OXFORD FINANCIAL GROUP, LTD. LLC
All 13F Filings
- Location
- Indianapolis, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,974,056
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/11/2026 | 296 | 1,974,056 | 13F-HR | OXFORD FINANCIAL GROUP, LTD. LLC |
| Q1 2026 | 5/6/2026 | 302 | 1,857,043 | 13F-HR | OXFORD FINANCIAL GROUP, LTD. LLC |
| Q4 2025 | 2/13/2026 | 289 | 1,819,542 | 13F-HR | OXFORD FINANCIAL GROUP, LTD. LLC |
| Q3 2025 | 11/13/2025 | 279 | 1,767,510 | 13F-HR | OXFORD FINANCIAL GROUP, LTD. LLC |
| Q2 2025 | 8/14/2025 | 259 | 1,682,939 | 13F-HR | OXFORD FINANCIAL GROUP, LTD. LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 561.6 K | 28.4% | 0 | 202.6 K | -202.6 K |
| ETFs | 1.412 M | 71.6% | 319.6 K | 0 | 319.6 K |
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Fund Snapshot
Q2 2026
Latest filed
8/11/2026
Total value ($000)
1,974,056
Holdings
296
QoQ value change ($000)
117,013
(6.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.