Lam Group, Inc. Portfolio Stock Holdings
Lam Group, Inc. disclosed 139 stock positions valued at approximately $201.4 million in its latest SEC 13F filing. The largest holdings include Vanguard Extended Market, Vanguard International Eq, and DFA US Small Cap ETF. The filing reflects positions held as of June 30, 2026 and was filed on July 10, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 139
- Portfolio Value
- $201.4M
Holdings by Sector
Lam Group, Inc. Portfolio Holdings in Q2 2026
126 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard Extended Market | VXF | Other | 5.25% | 42,930 | -5 | -0.01% | $10,569,795 |
| Vanguard International Eq | VEU | Other | 4.75% | 114,192 | - | - | $9,563,580 |
| DFA US Small Cap ETF | DFAS | Other | 4.14% | 101,138 | -132 | -0.13% | $8,327,663 |
| DFA International Small C | DISV | Other | 3.54% | 177,585 | -365 | -0.21% | $7,126,486 |
| DFA US Equity Value ETF | DFUV | Other | 3.54% | 129,440 | +9 | +0.01% | $7,120,485 |
| SPDR Short International | BWZ | Other | 3.51% | 264,206 | +44,606 | +20.31% | $7,067,498 |
| SPDR Barclays Intl Corp B | IBND | Other | 3.30% | 213,150 | -2,750 | -1.27% | $6,646,017 |
| Avantis Global Real Estat | AVRE | Other | 3.18% | 134,940 | +2,605 | +1.97% | $6,393,457 |
| iShares Emerging Markets | LEMB | Other | 3.00% | 142,385 | +9,105 | +6.83% | $6,041,396 |
| Vanguard US Small Cap Val | VBR | Other | 2.96% | 24,520 | - | - | $5,958,115 |
| Vanguard Total Stock Mark | VTI | Other | 2.92% | 15,893 | +2 | +0.01% | $5,881,025 |
| DFA International Value E | DFIV | Other | 2.87% | 106,938 | - | - | $5,776,791 |
| Powershares Nasdaq 100 In | QQQ | Other | 2.73% | 7,475 | - | - | $5,504,590 |
| Vanguard FTSE All-World e | VSS | Other | 2.71% | 35,380 | -120 | -0.34% | $5,458,718 |
| DFA Global Real Estate ET | DFGR | Other | 2.46% | 171,240 | -16,870 | -8.97% | $4,960,823 |
| Vanguard Information Tech | VGT | Other | 2.36% | 39,756 | +34,773 | +697.83% | $4,751,598 |
| iShares MSCI Emerging Mar | IEMG | Other | 2.19% | 53,215 | - | - | $4,408,331 |
| Avantis US Small Cap Valu | AVUV | Other | 2.10% | 33,855 | -370 | -1.08% | $4,223,750 |
| DFA International Small C | DFIS | Other | 1.99% | 114,245 | +10 | +0.01% | $4,002,002 |
| DFA US Small Cap Value ET | DFSV | Other | 1.83% | 95,240 | -2,755 | -2.81% | $3,694,360 |
| DFA Emerging Markets Valu | DFEV | Other | 1.74% | 82,260 | - | - | $3,509,796 |
| DFA US Equity ETF | DFUS | Other | 1.59% | 39,042 | - | - | $3,199,101 |
| Amphastar Pharma Inc | AMPH | Healthcare | 1.31% | 130,800 | - | - | $2,639,544 |
| Avantis International Val | AVIV | Other | 1.28% | 33,345 | +2,555 | +8.30% | $2,581,570 |
| Avantis International Sma | AVDV | Other | 1.17% | 22,885 | +2,105 | +10.13% | $2,358,299 |
| DFA World ex US Core 2 ET | DFAX | Other | 1.16% | 63,131 | - | - | $2,325,760 |
| DFA US Targeted Value ETF | DFAT | Other | 1.10% | 31,603 | +7 | +0.02% | $2,209,050 |
| Avantis Emerging Markets | AVEM | Other | 1.10% | 22,865 | +1,235 | +5.71% | $2,206,244 |
| Avantis International Cor | AVDE | Other | 1.09% | 24,665 | +2,115 | +9.38% | $2,200,118 |
| Avantis US Large Cap Core | AVUS | Other | 0.98% | 15,450 | -100 | -0.64% | $1,978,836 |
| Avantis US Micro Cap Equi | AVSC | Other | 0.95% | 26,200 | +325 | +1.26% | $1,921,508 |
| Vanguard US Small Cap Equ | VB | Other | 0.87% | 5,750 | - | - | $1,742,940 |
| S&P 500 SPDR | SPY | Other | 0.75% | 2,028 | +28 | +1.40% | $1,514,450 |
| Avantis US Large Cap Valu | AVLV | Other | 0.73% | 16,150 | +640 | +4.13% | $1,473,042 |
| Avantis All Equity Global | AVGE | Other | 0.70% | 14,226 | +1,235 | +9.51% | $1,409,781 |
| DFA US Core ETF | DFAC | Other | 0.66% | 29,806 | +3 | +0.01% | $1,322,197 |
| DFA International Core ET | DFAI | Other | 0.64% | 31,255 | - | - | $1,289,269 |
| DFA Emerging Markets Core | DFAE | Other | 0.63% | 31,385 | -105 | -0.33% | $1,261,991 |
| Vanguard Value Index ETF | VTV | Other | 0.61% | 5,599 | -3 | -0.05% | $1,220,189 |
| Vanguard S&P 500 ETF | VOO | Other | 0.58% | 1,710 | +235 | +15.93% | $1,174,445 |
| Avantis Emerging Markets | AVES | Other | 0.55% | 16,910 | +550 | +3.36% | $1,109,296 |
| Vanguard Global REIT Ex-U | VNQI | Other | 0.54% | 24,150 | -200 | -0.82% | $1,083,128 |
| Vanguard Emerging Markets | VWOB | Other | 0.54% | 16,060 | +375 | +2.39% | $1,079,874 |
| Vanguard Mid Cap Value | VOE | Other | 0.52% | 5,275 | - | - | $1,042,340 |
| Apple Computer Inc | AAPL | Technology | 0.51% | 3,548 | +90 | +2.60% | $1,026,649 |
| SPDR Gold Trust | GLD | Other | 0.50% | 2,755 | - | - | $1,014,887 |
| S&P Mid Cap SPDR | MDY | Other | 0.49% | 1,400 | - | - | $984,676 |
| Vanguard Emerging Markets | VWO | Other | 0.49% | 16,417 | -480 | -2.84% | $979,934 |
| Ishares Tr Russell 1000 | IWF | Other | 0.47% | 7,700 | +5,775 | +300.00% | $956,109 |
| ARK Next Generation | ARKW | Other | 0.47% | 6,560 | +3,660 | +126.21% | $950,282 |
| Microsoft Corp | MSFT | Technology | 0.45% | 2,455 | +1,380 | +128.37% | $915,927 |
| GMO US Quality ETF | QLTY | Other | 0.43% | 20,955 | -485 | -2.26% | $872,147 |
| Berkshire Hathaway Cl B | BRK-B | Financial Services | 0.43% | 1,721 | - | - | $861,171 |
| Vanguard MSCI EAFE ETF | VEA | Other | 0.42% | 11,763 | +207 | +1.79% | $838,117 |
| iShares MSCI Internationa | SCZ | Other | 0.37% | 9,155 | - | - | $753,182 |
| Ishares Tr S&P Midcap | IJH | Other | 0.35% | 9,250 | - | - | $713,268 |
| iShares S&P 600 Small Cap | IJR | Other | 0.29% | 4,000 | - | - | $593,240 |
| DFA Emerging Markets ETF | DFEM | Other | 0.29% | 14,310 | +5 | +0.03% | $581,558 |
| DFA Global Ex Us Corporat | DFGX | Other | 0.27% | 10,205 | -2,460 | -19.42% | $546,935 |
| Meta Platforms Inc Class | META | Communication Services | 0.27% | 958 | - | - | $539,632 |
| Amazon Com Inc | AMZN | Consumer Cyclical | 0.25% | 2,140 | - | - | $510,048 |
| DFA Core Fixed Income ETF | DFCF | Other | 0.22% | 10,550 | +2,810 | +36.30% | $445,316 |
| Boeing Co | BA | Industrials | 0.21% | 1,926 | - | - | $416,921 |
| Vanguard Total Internatio | BNDX | Other | 0.20% | 8,510 | -225 | -2.58% | $412,139 |
| Vanguard REIT Index ETF | VNQ | Other | 0.19% | 4,070 | - | - | $392,470 |
| DFA US Core ETF | DFAU | Other | 0.19% | 7,345 | -215 | -2.84% | $379,663 |
| Dimensional World Equity | DFAW | Other | 0.14% | 3,499 | +2 | +0.06% | $289,647 |
| iShares Flexible Income A | BINC | Other | 0.14% | 5,240 | -1,565 | -23.00% | $274,262 |
| DFA Short Duration Bond E | DFSD | Other | 0.13% | 5,590 | +5 | +0.09% | $266,923 |
| Vanguard US Value Factor | VFVA | Other | 0.11% | 1,445 | - | - | $214,481 |
| Amgen Incorporated | AMGN | Healthcare | 0.08% | 462 | - | - | $167,299 |
| DFA Emerging Markets High | DEHP | Other | 0.08% | 3,805 | +340 | +9.81% | $162,740 |
| Nvidia Corp | NVDA | Technology | 0.08% | 807 | +367 | +83.41% | $161,473 |
| Network Appliance Inc | NTAP | Technology | 0.08% | 1,000 | - | - | $154,760 |
| Nrg Energy Inc New | NRG | Utilities | 0.07% | 1,009 | - | - | $147,359 |
| Tesla Motors Inc | TSLA | Consumer Cyclical | 0.06% | 290 | +190 | +190.00% | $121,974 |
| Netflix Inc | NFLX | Communication Services | 0.05% | 1,530 | - | - | $109,242 |
| Visa Inc Cl A | V | Financial Services | 0.05% | 300 | - | - | $102,927 |
| Advanced Micro Devices | AMD | Technology | 0.05% | 172 | +72 | +72.00% | $99,917 |
| Vanguard ST Inflation-Pro | VTIP | Other | 0.04% | 1,760 | +260 | +17.33% | $88,405 |
| Wells Fargo & Co New | WFC | Financial Services | 0.04% | 900 | - | - | $74,376 |
| Avantis Core Fixed Income | AVIG | Other | 0.04% | 1,785 | +1,775 | +17750.00% | $73,917 |
| Abbvie Inc | ABBV | Healthcare | 0.04% | 293 | - | - | $73,639 |
| DFA TIPS ETF | DFIP | Other | 0.03% | 1,515 | +115 | +8.21% | $62,501 |
| DFA International High Pr | DIHP | Other | 0.03% | 1,815 | +105 | +6.14% | $61,937 |
| Intl Business Machines | IBM | Technology | 0.03% | 202 | - | - | $56,804 |
| Taiwan Semiconductor Manu | TSM | Technology | 0.02% | 100 | - | - | $47,757 |
| Palantir Technologies In | PLTR | Technology | 0.02% | 397 | +397 | +100.00% | $46,318 |
| Caterpillar Inc | CAT | Industrials | 0.02% | 37 | - | - | $39,401 |
| Costco Whsl Corp New | COST | Consumer Defensive | 0.02% | 38 | - | - | $35,548 |
| Abrdn Platinum Etf TRUST | PPLT | Other | 0.02% | 2,500 | +2,250 | +900.00% | $35,325 |
| ARK Innovation ETF | ARKK | Other | 0.01% | 305 | -5,320 | -94.58% | $24,650 |
| Verizon Communications | VZ | Communication Services | 0.01% | 553 | - | - | $23,414 |
| Vanguard Ultra Short Bond | VUSB | Other | 0.01% | 446 | +8 | +1.83% | $22,222 |
| Wal-Mart Stores Inc | WMT | Consumer Defensive | 0.01% | 183 | - | - | $20,727 |
| Rayonier Inc | RYN | Real Estate | 0.01% | 780 | - | - | $16,598 |
| Etsy Inc | ETSY | Consumer Cyclical | 0.01% | 186 | - | - | $14,011 |
| Roku Inc Com Cl A | ROKU | Communication Services | 0.01% | 100 | - | - | $13,814 |
| Square Inc Cl A | SQ | Technology | 0.01% | 157 | - | - | $11,932 |
| Pfizer Incorporated | PFE | Healthcare | 0.01% | 483 | - | - | $11,631 |