account_balance
Investment manager · 13F filer · SEC CIK 1245862
Oxford Financial Group, Ltd. LLC
Reported value$2.01Bas of Sep 30, 2026
Positions306 17 new, 7 sold out
Top 10 weight68.6%VTI alone is 15%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
15.2%Added +7%
INFLListed FDS Tr
9.6%
FPAGInvestment Managers Ser Tr I
8.7%Added +10%
LLYELI Lilly & Co
7.7%Added +4%
ISRGIntuitive Surgical Inc
7.1%
GNRSPDR Index SHS FDS
6.7%
MUBiShares Tr
4.1%Trimmed −2%
DSTLETF Ser Solutions
3.8%Trimmed −5%
AVUVAmerican Centy ETF Tr
2.8%−3%
IVViShares Tr
2.8%−13%
AAPLApple Inc.
2.7%
VTVVanguard Index FDS
2.6%
VTIVanguard Index FDS
15.2%Added +7%
INFLListed FDS Tr
9.6%
FPAGInvestment Managers Ser Tr I
8.7%
LLYELI Lilly & Co
7.7%
ISRGIntuitive Surgical Inc
7.1%
GNRSPDR Index SHS FDS
6.7%
MUBiShares Tr
4.1%
DSTLETF Ser Solutions
3.8%
AVUV
IVV2.8%
AAPLVTV2.6%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 15.2% Added +7%
INFL Listed FDS Tr 9.6% Held
FPAG Investment Managers Ser Tr I 8.7% Added +10%
LLY ELI Lilly & Co 7.7% Added +4%ISRG Intuitive Surgical Inc 7.1% HeldGNR SPDR Index SHS FDS 6.7% Held
MUB iShares Tr 4.1% Trimmed −2%
DSTL ETF Ser Solutions 3.8% Trimmed −5%
AVUV American Centy ETF Tr 2.8% Trimmed −3%
IVV iShares Tr 2.8% Trimmed −13%
AAPL Apple Inc. 2.7% HeldVTV Vanguard Index FDS 2.6% Held
What changed
Biggest moves since Jun 30, 2026
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