LAM GROUP, INC.

Holdings as of 2026-06-30, filed 2026-07-10

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 10 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
139
Value reported by manager
$201.4M
Sum of our stored positions
$201.4M
should match the line above
Disclosure lag
10 d
quarter end to filing
Top 5 concentration
23.2%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

139 largest shown
IssuerClassValueSharesTypeCUSIP
SPDR Gold Mini ETFETF$11.2M140,59098149E204
Vanguard Extended MarketETF$10.6M42,930922908652
Vanguard International EqETF$9.6M114,192922042775
DFA US Small Cap ETFETF$8.3M101,13825434V500
DFA International Small CETF$7.1M177,58525434V781
DFA US Equity Value ETFETF$7.1M129,44025434V724
SPDR Short InternationalETF$7.1M264,20678464A334
SPDR Barclays Intl Corp BETF$6.6M213,15078464A151
Avantis Global Real EstatETF$6.4M134,940025072356
iShares Emerging MarketsETF$6M142,385464286517
Vanguard US Small Cap ValETF$6M24,520922908611
Vanguard Total Stock MarkETF$5.9M15,893922908769
DFA International Value EETF$5.8M106,93825434V807
Powershares Nasdaq 100 InETF$5.5M7,47546090E103
Vanguard FTSE All-World eETF$5.5M35,380922042718
DFA Global Real Estate ETETF$5M171,24025434V658
Vanguard Information TechETF$4.8M39,75692204A702
iShares MSCI Emerging MarETF$4.4M53,21546434G103
Avantis US Small Cap ValuETF$4.2M33,855025072877
DFA International Small CETF$4M114,24525434V773
DFA US Small Cap Value ETETF$3.7M95,24025434V815
DFA Emerging Markets ValuETF$3.5M82,26025434V740
DFA US Equity ETFETF$3.2M39,04225434V401
Amphastar Pharma IncCOM$2.6M130,80003209R103
Avantis International ValETF$2.6M33,345025072364
Avantis International SmaETF$2.4M22,885025072802
DFA World ex US Core 2 ETETF$2.3M63,13125434V880
DFA US Targeted Value ETFETF$2.2M31,60325434V609
Avantis Emerging MarketsETF$2.2M22,865025072604
Avantis International CorETF$2.2M24,665025072703
Avantis US Large Cap CoreETF$2M15,450025072885
Avantis US Micro Cap EquiETF$1.9M26,200025072323
Avantis International SmaETF$1.8M23,860025072190
Vanguard US Small Cap EquETF$1.7M5,750922908751
S&P 500 SPDRETF$1.5M2,02878462F103
Avantis US Large Cap ValuETF$1.5M16,150025072349
Avantis All Equity GlobalETF$1.4M14,226025072232
DFA US Core ETFETF$1.3M29,80625434V708
DFA International Core ETETF$1.3M31,25525434V203
DFA Emerging Markets CoreETF$1.3M31,38525434V302
Vanguard Value Index ETFETF$1.2M5,599922908744
Vanguard S&P 500 ETFETF$1.2M1,710922908363
Avantis Emerging MarketsETF$1.1M16,910025072372
Vanguard Global REIT Ex-UETF$1.1M24,150922042676
Vanguard Emerging MarketsETF$1.1M16,060921946885
Vanguard Mid Cap ValueETF$1M5,275922908512
Apple Computer IncCOM$1M3,548037833100
SPDR Gold TrustETF$1M2,75578463V107
S&P Mid Cap SPDRETF$984.7K1,40078467Y107
Vanguard Emerging MarketsETF$979.9K16,417922042858
Ishares Tr Russell 1000ETF$956.1K7,700464287614
ARK Next GenerationETF$950.3K6,56000214Q401
Microsoft CorpCOM$915.9K2,455594918104
GMO US Quality ETFETF$872.1K20,95590139K100
Berkshire Hathaway Cl BCOM$861.2K1,721084670702
Vanguard MSCI EAFE ETFETF$838.1K11,763921943858
Google Inc Class CCOM$835.8K2,36638259P706
iShares MSCI InternationaETF$753.2K9,155464288273
Ishares Tr S&P MidcapETF$713.3K9,250464287507
Avantis Emerging MarketsETF$682.5K9,845025072141
iShares S&P 600 Small CapETF$593.2K4,000464287804
Google Inc Class ACOM$590.4K1,65238259P508
DFA Emerging Markets ETFETF$581.6K14,31025434V732
DFA Global Ex Us CorporatETF$546.9K10,20525434V575
Meta Platforms Inc ClassCOM$539.6K95830303M102
Amazon Com IncCOM$510K2,140023135106
DFA Core Fixed Income ETFETF$445.3K10,55025434V872
Boeing CoCOM$416.9K1,926097023105
Vanguard Total InternatioETF$412.1K8,51092203J407
Vanguard REIT Index ETFETF$392.5K4,070922908553
DFA US Core ETFETF$379.7K7,34525434V104
Dimensional World EquityETF$289.6K3,49925434V617
iShares Flexible Income AETF$274.3K5,240092528603
DFA Short Duration Bond EETF$266.9K5,59025434V864
Vanguard US Value FactorETF$214.5K1,445921935805
Amgen IncorporatedCOM$167.3K462031162100
DFA Emerging Markets HighETF$162.7K3,80525434V757
Nvidia CorpCOM$161.5K80767066G104
Network Appliance IncCOM$154.8K1,00064110D104
Nrg Energy Inc NewCOM$147.4K1,009629377508
Tesla Motors IncCOM$122K29088160R101
Netflix IncCOM$109.2K1,53064110L106
Visa Inc Cl ACOM$102.9K30092826C839
Advanced Micro DevicesCOM$99.9K172007903107
Vanguard ST Inflation-ProETF$88.4K1,760922020805
Wells Fargo & Co NewCOM$74.4K900949746101
Avantis Core Fixed IncomeETF$73.9K1,785025072562
Abbvie IncCOM$73.6K29300287Y109
DFA TIPS ETFETF$62.5K1,51525434V856
DFA International High PrETF$61.9K1,81525434V765
Intl Business MachinesCOM$56.8K202459200101
Taiwan Semiconductor ManuCOM$47.8K100874039100
Palantir Technologies InCOM$46.3K39769608A108
Broadcom LtdCOM$41.6K110Y09827109
Caterpillar IncCOM$39.4K37149123101
Costco Whsl Corp NewCOM$35.5K3822160K105
Abrdn Platinum Etf TRUSTETF$35.3K2,500003260106
ARK Innovation ETFETF$24.7K30500214Q104
Verizon CommunicationsCOM$23.4K55392343V104
Vanguard Ultra Short BondETF$22.2K44692203C303
Wal-Mart Stores IncCOM$20.7K183931142103
Rayonier IncCOM$16.6K780754907103
Avantis Inflation EquityETF$15.2K205025072240
Etsy IncCOM$14K18629786A106
Roku Inc Com Cl ACOM$13.8K10077543R102
Square Inc Cl ACOM$11.9K157852234103
Pfizer IncorporatedCOM$11.6K483717081103
Disney Walt CoCOM$9.6K100254687106
Mc Donalds CorpCOM$7.3K27580135101
Fidelity High Yield FactoETF$6.9K140316092618
Shopify IncCOM$5.7K5082509L107
Cisco Systems IncCOM$4.9K4217275R102
Bank Of America CorpCOM$4.9K86060505104
SPDR Doubleline Total RetETF$4.7K12078467V848
DFA Ultra Short Bond ETFETF$4.3K8525434V591
Home Depot IncCOM$4.2K12437076102
Avantis Short-Term FixedETF$4.2K90025072687
Invesco Commodity OptimumETF$3.5K22046090F100
iShares Commodities SelecETF$3.5K11546431W853
Vertiv Hldgs CoCOM$3.3K1092537N108
DFA US Micro Cap RTFETF$3.1K5025239Y238
Cable One Inc ComCOM$2.7K5012685J105
Etfmg Prime MobileCOM$2.5K5526924G409
Hershey CoCOM$2.3K13427866108
DFA US Large Cap Value ETETF$2K5025434V666
SPDR Barclays High-YieldETF$1.9K2078464A417
Avantis U S Quality ETFETF$1.7K2502507A507
Quantumscape Corp Com ClCOM$1.5K20074767V109
DFA US High ProfitabilityETF$1.5K3525434V831
Viatris IncCOM$9375992556V106
Rivian Automotive Inc ComCOM$9025276954A103
Kyndryl Hldgs IncCOM$4524050155Q100
Alibaba Group Holding LtdCOM$384401609W102
Gamestop CorpCOM$2651236467W109
Amern Realty Invs IncCOM$22310029174109
Astrazeneca Adr Eachrep 1COM$1901046353108
Uber Technologies IncCOM$72190353T100
Gamestop Corp New Wts ExpCOM$3136467W117
Link Motion IncCOM$020053577L105
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-10

LAM GROUP, INC. — 139 positions reported for 2026Q2 — Tapewire