Lokken Investment Group LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Lokken Investment Group LLC 13F Holdings
CIK 0001842840 · LEWES, DE
As of Sep 30, 2025, Lokken Investment Group LLC reported
148 positions worth $291.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD VALUE INDEX FUND | VTV | — | 97,500 |
|
8.2M6.24% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 36,866 |
7.7M | 6.07% |
| SPDR GOLD TRUST | GQ9 | — | 32,961 |
1.7M | 4.02% |
| UNIFIED SER TR | — | — | 232,897 |
0.3M | 3.52% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 37,247 | $9.5M | 3.25% |
| FIDELITY TOTAL BOND ETF | FBND | — | 204,595 | $9.5M | 3.25% |
| APPLE INC | AAPL | Technology | 35,949 | $9.2M | 3.14% |
| FIRST EAGLE OVERSEAS EQUITY ETF | FEOE | — | 195,181 | $9.0M | 3.09% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 325,589 | $8.7M | 3.00% |
| VANECK CLO ETF | CLOI | — | 145,751 | $7.7M | 2.66% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 25,252 | $7.4M | 2.55% |
| MICROSOFT CORP | MSFT | Technology | 12,843 | $6.7M | 2.28% |
| NATIXIS ETF TR | — | — | 115,961 | $6.5M | 2.23% |
| FIRST TRUST EXCHANGE-TRADED FUND III | FPE | — | 323,059 | $5.9M | 2.02% |
| JPMORGAN ULTRA-SHORT INCOME | JPST | — | 108,914 | $5.5M | 1.90% |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | — | 53,893 | $5.2M | 1.79% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 15,578 | $5.1M | 1.76% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 9,623 | $4.8M | 1.66% |
| FIRST TRUST CAPITAL STRENGTH ETF | FTCS | — | 48,871 | $4.6M | 1.57% |
| PIMCO COMMODITY STRATEGY ACTIVE EXCHANGE-TRADED FUND | CMDT | — | 152,591 | $4.2M | 1.44% |
| BROADCOM INC | AVGO | Technology | 10,579 | $3.5M | 1.20% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 132,604 | $3.4M | 1.17% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 36,467 | $3.3M | 1.15% |
| ELI LILLY & CO | LLY | Healthcare | 4,090 | $3.1M | 1.07% |
| EXXON MOBIL CORP | XOM | Energy | 25,263 | $2.8M | 0.98% |