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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 27.08% of Lam Group's stock portfolio.
Added to shares of these 10 stocks: IBND, LEMB, AVRE, World Gold Tr spdr gld minis, DFCF, DFAC, AVUV, AVEE, AVGE, AVIV.
Reduced shares in these 10 stocks: VEU, VXF, DFIS, NFLX, VTI, DFAS, VGT, VWOB, VBR, BNDX.
Sold out of its position in NFLX.
Lam Group was a net buyer of stock by $777k.
Lam Group has $161M in assets under management (AUM), dropping by 7.84%.
Central Index Key (CIK): 0001961944

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Portfolio Holdings for Lam Group

Lam Group holds 72 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
SPDR Gold Mini ETF Etf	6.4	$10M	+3%	134k	76.45	View chart
SPDR Barclays Intl Corp B Etf (IBND)	5.6	$9.1M	+23%	281k	32.29	View chart
Vanguard Extended Market Etf (VXF)	5.6	$9.0M	-3%	43k	209.34	View chart
Vanguard International Eq Etf (VEU)	5.1	$8.2M	-4%	115k	71.37	View chart
DFA US Small Cap ETF Etf (DFAS)	4.5	$7.2M	-2%	105k	68.46	View chart
DFA International Small C Etf (DISV)	4.1	$6.6M		185k	35.69	View chart
DFA US Equity Value ETF Etf (DFUV)	3.6	$5.8M		130k	44.69	View chart
Vanguard US Small Cap Val Etf (VBR)	3.2	$5.1M	-2%	25k	208.71	View chart
Vanguard FTSE All-World e Etf (VSS)	3.1	$5.1M		36k	142.55	View chart
Vanguard Total Stock Mark Etf (VTI)	3.1	$5.0M	-3%	15k	328.17	View chart
DFA International Value E Etf (DFIV)	3.1	$5.0M		108k	46.12	View chart
Powershares Nasdaq 100 In Etf (QQQ)	2.8	$4.5M		7.5k	600.37	View chart
Avantis Global Real Estat Etf (AVRE)	2.8	$4.5M	+13%	101k	44.48	View chart
iShares Emerging Markets Etf (LEMB)	2.6	$4.2M	+19%	102k	41.21	View chart
DFA Global Real Estate ET Etf (DFGR)	2.4	$3.9M		145k	27.31	View chart
DFA International Small C Etf (DFIS)	2.3	$3.8M	-5%	119k	31.63	View chart
Vanguard Information Tech Etf (VGT)	2.3	$3.7M	-4%	5.0k	746.65	View chart
iShares MSCI Emerging Mar Etf (IEMG)	2.2	$3.5M		54k	65.92	View chart
Amphastar Pharmaceuticals (AMPH)	2.2	$3.5M		131k	26.65	View chart
DFA US Small Cap Value ET Etf (DFSV)	2.0	$3.2M	-3%	101k	31.84	View chart
DFA US Equity ETF Etf (DFUS)	1.8	$2.8M		39k	72.44	View chart
Avantis US Small Cap Valu Etf (AVUV)	1.7	$2.7M	+2%	27k	99.53	View chart
DFA Emerging Markets Valu Etf (DFEV)	1.6	$2.7M		83k	31.89	View chart
DFA World ex US Core 2 ET Etf (DFAX)	1.3	$2.0M	-2%	65k	31.38	View chart
DFA US Targeted Value ETF Etf (DFAT)	1.1	$1.8M		31k	58.21	View chart
Avantis International Cor Etf (AVDE)	1.1	$1.7M		22k	78.90	View chart
Vanguard US Small Cap Equ Etf (VB)	0.9	$1.5M		5.7k	254.28	View chart
DFA US Core ETF Etf (DFAC)	0.9	$1.4M	+7%	37k	38.57	View chart
Avantis International Val Etf (AVIV)	0.9	$1.4M	+2%	21k	67.44	View chart
DFA International Core ET Etf (DFAI)	0.8	$1.3M	-8%	37k	36.35	View chart
S&P 500 SPDR Etf (SPY)	0.8	$1.3M		2.0k	666.18	View chart
Avantis US Large Cap Core Etf (AVUS)	0.8	$1.2M		11k	108.70	View chart
Boeing Company (BA)	0.7	$1.2M		5.5k	215.83	View chart
Vanguard Global REIT Ex-U Etf (VNQI)	0.7	$1.2M		24k	47.74	View chart
DFA Emerging Markets Core Etf (DFAE)	0.7	$1.1M	-3%	34k	31.53	View chart
Avantis Emerging Markets Etf (AVEM)	0.7	$1.0M	-5%	14k	75.11	View chart
Avantis All Equity Global Etf (AVGE)	0.6	$1.0M	+5%	12k	83.41	View chart
Vanguard Emerging Markets Etf (VWOB)	0.6	$1.0M	-12%	15k	66.90	View chart
SPDR Gold Trust Etf (GLD)	0.6	$1.0M	-2%	2.8k	355.47	View chart
DFA Global Ex Us Corporat Etf (DFGX)	0.6	$967k	-5%	18k	53.96	View chart
Vanguard Mid Cap Value Etf (VOE)	0.6	$921k		5.3k	174.58	View chart
Berkshire Hathaway (BRK.B)	0.6	$916k		1.8k	502.74	View chart
Vanguard S&P 500 ETF Etf (VOO)	0.6	$903k		1.5k	612.38	View chart
Ishares Tr Russell 1000 Etf (IWF)	0.6	$902k		1.9k	468.41	View chart
Avantis International Sma Etf (AVDV)	0.6	$899k		10k	89.03	View chart
Apple (AAPL)	0.5	$881k		3.5k	254.63	View chart
Vanguard Value Index ETF Etf (VTV)	0.5	$840k	-9%	4.5k	186.49	View chart
S&P Mid Cap SPDR Etf (MDY)	0.5	$834k		1.4k	596.03	View chart
Vanguard Emerging Markets Etf (VWO)	0.5	$813k		15k	54.18	View chart
Vanguard Total Internatio Etf (BNDX)	0.5	$806k	-13%	16k	49.46	View chart
GMO US Quality ETF Etf (QLTY)	0.4	$710k	-4%	20k	36.19	View chart
Facebook Inc cl a (META)	0.4	$704k		958.00	734.38	View chart
iShares MSCI Internationa Etf (SCZ)	0.4	$702k		9.2k	76.72	View chart
Avantis US Large Cap Valu Etf (AVLV)	0.4	$677k	-2%	9.4k	72.26	View chart
Ishares Tr S&P Midcap Etf (IJH)	0.4	$604k		9.3k	65.26	View chart
Avantis Emerging Markets Etf (AVES)	0.4	$594k	+2%	10k	57.37	View chart
DFA US Core ETF Etf (DFAU)	0.4	$586k		13k	45.76	View chart
Avantis US Micro Cap Equi Etf (AVSC)	0.4	$581k		10k	57.25	View chart
DFA Core Fixed Income ETF Etf (DFCF)	0.3	$558k	+74%	13k	42.76	View chart
Avantis Emerging Markets Etf (AVEE)	0.3	$539k	+12%	8.4k	64.12	View chart
ARK Next Generation Etf (ARKW)	0.3	$478k		2.7k	174.61	View chart
iShares S&P 600 Small Cap Etf (IJR)	0.3	$475k		4.0k	118.83	View chart
Microsoft Corporation (MSFT)	0.3	$472k		912.00	517.95	View chart
Amazon (AMZN)	0.3	$470k		2.1k	219.57	View chart
Vanguard MSCI EAFE ETF Etf (VEA)	0.3	$461k	-2%	7.7k	59.92	View chart
DFA Emerging Markets ETF Etf (DFEM)	0.3	$458k	-4%	14k	32.07	View chart
Vanguard REIT Index ETF Etf (VNQ)	0.2	$392k		4.3k	91.42	View chart
Google	0.2	$389k		1.6k	243.10	View chart
Avantis Internationall Sm Etf (AVDS)	0.2	$380k		5.6k	67.55	View chart
DFA Short Duration Bond E Etf (DFSD)	0.2	$377k		7.8k	48.19	View chart
Vanguard US Value Factor Etf (VFVA)	0.2	$253k		2.0k	127.54	View chart
Dimensional World Equity Etf (DFAW)	0.2	$251k		3.5k	71.86	View chart

Past Filings by Lam Group

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

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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