Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LAM GROUP, INC. (CIK 1961944) reported $201.4M across 139 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GLDM ($11.2M, 5.55%), VXF ($10.6M, 5.25%), VEU ($9.6M, 4.75%), DFAS ($8.3M, 4.14%), DISV ($7.1M, 3.54%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLDM | SPDR Gold Mini ETF | $11.2M | 5.55% | 140,590 | Added |
| 2 | VXF | Vanguard Extended Market | $10.6M | 5.25% | 42,930 | Trimmed |
| 3 | VEU | Vanguard International Eq | $9.6M | 4.75% | 114,192 | Hold |
| 4 | DFAS | DFA US Small Cap ETF | $8.3M | 4.14% | 101,138 | Trimmed |
| 5 | DISV | DFA International Small C | $7.1M | 3.54% | 177,585 | Trimmed |
| 6 | DFUV | DFA US Equity Value ETF | $7.1M | 3.54% | 129,440 | Added |
| 7 | BWZ | SPDR Short International | $7.1M | 3.51% | 264,206 | Added |
| 8 | IBND | SPDR Barclays Intl Corp B | $6.6M | 3.30% | 213,150 | Trimmed |
| 9 | AVRE | Avantis Global Real Estat | $6.4M | 3.18% | 134,940 | Added |
| 10 | LEMB | iShares Emerging Markets | $6.0M | 3.00% | 142,385 | Added |
| 11 | VBR | Vanguard US Small Cap Val | $6.0M | 2.96% | 24,520 | Hold |
| 12 | VTI | Vanguard Total Stock Mark | $5.9M | 2.92% | 15,893 | Added |
| 13 | DFIV | DFA International Value E | $5.8M | 2.87% | 106,938 | Hold |
| 14 | QQQ | Powershares Nasdaq 100 In | $5.5M | 2.73% | 7,475 | Hold |
| 15 | VSS | Vanguard FTSE All-World e | $5.5M | 2.71% | 35,380 | Trimmed |
| 16 | DFGR | DFA Global Real Estate ET | $5.0M | 2.46% | 171,240 | Trimmed |
| 17 | VGT | Vanguard Information Tech | $4.8M | 2.36% | 39,756 | Added |
| 18 | IEMG | iShares MSCI Emerging Mar | $4.4M | 2.19% | 53,215 | Hold |
| 19 | AVUV | Avantis US Small Cap Valu | $4.2M | 2.10% | 33,855 | Trimmed |
| 20 | DFIS | DFA International Small C | $4.0M | 1.99% | 114,245 | Added |
| 21 | DFSV | DFA US Small Cap Value ET | $3.7M | 1.83% | 95,240 | Trimmed |
| 22 | DFEV | DFA Emerging Markets Valu | $3.5M | 1.74% | 82,260 | Hold |
| 23 | DFUS | DFA US Equity ETF | $3.2M | 1.59% | 39,042 | Hold |
| 24 | AMPH | Amphastar Pharma Inc | $2.6M | 1.31% | 130,800 | Hold |
| 25 | AVIV | Avantis International Val | $2.6M | 1.28% | 33,345 | Added |
Source: SEC Form 13F filings · as of 2026-06-30