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 $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.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLDM | SPDR Gold Mini ETF | $12.9M | 7.10% | 139,375 | Added |
| 2 | VXF | Vanguard Extended Market | $8.8M | 4.86% | 42,935 | Trimmed |
| 3 | VEU | Vanguard International Eq | $8.6M | 4.71% | 114,192 | Hold |
| 4 | DFAS | DFA US Small Cap ETF | $7.2M | 3.96% | 101,270 | Trimmed |
| 5 | DISV | DFA International Small C | $7.0M | 3.86% | 177,950 | Trimmed |
| 6 | IBND | SPDR Barclays Intl Corp B | $6.7M | 3.69% | 215,900 | Trimmed |
| 7 | DFUV | DFA US Equity Value ETF | $6.3M | 3.45% | 129,431 | Trimmed |
| 8 | BWZ | SPDR Short International | $5.9M | 3.25% | 219,600 | Added |
| 9 | AVRE | Avantis Global Real Estat | $5.8M | 3.20% | 132,335 | Added |
| 10 | DFIV | DFA International Value E | $5.6M | 3.10% | 106,938 | Added |
| 11 | LEMB | iShares Emerging Markets | $5.4M | 2.99% | 133,280 | Added |
| 12 | VBR | Vanguard US Small Cap Val | $5.3M | 2.93% | 24,520 | Hold |
| 13 | VSS | Vanguard FTSE All-World e | $5.2M | 2.84% | 35,500 | Hold |
| 14 | VTI | Vanguard Total Stock Mark | $5.1M | 2.80% | 15,891 | Added |
| 15 | DFGR | DFA Global Real Estate ET | $5.0M | 2.75% | 188,110 | Trimmed |
| 16 | QQQ | Powershares Nasdaq 100 In | $4.3M | 2.37% | 7,475 | Hold |
| 17 | DFIS | DFA International Small C | $3.8M | 2.11% | 114,235 | Trimmed |
| 18 | AVUV | Avantis US Small Cap Valu | $3.8M | 2.08% | 34,225 | Added |
| 19 | IEMG | iShares MSCI Emerging Mar | $3.7M | 2.04% | 53,215 | Trimmed |
| 20 | VGT | Vanguard Information Tech | $3.5M | 1.91% | 4,983 | Trimmed |
| 21 | DFSV | DFA US Small Cap Value ET | $3.4M | 1.89% | 97,995 | Trimmed |
| 22 | DFEV | DFA Emerging Markets Valu | $2.9M | 1.62% | 82,260 | Added |
| 23 | DFUS | DFA US Equity ETF | $2.8M | 1.52% | 39,042 | Hold |
| 24 | AMPH | Amphastar Pharma Inc | $2.6M | 1.41% | 130,800 | Hold |
| 25 | AVIV | Avantis International Val | $2.3M | 1.27% | 30,790 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31