Oxford Financial Group, Ltd. LLC
Annual return '25
+46.9%
SPY '25
+17.7%
Alpha
+29.2ptsvs SPY
Invested
$1.9B
Holdings
302
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VTI
VANGUARD INDEX FDS
Q4 2025: Sold 7.3% (858.7k → 795.9k shares)
13.4%
02
$INFL
LISTED FDS TR
Q1 2025: Increased +1.7% (3.93M → 4.00M shares)
11.1%
03
$ISRG
INTUITIVE SURGICAL INC
Q4 2025: Sold 2.7% (374.2k → 364.0k shares)
9.0%
04
$GNR
SPDR INDEX SHS FDS
Q4 2025: Increased +3.5% (1.80M → 1.86M shares)
7.5%
05
$LLY
ELI LILLY & CO
Q4 2025: Sold 9.8% (151.0k → 136.1k shares)
6.4%
06
$FPAG
INVESTMENT MANAGERS SER TR I
Held since at least Q1 2024
5.0%
07
$MUB
ISHARES TR
Q4 2025: Sold 3.4% (865.3k → 836.1k shares)
4.7%
08
$DSTL
ETF SER SOLUTIONS
Q4 2025: Sold 2.0% (1.61M → 1.58M shares)
4.3%
09
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Sold 3.4% (692.0k → 668.7k shares)
3.3%
10
$IVV
ISHARES TR
Q4 2025: Increased +2.8% (89.6k → 92.1k shares)
3.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:41 UTC.