A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

Lokken Investment Group LLC

Lewes, DECandidateidentity confidence 30%Top 500 by research priority

Why this class: 13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company.

Not yet hand-verified
Last observed Sep 12, 2026 · 29 observations · 3 sources
1 people · 0 investments · 148 public positions · 21 events
This entity is a candidate. One public signal put it on the graph (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company); it is not counted as a confirmed family office and nothing below should be read as saying it is one.
Identity
30
moderate
Data depth
40
elevated
Freshness
100
high
Active deployment
0
low
Direct investing
0
low
External managers
0
low
Private markets
0
low
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
0
low
Contactability
10
low
Mandate confidence
0
low

Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.

Overview
Profile completeness 38% (high value, high value shallow; the most valuable missing fact is classification)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Candidate
Description
unknown
Headquarters
Lewes, DE
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. 13F disclosed value $291M. These are different facts and are never added together.
Form 13F
$291M across 148 positions, quarter ended Sep 30, 2025. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Candidate 30%13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust companyInference
Family and wealth origin
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
PersonTitleResponsibilityBusiness contactSource
Aryn SandsAgentOther
phone: 844-844-3453 (published by the subject, May 1, 2026)
sec.gov Fact
Office contact points
Office address: 1413 SAVANNAH ROAD, SUITE 4, Lewes, DE, 19958 (published by the subject) sec.gov
Investment mandate

inferred only: public equity book 291202508.0

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$291M Inference
13F table value, quarter ended 2025-09-30; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings

Top 40 positions of 148 for the quarter ended Sep 30, 2025; $217M shown of $291M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
VANGUARD INDEX FDSVALUE ETF$18.2M97,5006.2%
VANGUARD INDEX FDSGROWTH ETF$17.7M36,8666.1%
SPDR GOLD TRGOLD SHS$11.7M32,9614.0%
UNIFIED SER TRBALLAST SMLMD CP$10.3M232,8973.5%
VANGUARD INDEX FDSSMALL CP ETF$9.5M37,2473.3%
FIDELITY MERRIMACK STR TRTOTAL BD ETF$9.5M204,5953.2%
APPLE INCCOM$9.2M35,9493.1%
RBB FUND TRUSTFIRST EAGLE OVER$9.0M195,1813.1%
PIMCO ETF TRMULTISECTOR BD$8.7M325,5893.0%
VANECK ETF TRUSTCLO ETF$7.7M145,7512.7%
VANGUARD INDEX FDSMID CAP ETF$7.4M25,2522.5%
MICROSOFT CORPCOM$6.7M12,8432.3%
NATIXIS ETF TRGATEWAY QUALITY$6.5M115,9612.2%
FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF$5.9M323,0592.0%
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF$5.5M108,9141.9%
FIRST TR EXCHANGE TRADED FDRBA INDL ETF$5.2M53,8931.8%
VANGUARD INDEX FDSTOTAL STK MKT$5.1M15,5781.8%
BERKSHIRE HATHAWAY INC DELCL B NEW$4.8M9,6231.7%
FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF$4.6M48,8711.6%
PIMCO ETF TRCOMMODITY STRAT$4.2M152,5911.4%
BROADCOM INCCOM$3.5M10,5791.2%
SCHWAB STRATEGIC TRUS BRD MKT ETF$3.4M132,6041.2%
SPDR SERIES TRUSTBLOOMBERG 1-3 MO$3.3M36,4671.1%
ELI LILLY & COCOM$3.1M4,0901.1%
EXXON MOBIL CORPCOM$2.8M25,2631.0%
EA SERIES TRUSTMARKETDESK FOCUS$2.6M88,1770.9%
PACER FDS TRMETAURUS CAP 400$2.6M62,9440.9%
J P MORGAN EXCHANGE TRADED FINTRNL RES EQT$2.6M35,6660.9%
WALMART INCCOM$2.4M23,6810.8%
SPDR S&P 500 ETF TRTR UNIT$2.3M3,4480.8%
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM$2.2M38,8760.8%
ARK ETF TRINNOVATION ETF$2.2M25,7170.8%
NVIDIA CORPORATIONCOM$2.2M11,6030.7%
VANECK ETF TRUSTFABLESS SEMICOND$2.2M56,4510.7%
INVESCO QQQ TRUNIT SER 1$2.1M3,4700.7%
UNITEDHEALTH GROUP INCCOM$2.1M5,9440.7%
CISCO SYS INCCOM$2.0M29,8310.7%
PIMCO ETF TRMUNI INCOME OPP$2.0M43,3680.7%
PROCTER AND GAMBLE COCOM$1.9M12,5060.7%
BLACKROCK INCCOM$1.9M1,6460.7%
Changes between the last two quarters
  • Sep 30, 2025 Lokken Investment Group LLC increased Unitedhealth Group Inc 2,768 -> 5,944 shares ($863,552 -> $2,052,495) sec.gov
  • Sep 30, 2025 Lokken Investment Group LLC increased RBB Fund Trust 97,075 -> 195,181 shares ($4,083,945 -> $9,002,528) sec.gov
  • Sep 30, 2025 Lokken Investment Group LLC increased Berkshire Hathaway Inc Del 4,966 -> 9,623 shares ($2,412,334 -> $4,837,867) sec.gov
  • Sep 30, 2025 Lokken Investment Group LLC opened a $2,639,138 position in EA Series Trust (88,177 shares) sec.gov
  • Sep 30, 2025 Lokken Investment Group LLC reduced Pacer Fds Tr 49,129 -> 18,318 shares ($2,706,998 -> $1,052,726) sec.gov
  • Sep 30, 2025 Lokken Investment Group LLC opened a $2,219,377 position in ARK Etf Tr (25,717 shares) sec.gov
  • Jun 30, 2025 Lokken Investment Group LLC opened a $4,083,945 position in RBB Fund Trust (97,075 shares) sec.gov
  • Jun 30, 2025 Lokken Investment Group LLC reduced Ishares Tr 6,491 -> 3,329 shares ($2,061,801 -> $1,168,489) sec.gov
  • 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) sec.gov
  • Mar 31, 2025 Lokken Investment Group LLC increased ELI Lilly & Co 4,106 -> 5,616 shares ($3,169,704 -> $4,638,017) sec.gov
  • Mar 31, 2025 Lokken Investment Group LLC reduced Ssga Active Tr 48,466 -> 18,077 shares ($2,590,003 -> $917,754) sec.gov
  • Mar 31, 2025 Lokken Investment Group LLC reduced Invesco Qqq Tr 4,687 -> 3,481 shares ($2,396,309 -> $1,632,471) sec.gov
  • Mar 31, 2025 Lokken Investment Group LLC reduced Johnson & Johnson 15,199 -> 8,936 shares ($2,198,082 -> $1,481,997) sec.gov
  • Mar 31, 2025 Lokken Investment Group LLC increased Exxon Mobil Corp 13,814 -> 23,189 shares ($1,486,003 -> $2,757,894) sec.gov
  • Mar 31, 2025 Lokken Investment Group LLC increased Unified Ser Tr 157,474 -> 207,461 shares ($6,548,544 -> $8,008,002) sec.gov
  • Mar 31, 2025 Lokken Investment Group LLC increased Pacer Fds Tr 13,250 -> 58,949 shares ($508,667 -> $2,152,835) sec.gov
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 12, 2026Office discoveredLokken Investment Group LLC files Form 13F (non_adviser_filer, $231,531,637 in 139 positions)DiscoveryInferencesec.gov
Sources and evidence

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 32 shown.

Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (5 days)
Contactability
+10 verified business phones (1)
Data confidence
+10 people
+5 public holdings
+10 regulatory record
+15 independent sources (3 sources)
Active deployment
no components; scored 0
Exists confidence
+50 regulatory identifier (CIK, CRD or EIN)
+30 independent sources (3 sources)
Research priority
+12 capital scale (largest of 13F, RAUM, AUM, foundation assets) ($291,202,508)
+3 candidate, identity unresolved
+5 no decision-maker yet (research would add one)
+2 no website known (research would find one)
+0 rank (470)
Mandate confidence
no components; scored 0
Identity confidence
+30 classification (CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 a source-dated fact within 12 months (5 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,N-PXSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Filing address1413 SAVANNAH ROAD, SUITE 4, Lewes, DE, 19958Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1413 SAVANNAH ROAD, SUITE 4, Lewes, DE, 19958Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1413 SAVANNAH ROAD, SUITE 4, Lewes, DE, 19958Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1413 SAVANNAH ROAD, SUITE 4, Lewes, DE, 19958Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnon_adviser_filerDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions148Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions138Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions132Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions139Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$291MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$260MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$237MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$232MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLewes, DESep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLewes, DEJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLewes, DEMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersLewes, DEDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Website searchnot_foundSep 12, 2026DFX model output (classification rules, scores, mandates, matches) no URLInference