What does Lokken Investment Group LLC hold? Q3 2025 13F Holdings & Portfolio

AI Analysis · Q3 2025 · Q3 2025

Lokken Investment Group LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight

VANGUARD INDEX FDS

$18M98K6.2%

VANGUARD INDEX FDS

$18M37K6.1%

SPDR GOLD TR

$12M33K4.0%

UNIFIED SER TR

$10M233K3.5%

VANGUARD INDEX FDS

$9M37K3.3%

FIDELITY MERRIMACK STR TR

$9M205K3.2%

APPLE INC

$9M36K3.1%

RBB FUND TRUST

$9M195K3.1%

PIMCO ETF TR

$9M326K3.0%

VANECK ETF TRUST

$8M146K2.7%

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