OXFORD FINANCIAL GROUP, LTD. LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$1.8B
Holdings
279
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (279 positions)
| Stock | Value |
|---|---|
VTIVANGUARD INDEX FDS | $281.8M |
INFLLISTED FDS TR | $178.3M |
ISRGINTUITIVE SURGICAL INC | $167.3M |
LLYELI LILLY & CO | $115.2M |
GNRSPDR INDEX SHS FDS | $106.6M |
DSTLETF SER SOLUTIONS | $93.6M |
MUBISHARES TR | $92.1M |
AVUVAMERICAN CENTY ETF TR | $68.9M |
IVVISHARES TR | $60.0M |
VTVVANGUARD INDEX FDS | $50.7M |
AAPLAPPLE INC | $34.9M |
SPYSPDR S&P 500 ETF TR | $33.4M |
ACWIISHARES TR | $29.0M |
FNDXSCHWAB STRATEGIC TR | $25.8M |
MCDMCDONALDS CORP | $24.4M |
NVDANVIDIA CORPORATION | $24.2M |
MSFTMICROSOFT CORP | $23.6M |
MTUMISHARES TR | $18.1M |
EFAISHARES TR | $15.1M |
JCPIJ P MORGAN EXCHANGE TRADED F | $13.7M |
VTVANGUARD INTL EQUITY INDEX F | $13.5M |
JPMJPMORGAN CHASE & CO. | $13.0M |
IWBISHARES TR | $10.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $10.7M |
KEKIMBALL ELECTRONICS INC | $10.2M |
SYBTSTOCK YDS BANCORP INC | $10.2M |
IWDISHARES TR | $8.8M |
DPZDOMINOS PIZZA INC | $8.6M |
VOOVANGUARD INDEX FDS | $7.7M |
ESGEISHARES INC | $7.2M |
CPRTCOPART INC | $5.6M |
AMZNAMAZON COM INC | $5.2M |
VXFVANGUARD INDEX FDS | $4.9M |
IVWISHARES TR | $4.9M |
AQLTISHARES TR | $4.9M |
IWNISHARES TR | $4.8M |
ETNEATON CORP PLC | $4.6M |
IWFISHARES TR | $4.3M |
BXBLACKSTONE INC | $4.1M |
GIISPDR INDEX SHS FDS | $3.9M |
ITOTISHARES TR | $3.7M |
COSTCOSTCO WHSL CORP NEW | $3.6M |
NDQINVESCO QQQ TR | $3.6M |
IVEISHARES TR | $3.6M |
METAMETA PLATFORMS INC | $3.2M |
IWRISHARES TR | $3.1M |
VBVANGUARD INDEX FDS | $2.9M |
IJHISHARES TR | $2.9M |
VEAVANGUARD TAX-MANAGED FDS | $2.6M |
GOOGLALPHABET INC | $2.6M |
VUGVANGUARD INDEX FDS | $2.6M |
AVGOBROADCOM INC | $2.5M |
XOMEXXON MOBIL CORP | $2.5M |
IWVISHARES TR | $2.4M |
IWMISHARES TR | $2.3M |
PGPROCTER AND GAMBLE CO | $2.3M |
VVVANGUARD INDEX FDS | $2.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.3M |
VYMVANGUARD WHITEHALL FDS | $2.2M |
VOVANGUARD INDEX FDS | $2.2M |
HGTYHAGERTY INC | $2.0M |
SMHVANECK ETF TRUST | $1.8M |
GLWCORNING INC | $1.8M |
ORCLORACLE CORP | $1.8M |
JNJJOHNSON & JOHNSON | $1.7M |
GEVGE VERNOVA INC | $1.7M |
SCHGSCHWAB STRATEGIC TR | $1.7M |
HNIHNI CORP | $1.6M |
NINISOURCE INC | $1.5M |
REETISHARES TR | $1.4M |
GOOGALPHABET INC | $1.4M |
VGTVANGUARD WORLD FD | $1.4M |
RJFRAYMOND JAMES FINL INC | $1.3M |
HBNCHORIZON BANCORP INC | $1.3M |
VWOVANGUARD INTL EQUITY INDEX F | $1.3M |
IBITISHARES BITCOIN TRUST ETF | $1.3M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.2M |
FAIFIRST TR EXCHANGE TRADED FD | $1.2M |
FTCSFIRST TR EXCHANGE-TRADED FD | $1.2M |
GEGE AEROSPACE | $1.2M |
ABBVABBVIE INC | $1.2M |
BABOEING CO | $1.2M |
GQ9SPDR GOLD TR | $1.2M |
HDHOME DEPOT INC | $1.1M |
TSLATESLA INC | $1.1M |
BALLBALL CORP | $1.1M |
AONAON PLC | $1.1M |
SCHESCHWAB STRATEGIC TR | $1.0M |
NEENEXTERA ENERGY INC | $1.0M |
VEUVANGUARD INTL EQUITY INDEX F | $1.0M |
CVXCHEVRON CORP NEW | $998K |
DGROISHARES TR | $995K |
IJRISHARES TR | $994K |
AEPAMERICAN ELEC PWR CO INC | $974K |
MAMASTERCARD INCORPORATED | $961K |
XLKSELECT SECTOR SPDR TR | $960K |
SCHXSCHWAB STRATEGIC TR | $939K |
EFAXSPDR INDEX SHS FDS | $936K |
IBMINTERNATIONAL BUSINESS MACHS | $932K |
RTXRTX CORPORATION | $877K |
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