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CIK: 0001961944
Total reported value
$201.4M
$201.4M
136 檔
22.1%
In Q1 2026, Lam Group, Inc.'s U.S. equity holdings reached a combined market value of $201.4M, distributed across 136 disclosed stock positions.
In Q1 2026, Lam Group, Inc. displayed an active expansion posture, initiating 61 new positions and adding to 29 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GLDM1USD, VXF, VEU) accounted for 22.1% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM1USD | Spdr Gold Minishares Trust | ETF-Commodities | 7.10% | -1.55% | +0.31% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-Other | 4.86% | +0.39% | -1.09% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.71% | +0.04% | — | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.96% | +0.18% | -0.62% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 3.86% | -0.32% | -2.04% | |
| 6 | IBND | State Street Spdr Bloomberg | ETF-Other | 3.69% | -0.39% | -33.85% | |
| 7 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.45% | +0.09% | -0.73% | |
| 8 | BWZ | State Street Spdr Bloomberg | ETF-Other | 3.25% | +0.26% | +357.26% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.20% | -0.02% | +28.02% | |
| 10 | DFIV | Dimensional International Va | ETF-Other | 3.10% | -0.23% | +0.50% | |
| 11 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 2.99% | +0.01% | +9.09% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.93% | +0.03% | — | |
| 13 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.84% | -0.13% | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.80% | +0.12% | +4.16% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.75% | -0.29% | -7.09% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.37% | +0.36% | — | |
| 17 | DFIS | Dimensional International Sm | ETF-Other | 2.11% | -0.12% | -3.83% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.08% | +0.02% | +5.07% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.04% | +0.15% | -0.65% | |
| 20 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.91% | +0.45% | -0.50% | |
| 21 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.89% | -0.06% | -1.01% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.62% | +0.12% | +0.03% | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.52% | +0.07% | — | |
| 24 | AMPH | Amphastar Pharmaceuticals In | Stock-Other | 1.41% | -0.10% | — | |
| 25 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.27% | +0.01% | -1.08% | |
| 26 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.18% | -0.02% | — | |
| 27 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.14% | +0.03% | +25.14% | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 1.08% | +0.02% | +6.26% | |
| 29 | AVDE | Avantis International Equity | ETF-Other | 1.05% | +0.04% | -4.87% | |
| 30 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.96% | +0.14% | -1.73% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.95% | +0.03% | +17.31% | |
| 32 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.89% | +0.06% | +33.82% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.83% | +0.04% | — | |
| 34 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.83% | +0.06% | +39.57% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.71% | +0.04% | — | |
| 36 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.69% | +0.04% | +26.15% | |
| 37 | DFAI | Dimensional International Co | ETF-Other | 0.67% | -0.03% | -4.94% | |
| 38 | GLD | Spdr Gold Shares | ETF-Commodities | 0.65% | -0.15% | -2.48% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.64% | +0.02% | +0.01% | |
| 40 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.63% | +0.07% | +4.20% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.60% | +0.01% | +31.04% | |
| 42 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.59% | -0.05% | +0.37% | |
| 43 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.59% | +0.04% | -0.03% | |
| 44 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.57% | -0.03% | -6.22% | |
| 45 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.54% | +0.01% | +20.65% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.53% | -0.01% | — | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.50% | -0.01% | +12.61% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | +0.10% | — | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.48% | +0.03% | — | |
| 50 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.47% | +0.02% | — |
According to official SEC Form 13F filings, Lam Group, Inc. reported a total U.S. public equity portfolio value of $201.4M across 136 disclosed positions in Q1 2026.
During Q1 2026, Lam Group, Inc.'s top holdings by market value included GLDM1USD (7.1%)、VXF (4.9%)、VEU (4.7%). The largest single position, GLDM1USD, represented 7.1% of total portfolio value.
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Top New Position Initiated
ARKK
市值: $380.2K
Top Position Liquidated / Trimmed
IBND
前期市值: $10.5M
In Q1 2026, Lam Group, Inc. made 116 total portfolio adjustments, initiating 61 new buys, adding to 29 positions, trimming 26 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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