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, VXF, VEU, DFAS, DISV, and represent 23.22% of Lam Group's stock portfolio.
- Added to shares of these 10 stocks: VGT, BWZ, IWF, ARKW, MSFT, LEMB, AVDS, AVDV, AVIV, AVDE.
- Started 3 new stock positions in QS, RIVN, PLTR.
- Reduced shares in these 10 stocks: DFGR, ARKK, DFGX, DFSV, IBND, BINC, AVUV, DUSB, VWO, QLTY.
- Lam Group was a net buyer of stock by $8.2M.
- Lam Group has $201M in assets under management (AUM), dropping by 10.66%.
- Central Index Key (CIK): 0001961944
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Portfolio Holdings for Lam Group
Lam Group holds 139 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SPDR Gold Mini ETF Etf | 5.5 | $11M | 141k | 79.42 |
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| Vanguard Extended Market Etf (VXF) | 5.2 | $11M | 43k | 246.21 |
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| Vanguard International Eq Etf (VEU) | 4.7 | $9.6M | 114k | 83.75 |
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| DFA US Small Cap ETF Etf (DFAS) | 4.1 | $8.3M | 101k | 82.34 |
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| DFA International Small C Etf (DISV) | 3.5 | $7.1M | 178k | 40.13 |
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| DFA US Equity Value ETF Etf (DFUV) | 3.5 | $7.1M | 129k | 55.01 |
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| SPDR Short International Etf (BWZ) | 3.5 | $7.1M | +20% | 264k | 26.75 |
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| SPDR Barclays Intl Corp B Etf (IBND) | 3.3 | $6.6M | 213k | 31.18 |
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| Avantis Global Real Estat Etf (AVRE) | 3.2 | $6.4M | 135k | 47.38 |
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| iShares Emerging Markets Etf (LEMB) | 3.0 | $6.0M | +6% | 142k | 42.43 |
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| Vanguard US Small Cap Val Etf (VBR) | 3.0 | $6.0M | 25k | 242.99 |
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| Vanguard Total Stock Mark Etf (VTI) | 2.9 | $5.9M | 16k | 370.04 |
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| DFA International Value E Etf (DFIV) | 2.9 | $5.8M | 107k | 54.02 |
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| Powershares Nasdaq 100 In Etf (QQQ) | 2.7 | $5.5M | 7.5k | 736.40 |
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| Vanguard FTSE All-World e Etf (VSS) | 2.7 | $5.5M | 35k | 154.29 |
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| DFA Global Real Estate ET Etf (DFGR) | 2.5 | $5.0M | -8% | 171k | 28.97 |
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| Vanguard Information Tech Etf (VGT) | 2.4 | $4.8M | +697% | 40k | 119.52 |
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| iShares MSCI Emerging Mar Etf (IEMG) | 2.2 | $4.4M | 53k | 82.84 |
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| Avantis US Small Cap Valu Etf (AVUV) | 2.1 | $4.2M | 34k | 124.76 |
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| DFA International Small C Etf (DFIS) | 2.0 | $4.0M | 114k | 35.03 |
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| DFA US Small Cap Value ET Etf (DFSV) | 1.8 | $3.7M | -2% | 95k | 38.79 |
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| DFA Emerging Markets Valu Etf (DFEV) | 1.7 | $3.5M | 82k | 42.67 |
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| DFA US Equity ETF Etf (DFUS) | 1.6 | $3.2M | 39k | 81.94 |
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| Amphastar Pharmaceuticals (AMPH) | 1.3 | $2.6M | 131k | 20.18 |
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| Avantis International Val Etf (AVIV) | 1.3 | $2.6M | +8% | 33k | 77.42 |
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| Avantis International Sma Etf (AVDV) | 1.2 | $2.4M | +10% | 23k | 103.05 |
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| DFA World ex US Core 2 ET Etf (DFAX) | 1.2 | $2.3M | 63k | 36.84 |
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| DFA US Targeted Value ETF Etf (DFAT) | 1.1 | $2.2M | 32k | 69.90 |
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| Avantis Emerging Markets Etf (AVEM) | 1.1 | $2.2M | +5% | 23k | 96.49 |
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| Avantis International Cor Etf (AVDE) | 1.1 | $2.2M | +9% | 25k | 89.20 |
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| Avantis US Large Cap Core Etf (AVUS) | 1.0 | $2.0M | 16k | 128.08 |
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| Avantis US Micro Cap Equi Etf (AVSC) | 1.0 | $1.9M | 26k | 73.34 |
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| Avantis International Sma Etf (AVDS) | 0.9 | $1.8M | +14% | 24k | 75.26 |
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| Vanguard US Small Cap Equ Etf (VB) | 0.9 | $1.7M | 5.8k | 303.12 |
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| S&P 500 SPDR Etf (SPY) | 0.8 | $1.5M | 2.0k | 746.77 |
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| Avantis US Large Cap Valu Etf (AVLV) | 0.7 | $1.5M | +4% | 16k | 91.21 |
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| Avantis All Equity Global Etf (AVGE) | 0.7 | $1.4M | +9% | 14k | 99.10 |
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| DFA US Core ETF Etf (DFAC) | 0.7 | $1.3M | 30k | 44.36 |
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| DFA International Core ET Etf (DFAI) | 0.6 | $1.3M | 31k | 41.25 |
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| DFA Emerging Markets Core Etf (DFAE) | 0.6 | $1.3M | 31k | 40.21 |
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| Vanguard Value Index ETF Etf (VTV) | 0.6 | $1.2M | 5.6k | 217.93 |
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| Vanguard S&P 500 ETF Etf (VOO) | 0.6 | $1.2M | +15% | 1.7k | 686.81 |
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| Avantis Emerging Markets Etf (AVES) | 0.6 | $1.1M | +3% | 17k | 65.60 |
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| Vanguard Global REIT Ex-U Etf (VNQI) | 0.5 | $1.1M | 24k | 44.85 |
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| Vanguard Emerging Markets Etf (VWOB) | 0.5 | $1.1M | +2% | 16k | 67.24 |
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| Vanguard Mid Cap Value Etf (VOE) | 0.5 | $1.0M | 5.3k | 197.60 |
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| Apple (AAPL) | 0.5 | $1.0M | +2% | 3.5k | 289.36 |
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| SPDR Gold Trust Etf (GLD) | 0.5 | $1.0M | 2.8k | 368.38 |
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| S&P Mid Cap SPDR Etf (MDY) | 0.5 | $985k | 1.4k | 703.34 |
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| Vanguard Emerging Markets Etf (VWO) | 0.5 | $980k | -2% | 16k | 59.69 |
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| Ishares Tr Russell 1000 Etf (IWF) | 0.5 | $956k | +300% | 7.7k | 124.17 |
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| ARK Next Generation Etf (ARKW) | 0.5 | $950k | +126% | 6.6k | 144.86 |
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| Microsoft Corporation (MSFT) | 0.5 | $916k | +128% | 2.5k | 373.09 |
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| GMO US Quality ETF Etf (QLTY) | 0.4 | $872k | -2% | 21k | 41.62 |
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| Berkshire Hathaway (BRK.B) | 0.4 | $861k | 1.7k | 500.39 |
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| Vanguard MSCI EAFE ETF Etf (VEA) | 0.4 | $838k | 12k | 71.25 |
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| Google Inc Class C | 0.4 | $836k | 2.4k | 353.26 |
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| iShares MSCI Internationa Etf (SCZ) | 0.4 | $753k | 9.2k | 82.27 |
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| Ishares Tr S&P Midcap Etf (IJH) | 0.4 | $713k | 9.3k | 77.11 |
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| Avantis Emerging Markets Etf (AVEE) | 0.3 | $683k | +6% | 9.8k | 69.32 |
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| iShares S&P 600 Small Cap Etf (IJR) | 0.3 | $593k | 4.0k | 148.31 |
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| 0.3 | $590k | +3% | 1.7k | 357.37 |
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| DFA Emerging Markets ETF Etf (DFEM) | 0.3 | $582k | 14k | 40.64 |
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| DFA Global Ex Us Corporat Etf (DFGX) | 0.3 | $547k | -19% | 10k | 53.59 |
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| Facebook Inc cl a (META) | 0.3 | $540k | 958.00 | 563.29 |
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| Amazon (AMZN) | 0.3 | $510k | 2.1k | 238.34 |
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| DFA Core Fixed Income ETF Etf (DFCF) | 0.2 | $445k | +36% | 11k | 42.21 |
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| Boeing Company (BA) | 0.2 | $417k | 1.9k | 216.47 |
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| Vanguard Total Internatio Etf (BNDX) | 0.2 | $412k | -2% | 8.5k | 48.43 |
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| Vanguard REIT Index ETF Etf (VNQ) | 0.2 | $393k | 4.1k | 96.43 |
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| DFA US Core ETF Etf (DFAU) | 0.2 | $380k | -2% | 7.3k | 51.69 |
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| Dimensional World Equity Etf (DFAW) | 0.1 | $290k | 3.5k | 82.78 |
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| iShares Flexible Income A Etf (BINC) | 0.1 | $274k | -22% | 5.2k | 52.34 |
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| DFA Short Duration Bond E Etf (DFSD) | 0.1 | $267k | 5.6k | 47.75 |
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| Vanguard US Value Factor Etf (VFVA) | 0.1 | $215k | 1.4k | 148.43 |
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| Amgen (AMGN) | 0.1 | $167k | 462.00 | 362.12 |
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| DFA Emerging Markets High Etf (DEHP) | 0.1 | $163k | +9% | 3.8k | 42.77 |
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| NVIDIA Corporation (NVDA) | 0.1 | $162k | +83% | 807.00 | 200.09 |
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| NetApp (NTAP) | 0.1 | $155k | 1.0k | 154.76 |
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| NRG Energy (NRG) | 0.1 | $147k | 1.0k | 146.04 |
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| Tesla Motors (TSLA) | 0.1 | $122k | +190% | 290.00 | 420.60 |
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| Netflix (NFLX) | 0.1 | $109k | 1.5k | 71.40 |
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| Visa (V) | 0.1 | $103k | 300.00 | 343.09 |
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| Advanced Micro Devices (AMD) | 0.0 | $100k | +72% | 172.00 | 580.91 |
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| Vanguard ST Inflation-Pro Etf (VTIP) | 0.0 | $88k | +17% | 1.8k | 50.23 |
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| Wells Fargo & Company (WFC) | 0.0 | $74k | 900.00 | 82.64 |
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| Avantis Core Fixed Income Etf (AVIG) | 0.0 | $74k | +17750% | 1.8k | 41.41 |
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| Abbvie (ABBV) | 0.0 | $74k | 293.00 | 251.33 |
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| Dfa Tips Etf Etf (DFIP) | 0.0 | $63k | +8% | 1.5k | 41.25 |
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| DFA International High Pr Etf (DIHP) | 0.0 | $62k | +6% | 1.8k | 34.13 |
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| International Business Machines (IBM) | 0.0 | $57k | 202.00 | 281.21 |
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| Taiwan Semiconductor Mfg (TSM) | 0.0 | $48k | 100.00 | 477.57 |
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| Palantir Technologies (PLTR) | 0.0 | $46k | NEW | 397.00 | 116.67 |
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| Broad | 0.0 | $42k | 110.00 | 377.75 |
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| Caterpillar (CAT) | 0.0 | $39k | 37.00 | 1064.89 |
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| Costco Wholesale Corporation (COST) | 0.0 | $36k | 38.00 | 935.47 |
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| Abrdn Platinum Etf TRUST Etf (PPLT) | 0.0 | $35k | +900% | 2.5k | 14.13 |
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| ARK Innovation ETF Etf (ARKK) | 0.0 | $25k | -94% | 305.00 | 80.82 |
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| Verizon Communications (VZ) | 0.0 | $23k | 553.00 | 42.34 |
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| Vanguard Ultra Short Bond Etf (VUSB) | 0.0 | $22k | 446.00 | 49.83 |
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| Wal-Mart Stores (WMT) | 0.0 | $21k | 183.00 | 113.26 |
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| Rayonier (RYN) | 0.0 | $17k | 780.00 | 21.28 |
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| Avantis Inflation Equity Etf (AVIE) | 0.0 | $15k | +13% | 205.00 | 74.35 |
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| Etsy (ETSY) | 0.0 | $14k | 186.00 | 75.33 |
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| Roku (ROKU) | 0.0 | $14k | 100.00 | 138.14 |
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| Square Inc cl a (XYZ) | 0.0 | $12k | 157.00 | 76.00 |
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| Pfizer (PFE) | 0.0 | $12k | 483.00 | 24.08 |
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| Walt Disney Company (DIS) | 0.0 | $9.6k | 100.00 | 96.25 |
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| McDonald's Corporation (MCD) | 0.0 | $7.3k | 27.00 | 270.30 |
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| Fidelity High Yield Facto Etf (FDHY) | 0.0 | $6.9k | -45% | 140.00 | 49.03 |
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| Shopify Inc cl a (SHOP) | 0.0 | $5.7k | 50.00 | 114.18 |
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| Cisco Systems (CSCO) | 0.0 | $4.9k | 42.00 | 117.45 |
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| Bank of America Corporation (BAC) | 0.0 | $4.9k | 86.00 | 56.98 |
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| SPDR Doubleline Total Ret Etf (TOTL) | 0.0 | $4.7k | -22% | 120.00 | 39.47 |
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| DFA Ultra Short Bond ETF Etf (DUSB) | 0.0 | $4.3k | -89% | 85.00 | 50.78 |
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| Home Depot (HD) | 0.0 | $4.2k | 12.00 | 352.67 |
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| Avantis Short-Term Fixed Etf (AVSF) | 0.0 | $4.2k | +5% | 90.00 | 46.57 |
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| Invesco Commodity Optimum Etf (PDBC) | 0.0 | $3.5k | +2% | 220.00 | 15.88 |
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| iShares Commodities Selec Etf (COMT) | 0.0 | $3.5k | +4% | 115.00 | 30.37 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $3.3k | 10.00 | 334.80 |
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| DFA US Micro Cap RTF Etf (DFMC) | 0.0 | $3.1k | +150% | 50.00 | 61.08 |
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| Cable One (CABO) | 0.0 | $2.7k | 50.00 | 53.12 |
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| Etf Managers Tr purefunds ise mo | 0.0 | $2.5k | 55.00 | 46.11 |
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| Hershey Company (HSY) | 0.0 | $2.3k | 13.00 | 175.46 |
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| DFA US Large Cap Value ET Etf (DFLV) | 0.0 | $2.0k | 50.00 | 39.54 |
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| SPDR Barclays High-Yield Etf | 0.0 | $1.9k | 20.00 | 96.35 |
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| Avantis U S Quality ETF Etf (AVUQ) | 0.0 | $1.7k | +400% | 25.00 | 66.00 |
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| Quantumscape Corp (QS) | 0.0 | $1.5k | NEW | 200.00 | 7.56 |
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| DFA US High Profitability Etf (DUHP) | 0.0 | $1.5k | -12% | 35.00 | 41.74 |
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| Viatris (VTRS) | 0.0 | $937.002600 | 59.00 | 15.88 |
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| Rivian Automotive Inc Class A (RIVN) | 0.0 | $902.002400 | NEW | 52.00 | 17.35 |
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| Kyndryl Holdings Ord Wi (KD) | 0.0 | $452.000000 | 40.00 | 11.30 |
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| Alibaba Group Holding (BABA) | 0.0 | $384.000000 | 4.00 | 96.00 |
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| GameStop (GME) | 0.0 | $264.999600 | 12.00 | 22.08 |
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| American Realty Investors (ARL) | 0.0 | $223.000000 | 10.00 | 22.30 |
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| AstraZeneca | 0.0 | $190.000000 | 1.00 | 190.00 |
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| Uber Technologies (UBER) | 0.0 | $72.000000 | 1.00 | 72.00 |
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| Gamestop Corp New Wt Exp 103026 (GME.WS) | 0.0 | $3.000000 | 1.00 | 3.00 |
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| Link Motion Inc - | 0.0 | $0 | 200.00 | 0.00 |
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Past Filings by Lam Group
SEC 13F filings are viewable for Lam Group going back to 2022
- Lam Group 2026 Q2 filed July 10, 2026
- Lam Group 2026 Q1 filed April 22, 2026
- 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