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CIK: 0001961944
Total reported value
$198.6M
$198.6M
139 檔
23.5%
In Q2 2026, Lam Group, Inc.'s U.S. equity holdings reached a combined market value of $198.6M, distributed across 139 disclosed stock positions.
In Q2 2026, Lam Group, Inc. displayed an active expansion posture, initiating 3 new positions and adding to 49 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including GLDM1USD, VXF, VEU) accounted for 23.5% of total reported equity market value during Q2 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GLDM1USD | Spdr Gold Minishares Trust | ETF-Commodities | 5.55% | +0.02% | +0.87% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-Other | 5.25% | -0.29% | -0.01% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.75% | -0.02% | — | |
| 4 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.14% | -0.48% | -0.13% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 3.54% | +0.31% | -0.21% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-Other | 3.54% | -0.02% | +0.01% | |
| 7 | BWZ | State Street Spdr Bloomberg | ETF-Other | 3.51% | -0.58% | +20.31% | |
| 8 | IBND | State Street Spdr Bloomberg | ETF-Other | 3.30% | +0.35% | -1.27% | |
| 9 | AVRE | Avantis Real Estate ETF | ETF-Other | 3.18% | -0.02% | +1.97% | |
| 10 | LEMB | Ishares Jp Morgan Em Local C | ETF-Other | 3.00% | +0.10% | +6.83% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.96% | -0.15% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.92% | +0.07% | +0.01% | |
| 13 | DFIV | Dimensional International Va | ETF-Other | 2.87% | +0.12% | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.73% | +0.05% | — | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.71% | +0.06% | -0.34% | |
| 16 | DFGR | Dim Global Real Estate ETF | ETF-Other | 2.46% | -0.36% | -8.97% | |
| 17 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.36% | +0.06% | +697.83% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.19% | -0.02% | — | |
| 19 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.10% | -0.07% | -1.08% | |
| 20 | DFIS | Dimensional International Sm | ETF-Other | 1.99% | +0.05% | +0.01% | |
| 21 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 1.83% | -0.18% | -2.81% | |
| 22 | DFEV | Dimensional Emrg Mrkt Val | ETF-Other | 1.74% | -0.01% | — | |
| 23 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.59% | +0.04% | — | |
| 24 | AMPH | Amphastar Pharmaceuticals In | Stock-Other | 1.31% | +0.39% | — | |
| 25 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.28% | +0.07% | +8.30% | |
| 26 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 1.17% | +0.10% | +10.13% | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.16% | — | — | |
| 28 | DFAT | Dimensional US Target Value | ETF-Other | 1.10% | -0.05% | +0.02% | |
| 29 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.10% | +0.10% | +5.71% | |
| 30 | AVDE | Avantis International Equity | ETF-Other | 1.09% | +0.06% | +9.38% | |
| 31 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.98% | +0.02% | -0.64% | |
| 32 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 0.95% | +0.09% | +1.26% | |
| 33 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.89% | +0.10% | +14.16% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.87% | -0.09% | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.03% | +1.40% | |
| 36 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.73% | +0.03% | +4.13% | |
| 37 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.70% | — | +9.51% | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.66% | +0.01% | +0.01% | |
| 39 | DFAI | Dimensional International Co | ETF-Other | 0.64% | -0.01% | — | |
| 40 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.63% | -0.07% | -0.33% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.61% | -0.01% | -0.05% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.58% | +0.02% | +15.93% | |
| 43 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.55% | +0.01% | +3.36% | |
| 44 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 0.54% | -0.01% | -0.82% | |
| 45 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.54% | +0.01% | +2.39% | |
| 46 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.52% | — | — | |
| 47 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.09% | +2.60% | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.50% | +0.03% | — | |
| 49 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.49% | -0.03% | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | — | -2.84% |
According to official SEC Form 13F filings, Lam Group, Inc. reported a total U.S. public equity portfolio value of $198.6M across 139 disclosed positions in Q2 2026.
During Q2 2026, Lam Group, Inc.'s top holdings by market value included GLDM1USD (5.5%)、VXF (5.3%)、VEU (4.8%). The largest single position, GLDM1USD, represented 5.5% of total portfolio value.
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Top New Position Initiated
PLTR
市值: $46.3K
Top Position Liquidated / Trimmed
VXF
前期市值: $8.8M
In Q2 2026, Lam Group, Inc. made 75 total portfolio adjustments, initiating 3 new buys, adding to 49 positions, trimming 23 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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