13F Insight
DOSSIER · 13F-HR · Q3 2025

Lokken Investment Group LLC

$291M in tracked AUM across 148 positions as of Q3 2025.

LI
CIK 0001842840 · last filed Sep 30, 2025
Total AUM
$291M
as of Q3 2025
Holdings
148
—
positions
Whale Score
40
40
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
VTV
VANGUARD INDEX FDS
$18M98K6.2%02
VUG
VANGUARD INDEX FDS
$18M37K6.1%03
GLD
SPDR GOLD TR
$12M33K4.0%04
MGMT
UNIFIED SER TR
$10M233K3.5%05
VB
VANGUARD INDEX FDS
$9M37K3.3%06
FBND
FIDELITY MERRIMACK STR TR
$9M205K3.2%07
AAPL
APPLE INC
$9M36K3.1%08
FEOE
RBB FUND TRUST
$9M195K3.1%09
PYLD
PIMCO ETF TR
$9M326K3.0%10
CLOI
VANECK ETF TRUST
$8M146K2.7%

Filing history

2025Q3Sep 30
$291M▲ 12.2%
148 positionsView →2025Q2Jun 30
$260M▲ 9.5%
138 positionsLocked2025Q1Mar 31
$237M▲ 2.4%
132 positionsLocked2024Q4Dec 31
$232M▼ 3.4%
139 positionsLocked2024Q3Sep 30
$240M▲ 12.8%
157 positionsLocked2024Q2Jun 30
$213M▲ 6.0%
151 positionsLocked2024Q1Mar 31
$201M▲ 13.5%
141 positionsLocked2023Q4Dec 31
$177M▲ 15.9%
137 positionsLocked2023Q3Sep 30
$153M▼ 0.6%
135 positionsLocked2023Q2Jun 30
$153M▲ 16.5%
130 positionsLocked2023Q1Mar 31
$132M▲ 3.9%
128 positionsLocked2022Q4Dec 31
$127M▲ 9.2%
122 positionsLocked
Showing 12 of 21