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 24.49% of Lam Group's stock portfolio.
- Added to shares of these 10 stocks: BWZ, AVRE, LEMB, Google Inc Class C, AVDS, AVDV, AVSC, ARKK, VTV, AVLV.
- Started 61 new stock positions in Broad, ARL, NFLX, TSM, AMGN, XYZ, VRT, AVSF, PPLT, CSCO.
- Reduced shares in these 10 stocks: IBND, BA, VTIP, DFGR, DFIS, DISV, AVDE, VXF, BNDX, DFGX.
- Lam Group was a net buyer of stock by $6.2M.
- Lam Group has $182M in assets under management (AUM), dropping by 4.13%.
- Central Index Key (CIK): 0001961944
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Portfolio Holdings for Lam Group
Lam Group holds 136 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| SPDR Gold Mini ETF Etf | 7.1 | $13M | 139k | 92.69 |
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| Vanguard Extended Market Etf (VXF) | 4.9 | $8.8M | 43k | 205.80 |
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| Vanguard International Eq Etf (VEU) | 4.7 | $8.6M | 114k | 75.10 |
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| DFA US Small Cap ETF Etf (DFAS) | 4.0 | $7.2M | 101k | 71.13 |
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| DFA International Small C Etf (DISV) | 3.9 | $7.0M | -2% | 178k | 39.44 |
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| SPDR Barclays Intl Corp B Etf (IBND) | 3.7 | $6.7M | -33% | 216k | 31.08 |
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| DFA US Equity Value ETF Etf (DFUV) | 3.4 | $6.3M | 129k | 48.46 |
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| SPDR Short International Etf (BWZ) | 3.2 | $5.9M | +357% | 220k | 26.92 |
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| Avantis Global Real Estat Etf (AVRE) | 3.2 | $5.8M | +28% | 132k | 44.02 |
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| DFA International Value E Etf (DFIV) | 3.1 | $5.6M | 107k | 52.78 |
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| iShares Emerging Markets Etf (LEMB) | 3.0 | $5.4M | +9% | 133k | 40.80 |
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| Vanguard US Small Cap Val Etf (VBR) | 2.9 | $5.3M | 25k | 217.25 |
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| Vanguard FTSE All-World e Etf (VSS) | 2.8 | $5.2M | 36k | 145.79 |
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| Vanguard Total Stock Mark Etf (VTI) | 2.8 | $5.1M | +4% | 16k | 320.80 |
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| DFA Global Real Estate ET Etf (DFGR) | 2.7 | $5.0M | -7% | 188k | 26.58 |
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| Powershares Nasdaq 100 In Etf (QQQ) | 2.4 | $4.3M | 7.5k | 577.18 |
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| DFA International Small C Etf (DFIS) | 2.1 | $3.8M | -3% | 114k | 33.67 |
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| Avantis US Small Cap Valu Etf (AVUV) | 2.1 | $3.8M | +5% | 34k | 110.47 |
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| iShares MSCI Emerging Mar Etf (IEMG) | 2.0 | $3.7M | 53k | 69.75 |
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| Vanguard Information Tech Etf (VGT) | 1.9 | $3.5M | 5.0k | 697.74 |
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| DFA US Small Cap Value ET Etf (DFSV) | 1.9 | $3.4M | 98k | 35.04 |
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| DFA Emerging Markets Valu Etf (DFEV) | 1.6 | $2.9M | 82k | 35.78 |
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| DFA US Equity ETF Etf (DFUS) | 1.5 | $2.8M | 39k | 70.91 |
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| Amphastar Pharmaceuticals (AMPH) | 1.4 | $2.6M | 131k | 19.59 |
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| Avantis International Val Etf (AVIV) | 1.3 | $2.3M | 31k | 74.83 |
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| DFA World ex US Core 2 ET Etf (DFAX) | 1.2 | $2.1M | 63k | 33.97 |
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| Avantis International Sma Etf (AVDV) | 1.1 | $2.1M | +25% | 21k | 99.86 |
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| DFA US Targeted Value ETF Etf (DFAT) | 1.1 | $2.0M | +6% | 32k | 62.45 |
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| Avantis International Cor Etf (AVDE) | 1.1 | $1.9M | -4% | 23k | 84.84 |
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| Avantis Emerging Markets Etf (AVEM) | 1.0 | $1.7M | 22k | 80.58 |
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| Avantis US Large Cap Core Etf (AVUS) | 1.0 | $1.7M | +17% | 16k | 111.18 |
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| Avantis US Micro Cap Equi Etf (AVSC) | 0.9 | $1.6M | +33% | 26k | 62.30 |
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| Vanguard US Small Cap Equ Etf (VB) | 0.8 | $1.5M | 5.8k | 261.92 |
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| Avantis Internationall Sm Etf (AVDS) | 0.8 | $1.5M | +39% | 21k | 71.85 |
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| S&P 500 SPDR Etf (SPY) | 0.7 | $1.3M | 2.0k | 650.34 |
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| Avantis US Large Cap Valu Etf (AVLV) | 0.7 | $1.3M | +26% | 16k | 80.61 |
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| DFA International Core ET Etf (DFAI) | 0.7 | $1.2M | -4% | 31k | 38.96 |
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| SPDR Gold Trust Etf (GLD) | 0.7 | $1.2M | -2% | 2.8k | 430.29 |
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| DFA US Core ETF Etf (DFAC) | 0.6 | $1.2M | 30k | 38.86 |
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| Avantis All Equity Global Etf (AVGE) | 0.6 | $1.1M | +4% | 13k | 88.02 |
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| Vanguard Value Index ETF Etf (VTV) | 0.6 | $1.1M | +31% | 5.6k | 196.21 |
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| Vanguard Global REIT Ex-U Etf (VNQI) | 0.6 | $1.1M | 24k | 44.45 |
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| DFA Emerging Markets Core Etf (DFAE) | 0.6 | $1.1M | 32k | 33.86 |
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| Vanguard Emerging Markets Etf (VWOB) | 0.6 | $1.0M | -6% | 16k | 65.69 |
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| Avantis Emerging Markets Etf (AVES) | 0.5 | $981k | +20% | 16k | 59.98 |
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| Vanguard Mid Cap Value Etf (VOE) | 0.5 | $972k | 5.3k | 184.28 |
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| Vanguard Emerging Markets Etf (VWO) | 0.5 | $913k | +12% | 17k | 54.05 |
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| Vanguard S&P 500 ETF Etf (VOO) | 0.5 | $881k | 1.5k | 597.55 |
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| Apple (AAPL) | 0.5 | $878k | 3.5k | 253.79 |
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| S&P Mid Cap SPDR Etf (MDY) | 0.5 | $864k | 1.4k | 616.76 |
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| Berkshire Hathaway (BRK.B) | 0.5 | $825k | -2% | 1.7k | 479.20 |
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| Ishares Tr Russell 1000 Etf (IWF) | 0.5 | $821k | 1.9k | 426.40 |
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| GMO US Quality ETF Etf (QLTY) | 0.4 | $776k | -6% | 21k | 36.18 |
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| Vanguard MSCI EAFE ETF Etf (VEA) | 0.4 | $741k | +49% | 12k | 64.08 |
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| iShares MSCI Internationa Etf (SCZ) | 0.4 | $718k | 9.2k | 78.41 |
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| Google Inc Class C | 0.4 | $679k | +195% | 2.4k | 286.80 |
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| DFA Global Ex Us Corporat Etf (DFGX) | 0.4 | $664k | -10% | 13k | 52.45 |
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| Ishares Tr S&P Midcap Etf (IJH) | 0.3 | $625k | 9.3k | 67.53 |
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| Avantis Emerging Markets Etf (AVEE) | 0.3 | $589k | +5% | 9.3k | 63.43 |
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| Facebook Inc cl a (META) | 0.3 | $548k | 958.00 | 572.13 |
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| iShares S&P 600 Small Cap Etf (IJR) | 0.3 | $497k | 4.0k | 124.31 |
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| DFA Emerging Markets ETF Etf (DFEM) | 0.3 | $494k | 14k | 34.55 |
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| 0.3 | $460k | 1.6k | 287.56 |
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| Amazon (AMZN) | 0.2 | $446k | 2.1k | 208.27 |
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| Vanguard Total Internatio Etf (BNDX) | 0.2 | $420k | -17% | 8.7k | 48.05 |
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| Microsoft Corporation (MSFT) | 0.2 | $398k | +17% | 1.1k | 370.32 |
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| Boeing Company (BA) | 0.2 | $383k | -64% | 1.9k | 199.03 |
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| ARK Innovation ETF Etf (ARKK) | 0.2 | $380k | NEW | 5.6k | 67.59 |
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| Vanguard REIT Index ETF Etf (VNQ) | 0.2 | $361k | -4% | 4.1k | 88.70 |
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| iShares Flexible Income A Etf (BINC) | 0.2 | $353k | +30% | 6.8k | 51.93 |
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| ARK Next Generation Etf (ARKW) | 0.2 | $350k | -6% | 2.9k | 120.61 |
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| DFA US Core ETF Etf (DFAU) | 0.2 | $341k | 7.6k | 45.12 |
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| DFA Core Fixed Income ETF Etf (DFCF) | 0.2 | $327k | -9% | 7.7k | 42.22 |
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| DFA Short Duration Bond E Etf (DFSD) | 0.1 | $267k | 5.6k | 47.88 |
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| Dimensional World Equity Etf (DFAW) | 0.1 | $258k | 3.5k | 73.77 |
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| Vanguard US Value Factor Etf (VFVA) | 0.1 | $195k | NEW | 1.4k | 134.61 |
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| Amgen (AMGN) | 0.1 | $163k | NEW | 462.00 | 351.85 |
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| NRG Energy (NRG) | 0.1 | $147k | NEW | 1.0k | 146.12 |
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| Netflix (NFLX) | 0.1 | $147k | NEW | 1.5k | 96.15 |
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| DFA Emerging Markets High Etf (DEHP) | 0.1 | $117k | NEW | 3.5k | 33.79 |
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| NetApp (NTAP) | 0.1 | $102k | NEW | 1.0k | 102.39 |
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| Visa (V) | 0.0 | $91k | NEW | 300.00 | 302.24 |
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| NVIDIA Corporation (NVDA) | 0.0 | $77k | NEW | 440.00 | 174.40 |
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| Vanguard ST Inflation-Pro Etf (VTIP) | 0.0 | $75k | -84% | 1.5k | 49.95 |
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| Wells Fargo & Company (WFC) | 0.0 | $72k | NEW | 900.00 | 79.61 |
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| Abbvie (ABBV) | 0.0 | $64k | NEW | 293.00 | 217.22 |
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| Dfa Tips Etf Etf (DFIP) | 0.0 | $58k | NEW | 1.4k | 41.72 |
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| DFA International High Pr Etf (DIHP) | 0.0 | $55k | NEW | 1.7k | 32.22 |
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| International Business Machines (IBM) | 0.0 | $49k | NEW | 202.00 | 242.39 |
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| Abrdn Platinum Etf TRUST Physcl Platm Shs (PPLT) | 0.0 | $45k | NEW | 250.00 | 178.23 |
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| DFA Ultra Short Bond ETF Etf (DUSB) | 0.0 | $42k | NEW | 830.00 | 50.71 |
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| Costco Wholesale Corporation (COST) | 0.0 | $38k | NEW | 38.00 | 996.42 |
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| Tesla Motors (TSLA) | 0.0 | $37k | NEW | 100.00 | 371.75 |
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| Broad | 0.0 | $34k | NEW | 110.00 | 309.51 |
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| Taiwan Semiconductor Mfg (TSM) | 0.0 | $34k | NEW | 100.00 | 337.95 |
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| Verizon Communications (VZ) | 0.0 | $28k | NEW | 553.00 | 50.20 |
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| Caterpillar (CAT) | 0.0 | $26k | NEW | 37.00 | 708.46 |
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| Wal-Mart Stores (WMT) | 0.0 | $23k | NEW | 183.00 | 124.28 |
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| Vanguard Ultra Short Bond Etf (VUSB) | 0.0 | $22k | NEW | 438.00 | 49.74 |
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| Advanced Micro Devices (AMD) | 0.0 | $20k | NEW | 100.00 | 203.43 |
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| Rayonier (RYN) | 0.0 | $16k | NEW | 780.00 | 20.62 |
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| Pfizer (PFE) | 0.0 | $14k | NEW | 483.00 | 28.08 |
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| Avantis Inflation Equity Etf (AVIE) | 0.0 | $13k | NEW | 180.00 | 72.97 |
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| Fidelity High Yield Facto Etf (FDHY) | 0.0 | $12k | NEW | 255.00 | 48.54 |
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| Walt Disney Company (DIS) | 0.0 | $9.6k | NEW | 100.00 | 96.38 |
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| Roku (ROKU) | 0.0 | $9.5k | NEW | 100.00 | 94.62 |
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| Square Inc cl a (XYZ) | 0.0 | $9.4k | NEW | 157.00 | 60.18 |
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| Etsy (ETSY) | 0.0 | $9.3k | NEW | 186.00 | 49.98 |
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| McDonald's Corporation (MCD) | 0.0 | $8.4k | NEW | 27.00 | 310.78 |
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| SPDR Doubleline Total Ret Etf (TOTL) | 0.0 | $6.2k | NEW | 155.00 | 39.73 |
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| Shopify Inc cl a (SHOP) | 0.0 | $5.9k | NEW | 50.00 | 118.62 |
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| Cable One (CABO) | 0.0 | $4.6k | NEW | 50.00 | 91.22 |
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| Bank of America Corporation (BAC) | 0.0 | $4.2k | NEW | 86.00 | 48.76 |
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| Avantis Short-Term Fixed Etf (AVSF) | 0.0 | $4.0k | NEW | 85.00 | 46.80 |
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| Home Depot (HD) | 0.0 | $3.9k | NEW | 12.00 | 328.92 |
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| Invesco Commodity Optimum Etf (PDBC) | 0.0 | $3.7k | NEW | 215.00 | 17.32 |
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| iShares Commodities Selec Etf (COMT) | 0.0 | $3.7k | NEW | 110.00 | 33.81 |
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| Cisco Systems (CSCO) | 0.0 | $3.3k | NEW | 42.00 | 77.60 |
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| Hershey Company (HSY) | 0.0 | $2.7k | NEW | 13.00 | 207.92 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.0 | $2.5k | NEW | 10.00 | 250.60 |
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| Etf Managers Tr purefunds ise mo | 0.0 | $2.4k | NEW | 55.00 | 42.80 |
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| SPDR Barclays High-Yield Etf | 0.0 | $1.9k | NEW | 20.00 | 95.70 |
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| DFA US Large Cap Value ET Etf (DFLV) | 0.0 | $1.8k | NEW | 50.00 | 35.72 |
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| DFA US High Profitability Etf (DUHP) | 0.0 | $1.5k | NEW | 40.00 | 36.75 |
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| DFA US Micro Cap RTF Etf | 0.0 | $1.0k | NEW | 20.00 | 50.85 |
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| Viatris (VTRS) | 0.0 | $797.001500 | NEW | 59.00 | 13.51 |
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| Kyndryl Holdings Ord Wi (KD) | 0.0 | $525.000000 | NEW | 40.00 | 13.12 |
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| Alibaba Group Holding (BABA) | 0.0 | $502.000000 | NEW | 4.00 | 125.50 |
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| Avantis Core Fixed Income Etf (AVIG) | 0.0 | $415.000000 | NEW | 10.00 | 41.50 |
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| Avantis U S Quality ETF Etf (AVUQ) | 0.0 | $284.000000 | NEW | 5.00 | 56.80 |
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| GameStop (GME) | 0.0 | $276.000000 | NEW | 12.00 | 23.00 |
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| AstraZeneca | 0.0 | $197.000000 | NEW | 1.00 | 197.00 |
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| American Realty Investors (ARL) | 0.0 | $155.000000 | NEW | 10.00 | 15.50 |
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| Uber Technologies (UBER) | 0.0 | $72.000000 | NEW | 1.00 | 72.00 |
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| Gamestop Corp New Wt Exp 103026 (GME.WS) | 0.0 | $4.000000 | NEW | 1.00 | 4.00 |
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| Link Motion Inc - | 0.0 | $0 | NEW | 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 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