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 |
|---|---|
VNQVANGUARD INDEX FDS | $872K |
KOCOCA COLA CO | $850K |
WMTWALMART INC | $840K |
SIVRABRDN SILVER ETF TRUST | $823K |
BKBANK NEW YORK MELLON CORP | $803K |
VVISA INC | $792K |
IWPISHARES TR | $778K |
UPGDINVESCO EXCHANGE TRADED FD T | $749K |
EMXCISHARES INC | $732K |
PEYINVESCO EXCHANGE TRADED FD T | $727K |
AEEAMEREN CORP | $706K |
QUALISHARES TR | $704K |
INTUINTUIT | $699K |
EFGISHARES TR | $684K |
DISDISNEY WALT CO | $678K |
SCHFSCHWAB STRATEGIC TR | $677K |
AXPAMERICAN EXPRESS CO | $668K |
AOAISHARES TR | $661K |
WFCWELLS FARGO CO NEW | $646K |
DFUVDIMENSIONAL ETF TRUST | $640K |
LMTLOCKHEED MARTIN CORP | $638K |
LOWLOWES COS INC | $630K |
NOWSERVICENOW INC | $629K |
XCEMCOLUMBIA ETF TR II | $624K |
VIGVANGUARD SPECIALIZED FUNDS | $621K |
BACBANK AMERICA CORP | $618K |
GSGOLDMAN SACHS GROUP INC | $611K |
DWDMORGAN STANLEY | $600K |
IYHISHARES TR | $590K |
SCCOSOUTHERN COPPER CORP | $590K |
ATECALPHATEC HLDGS INC | $582K |
CRWDCROWDSTRIKE HLDGS INC | $572K |
SPGSIMON PPTY GROUP INC NEW | $563K |
4I1PHILIP MORRIS INTL INC | $557K |
AMGNAMGEN INC | $549K |
FFORD MTR CO | $547K |
AORISHARES TR | $538K |
NFLXNETFLIX INC | $519K |
OEFISHARES TR | $514K |
KKRKKR & CO INC | $508K |
ACNACCENTURE PLC IRELAND | $507K |
3M4MASIMO CORP | $506K |
SHOPSHOPIFY INC | $504K |
DEDEERE & CO | $473K |
BLKBLACKROCK INC | $470K |
PNRPENTAIR PLC | $468K |
CRMSALESFORCE INC | $466K |
PEGPUBLIC SVC ENTERPRISE GRP IN | $464K |
IWOISHARES TR | $463K |
PGRPROGRESSIVE CORP | $460K |
LINLINDE PLC | $456K |
KMIKINDER MORGAN INC DEL | $447K |
AMDADVANCED MICRO DEVICES INC | $442K |
FITBFIFTH THIRD BANCORP | $437K |
SPSMSPDR SERIES TRUST | $434K |
MRKMERCK & CO INC | $433K |
HONHONEYWELL INTL INC | $428K |
SNEXSTONEX GROUP INC | $426K |
USBUS BANCORP DEL | $421K |
SYKSTRYKER CORPORATION | $420K |
SUSAISHARES TR | $407K |
UNHUNITEDHEALTH GROUP INC | $405K |
PEPPEPSICO INC | $391K |
NVTNVENT ELECTRIC PLC | $389K |
ELVELEVANCE HEALTH INC FORMERLY | $387K |
CCOCAMECO CORP | $385K |
PCTYPAYLOCITY HLDG CORP | $367K |
RSPINVESCO EXCHANGE TRADED FD T | $359K |
WGOWINNEBAGO INDS INC | $357K |
LENLENNAR CORP | $354K |
MBINMERCHANTS BANCORP IND | $354K |
TIPISHARES TR | $354K |
ATOATMOS ENERGY CORP | $352K |
ADPAUTOMATIC DATA PROCESSING IN | $347K |
INTCINTEL CORP | $345K |
DHRDANAHER CORPORATION | $342K |
USMVISHARES TR | $341K |
CEGCONSTELLATION ENERGY CORP | $338K |
CATCATERPILLAR INC | $337K |
SLBSCHLUMBERGER LTD | $333K |
CSCOCISCO SYS INC | $322K |
PHOINVESCO EXCHANGE TRADED FD T | $320K |
NKENIKE INC | $316K |
GMGENERAL MTRS CO | $314K |
MPCMARATHON PETE CORP | $308K |
COINCOINBASE GLOBAL INC | $303K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $297K |
DONSPDR DOW JONES INDL AVERAGE | $292K |
BACVERIZON COMMUNICATIONS INC | $287K |
BPBP PLC | $285K |
WTAIWISDOMTREE TR | $281K |
CSXCSX CORP | $277K |
DOVDOVER CORP | $269K |
LITGLOBAL X FDS | $264K |
OBDCBLUE OWL CAPITAL CORPORATION | $262K |
INGING GROEP N.V. | $261K |
EOGEOG RES INC | $259K |
ICLNISHARES TR | $257K |
OKEONEOK INC NEW | $256K |
ARKKARK ETF TR | $252K |