Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
OXFORD FINANCIAL GROUP, LTD. LLC (CIK 1245862) reported $1.86B across 302 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($248.4M, 13.38%), INFL ($205.5M, 11.07%), ISRG ($167.7M, 9.03%), GNR ($139.1M, 7.49%), LLY ($119.2M, 6.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $248.4M | 13.38% | 774,422 | Trimmed |
| 2 | INFL | LISTED FDS TR | $205.5M | 11.07% | 3.9M | Trimmed |
| 3 | ISRG | INTUITIVE SURGICAL INC | $167.7M | 9.03% | 363,771 | Trimmed |
| 4 | GNR | SPDR INDEX SHS FDS | $139.1M | 7.49% | 1.9M | Added |
| 5 | LLY | ELI LILLY & CO | $119.2M | 6.42% | 129,619 | Trimmed |
| 6 | FPAG | INVESTMENT MANAGERS SER TR I | $92.5M | 4.98% | 2.5M | New |
| 7 | MUB | ISHARES TR | $88.1M | 4.74% | 830,094 | Trimmed |
| 8 | DSTL | ETF SER SOLUTIONS | $79.5M | 4.28% | 1.4M | Trimmed |
| 9 | AVUV | AMERICAN CENTY ETF TR | $62.2M | 3.35% | 563,090 | Trimmed |
| 10 | IVV | ISHARES TR | $58.4M | 3.15% | 89,481 | Trimmed |
| 11 | VTV | VANGUARD INDEX FDS | $49.5M | 2.66% | 252,077 | Trimmed |
| 12 | AAPL | APPLE INC | $42.0M | 2.26% | 165,575 | Added |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $34.1M | 1.84% | 52,408 | Trimmed |
| 14 | ACWI | ISHARES TR | $27.6M | 1.48% | 199,172 | Trimmed |
| 15 | MCD | MCDONALDS CORP | $25.1M | 1.35% | 80,813 | Added |
| 16 | FNDX | SCHWAB STRATEGIC TR | $21.4M | 1.15% | 769,432 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $20.1M | 1.08% | 115,104 | Trimmed |
| 18 | EFA | ISHARES TR | $16.0M | 0.86% | 164,531 | Added |
| 19 | MTUM | ISHARES TR | $15.8M | 0.85% | 65,890 | Trimmed |
| 20 | MSFT | MICROSOFT CORP | $14.4M | 0.78% | 38,887 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $13.2M | 0.71% | 44,815 | Added |
| 22 | VT | VANGUARD INTL EQUITY INDEX F | $13.0M | 0.70% | 94,227 | Trimmed |
| 23 | JCPI | J P MORGAN EXCHANGE TRADED F | $12.5M | 0.67% | 257,621 | Trimmed |
| 24 | SYBT | STOCK YDS BANCORP INC | $9.7M | 0.52% | 146,124 | Hold |
| 25 | IWB | ISHARES TR | $9.5M | 0.51% | 26,770 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31