Lokken Investment Group LLC — 13F holdings

Lokken Investment Group LLC reported 148 holdings worth $291M in its 13F filing for Q3 2025, filed November 5, 2025.

Largest positions

1. VTV VANGUARD INDEX FDS — $18.2M (6.2%)
2. VUG VANGUARD INDEX FDS — $17.7M (6.1%)
3. GLD SPDR GOLD TR — $11.7M (4.0%)
4. MGMT UNIFIED SER TR — $10.3M (3.5%)
5. VB VANGUARD INDEX FDS — $9.47M (3.3%)
6. FBND FIDELITY MERRIMACK STR TR — $9.46M (3.2%)
7. AAPL APPLE INC — $9.15M (3.1%)
8. FEOE RBB FUND TRUST — $9.00M (3.1%)
9. PYLD PIMCO ETF TR — $8.74M (3.0%)
10. CLOI VANECK ETF TRUST — $7.74M (2.7%)