Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

LAM GROUP, INC. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

LAM GROUP, INC. (CIK 1961944) reported $182.0M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GLDM ($12.9M, 7.10%), VXF ($8.8M, 4.86%), VEU ($8.6M, 4.71%), DFAS ($7.2M, 3.96%), DISV ($7.0M, 3.86%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1GLDMSPDR Gold Mini ETF$12.9M7.10%139,375Added
2VXFVanguard Extended Market$8.8M4.86%42,935Trimmed
3VEUVanguard International Eq$8.6M4.71%114,192Hold
4DFASDFA US Small Cap ETF$7.2M3.96%101,270Trimmed
5DISVDFA International Small C$7.0M3.86%177,950Trimmed
6IBNDSPDR Barclays Intl Corp B$6.7M3.69%215,900Trimmed
7DFUVDFA US Equity Value ETF$6.3M3.45%129,431Trimmed
8BWZSPDR Short International$5.9M3.25%219,600Added
9AVREAvantis Global Real Estat$5.8M3.20%132,335Added
10DFIVDFA International Value E$5.6M3.10%106,938Added
11LEMBiShares Emerging Markets$5.4M2.99%133,280Added
12VBRVanguard US Small Cap Val$5.3M2.93%24,520Hold
13VSSVanguard FTSE All-World e$5.2M2.84%35,500Hold
14VTIVanguard Total Stock Mark$5.1M2.80%15,891Added
15DFGRDFA Global Real Estate ET$5.0M2.75%188,110Trimmed
16QQQPowershares Nasdaq 100 In$4.3M2.37%7,475Hold
17DFISDFA International Small C$3.8M2.11%114,235Trimmed
18AVUVAvantis US Small Cap Valu$3.8M2.08%34,225Added
19IEMGiShares MSCI Emerging Mar$3.7M2.04%53,215Trimmed
20VGTVanguard Information Tech$3.5M1.91%4,983Trimmed
21DFSVDFA US Small Cap Value ET$3.4M1.89%97,995Trimmed
22DFEVDFA Emerging Markets Valu$2.9M1.62%82,260Added
23DFUSDFA US Equity ETF$2.8M1.52%39,042Hold
24AMPHAmphastar Pharma Inc$2.6M1.41%130,800Hold
25AVIVAvantis International Val$2.3M1.27%30,790Trimmed

Source: SEC Form 13F filings · as of 2026-03-31