OXFORD FINANCIAL GROUP, LTD. LLC
•CIK: 1245862•Filing: Q4 2025
**OXFORD FINANCIAL GROUP, LTD. LLC** manages $1.8B across a diversified portfolio of 289 positions. The firm maintains significant exposure to broad market indices, notably anchoring its top holdings with VTI at $266.8M and ISRG at $206.2M. Further concentration is evident in sector-specific plays, including INFL ($176.7M) and LLY ($146.3M). This allocation profile suggests a strategy balancing core market exposure with targeted, high-conviction growth names.
Total AUM
$1.8B
QoQ Performance
+2.9%
Positions
168
Top 10 Concentration
70.6%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
ISRG
INFL
LLY
GNR
DSTL
VTI14.7%
ISRG11.3%
INFL9.7%
LLY8.0%
GNR6.4%
DSTL5.1%
MUB4.9%
AVUV3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other75.8%
Healthcare8.4%
ETF5.9%
Technology5.4%
Consumer2.3%
Financial1.5%
Industrial0.3%
Energy0.2%
🚪 Exited Positionssold since Q3 2025
+80 more exited positions
Changes from Q3 2025
NEW6 new positions
↑66 increased
↓91 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023