Lokken Investment Group LLC - Portfolio overview

Lokken Investment Group LLC has 148 reported holdings in this dataset, with the latest filing dated 2025-11-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. VTV - VANGUARD INDEX FDS, 6.24%
2. VUG - VANGUARD INDEX FDS, 6.07%
3. GLD - SPDR GOLD TR, 4.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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