Oxford Financial Group LTD - Q12026 Holdings

Oxford Financial Group LTD holds 302 stocks with a total portfolio value of $ 1.86B as of Q12026. In Q12026, Oxford Financial Group LTD added 37 new positions, increased stakes in 58 stocks, reduced 111 holdings, and fully exited 24 positions. The largest holding is Vanguard Index Fds (VTI), representing 13.38% of the total portfolio.