OXFORD FINANCIAL GROUP, LTD. LLC
OXFORD FINANCIAL GROUP, LTD. LLC reported 296 positions worth $1.97B as of June 30, 2026 (13F filed August 11, 2026). Largest holding: VTI (14.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VTI | SH | $282.2M | 14.30% | 762,716 | — | — | |
| ▸ 2 | INFL | SH | $192.5M | 9.75% | 3,860,173 | — | — | |
| ▸ 3 | FPAG | SH | $156.4M | 7.93% | 3,897,208 | — | — | |
| ▸ 4 | LLY | SH | $154.6M | 7.83% | 128,862 | — | — | |
| ▸ 5 | ISRG | SH | $141.5M | 7.17% | 355,882 | — | — | |
| ▸ 6 | GNR | SH | $122.0M | 6.18% | 1,813,168 | — | — | |
| ▸ 7 | MUB | SH | $90.5M | 4.58% | 840,791 | — | — | |
| ▸ 8 | DSTL | SH | $75.5M | 3.82% | 1,260,109 | — | — | |
| ▸ 9 | IVV | SH | $63.4M | 3.21% | 84,605 | — | — | |
| ▸ 10 | AVUV | SH | $62.0M | 3.14% | 497,164 | — | — |
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Frequently Asked Questions
What stocks does OXFORD FINANCIAL GROUP, LTD. LLC hold as of Q2 2026?
OXFORD FINANCIAL GROUP, LTD. LLC reported 296 positions worth $1.97B in its Q2 2026 13F filing. Largest positions: VTI (14.3%), INFL (9.8%), FPAG (7.9%), LLY (7.8%) and ISRG (7.2%).
What did OXFORD FINANCIAL GROUP, LTD. LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did OXFORD FINANCIAL GROUP, LTD. LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.