Lam Group

Lam Group as of June 30, 2026

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