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Lam Group

Latest statistics and disclosures from Lam Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are World Gold Tr spdr gld minis, IBND, VXF, VEU, DFAS, and represent 26.85% of Lam Group's stock portfolio.
Added to shares of these 10 stocks: DFGR, IBND, BWZ, LEMB, AVIV, AVDS, AVEM, AVDV, AVSC, AVUV.
Started 4 new stock positions in Google Inc Class C, BINC, VTIP, BWZ.
Reduced shares in these 10 stocks: BNDX, DFAC, VFVA, DFAU, DFAS, DFGX, DFCF, DFAI, DISV, DFSD.
Sold out of its position in VFVA.
Lam Group was a net buyer of stock by $9.1M.
Lam Group has $175M in assets under management (AUM), dropping by 8.31%.
Central Index Key (CIK): 0001961944

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Positions held by Lam Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Lam Group

Lam Group holds 75 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
SPDR Gold Mini ETF Etf	6.8	$12M	+3%	139k	85.37	View chart
SPDR Barclays Intl Corp B Etf (IBND)	6.0	$11M	+16%	326k	32.11	View chart
Vanguard Extended Market Etf (VXF)	5.2	$9.1M		43k	209.12	View chart
Vanguard International Eq Etf (VEU)	4.8	$8.4M		114k	73.56	View chart
DFA US Small Cap ETF Etf (DFAS)	4.1	$7.1M	-3%	102k	69.67	View chart
DFA International Small C Etf (DISV)	4.0	$6.9M		182k	38.00	View chart
DFA US Equity Value ETF Etf (DFUV)	3.5	$6.1M		130k	46.59	View chart
DFA Global Real Estate ET Etf (DFGR)	3.1	$5.3M	+40%	203k	26.42	View chart
DFA International Value E Etf (DFIV)	3.0	$5.3M		106k	49.90	View chart
Vanguard US Small Cap Val Etf (VBR)	3.0	$5.2M		25k	211.79	View chart
Vanguard Total Stock Mark Etf (VTI)	2.9	$5.1M		15k	335.27	View chart
Vanguard FTSE All-World e Etf (VSS)	2.9	$5.1M		36k	143.33	View chart
iShares Emerging Markets Etf (LEMB)	2.9	$5.1M	+20%	122k	41.57	View chart
Powershares Nasdaq 100 In Etf (QQQ)	2.6	$4.6M		7.5k	614.31	View chart
Avantis Global Real Estat Etf (AVRE)	2.6	$4.5M	+2%	103k	43.53	View chart
DFA International Small C Etf (DFIS)	2.2	$3.9M		119k	32.94	View chart
Vanguard Information Tech Etf (VGT)	2.2	$3.8M		5.0k	753.80	View chart
iShares MSCI Emerging Mar Etf (IEMG)	2.1	$3.6M		54k	67.22	View chart
Amphastar Pharmaceuticals (AMPH)	2.0	$3.5M		131k	26.78	View chart
Avantis US Small Cap Valu Etf (AVUV)	1.9	$3.3M	+19%	33k	101.98	View chart
DFA US Small Cap Value ET Etf (DFSV)	1.9	$3.3M		99k	32.89	View chart
DFA US Equity ETF Etf (DFUS)	1.7	$2.9M		39k	74.17	View chart
DFA Emerging Markets Valu Etf (DFEV)	1.6	$2.8M		82k	33.74	View chart
Avantis International Val Etf (AVIV)	1.3	$2.2M	+50%	31k	71.23	View chart
DFA World ex US Core 2 ET Etf (DFAX)	1.2	$2.1M	-2%	63k	32.73	View chart
Avantis International Cor Etf (AVDE)	1.1	$2.0M	+10%	24k	82.32	View chart
DFA US Targeted Value ETF Etf (DFAT)	1.0	$1.8M	-3%	30k	59.54	View chart
Avantis Emerging Markets Etf (AVEM)	1.0	$1.7M	+57%	22k	77.02	View chart
Avantis International Sma Etf (AVDV)	0.9	$1.6M	+64%	17k	93.97	View chart
Vanguard US Small Cap Equ Etf (VB)	0.8	$1.5M		5.8k	257.95	View chart
Avantis US Large Cap Core Etf (AVUS)	0.8	$1.5M	+18%	13k	111.78	View chart
S&P 500 SPDR Etf (SPY)	0.8	$1.4M		2.0k	681.92	View chart
SPDR Short International Etf (BWZ)	0.8	$1.3M	NEW	48k	27.41	View chart
DFA International Core ET Etf (DFAI)	0.7	$1.3M	-10%	33k	38.11	View chart
Boeing Company (BA)	0.7	$1.2M		5.5k	217.12	View chart
DFA US Core ETF Etf (DFAC)	0.7	$1.2M	-18%	30k	39.59	View chart
Avantis US Micro Cap Equi Etf (AVSC)	0.6	$1.1M	+90%	19k	58.74	View chart
Vanguard Emerging Markets Etf (VWOB)	0.6	$1.1M	+9%	17k	67.43	View chart
SPDR Gold Trust Etf (GLD)	0.6	$1.1M		2.8k	396.31	View chart
Vanguard Global REIT Ex-U Etf (VNQI)	0.6	$1.1M		24k	45.84	View chart
Avantis All Equity Global Etf (AVGE)	0.6	$1.1M		13k	85.91	View chart
Avantis Internationall Sm Etf (AVDS)	0.6	$1.0M	+166%	15k	69.81	View chart
DFA Emerging Markets Core Etf (DFAE)	0.6	$1.0M	-7%	32k	32.57	View chart
Apple (AAPL)	0.5	$940k		3.5k	271.86	View chart
Vanguard Mid Cap Value Etf (VOE)	0.5	$936k		5.3k	177.37	View chart
Avantis US Large Cap Valu Etf (AVLV)	0.5	$932k	+31%	12k	75.77	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.5	$925k		1.5k	627.13	View chart
Ishares Tr Russell 1000 Etf (IWF)	0.5	$911k		1.9k	473.30	View chart
Berkshire Hathaway (BRK.B)	0.5	$890k	-2%	1.8k	502.65	View chart
GMO US Quality ETF Etf (QLTY)	0.5	$882k	+16%	23k	38.46	View chart
S&P Mid Cap SPDR Etf (MDY)	0.5	$845k		1.4k	603.28	View chart
Vanguard Value Index ETF Etf (VTV)	0.5	$817k	-5%	4.3k	190.99	View chart
Vanguard Emerging Markets Etf (VWO)	0.5	$807k		15k	53.76	View chart
Avantis Emerging Markets Etf (AVES)	0.5	$791k	+31%	14k	58.31	View chart
DFA Global Ex Us Corporat Etf (DFGX)	0.4	$744k	-21%	14k	52.63	View chart
iShares MSCI Internationa Etf (SCZ)	0.4	$710k		9.2k	77.53	View chart
Facebook Inc cl a (META)	0.4	$632k		958.00	660.09	View chart
Ishares Tr S&P Midcap Etf (IJH)	0.3	$611k		9.3k	66.00	View chart
Avantis Emerging Markets Etf (AVEE)	0.3	$552k	+5%	8.8k	62.41	View chart
Vanguard Total Internatio Etf (BNDX)	0.3	$514k	-34%	11k	48.32	View chart
Google	0.3	$501k		1.6k	313.00	View chart
Amazon (AMZN)	0.3	$494k		2.1k	230.82	View chart
Vanguard ST Inflation-Pro Etf (VTIP)	0.3	$485k	NEW	9.8k	49.46	View chart
Vanguard MSCI EAFE ETF Etf (VEA)	0.3	$482k		7.7k	62.47	View chart
iShares S&P 600 Small Cap Etf (IJR)	0.3	$481k		4.0k	120.18	View chart
DFA Emerging Markets ETF Etf (DFEM)	0.3	$473k		14k	33.08	View chart
ARK Next Generation Etf (ARKW)	0.3	$458k	+13%	3.1k	147.73	View chart
Microsoft Corporation (MSFT)	0.3	$441k		912.00	483.62	View chart
Vanguard REIT Index ETF Etf (VNQ)	0.2	$379k		4.3k	88.49	View chart
DFA Core Fixed Income ETF Etf (DFCF)	0.2	$364k	-34%	8.6k	42.56	View chart
DFA US Core ETF Etf (DFAU)	0.2	$354k	-40%	7.6k	46.80	View chart
iShares Flexible Income A Etf (BINC)	0.2	$276k	NEW	5.2k	52.77	View chart
DFA Short Duration Bond E Etf (DFSD)	0.2	$267k	-28%	5.6k	47.95	View chart
Dimensional World Equity Etf (DFAW)	0.1	$259k		3.5k	73.97	View chart
Google Inc Class C	0.1	$251k	NEW	800.00	313.80	View chart

Past Filings by Lam Group

SEC 13F filings are viewable for Lam Group going back to 2022

Lam Group 2025 Q4 filed Jan. 23, 2026
Lam Group 2025 Q3 filed Oct. 23, 2025
Lam Group 2025 Q2 filed July 3, 2025
Lam Group 2025 Q1 filed April 16, 2025
Lam Group 2024 Q4 filed Jan. 16, 2025
Lam Group 2024 Q3 filed Oct. 18, 2024
Lam Group 2024 Q2 filed July 22, 2024
Lam Group 2024 Q1 filed April 5, 2024
Lam Group 2023 Q4 filed Jan. 30, 2024
Lam Group 2023 Q3 filed Oct. 18, 2023
Lam Group 2023 Q2 filed July 14, 2023
Lam Group 2023 Q1 filed April 11, 2023
Lam Group 2022 Q4 filed Jan. 13, 2023

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