Filed: 4/22/2026ACC: 0001961944-26-000002
📋 What this filing means
LAM GROUP, INC. filed this quarterly 13F‑HR report disclosing 136 equity positions with a total reported market value of $181.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
136
Positions
$181.95M
Total AUM (reported)
3M
Total Shares
Allocation by class
ETF$173.47M95.3%
COM$8.44M4.6%
PHYSCL PLATM SHS$44.6K0.0%
Portfolio Concentration
Top 3$30.33M16.7%
4–10$44.59M24.5%
11–25$59.18M32.5%
Rest$47.86M26.3%
Top 3 weight
16.7%
Top 10 weight
41.2%
Voting Authority Distribution
Total shares with voting rights: 3M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole136
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings136
Rows:
SPDR Gold Mini ETF
SOLEShares139.38K
TypeSH
Market value$12.92M
7.10%
Sole
0.00
Shared
0.00
None
139.38K
Vanguard Extended Market
SOLEShares42.94K
TypeSH
Market value$8.84M
4.86%
Sole
0.00
Shared
0.00
None
42.94K
Vanguard International Eq
SOLEShares114.19K
TypeSH
Market value$8.58M
4.71%
Sole
0.00
Shared
0.00
None
114.19K
DFA US Small Cap ETF
SOLEShares101.27K
TypeSH
Market value$7.20M
3.96%
Sole
0.00
Shared
0.00
None
101.27K
DFA International Small C
SOLEShares177.95K
TypeSH
Market value$7.02M
3.86%
Sole
0.00
Shared
0.00
None
177.95K
SPDR Barclays Intl Corp B
SOLEShares215.90K
TypeSH
Market value$6.71M
3.69%
Sole
0.00
Shared
0.00
None
215.90K
DFA US Equity Value ETF
SOLEShares129.43K
TypeSH
Market value$6.27M
3.45%
Sole
0.00
Shared
0.00
None
129.43K
SPDR Short International
SOLEShares219.60K
TypeSH
Market value$5.91M
3.25%
Sole
0.00
Shared
0.00
None
219.60K
Avantis Global Real Estat
SOLEShares132.34K
TypeSH
Market value$5.83M
3.20%
Sole
0.00
Shared
0.00
None
132.34K
DFA International Value E
SOLEShares106.94K
TypeSH
Market value$5.64M
3.10%
Sole
0.00
Shared
0.00
None
106.94K
iShares Emerging Markets
SOLEShares133.28K
TypeSH
Market value$5.44M
2.99%
Sole
0.00
Shared
0.00
None
133.28K
Vanguard US Small Cap Val
SOLEShares24.52K
TypeSH
Market value$5.33M
2.93%
Sole
0.00
Shared
0.00
None
24.52K
Vanguard FTSE All-World e
SOLEShares35.50K
TypeSH
Market value$5.18M
2.84%
Sole
0.00
Shared
0.00
None
35.50K
Vanguard Total Stock Mark
SOLEShares15.89K
TypeSH
Market value$5.10M
2.80%
Sole
0.00
Shared
0.00
None
15.89K
DFA Global Real Estate ET
SOLEShares188.11K
TypeSH
Market value$5.00M
2.75%
Sole
0.00
Shared
0.00
None
188.11K
Powershares Nasdaq 100 In
SOLEShares7.47K
TypeSH
Market value$4.31M
2.37%
Sole
0.00
Shared
0.00
None
7.47K
DFA International Small C
SOLEShares114.23K
TypeSH
Market value$3.85M
2.11%
Sole
0.00
Shared
0.00
None
114.23K
Avantis US Small Cap Valu
SOLEShares34.23K
TypeSH
Market value$3.78M
2.08%
Sole
0.00
Shared
0.00
None
34.23K
iShares MSCI Emerging Mar
SOLEShares53.22K
TypeSH
Market value$3.71M
2.04%
Sole
0.00
Shared
0.00
None
53.22K
Vanguard Information Tech
SOLEShares4.98K
TypeSH
Market value$3.48M
1.91%
Sole
0.00
Shared
0.00
None
4.98K
DFA US Small Cap Value ET
SOLEShares98K
TypeSH
Market value$3.43M
1.89%
Sole
0.00
Shared
0.00
None
98K
DFA Emerging Markets Valu
SOLEShares82.26K
TypeSH
Market value$2.94M
1.62%
Sole
0.00
Shared
0.00
None
82.26K
DFA US Equity ETF
SOLEShares39.04K
TypeSH
Market value$2.77M
1.52%
Sole
0.00
Shared
0.00
None
39.04K
Amphastar Pharma Inc
SOLEShares130.80K
TypeSH
Market value$2.56M
1.41%
Sole
0.00
Shared
0.00
None
130.80K
Avantis International Val
SOLEShares30.79K
TypeSH
Market value$2.30M
1.27%
Sole
0.00
Shared
0.00
None
30.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR Gold Mini ETFSOLE | ETF | 139.38K | SH | $12.92M 7.10% | 0.00 | 0.00 | 139.38K |
Vanguard Extended MarketSOLE | ETF | 42.94K | SH | $8.84M 4.86% | 0.00 | 0.00 | 42.94K |
Vanguard International EqSOLE | ETF | 114.19K | SH | $8.58M 4.71% | 0.00 | 0.00 | 114.19K |
DFA US Small Cap ETFSOLE | ETF | 101.27K | SH | $7.20M 3.96% | 0.00 | 0.00 | 101.27K |
DFA International Small CSOLE | ETF | 177.95K | SH | $7.02M 3.86% | 0.00 | 0.00 | 177.95K |
SPDR Barclays Intl Corp BSOLE | ETF | 215.90K | SH | $6.71M 3.69% | 0.00 | 0.00 | 215.90K |
DFA US Equity Value ETFSOLE | ETF | 129.43K | SH | $6.27M 3.45% | 0.00 | 0.00 | 129.43K |
SPDR Short InternationalSOLE | ETF | 219.60K | SH | $5.91M 3.25% | 0.00 | 0.00 | 219.60K |
Avantis Global Real EstatSOLE | ETF | 132.34K | SH | $5.83M 3.20% | 0.00 | 0.00 | 132.34K |
DFA International Value ESOLE | ETF | 106.94K | SH | $5.64M 3.10% | 0.00 | 0.00 | 106.94K |
iShares Emerging MarketsSOLE | ETF | 133.28K | SH | $5.44M 2.99% | 0.00 | 0.00 | 133.28K |
Vanguard US Small Cap ValSOLE | ETF | 24.52K | SH | $5.33M 2.93% | 0.00 | 0.00 | 24.52K |
Vanguard FTSE All-World eSOLE | ETF | 35.50K | SH | $5.18M 2.84% | 0.00 | 0.00 | 35.50K |
Vanguard Total Stock MarkSOLE | ETF | 15.89K | SH | $5.10M 2.80% | 0.00 | 0.00 | 15.89K |
DFA Global Real Estate ETSOLE | ETF | 188.11K | SH | $5.00M 2.75% | 0.00 | 0.00 | 188.11K |
Powershares Nasdaq 100 InSOLE | ETF | 7.47K | SH | $4.31M 2.37% | 0.00 | 0.00 | 7.47K |
DFA International Small CSOLE | ETF | 114.23K | SH | $3.85M 2.11% | 0.00 | 0.00 | 114.23K |
Avantis US Small Cap ValuSOLE | ETF | 34.23K | SH | $3.78M 2.08% | 0.00 | 0.00 | 34.23K |
iShares MSCI Emerging MarSOLE | ETF | 53.22K | SH | $3.71M 2.04% | 0.00 | 0.00 | 53.22K |
Vanguard Information TechSOLE | ETF | 4.98K | SH | $3.48M 1.91% | 0.00 | 0.00 | 4.98K |
DFA US Small Cap Value ETSOLE | ETF | 98K | SH | $3.43M 1.89% | 0.00 | 0.00 | 98K |
DFA Emerging Markets ValuSOLE | ETF | 82.26K | SH | $2.94M 1.62% | 0.00 | 0.00 | 82.26K |
DFA US Equity ETFSOLE | ETF | 39.04K | SH | $2.77M 1.52% | 0.00 | 0.00 | 39.04K |
Amphastar Pharma IncSOLE | COM | 130.80K | SH | $2.56M 1.41% | 0.00 | 0.00 | 130.80K |
Avantis International ValSOLE | ETF | 30.79K | SH | $2.30M 1.27% | 0.00 | 0.00 | 30.79K |
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