OXFORD FINANCIAL GROUP, LTD. LLC - Portfolio Stock Holdings

OXFORD FINANCIAL GROUP, LTD. LLC disclosed 320 stock positions in a recent SEC 13F filing. $1,971,265,480 of stock holdings were filed, with the largest holdings including VTI, INFL, and FPAG. This filing represented positions held on June 30, 2026, and was filed on Aug. 11, 2026.

We estimate the fund has a total AUM of $23,330,849,733 and has 156 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.