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Lokken Investment Group LLC
Lokken Investment Group, LLC is an independent, fee-only investment advisory and wealth management firm headquartered in Lewes, Delaware. Founded in 2008, the firm is 100% locally owned and serves primarily retirees and individuals in the Lewes, Rehoboth, and surrounding Delaware coastal communities. The firm provides comprehensive financial planning, risk management, and investment portfolio solutions focused on financial security and retirement readiness. As of 2025, Lokken Investment Group has 4 employees, including experienced financial advisors, compliance professionals, and operations staff, with Jonathan Lokken as Managing Principal.
Investment Strategy
Lokken Investment Group, LLC employs a research-driven investment approach focused on developing prudent, conservative portfolios tailored to each client’s risk profile. The firm operates under a fee-only model, striving to achieve optimal investment performance within specified client objectives while prioritizing financial security. Portfolios are constructed based on deep fundamental research, risk management principles, and ongoing monitoring, serving the specific needs of retirees and high net-worth individuals. The firm’s philosophy centers on acting in the client’s best interest and delivering personalized advice and ongoing service.
Latest 13F Filing Activity
Lokken Investment Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 136 equity positions with a total 13F market value of $260M. The fund increased holdings in Vanguard Index FDS, Microsoft Corp., Broadcom Inc. among other positions. Lokken Investment Group LLC reduced exposure to Ishares TR, Select Sector SPDR TR, Apple Inc. among others.
Top Holdings
Equity Positions (136)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTV | VANGUARD INDEX FDS | 7.40% | $19.2M | 108,645 | $135.83 | $176.74 | +$505.8K |
V VUG | VANGUARD INDEX FDS | 6.60% | $17.1M | 39,097 | $278.50 | $438.40 | +$2.6M |
G GLD | SPDR GOLD TR | 4.04% | $10.5M | 34,437 | $181.17 | $304.83 | +$454.9K |
M MGMT | UNIFIED SER TR | 3.37% | $8.8M | 221,634 | $36.67 | $39.48 | +$742.1K |
V VB | VANGUARD INDEX FDS | 3.33% | $8.7M | 36,501 | $207.89 | $236.98 | +$697.9K |
Industry Allocation
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