Lam Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 10, 2026, Lam Group, Inc. disclosed 126 stock positions valued at approximately $201.36M as of quarter-end June 30, 2026. The largest holdings include Vanguard Extended Market, Vanguard International Eq, and DFA US Small Cap ETF.
- Report Period
- June 30, 2026
- No. of Stocks
- 126
- Portfolio Value
- $201.36M
Holdings by Sector
Lam Group, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 126 holdings in the latest reporting period.