Oxford Financial Group LTD - Q22026 Holdings

Oxford Financial Group LTD holds 296 stocks with a total portfolio value of $ 1.97B as of Q22026. In Q22026, Oxford Financial Group LTD added 21 new positions, increased stakes in 56 stocks, reduced 119 holdings, and fully exited 27 positions. The largest holding is Vanguard Index Fds (VTI), representing 14.30% of the total portfolio.