Lam Group Inc Portfolio Changes Q2 2026: New Positions and Increased Holdings
Lam Group Inc disclosed changes to its investment strategy in the second quarter of 2026, adding new positions like SPDR Short International ETF (BWZ) while increasing holdings in established names such as Vanguard Information Tech ETF (VGT).
As part of their regular reporting cycle for the period ending June 30th, 2026, Lam Group Inc has disclosed changes to its investment portfolio. The total value reported was $186,221,901.
The firm's activity this quarter included establishing new positions in several ETFs and ETNs:
- SPDR Short International ETF (BWZ), a position valued at $7,067,498 or 3.51% of the portfolio.
- Vanguard Information Tech ETF (VGT), worth $4,751,598 or 2.36% of the portfolio.
- DFA Global Real Estate ETF (DFGR), valued at $4,960,823 or 2.46% of the portfolio.
- Avantis Global Real Estate ETF (AVRE), worth $6,393,457 or 3.18% of the portfolio.
- Abrdn Platinum Etf TRUST (PPLT), valued at $35,325 or just 0.02% of the portfolio.
Additionally, Lam Group Inc increased their holdings in two existing positions:
- Ishares Tr Russell 1000 ETF (IWF), which saw a significant increase of 5775 shares representing a 300.0% change from the previous period.
- ARK Next Generation ETF (ARKW), also experiencing substantial growth with an increase of 3660 shares and a corresponding 126.21% change in holdings over the quarter.
Conversely, during Q2 2026, Lam Group Inc reduced their positions or exited some holdings entirely:
- SPDR Barclays Intl Corp B ETF (IBND), which experienced a decrease of 2750 shares (-1.27%) and now accounts for 3.3%.
- DFA Global Real Estate ETF (DFGR) saw its stake reduced by 16,870 shares (-8.97%).
- The position in ARK Innovation ETF (ARKK), valued at just $24,650 or 0.01% of the portfolio, was drastically cut by a reduction of 5320 shares (-94.58%) during this period.
- Avantis International Cor ETF (AVDE) experienced a slight decrease in holdings but still remains part of the portfolio at 1.09% allocation.
The disclosed data shows Lam Group Inc actively managing their $186 million portfolio, with notable shifts towards international exposure via BWZ, technology through the addition of VGT and substantial increase in IWF. They also maintained a small allocation to commodities with the inclusion of PPLT.
For further details on Lam Group Inc's investment activities, you can visit their profile page at https://www.insiderset.com/institutions/lam-group-inc. Detailed information about each stock and ETF mentioned in this analysis is available by clicking through the respective links provided.