OXFORD FINANCIAL GROUP, LTD. LLC - Portfolio Stock Holdings
OXFORD FINANCIAL GROUP, LTD. LLC disclosed 326 stock positions in a recent SEC 13F filing. $1,843,127,409 of stock holdings were filed, with the largest holdings including VTI, INFL, and ISRG. This filing represented positions held on March 31, 2026, and was filed on May 6, 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.
Report Period:
March 31, 2026No. of Stocks:
326Est. Stock Holding Value:
$1,843,127,409Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - OXFORD FINANCIAL GROUP, LTD. LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...