LG

Lam Group, INC.

Diversified strategyMomentum followerSector-focused

Total reported value

$201.4M

Reporting period: 2026-06-30 · Number of holdings: 139

LAM GROUP, INC. disclosed 139 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $201.4M and a quarterly turnover rate of 12.9%.

Personality snowflake

Concentration
10.43
Portfolio Stability
12.94
Momentum/Contrarian
100
Sector conviction
92.04
Diversification
100
Sizing Uniformity
83.75

Recent moves

  • Trim GLDM1USD

    +0.9%　-$1.8M

  • Add VGT

    +697.8%　$1.3M

  • Add VXF

    -0.0%　$1.7M

  • Add QQQ

    0.0%　$1.2M

  • Trim DISV

    -0.2%　$108.1K

  • Add ARKW

    +126.2%　$600.5K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1GLDM1USDSpdr Gold Minishares TrustETF-Commodities5.55%-1.55%+0.87%
2VXFVanguard Extended Market ETFETF-Other5.25%+0.39%-0.01%
3VEUVanguard Ftse All-world Ex-uETF-Other4.75%+0.04%—
4DFASDimensional US Small Cap ETFETF-Small Cap4.14%+0.18%-0.13%
5DISVDimensional International SmETF-Other3.54%-0.32%-0.21%
6DFUVDimensional US Marketwide VaETF-Other3.54%+0.09%+0.01%
7BWZState Street Spdr BloombergETF-Other3.51%+0.26%+20.31%
8IBNDState Street Spdr BloombergETF-Other3.30%—-1.27%
9AVREAvantis Real Estate ETFETF-Other3.18%-0.02%+1.97%
10LEMBIshares Jp Morgan Em Local CETF-Other3.00%+0.01%+6.83%
11VBRVanguard Small-cap Value ETFETF-Other2.96%+0.03%—
12VTIVanguard Total Stock Mkt ETFETF-Other2.92%+0.12%+0.01%
13DFIVDimensional International VaETF-Other2.87%-0.23%—
14QQQInvesco Qqq Trust Series 1ETF-Tech2.73%+0.36%—
15VSSVanguard Ftse All Wo X-us ScETF-Other2.71%-0.13%-0.34%
16DFGRDim Global Real Estate ETFETF-Other2.46%—-8.97%
17VGTVanguard Info Tech ETFETF-Tech2.36%+0.45%+697.83%
18IEMGIshares Core Msci EmergingETF-Emerging Markets2.19%+0.15%—
19AVUVAvantis US Small Cap ValueETF-Small Cap2.10%+0.02%-1.08%
20DFISDimensional International SmETF-Other1.99%-0.12%+0.01%
21DFSVDimensional US Small Cap ValETF-Small Cap1.83%-0.06%-2.81%
22DFEVDimensional Emrg Mrkt ValETF-Other1.74%+0.12%—
23DFUSDimensional US Eq Mkt ETFETF-Other1.59%+0.07%—
24AMPHAmphastar Pharmaceuticals InStock-Other1.31%——
25AVIVAvantis Int Lrg Cap Val ETFETF-Other1.28%+0.01%+8.30%
26AVDVAvantis Intl S/c Value ETFETF-Other1.17%+0.03%+10.13%
27DFAXDimensional World Ex US CoreETF-Other1.16%-0.02%—
28DFATDimensional US Target ValueETF-Other1.10%+0.02%+0.02%
29AVEMAvantis Emerging Markets EqETF-Emerging Markets1.10%+0.14%+5.71%
30AVDEAvantis International EquityETF-Other1.09%+0.04%+9.38%
31AVUSAvantis U.s. Equity ETFETF-Other0.98%+0.03%-0.64%
32AVSCAvantis US Small Cap EquityETF-Small Cap0.95%+0.06%+1.26%
33AVDSAvantis Intl Sm Cap Eq ETFETF-Other0.89%+0.06%+14.16%
34VBVanguard Small-cap ETFETF-Other0.87%+0.04%—
35SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth0.75%+0.04%+1.40%
36AVLVAvantis US Large Cap ValueETF-Large Cap & Growth0.73%+0.04%+4.13%
37AVGEAvantis All Eqty Mrkts ETFETF-Other0.70%+0.07%+9.51%
38DFACDimensional US Core Equity 2ETF-Other0.66%+0.02%+0.01%
39DFAIDimensional International CoETF-Other0.64%——
40DFAEDimensional Emerging Core EqETF-Emerging Markets0.63%+0.04%-0.33%
41VTVVanguard Value ETFETF-Other0.61%+0.01%-0.05%
42VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.58%+0.10%+15.93%
43AVESAvantis Emerging Markets ValETF-Emerging Markets0.55%+0.01%+3.36%
44VNQIVanguard Glbl Ex-us Real EstETF-Other0.54%—-0.82%
45VWOBVanguard Emerg Mkts Gov BndETF-Other0.54%—+2.39%
46VOEVanguard Mid-cap Value ETFETF-Other0.52%——
47AAPLApple INCStock-Tech0.51%+0.03%+2.60%
48GLDSpdr Gold SharesETF-Commodities0.50%-0.15%—
49MDYState Street Spdr S&p MidcapETF-Other0.49%+0.02%—
50VWOVanguard Ftse Emerging MarkeETF-Emerging Markets0.49%—-2.84%
1–50 of 139

Holding changes this quarter

Lam Group, INC.'s most significant position changes for 2026-06-30: Add: Spdr Gold Minishares Trust (GLDM1USD) — shares +0.87%; Add: Vanguard Info Tech ETF (VGT) — shares +697.83%; Trim: Vanguard Extended Market ETF (VXF) — shares -0.01%; Trim: Dimensional International Sm (DISV) — shares -0.21%; Add: Ark Next Generation Internet (ARKW) — shares +126.21%.

Position changes disclosed by Lam Group, INC. for the quarter ending 2026-06-30, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VGTVanguard Info Tech ETF+0.5%+697.83%Add
2VXFVanguard Extended Market ETF+0.4%-0.01%Trim
3QQQInvesco Qqq Trust Series 1+0.4%—Unchanged
4ARKWArk Next Generation Internet+0.3%+126.21%Add
5BWZState Street Spdr Bloomberg+0.3%+20.31%Add
6MSFTMicrosoft CORP+0.2%+128.37%Add
7DFASDimensional US Small Cap ETF+0.2%-0.13%Trim
8IEMGIshares Core Msci Emerging+0.2%—Unchanged
9AVEMAvantis Emerging Markets Eq+0.1%+5.71%Add
10VTIVanguard Total Stock Mkt ETF+0.1%+0.01%Add
11DFEVDimensional Emrg Mrkt Val+0.1%—Unchanged
12VOOVanguard S&p 500 ETF+0.1%+15.93%Add
13DFUVDimensional US Marketwide Va+0.1%+0.01%Add
14DFUSDimensional US Eq Mkt ETF+0.1%—Unchanged
15AVGEAvantis All Eqty Mrkts ETF+0.1%+9.51%Add
16AVSCAvantis US Small Cap Equity+0.1%+1.26%Add
17AVDSAvantis Intl Sm Cap Eq ETF+0.1%+14.16%Add
18✓ Google INC Class C+0.1%—Unchanged
19VEUVanguard Ftse All-world Ex-u0%—Unchanged
20AVDEAvantis International Equity0%+9.38%Add
21VBVanguard Small-cap ETF0%—Unchanged
22AVLVAvantis US Large Cap Value0%+4.13%Add
23SPYSs Spdr S&p 500 ETF Trust-us0%+1.40%Add
24DFAEDimensional Emerging Core Eq0%-0.33%Trim
25✓ Alphabet A0%+3.25%Add
26DFCFDimensional Core Fixed INC0%+36.30%Add
27VBRVanguard Small-cap Value ETF0%—Unchanged
28AVDVAvantis Intl S/c Value ETF0%+10.13%Add
29AVUSAvantis U.s. Equity ETF0%-0.64%Trim
30AAPLApple INC0%+2.60%Add
31AVUVAvantis US Small Cap Value0%-1.08%Trim
32DFATDimensional US Target Value0%+0.02%Add
33DFACDimensional US Core Equity 20%+0.01%Add
34IWFIshares Russell 1000 Growth0%+300.00%Add
35MDYState Street Spdr S&p Midcap0%—Unchanged
36LEMBIshares Jp Morgan Em Local C0%+6.83%Add
37AVIVAvantis Int Lrg Cap Val ETF0%+8.30%Add
38AVESAvantis Emerging Markets Val0%+3.36%Add
39VTVVanguard Value ETF0%-0.05%Trim
40AVREAvantis Real Estate ETF0%+1.97%Add
41DFAXDimensional World Ex US Core0%—Unchanged
42DFSVDimensional US Small Cap Val-0.1%-2.81%Trim
43DFGXDimsnl Intr Cf In Etf-usd In-0.1%-19.42%Trim
44DFISDimensional International Sm-0.1%+0.01%Add
45VSSVanguard Ftse All Wo X-us Sc-0.1%-0.34%Trim
46GLDSpdr Gold Shares-0.2%—Unchanged
47ARKKArk Innovation ETF-0.2%-94.58%Trim
48DFIVDimensional International Va-0.2%—Unchanged
49DISVDimensional International Sm-0.3%-0.21%Trim
50GLDM1USDSpdr Gold Minishares Trust-1.6%+0.87%Add

FAQ

What is Lam Group, INC. and what type of investor is it?
Lam Group, INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $201.4M, spread across 139 disclosed positions.
What are Lam Group, INC.'s largest equity positions?
Based on the latest 13F filing, Lam Group, INC.'s top holdings by market value are: 1. Spdr Gold Minishares Trust (GLDM1USD) — $11.2M (5.5%) 2. Vanguard Extended Market ETF (VXF) — $10.6M (5.3%) 3. Vanguard Ftse All-world Ex-u (VEU) — $9.6M (4.8%) 4. Dimensional US Small Cap ETF (DFAS) — $8.3M (4.1%) 5. Dimensional International Sm (DISV) — $7.1M (3.5%)
What changes did Lam Group, INC. make in its most recent portfolio filing?
In the latest reported quarter, Lam Group, INC. made 38 notable position adjustments: 0 new positions were initiated, 27 existing holdings were added to, 11 positions were partially reduced, and 0 were completely exited. The largest of these moves: Add: Spdr Gold Minishares Trust (GLDM1USD) — shares +0.87%; Add: Vanguard Info Tech ETF (VGT) — shares +697.83%; Trim: Vanguard Extended Market ETF (VXF) — shares -0.01%; Trim: Dimensional International Sm (DISV) — shares -0.21%; Add: Ark Next Generation Internet (ARKW) — shares +126.21%
What sectors does Lam Group, INC. focus on?
Lam Group, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 50.7% • Communication Services: 13.8% • Consumer Discretionary: 13.1% • Industrials: 9.1% • Health Care: 5.0% • Financials: 3.8%