Oxford Financial Group Ltd Top Holdings and 13F Report (2025) About Oxford Financial Group LtdInvestment ActivityOxford Financial Group Ltd has $1.68 billion in total holdings as of June 30, 2025.Oxford Financial Group Ltd owns shares of 259 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 11.82% of the portfolio was purchased this quarter.About 1.42% of the portfolio was sold this quarter.This quarter, Oxford Financial Group Ltd has purchased 261 new stocks and bought additional shares in 60 stocks.Oxford Financial Group Ltd sold shares of 108 stocks and completely divested from 13 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $264,752,017Intuitive Surgical $179,611,677Horizon Kinetics Inflation Beneficiaries ETF $168,789,326Eli Lilly and Company $119,877,918iShares National Muni Bond ETF $98,929,272 Largest New Holdings this Quarter 594972408 - MicroStrategy $419,187 Holding438516106 - Honeywell International $390,033 Holding58844R108 - Merchants Bancorp $368,301 Holding526057104 - Lennar $310,925 Holding46438F101 - ISHARES BITCOIN TRUST ETF $270,548 Holding Largest Purchases this Quarter SPDR S&P Global Natural Resources ETF 1,540,847 shares (about $83.58M)Intuitive Surgical 139,158 shares (about $75.62M)Vanguard Total Stock Market ETF 63,873 shares (about $19.41M)Eli Lilly and Company 10,459 shares (about $8.15M)Avantis U.S. Small Cap Value ETF 24,544 shares (about $2.24M) Largest Sales this Quarter NVIDIA 22,918 shares (about $3.62M)JPMorgan Inflation Managed Bond ETF 30,647 shares (about $1.48M)iShares National Muni Bond ETF 11,744 shares (about $1.23M)Schwab Fundamental U.S. Large Company ETF 43,164 shares (about $1.06M)iShares MSCI USA Momentum Factor ETF 3,894 shares (about $935.80K) Sector Allocation Over TimeMap of 500 Largest Holdings ofOxford Financial Group Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$264,752,017$19,412,929 ▲7.9%871,09515.7%ETFISRGIntuitive Surgical$179,611,677$75,619,849 ▲72.7%330,52710.7%MedicalINFLHorizon Kinetics Inflation Beneficiaries ETF$168,789,326$295,823 ▲0.2%4,002,59210.0%ETFLLYEli Lilly and Company$119,877,918$8,153,120 ▲7.3%153,7827.1%MedicalMUBiShares National Muni Bond ETF$98,929,272$1,227,013 ▼-1.2%946,8735.9%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$92,326,047$2,156,934 ▲2.4%1,668,0415.5%ETFGNRSPDR S&P Global Natural Resources ETF$91,717,645$83,575,518 ▲1,026.5%1,690,9605.4%ETFAVUVAvantis U.S. Small Cap Value ETF$66,526,640$2,235,960 ▲3.5%730,2594.0%ETFIVViShares Core S&P 500 ETF$56,175,363$741,976 ▼-1.3%90,4743.3%ETFVTVVanguard Value ETF$47,272,484$614,702 ▼-1.3%267,4692.8%ETFSPYSPDR S&P 500 ETF Trust$30,634,241$599,315 ▼-1.9%49,5821.8%FinanceACWIiShares MSCI ACWI ETF$28,094,926$792,303 ▼-2.7%218,4681.7%ManufacturingAAPLApple$27,299,974$401,313 ▲1.5%133,0601.6%Computer and TechnologyFNDXSchwab Fundamental U.S. Large Company ETF$25,999,881$1,059,244 ▼-3.9%1,059,4901.5%ETFMCDMcDonald's$23,304,251$84,437 ▲0.4%79,7631.4%Retail/WholesaleMSFTMicrosoft$21,522,572$716,772 ▼-3.2%43,2691.3%Computer and TechnologyMTUMiShares MSCI USA Momentum Factor ETF$17,161,419$935,802 ▼-5.2%71,4111.0%ETFNVDANVIDIA$16,850,289$3,620,820 ▼-17.7%106,6541.0%Computer and TechnologyEFAiShares MSCI EAFE ETF$14,648,071$202,111 ▼-1.4%163,8670.9%FinanceJCPIJPMorgan Inflation Managed Bond ETF$14,082,861$1,478,717 ▼-9.5%291,8730.8%ETFVTVanguard Total World Stock ETF$13,148,017$44,082 ▲0.3%102,3030.8%ETFJPMJPMorgan Chase & Co.$11,617,285$271,646 ▼-2.3%40,0720.7%FinanceSYBTStock Yards Bancorp$11,511,820$9,636 ▲0.1%145,7560.7%FinanceBRK.BBerkshire Hathaway$10,209,184$2,915 ▲0.0%21,0160.6%FinanceIWBiShares Russell 1000 ETF$10,204,079$135,828 ▼-1.3%30,0500.6%ETFDOMINOS PIZZA INC$9,012,0000.0%20,0000.5%COMIWDiShares Russell 1000 Value ETF$8,433,904$471,593 ▲5.9%43,4220.5%ETFVOOVanguard S&P 500 ETF$7,200,037$78,391 ▲1.1%12,6750.4%ETFKEKimball Electronics$6,585,5060.0%342,4600.4%Computer and TechnologyESGEiShares ESG Aware MSCI EM ETF$6,549,237$142,579 ▼-2.1%167,2000.4%ManufacturingCPRTCopart$6,084,6800.0%124,0000.4%Business ServicesVXFVanguard Extended Market ETF$4,670,712$428,972 ▼-8.4%24,2370.3%ETFAMZNAmazon.com$4,648,874$471,688 ▼-9.2%21,1900.3%Retail/WholesaleIWLiShares Russell Top 200 ETF$4,479,066$35,524 ▼-0.8%29,2520.3%ETFIVWiShares S&P 500 Growth ETF$4,305,130$133,441 ▼-3.0%39,1020.3%ETFIWNiShares Russell 2000 Value ETF$4,286,932$63,419 ▼-1.5%27,1740.3%ETFETNEaton$4,208,198$13,923 ▼-0.3%11,7880.3%IndustrialsGIISPDR S&P Global Infrastructure ETF$3,805,335$14,611 ▼-0.4%56,5160.2%ETFCOSTCostco Wholesale$3,788,100$63,349 ▼-1.6%3,8270.2%Retail/WholesaleITOTiShares Core S&P Total U.S. Stock Market ETF$3,729,670$33,355 ▲0.9%27,6190.2%ETFBXBlackstone$3,594,557$299,160 ▼-7.7%24,0310.2%FinanceIWFiShares Russell 1000 Growth ETF$3,589,824$27,598 ▼-0.8%8,4550.2%ETFIVEiShares S&P 500 Value ETF$3,423,563$18,760 ▲0.6%17,5190.2%ETFIWRiShares Russell Mid-Cap ETF$2,995,3710.0%32,5690.2%ETFAVGOBroadcom$2,845,234$852,027 ▲42.7%10,3220.2%Computer and TechnologyQQQInvesco QQQ$2,681,008$448,490 ▼-14.3%4,8600.2%FinanceVEAVanguard FTSE Developed Markets ETF$2,453,938$45,494 ▼-1.8%43,0440.1%ETFIWMiShares Russell 2000 ETF$2,343,695$8,200 ▲0.4%10,8610.1%FinanceIJHiShares Core S&P Mid-Cap ETF$2,334,433$10,233 ▼-0.4%37,6400.1%ETFVBVanguard Small-Cap ETF$2,321,742$280,590 ▲13.7%9,7970.1%ETFPGProcter & Gamble$2,261,693$115,347 ▲5.4%14,1960.1%Consumer StaplesIWViShares Russell 3000 ETF$2,233,591$99,676 ▲4.7%6,3640.1%ETFBRK.ABerkshire Hathaway$2,186,400$728,800 ▲50.0%30.1%FinanceVYMVanguard High Dividend Yield ETF$2,116,2960.0%15,8750.1%ETFXOMExxon Mobil$2,112,293$36,651 ▼-1.7%19,5950.1%EnergyVVVanguard Large-Cap ETF$2,097,5260.0%7,3520.1%ETFVOVanguard Mid-Cap ETF$2,095,087$8,395 ▲0.4%7,4870.1%ETFMDYSPDR S&P MidCap 400 ETF Trust$1,808,2040.0%3,1920.1%ETFHNIHNI$1,695,254$11,557 ▲0.7%34,4700.1%Business ServicesGOOGLAlphabet$1,609,685$99,570 ▲6.6%9,1340.1%Computer and TechnologySMHVanEck Semiconductor ETF$1,575,6720.0%5,6500.1%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$1,511,076$29 ▲0.0%51,7310.1%ETFGE VERNOVA INC$1,410,185$90,485 ▲6.9%2,6650.1%COMREETiShares Global REIT ETF$1,391,894$18,229 ▲1.3%56,3520.1%ETFORCLOracle$1,381,164$13,993 ▲1.0%6,3170.1%Computer and TechnologyJNJJohnson & Johnson$1,379,683$183,000 ▲15.3%9,0320.1%MedicalMETAMeta Platforms$1,358,309$211,867 ▼-13.5%1,8400.1%Computer and TechnologyNINiSource$1,353,9310.0%33,5630.1%UtilitiesVUGVanguard Growth ETF$1,318,707$6,576 ▲0.5%3,0080.1%ETFHBNCHorizon Bancorp (IN)$1,277,2320.0%83,0450.1%FinanceBALLBall$1,227,4170.0%21,8830.1%IndustrialsGLWCorning$1,171,404$6,048 ▼-0.5%22,2740.1%Computer and TechnologyFVFirst Trust Dorsey Wright Focus 5 ETF$1,171,155$21,926 ▼-1.8%19,7630.1%ManufacturingFTCSFirst Trust Capital Strength ETF$1,163,3920.0%12,8000.1%ETFRJFRaymond James Financial$1,159,1700.0%7,5580.1%FinanceBABoeing$1,122,662$137,242 ▲13.9%5,3580.1%AerospaceVGTVanguard Information Technology ETF$1,066,554$7,296 ▼-0.7%1,6080.1%ETFAONAON$1,058,507$444,523 ▼-29.6%2,9670.1%FinanceIBMInternational Business Machines$1,025,768$26,528 ▼-2.5%3,4800.1%Computer and TechnologyHDHome Depot$984,511$82,134 ▼-7.7%2,6850.1%Retail/WholesaleGOOGAlphabet$977,605$471,329 ▼-32.5%5,5110.1%Computer and TechnologyGEGE Aerospace$975,943$13,641 ▲1.4%3,7920.1%AerospaceVWOVanguard FTSE Emerging Markets ETF$970,257$191,806 ▼-16.5%19,6170.1%ETFVEUVanguard FTSE All-World ex-US ETF$942,424$589,654 ▼-38.5%14,0200.1%ETFSCHESchwab Emerging Markets Equity ETF$939,1620.0%31,1600.1%ETFDGROiShares Core Dividend Growth ETF$934,8770.0%14,6210.1%ETFNEENextEra Energy$908,847$77,889 ▼-7.9%13,0920.1%UtilitiesAEPAmerican Electric Power$898,497$10,376 ▼-1.1%8,6590.1%UtilitiesEFAXSPDR MSCI EAFE Fossil Fuel Reserves Free ETF$897,186$284 ▼0.0%18,9440.1%ETFABBVAbbVie$894,872$119,725 ▼-11.8%4,8210.1%MedicalGLDSPDR Gold Shares$894,371$69,196 ▲8.4%2,9340.1%FinanceSCHXSchwab US Large-Cap ETF$871,5550.0%35,6610.1%ETFKOCocaCola$868,669$122,468 ▼-12.4%12,2780.1%Consumer StaplesXLKTechnology Select Sector SPDR Fund$862,2480.0%3,4050.1%ETFMAMastercard$859,189$76,984 ▲9.8%1,5290.1%Business ServicesIJRiShares Core S&P Small-Cap ETF$859,129$302,952 ▼-26.1%7,8610.1%ETFVNQVanguard Real Estate ETF$857,381$15,675 ▲1.9%9,6270.1%ETFINTUIntuit$757,624$130,733 ▲20.9%9620.0%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$757,4700.0%5,4620.0%ETFEFGiShares MSCI EAFE Growth ETF$710,452$33,602 ▼-4.5%6,3430.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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