StockDriftsStockDriftsTop 50 Oxford Financial Group LTD LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 14.3% | 762.7K | $282.2M | -1.51%(-11.71K) | $204.80(+87.19%) | 2026-06-30 | |
| INFL | LISTED FDS TR | 9.75% | 3.86M | $192.5M | -2.21%(-87.28K) | $34.99(+51.13%) | 2026-06-30 | |
| FPAG | INVESTMENT MANAGERS SER TR I | 7.93% | 3.90M | $156.4M | +52.91%(+1.35M) | $37.02(+15.56%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 7.83% | 128.9K | $154.6M | -0.58%(-757) | $344.81(+242.04%) | 2026-06-30 | |
| ISRG | INTUITIVE SURGICAL INC | 7.17% | 355.9K | $141.5M | -2.17%(-7.89K) | $374.57(+4.24%) | 2026-06-30 | |
| GNR | SPDR INDEX SHS FDS | 6.18% | 1.81M | $122.0M | -2.65%(-49.33K) | $54.02(+38.66%) | 2026-06-30 | |
| MUB | ISHARES TR | 4.58% | 840.8K | $90.5M | +1.29%(+10.70K) | $104.25(+1.43%) | 2026-06-30 | |
| DSTL | ETF SER SOLUTIONS | 3.82% | 1.26M | $75.5M | -8.25%(-113.27K) | $45.29(+52.14%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.21% | 84.6K | $63.4M | -5.45%(-4.88K) | $189.52(+311.01%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.14% | 497.2K | $62.0M | -11.71%(-65.93K) | $78.83(+62.56%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.61% | +58.57% | +10.16% | +62.26% |
| Top 20 Holdings Unweighted | +15.50% | +54.08% | +9.49% | +57.36% |
Oxford Financial Group LTD LLC reports $1.97B in US-listed equity holdings across 296 positions in its most recent 13F filing. Its largest disclosed positions are VTI (14.3%), INFL (9.8%) and FPAG (7.9%). The top 20 holdings account for 82.14% of reported assets. Its disclosed equity book has returned +58.57% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Oxford Financial Group LTD LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1245862). View Oxford Financial Group LTD LLC’s 13F filings on SEC