StockDriftsStockDriftsTop 50 Lokken Investment Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 6.24% | 97.5K | $18.2M | -10.26%(-11.14K) | $101.36(+90.20%) | 2025-09-30 | |
| VUG | VANGUARD INDEX FDS | 6.07% | 36.9K | $17.7M | -5.71%(-2.23K) | $167.36(+195.80%) | 2025-09-30 | |
| GLD | SPDR GOLD TR | 4.02% | 33.0K | $11.7M | -4.29%(-1.48K) | $170.57(+144.32%) | 2025-09-30 | |
| MGMT | UNIFIED SER TR | 3.52% | 232.9K | $10.3M | +5.08%(+11.26K) | $36.75(+23.02%) | 2025-09-30 | |
| VB | VANGUARD INDEX FDS | 3.25% | 37.2K | $9.5M | +2.04%(+746) | $168.50(+55.99%) | 2025-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.25% | 204.6K | $9.5M | +9.97%(+18.55K) | $45.79(+1.31%) | 2025-09-30 | |
| AAPL | APPLE INC | 3.14% | 35.9K | $9.2M | +1.80%(+634) | $98.18(+178.46%) | 2025-09-30 | |
| FEOE | RBB FUND TRUST | 3.09% | 195.2K | $9.0M | +101.06%(+98.11K) | $42.19(+16.90%) | 2025-09-30 | |
| PYLD | PIMCO ETF TR | 3% | 325.6K | $8.7M | +4.65%(+14.46K) | $26.24(+2.25%) | 2025-09-30 | |
| CLOI | VANECK ETF TRUST | 2.66% | 145.8K | $7.7M | +2.30%(+3.28K) | $52.93(+0.17%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.60% | +66.84% | — | — | +66.84% |
| Top 20 Holdings Unweighted | +18.26% | +65.39% | — | — | +65.39% |
Lokken Investment Group Llc reports $291.20M in US-listed equity holdings across 148 positions in its most recent 13F filing. Its largest disclosed positions are VTV (6.2%), VUG (6.1%) and GLD (4.0%). The top 20 holdings account for 57.44% of reported assets. Its disclosed equity book has returned +66.84% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lokken Investment Group Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1842840). View Lokken Investment Group Llc’s 13F filings on SEC