Lam Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 26, 2026, Lam Group, Inc. disclosed 131 stock positions valued at approximately $198.58M as of quarter-end September 30, 2026. The largest holdings include SPDR Gold Mini ETF, Vanguard Extended Market, and Vanguard International Eq.
- Report Period
- September 30, 2026
- No. of Stocks
- 131
- Portfolio Value
- $198.58M
Holdings by Sector
Lam Group, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR Gold Mini ETF | GLDM1USD | Other | 5.57% | 134,515 | -6,075 | -4.32% | $11,054,443 |
| Vanguard Extended Market | VXF | Other | 4.96% | 42,505 | -425 | -0.99% | $9,845,433 |
| Vanguard International Eq | VEU | Other | 4.73% | 113,292 | -900 | -0.79% | $9,399,837 |
| DFA International Small C | DISV | Other | 3.85% | 176,625 | -960 | -0.54% | $7,646,096 |
| DFA US Small Cap ETF | DFAS | Other | 3.66% | 93,845 | -7,293 | -7.21% | $7,265,442 |
| SPDR Barclays Intl Corp B | IBND | Other | 3.65% | 242,325 | +29,175 | +13.69% | $7,240,671 |
| DFA US Equity Value ETF | DFUV | Other | 3.52% | 127,179 | -2,261 | -1.75% | $6,994,871 |
| Avantis Global Real Estat | AVRE | Other | 3.16% | 141,500 | +6,560 | +4.86% | $6,275,525 |
| iShares Emerging Markets | LEMB | Other | 3.10% | 145,925 | +3,540 | +2.49% | $6,165,331 |
| DFA International Value E | DFIV | Other | 2.99% | 106,383 | -555 | -0.52% | $5,942,554 |
| Vanguard Total Stock Mark | VTI | Other | 2.99% | 15,843 | -50 | -0.31% | $5,929,063 |
| SPDR Short International | BWZ | Other | 2.93% | 216,861 | -47,345 | -17.92% | $5,809,036 |
| Vanguard US Small Cap Val | VBR | Other | 2.81% | 24,170 | -350 | -1.43% | $5,583,995 |
| Powershares Nasdaq 100 In | QQQ | Other | 2.78% | 7,475 | - | - | $5,529,781 |
| Vanguard FTSE All-World e | VSS | Other | 2.77% | 35,381 | +1 | +0.00% | $5,492,906 |
| Vanguard Information Tech | VGT | Other | 2.42% | 38,181 | -1,575 | -3.96% | $4,798,195 |
| iShares MSCI Emerging Mar | IEMG | Other | 2.17% | 53,215 | - | - | $4,318,929 |
| DFA Global Real Estate ET | DFGR | Other | 2.10% | 153,865 | -17,375 | -10.15% | $4,162,048 |
| DFA International Small C | DFIS | Other | 2.04% | 111,805 | -2,440 | -2.14% | $4,050,695 |
| Avantis US Small Cap Valu | AVUV | Other | 2.03% | 34,265 | +410 | +1.21% | $4,035,389 |
| DFA Emerging Markets Valu | DFEV | Other | 1.73% | 81,225 | -1,035 | -1.26% | $3,443,940 |
| Amphastar Pharma Inc | AMPH | Healthcare | 1.70% | 130,800 | - | - | $3,375,948 |
| DFA US Small Cap Value ET | DFSV | Other | 1.65% | 87,490 | -7,750 | -8.14% | $3,278,250 |
| DFA US Equity ETF | DFUS | Other | 1.63% | 39,042 | - | - | $3,241,657 |
| Avantis International Val | AVIV | Other | 1.35% | 33,595 | +250 | +0.75% | $2,675,170 |
| Avantis International Sma | AVDV | Other | 1.27% | 23,100 | +215 | +0.94% | $2,526,678 |
| Avantis Emerging Markets | AVEM | Other | 1.20% | 25,270 | +2,405 | +10.52% | $2,375,885 |
| DFA World ex US Core 2 ET | DFAX | Other | 1.16% | 61,994 | -1,137 | -1.80% | $2,295,032 |
| Avantis International Cor | AVDE | Other | 1.15% | 25,450 | +785 | +3.18% | $2,293,300 |
| DFA US Targeted Value ETF | DFAT | Other | 1.05% | 31,456 | -147 | -0.47% | $2,089,915 |
Showing 30 of 131 holdings in the latest reporting period.