§ 13F · FUND PROFILE
Lokken Investment Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $291M (13F)Positions · 148Turnover · — · Q3Filed · Nov 5, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED NOV 5, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 98K | $18M | 6.2% | −10% |
| 2 | VUG | VANGUARD INDEX FDS | 37K | $18M | 6.1% | −6% |
| 3 | GLD | SPDR GOLD TR | 33K | $12M | 4.0% | −4% |
| 4 | MGMT | UNIFIED SER TR | 233K | $10M | 3.5% | +5% |
| 5 | VB | VANGUARD INDEX FDS | 37K | $9M | 3.3% | +2% |
| 6 | FBND | FIDELITY MERRIMACK STR TR | 205K | $9M | 3.2% | +10% |
| 7 | AAPL | APPLE INC | 36K | $9M | 3.1% | +2% |
| 8 | FEOE | RBB FUND TRUST | 195K | $9M | 3.1% | +101% |
| 9 | PYLD | PIMCO ETF TR | 326K | $9M | 3.0% | +5% |
| 10 | CLOI | VANECK ETF TRUST | 146K | $8M | 2.7% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LOKKEN SIGNAL
AC read
Lokken Investment Group LLC is a Other fund managing $291 million in assets. The fund runs a portfolio of 148 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed