LOCKERMAN FINANCIAL GROUP, INC. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, LOCKERMAN FINANCIAL GROUP, INC. held in its portfolio 76 assets valued at $52,126,577 (i.e. $52.13M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($4.17M), SPDR S&P 500 ETF TR ($3.98M), and J P MORGAN EXCHANGE TRADED F ($3.59M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LOCKERMAN FINANCIAL GROUP, INC. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 102873 | 4165073 | STATE STREET SPD |
| SPDR S&P 500 ETF TR | 5839 | 3981731 | TR UNIT |
| J P MORGAN EXCHANGE TRADED F | 29146 | 3593959 | BETABUILDRS US |
| SSGA ACTIVE TR | 37878 | 2360179 | STATE STREET US |
| SPDR INDEX SHS FDS | 50591 | 2246747 | PORTFOLIO DEVLPD |
| SSGA ACTIVE TR | 71646 | 1856348 | STATE STREET FIX |
| J P MORGAN EXCHANGE TRADED F | 23171 | 1735047 | INTRNL RES EQT |
| SPDR INDEX SHS FDS | 36473 | 1707302 | PORTFOLIO EMG MK |
| MASIMO CORP | 11800 | 1534708 | COM |
| J P MORGAN EXCHANGE TRADED F | 25102 | 1357266 | ACTIVE BOND ETF |
| ISHARES TR | 1632 | 1117922 | CORE S&P500 ETF |
| J P MORGAN EXCHANGE TRADED F | 23238 | 1078695 | BETABUILDERS US |
| J P MORGAN EXCHANGE TRADED F | 15267 | 1033099 | GLOBAL SEL EQUIT |
| J P MORGAN EXCHANGE TRADED F | 19774 | 998588 | MUNICIPAL ETF |
| VANGUARD MUN BD FDS | 19040 | 957522 | TAX EXEMPT BD |
| MICROSOFT CORP | 1410 | 681905 | COM |
| ISHARES TR | 3013 | 638995 | S&P 500 VAL ETF |
| VANGUARD INDEX FDS | 1017 | 637353 | S&P 500 ETF SHS |
| SPDR GOLD TR | 1534 | 607940 | GOLD SHS |
| BLACKROCK ETF TRUST | 9447 | 574491 | ISHARES US EQUIT |
| SPDR SERIES TRUST | 19923 | 568802 | BLOOMBERG ENHNCD |
| NUSHARES ETF TR | 5747 | 562057 | NUVEEN ESG LRGCP |
| ISHARES TR | 11845 | 551277 | CORE UNIVRSL USD |
| NUSHARES ETF TR | 24491 | 547497 | NUVEEN ESG US |
| NORTHROP GRUMMAN CORP | 955 | 544552 | COM |
| DIMENSIONAL ETF TRUST | 13526 | 535495 | US CORE EQUITY 2 |
| NUSHARES ETF TR | 11796 | 531410 | NUVEEN ESG LRGVL |
| ISHARES INC | 7729 | 519521 | CORE MSCI EMKT |
| NVIDIA CORPORATION | 2714 | 506161 | COM |
| ISHARES TR | 4037 | 497613 | S&P 500 GRWT ETF |
| SPDR INDEX SHS FDS | 11930 | 487460 | S&P INTL SMLCP |
| ISHARES TR | 1253 | 429749 | S&P 100 ETF |
| ISHARES TR | 9402 | 429296 | INVESTMENT GRADE |
| NUSHARES ETF TR | 11383 | 412179 | NUVEEN ESG INTL |
| SSGA ACTIVE ETF TR | 9839 | 406056 | STATE STREET BLA |
| ISHARES TR | 8212 | 394916 | A RATE CP BD ETF |
| ALPHABET INC | 1229 | 384677 | CAP STK CL A |
| ISHARES TR | 5350 | 382053 | EAFE VALUE ETF |
| J P MORGAN EXCHANGE TRADED F | 6008 | 379586 | US QUALTY FCTR |
| J P MORGAN EXCHANGE TRADED F | 7989 | 371496 | BETABUILDERS USD |
| GOLDMAN SACHS ETF TR | 3749 | 353906 | MARKETBETA US EQ |
| APPLE INC | 1291 | 350972 | COM |
| BLACKROCK ETF TRUST II | 6583 | 347396 | ISHARES FLEXIBLE |
| J P MORGAN EXCHANGE TRADED F | 4308 | 345835 | JPMORGAN INTL VL |
| SPDR SERIES TRUST | 17850 | 340578 | STATE STRET SPDR |
| JPMORGAN CHASE & CO. | 1048 | 337687 | COM |
| J P MORGAN EXCHANGE TRADED F | 4373 | 320682 | INTERNL GWT |
| ISHARES TR | 3248 | 312328 | 7-10 YR TRSY BD |
| NOVO-NORDISK A S | 5975 | 304008 | ADR |
| INVESCO EXCH TRADED FD TR II | 2624 | 300405 | S&P 500 REVENUE |
| DIMENSIONAL ETF TRUST | 6433 | 299714 | US MKTWIDE VALUE |
| VANGUARD SCOTTSDALE FDS | 2457 | 299153 | VNG RUS1000GRW |
| PROCTER AND GAMBLE CO | 2074 | 297187 | COM |
| VANGUARD WORLD FD | 2054 | 289965 | MEGA CAP VAL ETF |
| VANGUARD BD INDEX FDS | 3636 | 286530 | SHORT TRM BOND |
| BROADCOM INC | 821 | 284149 | COM |
| BLACKROCK ETF TRUST II | 5383 | 278542 | ISHARES AAA CLO |
| ISHARES TR | 2601 | 277527 | SHRT NAT MUN ETF |
| ELI LILLY & CO | 249 | 267254 | COM |
| SPDR SERIES TRUST | 12406 | 265117 | BLOOMBERG EMERGI |
| AMAZON COM INC | 1141 | 263366 | COM |
| VANGUARD TAX-MANAGED FDS | 4188 | 261641 | VAN FTSE DEV MKT |
| INVESCO EXCH TRADED FD TR II | 4488 | 249380 | S&P INTL MOMNT |
| JOHNSON & JOHNSON | 1195 | 247306 | COM |
| ISHARES TR | 1233 | 244967 | MSCI USA QLT FCT |
| ISHARES TR | 7942 | 237149 | HIGH YLD CORP BD |
| VANGUARD INDEX FDS | 686 | 229997 | TOTAL STK MKT |
| ISHARES TR | 902 | 225787 | MSCI USA MMENTM |
| VANGUARD BD INDEX FDS | 2992 | 221618 | TOTAL BND MRKT |
| ISHARES TR | 2151 | 218720 | 10-20 YR TRS ETF |
| BLACKROCK ETF TRUST | 5636 | 217326 | ISHARES US THEMA |
| BLACKROCK ETF TRUST | 6433 | 214226 | ISHARES A I INNO |
| RUSSELL INVTS EXCHANGE TRADE | 7135 | 211837 | GLOBAL EQUITY ET |
| ISHARES TR | 2584 | 208348 | IBOXX HI YD ETF |
| ABBVIE INC | 899 | 205413 | COM |
| NUSHARES ETF TR | 5729 | 203838 | NUVEEN ESG EMRGN |
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