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Family officesOfficecandidate family office · candidate

Lokken Investment Group LLC

Family Offices

Lewes, DE

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:d6166afa-825d-428f-9f11-7489b3488572

Data as of Sep 20, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 20, 2026, 2:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 21
On other graphs: 1
Observed: Sep 12, 2026 to Sep 20, 2026
34 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

LOKKEN INVESTMENT GROUP, LLC

Registered adviser · shared cik

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

13F value: $291M148 positions, 2025-09-30; never AUM
Investments: 0
Direct investments: 0
People: 1
Decision makers: 0derived

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Aryn Sands	Agent	other	unknown	n/a	yes	fact

Relationships

Employs (1)

→ Aryn SandsPersonAgent
factForm 13F

Dated events

21 bookkeeping events (roster, classification and holdings changes) folded below

Show 21 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Lokken Investment Group LLC files Form 13F (non_adviser_filer, $231,531,637 in 139 positions)
Occurred
Nov 5, 2025
Lokken Investment Group LLC reported $291,202,508 across 148 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
Lokken Investment Group LLC opened a $2,219,377 position in ARK Etf Tr (25,717 shares)
Occurred
Sep 30, 2025
Lokken Investment Group LLC opened a $2,639,138 position in EA Series Trust (88,177 shares)
Occurred
Sep 30, 2025
Lokken Investment Group LLC reduced Pacer Fds Tr 49,129 -> 18,318 shares ($2,706,998 -> $1,052,726)
Occurred
Sep 30, 2025
Lokken Investment Group LLC increased Berkshire Hathaway Inc Del 4,966 -> 9,623 shares ($2,412,334 -> $4,837,867)
Occurred
Sep 30, 2025
Lokken Investment Group LLC increased RBB Fund Trust 97,075 -> 195,181 shares ($4,083,945 -> $9,002,528)
Occurred
Sep 30, 2025
Lokken Investment Group LLC increased Unitedhealth Group Inc 2,768 -> 5,944 shares ($863,552 -> $2,052,495)
Occurred
Jul 24, 2025
Lokken Investment Group LLC reported $259,565,456 across 138 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Lokken Investment Group LLC opened a $4,083,945 position in RBB Fund Trust (97,075 shares)
Occurred
Jun 30, 2025
Lokken Investment Group LLC reduced Ishares Tr 6,491 -> 3,329 shares ($2,061,801 -> $1,168,489)
Occurred
Jun 30, 2025
Lokken Investment Group LLC increased J P Morgan Exchange Traded F 27,350 -> 36,138 shares ($1,562,788 -> $2,054,425)
Occurred
May 2, 2025
Lokken Investment Group LLC reported $237,142,181 across 132 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Lokken Investment Group LLC increased Pacer Fds Tr 13,250 -> 58,949 shares ($508,667 -> $2,152,835)
Occurred
Mar 31, 2025
Lokken Investment Group LLC increased Unified Ser Tr 157,474 -> 207,461 shares ($6,548,544 -> $8,008,002)
Occurred
Mar 31, 2025
Lokken Investment Group LLC increased Exxon Mobil Corp 13,814 -> 23,189 shares ($1,486,003 -> $2,757,894)
Occurred
Mar 31, 2025
Lokken Investment Group LLC increased ELI Lilly & Co 4,106 -> 5,616 shares ($3,169,704 -> $4,638,017)
Occurred
Mar 31, 2025
Lokken Investment Group LLC reduced Ssga Active Tr 48,466 -> 18,077 shares ($2,590,003 -> $917,754)
Occurred
Mar 31, 2025
Lokken Investment Group LLC reduced Invesco Qqq Tr 4,687 -> 3,481 shares ($2,396,309 -> $1,632,471)
Occurred
Mar 31, 2025
Lokken Investment Group LLC reduced Johnson & Johnson 15,199 -> 8,936 shares ($2,198,082 -> $1,481,997)
Occurred
Feb 12, 2025
Lokken Investment Group LLC reported $231,531,637 across 139 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 office address (Form 13F) · as of 2025-11-05

Aryn Sands
Agent · Revealable: 1 business phone (Form 13F)

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:d6166afa-825d-428f-9f11-7489b3488572
First observed: Sep 12, 2026
Last observed: Sep 20, 2026 10 h ago
Source families: Federal regulator filings, DFX's own graph
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Lokken Investment Group LLC

Family Offices

Lewes, DE

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:d6166afa-825d-428f-9f11-7489b3488572

Data as of Sep 20, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 20, 2026, 2:52 PM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

Aryn Sands

Agent

other

unknown

n/a

yes

fact