LOCKERMAN FINANCIAL GROUP, INC.
RIA/Wealth
LOCKERMAN FINANCIAL GROUP, INC. is a RIA/Wealth based in Newport Beach, CA led by Lisa Lynn Lockerman, reporting $134.8M in AUM as of Q3 2025 with 63% ETF concentration.
CCOLisa Lynn Lockerman
- Portfolio Value
- $78.3M
- Positions
- 116
- Top Holding
- SPY at 10.63%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in LOCKERMAN FINANCIAL GROUP, INC.'s portfolio (36.5% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $8.3M | 10.63% | +$1.3M Bought | — 12.5K shares | |
ETF ETF | $3.5M | 4.43% | +$278.1K Bought | — 28.7K shares | |
Semiconductors Technology | $2.4M | 3.07% | +$258.6K Bought | 0.00% 12.9K shares | |
Software - Infrastructure Technology | $2.4M | 3.07% | +$246.0K Bought | 0.00% 4.6K shares | |
ETF ETF | $2.4M | 3.03% | — | — 19.9K shares | |
ETF ETF | $2.2M | 2.81% | -$8.3K Sold | — 37.0K shares | |
ETF ETF | $2.0M | 2.53% | +$9.5K Bought | — 42.5K shares | |
Consumer Electronics Technology | $1.8M | 2.36% | +$262.8K Bought | 0.00% 7.3K shares | |
ETF ETF | $1.8M | 2.29% | +$70.3K Bought | — 2.7K shares | |
Medical - Instruments & Supplies Healthcare | $1.7M | 2.22% | -$191.8K Sold | 0.02% 11.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in LOCKERMAN FINANCIAL GROUP, INC.'s latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for LOCKERMAN FINANCIAL GROUP, INC.
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