Lockerman Financial Group, Inc. Top Holdings and 13F Report (2026) About Lockerman Financial Group, Inc.Investment ActivityLockerman Financial Group, Inc. has $55.56 million in total holdings as of March 31, 2026.Lockerman Financial Group, Inc. owns shares of 87 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 12.96% of the portfolio was purchased this quarter.About 6.14% of the portfolio was sold this quarter.This quarter, Lockerman Financial Group, Inc. has purchased 82 new stocks and bought additional shares in 45 stocks.Lockerman Financial Group, Inc. sold shares of 28 stocks and completely divested from 4 stocks this quarter.Largest Holdings JPMorgan BetaBuilders U.S. Equity ETF $3,484,058SPDR S&P 500 ETF Trust $3,265,358SPDR SSGA Fixed Income Sector Rotation ETF $2,661,324SPDR SSGA US Sector Rotation ETF $2,300,434SPDR Portfolio Developed World ex-US ETF $2,172,986 Largest New Holdings this Quarter 78464A367 - SPDR Portfolio Long Term Corporate Bond ETF $484,770 Holding464288885 - iShares MSCI EAFE Growth ETF $337,897 Holding46429B267 - iShares U.S. Treasury Bond ETF $247,795 Holding30231G102 - ExxonMobil $247,365 Holding464288588 - iShares MBS ETF $240,444 Holding Largest Purchases this Quarter SPDR SSGA Fixed Income Sector Rotation ETF 31,827 shares (about $818.59K)SPDR Portfolio Long Term Corporate Bond ETF 21,817 shares (about $484.77K)iShares Core S&P 500 ETF 663 shares (about $433.15K)SPDR SERIES TRUST 11,791 shares (about $415.52K)iShares MSCI EAFE Growth ETF 3,034 shares (about $337.90K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 818 shares (about $531.98K)SPDR Portfolio Long Term Treasury ETF 10,967 shares (about $288.43K)Masimo 1,300 shares (about $231.23K)Nuveen ESG Large-Cap Value ETF 3,335 shares (about $151.74K)Nuveen ESG Large-Cap Growth ETF 1,574 shares (about $143.14K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLockerman Financial Group, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBBUSJPMorgan BetaBuilders U.S. Equity ETF$3,484,058$68,784 â–²2.0%29,7336.3%ETFSPYSPDR S&P 500 ETF Trust$3,265,358$531,978 â–¼-14.0%5,0215.9%FinanceFISRSPDR SSGA Fixed Income Sector Rotation ETF$2,661,324$818,590 â–²44.4%103,4734.8%ETFXLSRSPDR SSGA US Sector Rotation ETF$2,300,434$113,344 â–²5.2%39,8414.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$2,172,986$136,494 â–¼-5.9%47,6013.9%ETFMASIMasimo$1,867,635$231,231 â–¼-11.0%10,5003.4%MedicalSPEMSPDR Portfolio Emerging Markets ETF$1,787,788$76,839 â–²4.5%38,1113.2%ETFJIREJPMorgan International Research Enhanced Equity ETF$1,644,848$110,126 â–¼-6.3%21,7173.0%ETFIVViShares Core S&P 500 ETF$1,499,371$433,152 â–²40.6%2,2952.7%ETFJ P MORGAN EXCHANGE TRADED F$1,331,375$18,335 â–¼-1.4%24,7612.4%ACTIVE BOND ETFSPDR SERIES TRUST$1,117,602$415,515 â–²59.2%31,7142.0%STATE STRET SPDRBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$1,062,751$9,924 â–¼-0.9%23,0231.9%ETFJMUBJPMorgan Municipal ETF$1,022,547$34,043 â–²3.4%20,4551.8%ETFJ P MORGAN EXCHANGE TRADED F$999,853$3,394 â–²0.3%15,3191.8%GLOBAL SEL EQUITVTEBVanguard Tax-Exempt Bond ETF$949,9060.0%19,0401.7%ETFSPLGSPDR Portfolio S&P 500 ETF$853,433$12,859 â–²1.5%11,1501.5%ETFIUSBiShares Core Total USD Bond Market ETF$822,077$274,965 â–²50.3%17,7981.5%ManufacturingSPSMSPDR Portfolio S&P 600 Small Cap ETF$788,306$131,239 â–¼-14.3%16,3141.4%ETFIVEiShares S&P 500 Value ETF$762,919$126,696 â–²19.9%3,6131.4%ETFSPABSPDR Portfolio Aggregate Bond ETF$680,294$334,908 â–²97.0%26,5531.2%ETFIVWiShares S&P 500 Growth ETF$656,390$199,756 â–²43.7%5,8031.2%ETFNOCNorthrop Grumman$639,942$11,598 â–¼-1.8%9381.2%AerospaceDYNFiShares U.S. Equity Factor Rotation Active ETF$633,835$84,189 â–²15.3%10,8941.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$608,964$69,887 â–²13.0%8,7311.1%ETFVOOVanguard S&P 500 ETF$607,9520.0%1,0171.1%ETFGLDSPDR Gold Shares$592,510$67,556 â–¼-10.2%1,3771.1%FinanceJNKSPDR Bloomberg High Yield Bond ETF$563,228$273,573 â–²94.4%5,8841.0%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$538,790$15,990 â–²3.1%9,0981.0%ETFBINCiShares Flexible Income Active ETF$534,066$192,199 â–²56.2%10,2841.0%ETFEFViShares MSCI EAFE Value ETF$526,259$128,479 â–²32.3%7,0780.9%ETFGWXSPDR S&P International Small Cap ETF$517,614$13,809 â–²2.7%12,2570.9%ETFEMHCSPDR Bloomberg Emerging Markets USD Bond ETF$512,837$65,844 â–²14.7%20,6790.9%ETFDFACDimensional U.S. Core Equity 2 ETF$510,349$15,272 â–¼-2.9%13,1330.9%ETFMSFTMicrosoft$506,023$15,917 â–¼-3.0%1,3670.9%Computer and TechnologyNVDANVIDIA$491,111$17,789 â–²3.8%2,8160.9%Computer and TechnologySPTLSPDR Portfolio Long Term Treasury ETF$487,466$288,429 â–¼-37.2%18,5350.9%ETFSPLBSPDR Portfolio Long Term Corporate Bond ETF$484,770$484,770 â–²New Holding21,8170.9%ETFSRLNSPDR Blackstone Senior Loan ETF$465,411$70,484 â–²17.8%11,5950.8%ETFIGEBiShares Investment Grade Systematic Bond ETF$454,881$31,227 â–²7.4%10,0950.8%ETFTIPXSPDR Bloomberg 1-10 Year TIPS ETF$432,086$89,541 â–²26.1%22,5160.8%ETFNUBDNuveen ESG U.S. Aggregate Bond ETF$417,038$126,908 â–¼-23.3%18,7770.8%ETFJ P MORGAN EXCHANGE TRADED F$412,778$43,847 â–²11.9%4,8200.7%JPMORGAN INTL VLNULVNuveen ESG Large-Cap Value ETF$384,976$151,743 â–¼-28.3%8,4610.7%ETFGOOGLAlphabet$382,168$28,756 â–²8.1%1,3290.7%Computer and TechnologyNULGNuveen ESG Large-Cap Growth ETF$379,493$143,140 â–¼-27.4%4,1730.7%ETFJQUAJPMorgan U.S. Quality Factor ETF$368,771$368 â–²0.1%6,0140.7%ETFTLHiShares 10-20 Year Treasury Bond ETF$342,481$125,811 â–²58.1%3,4000.6%ETFEFGiShares MSCI EAFE Growth ETF$337,897$337,897 â–²New Holding3,0340.6%ETFCLOAiShares AAA CLO Active ETF$336,721$57,692 â–²20.7%6,4960.6%ETFIEFiShares 7-10 Year Treasury Bond ETF$332,513$22,524 â–²7.3%3,4840.6%ETFQLTAiShares Aaa - A Rated Corporate Bond ETF$331,846$58,964 â–¼-15.1%6,9730.6%ETFPGProcter & Gamble$329,836$30,326 â–²10.1%2,2840.6%Consumer StaplesJIGJPMorgan International Growth ETF$327,967$3,341 â–²1.0%4,4180.6%ETFQUALiShares MSCI USA Quality Factor ETF$324,610$88,059 â–²37.2%1,6920.6%ETFAAPLApple$319,015$8,629 â–¼-2.6%1,2570.6%Computer and TechnologyJPMJPMorgan Chase & Co.$316,222$7,942 â–²2.6%1,0750.6%FinanceGSUSGoldman Sachs MarketBeta U.S. Equity ETF$312,490$23,383 â–¼-7.0%3,4880.6%ETFDFUVDimensional US Marketwide Value ETF$311,7440.0%6,4330.6%ETFRWLInvesco S&P 500 Revenue ETF$310,019$8,503 â–²2.8%2,6980.6%ETFBLACKROCK ETF TRUST$307,694$95,722 â–²45.2%9,3380.6%ISHARES A I INNOMTUMiShares MSCI USA Momentum Factor ETF$307,195$90,719 â–²41.9%1,2800.6%ETFNUDMNuveen ESG International Developed Markets Equity ETF$301,627$109,413 â–¼-26.6%8,3530.5%ETFMGVVanguard Mega Cap Value ETF$300,280$2,609 â–²0.9%2,0720.5%ETFEBNDSPDR Bloomberg Emerging Markets Local Bond ETF$290,313$34,261 â–²13.4%14,0660.5%ETFJNJJohnson & Johnson$289,417$2,689 â–¼-0.9%1,1840.5%MedicalBTHMBlackRock Future U.S. Themes ETF$289,255$85,118 â–²41.7%7,9860.5%ETFBSVVanguard Short-Term Bond ETF$279,752$5,332 â–¼-1.9%3,5680.5%ETFBBHYJPMorgan BetaBuilders USD High Yield Corporate Bond ETF$279,491$86,671 â–¼-23.7%6,0980.5%ETFSUBiShares Short-Term National Muni Bond ETF$277,0070.0%2,6010.5%ETFVONGVanguard Russell 1000 Growth ETF$272,850$3,291 â–²1.2%2,4870.5%ETFAMZNAmazon.com$265,545$27,908 â–²11.7%1,2750.5%Retail/WholesaleIDMOInvesco S&P International Developed Momentum ETF$260,704$14,587 â–²5.9%4,7540.5%ETFAVGOBroadcom$252,870$1,238 â–¼-0.5%8170.5%Computer and TechnologyGOVTiShares U.S. Treasury Bond ETF$247,795$247,795 â–²New Holding10,8160.4%ETFXOMExxonMobil$247,365$247,365 â–²New Holding1,4580.4%EnergyVEAVanguard FTSE Developed Markets ETF$244,910$23,453 â–¼-8.7%3,8220.4%ETFMBBiShares MBS ETF$240,444$240,444 â–²New Holding2,5320.4%ETFBLACKROCK ETF TRUST$237,711$237,711 â–²New Holding7,2650.4%ISHARES DEFENSEHYGiShares iBoxx $ High Yield Corporate Bond ETF$237,169$31,585 â–²15.4%2,9810.4%ETFLLYEli Lilly and Company$227,977$919 â–¼-0.4%2480.4%MedicalBLACKROCK ETF TRUST$227,966$227,966 â–²New Holding5,5520.4%ISHARES LARGE CABNDVanguard Total Bond Market ETF$215,104$5,228 â–¼-2.4%2,9210.4%ETFVTIVanguard Total Stock Market ETF$213,340$6,737 â–¼-3.1%6650.4%ETFNVONovo Nordisk A/S$209,181$10,400 â–¼-4.7%5,6920.4%MedicalIAGGiShares Core International Aggregate Bond ETF$206,789$206,789 â–²New Holding4,1320.4%ETFRUSSELL INVTS EXCHANGE TRADE$206,7040.0%7,1350.4%GLOBAL EQUITY ETBILSPDR Bloomberg 1-3 Month T-Bill ETF$203,075$203,075 â–²New Holding2,2160.4%ETFOEFiShares S&P 100 ETF$0$429,749 â–¼-100.0%00.0%ETFHYGWiShares High Yield Corporate Bond BuyWrite Strategy ETF$0$237,149 â–¼-100.0%00.0%ETFABBVAbbVie$0$205,413 â–¼-100.0%00.0%MedicalNUEMNuveen ESG Emerging Markets Equity ETF$0$203,838 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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