OXFORD FINANCIAL GROUP, LTD. LLC

Institutional manager (13F) · CIK 1245862

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.7B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$248M	774,422
2	LISTED FDS TR	$206M	3,947,452
3	INTUITIVE SURGICAL INC	$168M	363,771
4	SPDR INDEX SHS FDS	$139M	1,862,499
5	ELI LILLY & CO	$119M	129,619
6	INVESTMENT MANAGERS SER TR I	$92M	2,548,657
7	ISHARES TR	$88M	830,094
8	ETF SER SOLUTIONS	$79M	1,373,376
9	AMERICAN CENTY ETF TR	$62M	563,090
10	ISHARES TR	$58M	89,481
11	VANGUARD INDEX FDS	$49M	252,077
12	APPLE INC	$42M	165,575
13	STATE STR SPDR S&P 500 ETF T	$34M	52,408
14	ISHARES TR	$28M	199,172
15	MCDONALDS CORP	$25M	80,813
16	SCHWAB STRATEGIC TR	$21M	769,432
17	NVIDIA CORPORATION	$20M	115,104
18	ISHARES TR	$16M	164,531
19	ISHARES TR	$16M	65,890
20	MICROSOFT CORP	$14M	38,887
21	JPMORGAN CHASE & CO	$13M	44,815
22	VANGUARD INTL EQUITY INDEX F	$13M	94,227
23	J P MORGAN EXCHANGE TRADED F	$12M	257,621
24	STOCK YDS BANCORP INC	$10M	146,124
25	ISHARES TR	$10M	26,770
26	COPART INC	$9M	279,000
27	ISHARES TR	$9M	40,737
28	KIMBALL ELECTRONICS INC	$8M	342,460
29	VANGUARD INDEX FDS	$8M	12,601
30	ISHARES INC	$7M	157,424
31	AMAZON COM INC	$6M	27,278
32	ALPHABET INC	$6M	19,373
33	ISHARES TR	$5M	26,855
34	BERKSHIRE HATHAWAY INC DEL	$5M	9,914
35	ISHARES TR	$5M	41,437
36	ISHARES TR	$5M	29,110
37	EATON CORP PLC	$4M	12,471
38	DOMINOS PIZZA INC	$4M	12,279
39	SPDR INDEX SHS FDS	$4M	54,336
40	ISHARES TR	$4M	9,138
41	COSTCO WHOLESALE CORPORATION	$4M	3,842
42	VANGUARD INDEX FDS	$4M	18,492
43	INVESCO QQQ TR	$4M	6,417
44	ISHARES TR	$4M	25,259
45	CORNING INC	$3M	24,107
46	EXXON MOBIL CORP	$3M	18,732
47	VANGUARD TAX-MANAGED FDS	$3M	49,156
48	VANGUARD INDEX FDS	$3M	10,861
49	BROADCOM INC	$3M	8,797
50	PROCTER & GAMBLE CO	$3M	18,680

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.