13F Insight
DOSSIER · 13F-HR · Q3 2026

LOCKERMAN FINANCIAL GROUP, INC.

$70M in tracked AUM across 103 positions as of Q3 2026.

LF
CIK 0001906539 · last filed Sep 30, 2026
Total AUM
$70M
as of Q3 2026
Holdings
103
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

LOCKERMAN FINANCIAL GROUP, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BBUS
J P MORGAN EXCHANGE TRADED F
$4M32K6.2%02
SPY
STATE STR SPDR S&P 500 ETF T
$4M6K6.2%03
FISR
SSGA ACTIVE TR
$4M166K5.8%04
XLSR
SSGA ACTIVE TR
$3M52K4.9%05
IVV
ISHARES TR
$3M4K4.8%06
SPDW
SPDR INDEX SHS FDS
$3M51K3.7%07
SPEM
SPDR INDEX SHS FDS
$2M48K3.6%08
JBND
J P MORGAN EXCHANGE TRADED F
$2M43K3.2%09
JUSA
J P MORGAN EXCHANGE TRADED F
$2M27K2.7%10
IUSB
ISHARES TR
$2M41K2.6%

Filing history

2026Q3Sep 30
$70M▲ 6.6%
103 positionsView →2026Q2Jun 30
$65M▲ 17.8%
104 positionsView →2026Q1Mar 31
$56M▲ 6.6%
101 positionsView →2025Q4Dec 31
$52M▲ 0.7%
96 positionsView →2025Q3Sep 30
$52M▼ 30.3%
70 positionsLocked2025Q2Jun 30
$74M▲ 12.4%
138 positionsLocked2025Q1Mar 31
$66M▲ 12.5%
129 positionsLocked2024Q4Dec 31
$59M▼ 0.5%
121 positionsLocked2024Q3Sep 30
$59M▲ 7.1%
120 positionsLocked2024Q2Jun 30
$55M▲ 5.4%
123 positionsLocked2024Q1Mar 31
$52M▲ 20.9%
129 positionsLocked2023Q4Dec 31
$43M▲ 16.3%
106 positionsLocked
Showing 12 of 20