OXFORD FINANCIAL GROUP, LTD. LLC - Portfolio overview

OXFORD FINANCIAL GROUP, LTD. LLC has 330 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 13.32%
2. INFL - LISTED FDS TR, 11.02%
3. ISRG - INTUITIVE SURGICAL INC, 8.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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