M	-35%	5.7k	377.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$2.0M	-18%	13k	158.03	View chart
Hagerty Cl A Com (HGTY)	0.1	$2.0M		170k	11.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$1.9M	+265%	24k	80.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$1.8M		53k	33.84	View chart
Mastercard Incorporated Cl A (MA)	0.1	$1.8M	-15%	3.4k	513.60	View chart
Spdr Index Shs Fds St Str Msci Eafe (EFAX)	0.1	$1.7M	+62%	32k	54.12	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$1.7M		7.5k	227.06	View chart
Horizon Ban (HBNC)	0.1	$1.7M		83k	19.98	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$1.6M	+700%	14k	119.52	View chart
NiSource (NI)	0.1	$1.6M		34k	47.55	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$1.6M	+6%	16k	96.58	View chart
Palo Alto Networks (PANW)	0.1	$1.6M	+6%	4.6k	341.02	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$1.5M		20k	75.88	View chart
Tesla Motors (TSLA)	0.1	$1.5M		3.5k	420.60	View chart
Meta Platforms Cl A (META)	0.1	$1.5M	-19%	2.6k	563.19	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$1.5M		13k	110.32	View chart
Nextera Energy (NEE)	0.1	$1.4M		17k	87.77	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.4M		2.1k	703.34	View chart
Wal-Mart Stores (WMT)	0.1	$1.4M		12k	113.26	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$1.3M		49k	27.70	View chart
Ge Aerospace Com New (GE)	0.1	$1.3M	-18%	3.6k	373.73	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$1.3M		15k	89.01	View chart
Oracle Corporation (ORCL)	0.1	$1.3M	+6%	9.0k	146.56	View chart
International Business Machines (IBM)	0.1	$1.3M	-3%	4.7k	281.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.3M		22k	59.69	View chart
Boeing Company (BA)	0.1	$1.3M		6.0k	216.47	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$1.3M		6.7k	190.52	View chart
Deere & Company (DE)	0.1	$1.3M		2.0k	634.43	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.2M		37k	33.29	View chart
Coca-Cola Company (KO)	0.1	$1.2M		15k	81.27	View chart
Caterpillar (CAT)	0.1	$1.2M	+51%	1.2k	1065.04	View chart
American Electric Power Company (AEP)	0.1	$1.2M		8.8k	136.81	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$1.2M		13k	93.92	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$1.2M		3.3k	368.38	View chart
Advanced Micro Devices (AMD)	0.1	$1.2M		2.0k	580.87	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$1.2M	-6%	43k	27.62	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.2M		14k	83.75	View chart
Chevron Corporation (CVX)	0.1	$1.2M	-2%	7.0k	165.75	View chart
Intel Corporation (INTC)	0.1	$1.2M		8.3k	139.63	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$1.1M		31k	36.26	View chart
Raymond James Financial (RJF)	0.1	$1.1M		7.2k	152.03	View chart
Analog Devices (ADI)	0.1	$1.1M	-7%	2.7k	397.17	View chart
Ge Vernova (GEV)	0.1	$1.0M	-23%	886.00	1174.86	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.1	$1.0M		19k	56.22	View chart
Morgan Stanley Com New (MS)	0.1	$1.0M	-3%	5.0k	209.04	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$1.0M		7.1k	144.61	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$1.0M		13k	75.79	View chart
Bank of America Corporation (BAC)	0.1	$995k	-4%	18k	56.98	View chart
Aon Shs Cl A (AON)	0.0	$984k		3.0k	331.69	View chart
Rockwell Automation (ROK)	0.0	$971k	-5%	2.0k	495.08	View chart
Danaher Corporation (DHR)	0.0	$965k	-9%	5.1k	190.48	View chart
Amphenol Corp Cl A (APH)	0.0	$955k	-10%	5.4k	176.32	View chart
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)	0.0	$908k		17k	52.88	View chart
Ishares Msci Emrg Chn (EMXC)	0.0	$905k	-18%	8.8k	102.30	View chart
Lowe's Companies (LOW)	0.0	$895k	-3%	4.1k	220.50	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.0	$880k	+9%	5.9k	148.31	View chart
Nextpower Class A Com (NXT)	0.0	$874k		7.3k	119.14	View chart
Southern Copper Corporation (SCCO)	0.0	$870k		5.0k	174.26	View chart
Home Depot (HD)	0.0	$853k	-15%	2.4k	352.72	View chart
Raytheon Technologies Corp (RTX)	0.0	$848k	+3%	4.5k	189.73	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$838k	-20%	421.00	1989.89	View chart
Cloudflare Cl A Com (NET)	0.0	$825k	-6%	3.4k	245.28	View chart
Invesco Exchange Traded Fd T Bloo An Rati Etf (UPGD)	0.0	$819k		10k	81.93	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.0	$800k		35k	23.18	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.0	$797k	-3%	8.2k	97.60	View chart
Ball Corporation (BALL)	0.0	$767k		12k	62.40	View chart
Ul Solutions Class A Com Shs (ULS)	0.0	$767k	-9%	7.5k	101.86	View chart
Ameren Corporation (AEE)	0.0	$765k		6.8k	113.04	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$749k	-66%	1.00	748850.00	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$747k		3.2k	236.62	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.0	$738k		5.9k	124.43	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$724k		3.3k	219.43	View chart
Vertiv Holdings Com Cl A (VRT)	0.0	$716k	-4%	2.1k	334.82	View chart
Stryker Corporation (SYK)	0.0	$713k	-3%	2.3k	314.84	View chart
Waste Management (WM)	0.0	$710k	-8%	3.2k	222.90	View chart
Abbvie (ABBV)	0.0	$695k	-41%	2.8k	251.66	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$690k		23k	29.43	View chart
Quanta Services (PWR)	0.0	$682k		947.00	720.04	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.0	$674k		10k	67.01	View chart
Micron Technology (MU)	0.0	$673k	NEW	583.00	1154.29	View chart
Nvent Elec SHS (NVT)	0.0	$653k		3.9k	169.61	View chart
Ishares Tr S&p 100 Etf (OEF)	0.0	$647k		1.8k	365.87	View chart
Fifth Third Ban (FITB)	0.0	$637k		11k	56.37	View chart
Simon Property (SPG)	0.0	$635k	-5%	2.8k	223.61	View chart
Vanguard World Industrial Etf (VIS)	0.0	$616k		1.7k	360.38	View chart
Stonex Group (SNEX)	0.0	$594k		5.0k	118.50	View chart
Philip Morris International (PM)	0.0	$585k		3.2k	180.90	View chart
Lockheed Martin Corporation (LMT)	0.0	$576k	-4%	1.1k	509.51	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.0	$570k		1.4k	393.96	View chart
TJX Companies (TJX)	0.0	$565k	-19%	3.7k	151.50	View chart
Commerce Bancshares (CBSH)	0.0	$565k	NEW	9.8k	57.75	View chart
Merchants Bancorp Ind (MBIN)	0.0	$557k		11k	50.00	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$555k	-20%	5.8k	96.43	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.0	$552k		10k	55.01	View chart
Intercontinental Exchange (ICE)	0.0	$543k		4.4k	123.11	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.0	$541k		9.4k	57.67	View chart
OceanFirst Financial (OCFC)	0.0	$540k	NEW	28k	19.53	View chart
Merck & Co (MRK)	0.0	$536k		4.2k	128.50	View chart
Wells Fargo & Company (WFC)	0.0	$534k	-13%	6.5k	82.64	View chart
Walt Disney Company (DIS)	0.0	$512k	-14%	5.3k	96.24	View chart
General Dynamics Corporation (GD)	0.0	$505k		1.4k	354.24	View chart
Us Bancorp Com New (USB)	0.0	$496k		8.2k	60.40	View chart
salesforce (CRM)	0.0	$493k		3.1k	156.67	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$489k		1.0k	477.76	View chart
Goldman Sachs (GS)	0.0	$476k	-22%	471.00	1011.37	View chart
Wisdomtree Tr Arti Int Inn Fd (WTAI)	0.0	$468k		9.9k	47.47	View chart
Cisco Systems (CSCO)	0.0	$464k		4.0k	117.46	View chart
Visa Com Cl A (V)	0.0	$464k	-30%	1.4k	343.05	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$463k		3.0k	154.30	View chart
SLB Com Stk (SLB)	0.0	$442k		9.5k	46.49	View chart
Public Service Enterprise (PEG)	0.0	$439k		5.4k	81.16	View chart
Carrier Global Corporation (CARR)	0.0	$438k	-37%	6.0k	73.35	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$436k	+22%	680.00	640.76	View chart
Thermo Fisher Scientific (TMO)	0.0	$425k	-8%	847.00	501.36	View chart
Linde SHS (LIN)	0.0	$418k	-33%	806.00	518.94	View chart
Booking Holdings (BKNG)	0.0	$390k	+2414%	2.2k	178.24	View chart
General Motors Company (GM)	0.0	$389k		5.1k	77.08	View chart
Shell Spon Ads (SHEL)	0.0	$385k		5.0k	77.54	View chart
Timken Company (TKR)	0.0	$383k		2.6k	145.32	View chart
Uber Technologies (UBER)	0.0	$378k		5.2k	72.16	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.0	$366k	NEW	1.7k	217.22	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$364k	+4%	3.3k	109.43	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$363k		4.6k	78.28	View chart
Duke Energy Corp Com New (DUK)	0.0	$359k		2.8k	126.58	View chart
Progressive Corporation (PGR)	0.0	$353k	-32%	1.6k	218.45	View chart
American Express Company (AXP)	0.0	$342k	-47%	1.0k	338.37	View chart
Ishares Tr Gl Clean Ene Etf (ICLN)	0.0	$340k		17k	20.49	View chart
CSX Corporation (CSX)	0.0	$336k		7.1k	47.53	View chart
Dover Corporation (DOV)	0.0	$334k		1.5k	224.28	View chart
Winnebago Industries (WGO)	0.0	$333k		11k	31.24	View chart
Marathon Petroleum Corp (MPC)	0.0	$331k	-3%	1.3k	255.67	View chart
Pepsi (PEP)	0.0	$329k	+6%	2.4k	135.40	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.0	$327k		3.4k	96.46	View chart
Atmos Energy Corporation (ATO)	0.0	$324k		1.9k	172.27	View chart
Cardinal Health (CAH)	0.0	$319k		1.3k	237.56	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.0	$319k	+61%	2.1k	152.18	View chart
Pentair SHS (PNR)	0.0	$317k		4.1k	76.66	View chart
Ing Groep Sponsored Adr (ING)	0.0	$315k		10k	31.38	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$314k	-34%	2.7k	117.28	View chart
Kkr & Co (KKR)	0.0	$306k		3.3k	91.78	View chart
Welltower Inc Com reit (WELL)	0.0	$305k		1.3k	226.97	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$303k		1.2k	252.23	View chart
EOG Resources (EOG)	0.0	$298k		2.3k	129.73	View chart
BP Sponsored Adr (BP)	0.0	$291k	-2%	7.9k	36.95	View chart
Astrazeneca Ord (AZN)	0.0	$289k		1.5k	189.62	View chart
BGSF (BGSF)	0.0	$288k	NEW	50k	5.71	View chart
Sofi Technologies (SOFI)	0.0	$287k		16k	17.93	View chart
Bristol Myers Squibb (BMY)	0.0	$286k	+3%	5.0k	57.62	View chart
Rocket Cos Com Cl A (RKT)	0.0	$284k		18k	15.75	View chart
Ford Motor Company (F)	0.0	$283k		20k	13.90	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$283k	NEW	3.4k	82.62	View chart
Oneok (OKE)	0.0	$279k	-3%	3.2k	86.94	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$279k		2.6k	107.13	View chart
Enterprise Products Partners (EPD)	0.0	$275k		7.5k	36.76	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.0	$275k	-27%	2.4k	114.18	View chart
First Internet Bancorp (INBK)	0.0	$273k		9.8k	27.80	View chart
Amgen (AMGN)	0.0	$273k	-57%	753.00	362.12	View chart
Alphatec Hldgs Com New (ATEC)	0.0	$260k		30k	8.65	View chart
Honeywell International (HON)	0.0	$258k	NEW	1.2k	223.80	View chart
Intuit (INTU)	0.0	$257k		983.00	260.95	View chart
Honeywell Aerospace (HONA)	0.0	$255k	NEW	1.2k	221.08	View chart
Cal Maine Foods Com New (CALM)	0.0	$254k	NEW	3.2k	80.56	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$251k	-4%	1.9k	132.24	View chart
Paylocity Holding Corporation (PCTY)	0.0	$250k	+3%	2.4k	104.53	View chart
Blackrock (BLK)	0.0	$243k	-64%	253.00	961.56	View chart
Ishares Tr Eafe Value Etf (EFV)	0.0	$242k		3.2k	76.55	View chart
Vanguard World Energy Etf (VDE)	0.0	$240k	-5%	1.6k	150.13	View chart
Automatic Data Processing (ADP)	0.0	$233k	-6%	1.0k	223.95	View chart
Qualcomm (QCOM)	0.0	$232k	NEW	1.3k	184.79	View chart
Dominion Resources (D)	0.0	$231k		3.4k	68.29	View chart
Sandisk Corp (SNDK)	0.0	$227k	NEW	100.00	2273.73	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$227k	-2%	1.8k	124.44	View chart
Texas Instruments Incorporated (TXN)	0.0	$217k	NEW	728.00	298.01	View chart
Principal Financial (PFG)	0.0	$216k	NEW	2.0k	107.77	View chart
CVS Caremark Corporation (CVS)	0.0	$212k	NEW	2.0k	103.45	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$209k		1.2k	176.65	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.0	$206k	+10%	1.3k	158.66	View chart
Ark Etf Tr Autnmus Technlgy (ARKQ)	0.0	$204k	-9%	1.5k	132.24	View chart
FedEx Corporation (FDX)	0.0	$202k		645.00	313.34	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.0	$198k		1.1k	182.36	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.0	$193k		1.1k	178.59	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$191k	-52%	899.00	212.84	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$165k		2.4k	68.41	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$165k		2.0k	83.07	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$149k		1.0k	146.41	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$144k		775.00	185.23	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$135k	+23%	1.4k	98.98	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$131k		537.00	242.99	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.0	$127k		2.8k	45.34	View chart
Vanguard World Esg Intl Stk Etf (VSGX)	0.0	$126k	-6%	1.5k	82.34	View chart
Vanguard World Financials Etf (VFH)	0.0	$125k		950.00	131.60	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.0	$124k		2.4k	50.83	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$117k	NEW	2.0k	58.98	View chart
Ishares Tr Core 60 Bala Etf (AOR)	0.0	$117k		1.7k	69.50	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$115k	-18%	1.4k	80.81	View chart
Vanguard Scottsdale Fds Vng Rus2000val (VTWV)	0.0	$106k	NEW	541.00	195.52	View chart
Ark Etf Tr Bloc Fin Inn Etf (ARKF)	0.0	$100k		2.5k	39.46	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$99k		360.00	273.63	View chart
Ark Etf Tr Next Gnrtn Inter (ARKW)	0.0	$96k		662.00	144.86	View chart
Qt Imaging Hldgs (QTI)	0.0	$84k		21k	4.07	View chart
Invesco Mortgage Capital (IVR)	0.0	$79k		10k	7.90	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$71k		600.00	117.50	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$60k	-40%	409.00	147.73	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$51k		1.8k	28.96	View chart
Ark Etf Tr Genomic Rev Etf (ARKG)	0.0	$46k		1.1k	42.06	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.0	$37k	NEW	350.00	104.48	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$35k	+411%	179.00	197.60	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$33k		621.00	52.75	View chart
Vanguard World Health Car Etf (VHT)	0.0	$32k	-91%	106.00	299.01	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.0	$31k		606.00	50.39	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$30k		617.00	49.13	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.0	$29k	NEW	555.00	52.41	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.0	$27k	NEW	329.00	82.34	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$26k	NEW	200.00	127.81	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$25k	-47%	160.00	156.30	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.0	$22k		500.00	44.03	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$21k		251.00	82.84	View chart
Adagio Therapeutics (IVVD)	0.0	$20k		23k	0.87	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.0	$16k		152.00	102.16	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$15k	-97%	283.00	53.60	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$15k		66.00	226.36	View chart
Spdr Series Trust ST STR SP1500VT (VLU)	0.0	$14k		57.00	239.53	View chart
Ishares Tr Msci Usa Value (VLUE)	0.0	$14k		68.00	199.81	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$12k		400.00	30.49	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$7.5k		40.00	188.10	View chart
Ishares Tr Core Msci Total (IXUS)	0.0	$7.0k		73.00	95.44	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.0	$6.2k		160.00	38.51	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$6.1k		55.00	110.15	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.0	$4.0k		45.00	87.89	View chart
Fingermotion (FNGR)	0.0	$3.8k		10k	0.38	View chart
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF)	0.0	$3.7k		268.00	13.72	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$2.1k		84.00	25.52	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.0	$2.1k		35.00	58.91	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$1.4k		28.00	48.25	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$27.000000	NEW	1.00	27.00	View chart

Past Filings by Oxford Financial Group

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

Oxford Financial Group 2026 Q2 filed Aug. 11, 2026
Oxford Financial Group 2026 Q1 filed May 6, 2026
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

View all past filings

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