Lam Group, Inc. Portfolio Stock Holdings
Lam Group, Inc. disclosed 136 stock positions valued at approximately $182.0 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 March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 136
- Portfolio Value
- $182.0M
Holdings by Sector
Lam Group, Inc. Portfolio Holdings in Q1 2026
123 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| Vanguard Extended Market | VXF | Other | 4.86% | 42,935 | -475 | -1.09% | $8,836,023 |
| Vanguard International Eq | VEU | Other | 4.71% | 114,192 | - | - | $8,575,819 |
| DFA US Small Cap ETF | DFAS | Other | 3.96% | 101,270 | -628 | -0.62% | $7,203,351 |
| DFA International Small C | DISV | Other | 3.86% | 177,950 | -3,700 | -2.04% | $7,018,348 |
| SPDR Barclays Intl Corp B | IBND | Other | 3.69% | 215,900 | -110,456 | -33.85% | $6,710,185 |
| DFA US Equity Value ETF | DFUV | Other | 3.45% | 129,431 | -954 | -0.73% | $6,272,208 |
| SPDR Short International | BWZ | Other | 3.25% | 219,600 | +171,575 | +357.26% | $5,911,632 |
| Avantis Global Real Estat | AVRE | Other | 3.20% | 132,335 | +28,965 | +28.02% | $5,825,387 |
| DFA International Value E | DFIV | Other | 3.10% | 106,938 | +530 | +0.50% | $5,644,188 |
| iShares Emerging Markets | LEMB | Other | 2.99% | 133,280 | +11,110 | +9.09% | $5,437,824 |
| Vanguard US Small Cap Val | VBR | Other | 2.93% | 24,520 | - | - | $5,326,970 |
| Vanguard FTSE All-World e | VSS | Other | 2.84% | 35,500 | - | - | $5,175,589 |
| Vanguard Total Stock Mark | VTI | Other | 2.80% | 15,891 | +634 | +4.16% | $5,097,861 |
| DFA Global Real Estate ET | DFGR | Other | 2.75% | 188,110 | -14,350 | -7.09% | $4,999,964 |
| Powershares Nasdaq 100 In | QQQ | Other | 2.37% | 7,475 | - | - | $4,314,421 |
| DFA International Small C | DFIS | Other | 2.11% | 114,235 | -4,550 | -3.83% | $3,846,292 |
| Avantis US Small Cap Valu | AVUV | Other | 2.08% | 34,225 | +1,650 | +5.07% | $3,780,836 |
| iShares MSCI Emerging Mar | IEMG | Other | 2.04% | 53,215 | -350 | -0.65% | $3,711,746 |
| Vanguard Information Tech | VGT | Other | 1.91% | 4,983 | -25 | -0.50% | $3,476,862 |
| DFA US Small Cap Value ET | DFSV | Other | 1.89% | 97,995 | -995 | -1.01% | $3,433,745 |
| DFA Emerging Markets Valu | DFEV | Other | 1.62% | 82,260 | +25 | +0.03% | $2,943,263 |
| DFA US Equity ETF | DFUS | Other | 1.52% | 39,042 | - | - | $2,768,468 |
| Amphastar Pharma Inc | AMPH | Healthcare | 1.41% | 130,800 | - | - | $2,562,372 |
| Avantis International Val | AVIV | Other | 1.27% | 30,790 | -335 | -1.08% | $2,304,016 |
| DFA World ex US Core 2 ET | DFAX | Other | 1.18% | 63,131 | - | - | $2,144,573 |
| Avantis International Sma | AVDV | Other | 1.14% | 20,780 | +4,175 | +25.14% | $2,075,091 |
| DFA US Targeted Value ETF | DFAT | Other | 1.08% | 31,596 | +1,861 | +6.26% | $1,973,142 |
| Avantis International Cor | AVDE | Other | 1.05% | 22,550 | -1,155 | -4.87% | $1,913,142 |
| Avantis Emerging Markets | AVEM | Other | 0.96% | 21,630 | -380 | -1.73% | $1,742,945 |
| Avantis US Large Cap Core | AVUS | Other | 0.95% | 15,550 | +2,295 | +17.31% | $1,728,849 |
| Avantis US Micro Cap Equi | AVSC | Other | 0.89% | 25,875 | +6,540 | +33.82% | $1,612,013 |
| Vanguard US Small Cap Equ | VB | Other | 0.83% | 5,750 | - | - | $1,506,040 |
| S&P 500 SPDR | SPY | Other | 0.71% | 2,000 | - | - | $1,300,680 |
| Avantis US Large Cap Valu | AVLV | Other | 0.69% | 15,510 | +3,215 | +26.15% | $1,250,261 |
| DFA International Core ET | DFAI | Other | 0.67% | 31,255 | -1,625 | -4.94% | $1,217,695 |
| SPDR Gold Trust | GLD | Other | 0.65% | 2,755 | -70 | -2.48% | $1,185,449 |
| DFA US Core ETF | DFAC | Other | 0.64% | 29,803 | +3 | +0.01% | $1,158,153 |
| Avantis All Equity Global | AVGE | Other | 0.63% | 12,991 | +524 | +4.20% | $1,143,463 |
| Vanguard Value Index ETF | VTV | Other | 0.60% | 5,602 | +1,327 | +31.04% | $1,099,195 |
| Vanguard Global REIT Ex-U | VNQI | Other | 0.59% | 24,350 | +90 | +0.37% | $1,082,358 |
| DFA Emerging Markets Core | DFAE | Other | 0.59% | 31,490 | -10 | -0.03% | $1,066,251 |
| Vanguard Emerging Markets | VWOB | Other | 0.57% | 15,685 | -1,040 | -6.22% | $1,030,348 |
| Avantis Emerging Markets | AVES | Other | 0.54% | 16,360 | +2,800 | +20.65% | $981,273 |
| Vanguard Mid Cap Value | VOE | Other | 0.53% | 5,275 | - | - | $972,077 |
| Vanguard Emerging Markets | VWO | Other | 0.50% | 16,897 | +1,892 | +12.61% | $913,285 |
| Vanguard S&P 500 ETF | VOO | Other | 0.48% | 1,475 | - | - | $881,386 |
| Apple Computer Inc | AAPL | Technology | 0.48% | 3,458 | - | - | $877,606 |
| S&P Mid Cap SPDR | MDY | Other | 0.47% | 1,400 | - | - | $863,464 |
| Berkshire Hathaway Cl B | BRK-B | Financial Services | 0.45% | 1,721 | -50 | -2.82% | $824,703 |
| Ishares Tr Russell 1000 | IWF | Other | 0.45% | 1,925 | - | - | $820,820 |
| GMO US Quality ETF | QLTY | Other | 0.43% | 21,440 | -1,490 | -6.50% | $775,699 |
| Vanguard MSCI EAFE ETF | VEA | Other | 0.41% | 11,556 | +3,843 | +49.82% | $740,508 |
| iShares MSCI Internationa | SCZ | Other | 0.39% | 9,155 | - | - | $717,844 |
| DFA Global Ex Us Corporat | DFGX | Other | 0.37% | 12,665 | -1,465 | -10.37% | $664,286 |
| Ishares Tr S&P Midcap | IJH | Other | 0.34% | 9,250 | - | - | $624,653 |
| Meta Platforms Inc Class | META | Communication Services | 0.30% | 958 | - | - | $548,101 |
| iShares S&P 600 Small Cap | IJR | Other | 0.27% | 4,000 | - | - | $497,240 |
| DFA Emerging Markets ETF | DFEM | Other | 0.27% | 14,305 | +5 | +0.03% | $494,238 |
| Amazon Com Inc | AMZN | Consumer Cyclical | 0.24% | 2,140 | - | - | $445,698 |
| Vanguard Total Internatio | BNDX | Other | 0.23% | 8,735 | -1,910 | -17.94% | $419,717 |
| Microsoft Corp | MSFT | Technology | 0.22% | 1,075 | +163 | +17.87% | $398,095 |
| Boeing Co | BA | Industrials | 0.21% | 1,926 | -3,573 | -64.98% | $383,332 |
| ARK Innovation ETF | ARKK | Other | 0.21% | 5,625 | +5,625 | +100.00% | $380,194 |
| Vanguard REIT Index ETF | VNQ | Other | 0.20% | 4,070 | -210 | -4.91% | $361,009 |
| iShares Flexible Income A | BINC | Other | 0.19% | 6,805 | +1,575 | +30.11% | $353,384 |
| ARK Next Generation | ARKW | Other | 0.19% | 2,900 | -200 | -6.45% | $349,769 |
| DFA US Core ETF | DFAU | Other | 0.19% | 7,560 | +5 | +0.07% | $341,107 |
| DFA Core Fixed Income ETF | DFCF | Other | 0.18% | 7,740 | -815 | -9.53% | $326,783 |
| DFA Short Duration Bond E | DFSD | Other | 0.15% | 5,585 | +10 | +0.18% | $267,410 |
| Dimensional World Equity | DFAW | Other | 0.14% | 3,497 | +1 | +0.03% | $257,975 |
| Vanguard US Value Factor | VFVA | Other | 0.11% | 1,445 | +1,445 | +100.00% | $194,511 |
| Amgen Incorporated | AMGN | Healthcare | 0.09% | 462 | +462 | +100.00% | $162,555 |
| Nrg Energy Inc New | NRG | Utilities | 0.08% | 1,009 | +1,009 | +100.00% | $147,440 |
| Netflix Inc | NFLX | Communication Services | 0.08% | 1,530 | +1,530 | +100.00% | $147,110 |
| DFA Emerging Markets High | DEHP | Other | 0.06% | 3,465 | +3,465 | +100.00% | $117,082 |
| Network Appliance Inc | NTAP | Technology | 0.06% | 1,000 | +1,000 | +100.00% | $102,390 |
| Visa Inc Cl A | V | Financial Services | 0.05% | 300 | +300 | +100.00% | $90,672 |
| Nvidia Corp | NVDA | Technology | 0.04% | 440 | +440 | +100.00% | $76,736 |
| Vanguard ST Inflation-Pro | VTIP | Other | 0.04% | 1,500 | -8,313 | -84.71% | $74,925 |
| Wells Fargo & Co New | WFC | Financial Services | 0.04% | 900 | +900 | +100.00% | $71,649 |
| Abbvie Inc | ABBV | Healthcare | 0.03% | 293 | +293 | +100.00% | $63,645 |
| DFA TIPS ETF | DFIP | Other | 0.03% | 1,400 | +1,400 | +100.00% | $58,408 |
| DFA International High Pr | DIHP | Other | 0.03% | 1,710 | +1,710 | +100.00% | $55,096 |
| Intl Business Machines | IBM | Technology | 0.03% | 202 | +202 | +100.00% | $48,963 |
| Abrdn Platinum Etf TRUST | PPLT | Other | 0.02% | 250 | +250 | +100.00% | $44,558 |
| DFA Ultra Short Bond ETF | DUSB | Other | 0.02% | 830 | +830 | +100.00% | $42,089 |
| Costco Whsl Corp New | COST | Consumer Defensive | 0.02% | 38 | +38 | +100.00% | $37,864 |
| Tesla Motors Inc | TSLA | Consumer Cyclical | 0.02% | 100 | +100 | +100.00% | $37,175 |
| Taiwan Semiconductor Manu | TSM | Technology | 0.02% | 100 | +100 | +100.00% | $33,795 |
| Verizon Communications | VZ | Communication Services | 0.02% | 553 | +553 | +100.00% | $27,761 |
| Caterpillar Inc | CAT | Industrials | 0.01% | 37 | +37 | +100.00% | $26,213 |
| Wal-Mart Stores Inc | WMT | Consumer Defensive | 0.01% | 183 | +183 | +100.00% | $22,743 |
| Vanguard Ultra Short Bond | VUSB | Other | 0.01% | 438 | +438 | +100.00% | $21,787 |
| Advanced Micro Devices | AMD | Technology | 0.01% | 100 | +100 | +100.00% | $20,343 |
| Rayonier Inc | RYN | Real Estate | 0.01% | 780 | +780 | +100.00% | $16,084 |
| Pfizer Incorporated | PFE | Healthcare | 0.01% | 483 | +483 | +100.00% | $13,563 |
| Fidelity High Yield Facto | FDHY | Other | 0.01% | 255 | +255 | +100.00% | $12,378 |
| Disney Walt Co | DIS | Communication Services | 0.01% | 100 | +100 | +100.00% | $9,638 |
| Roku Inc Com Cl A | ROKU | Communication Services | 0.01% | 100 | +100 | +100.00% | $9,462 |
| Square Inc Cl A | SQ | Technology | 0.01% | 157 | +157 | +100.00% | $9,448 |