# LAM GROUP, INC.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1961944. Source: https://holderbook.com/funds/1961944-lam-group-inc/

- Reported value: $201.4M
- Positions: 139
- Weight of the ten largest: 39.7%
- Filed: 2026-07-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WORLD GOLD TR | [GLDMXXXX](https://holderbook.com/stocks/GLDMXXXX/) | $11.2M | 140,590 | 5.5% | 8 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $10.6M | 42,930 | 5.2% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $9.6M | 114,192 | 4.7% | 15 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $8.3M | 101,138 | 4.1% | 15 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $7.1M | 177,585 | 3.5% | 15 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $7.1M | 129,440 | 3.5% | 15 |
| SPDR SERIES TRUST | [BWZ](https://holderbook.com/stocks/BWZ/) | $7.1M | 264,206 | 3.5% | 3 |
| SPDR SERIES TRUST | [IBND](https://holderbook.com/stocks/IBND/) | $6.6M | 213,150 | 3.3% | 13 |
| AMERICAN CENTY ETF TR | [AVRE](https://holderbook.com/stocks/AVRE/) | $6.4M | 134,940 | 3.2% | 15 |
| ISHARES INC | [LEMB](https://holderbook.com/stocks/LEMB/) | $6.0M | 142,385 | 3.0% | 15 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $6.0M | 24,520 | 3.0% | 15 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $5.9M | 15,893 | 2.9% | 15 |
| DIMENSIONAL ETF TRUST | [DFIV](https://holderbook.com/stocks/DFIV/) | $5.8M | 106,938 | 2.9% | 15 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $5.5M | 7,475 | 2.7% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $5.5M | 35,380 | 2.7% | 15 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $5.0M | 171,240 | 2.5% | 15 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $4.8M | 39,756 | 2.4% | 15 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $4.4M | 53,215 | 2.2% | 15 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $4.2M | 33,855 | 2.1% | 15 |
| DIMENSIONAL ETF TRUST | [DFIS](https://holderbook.com/stocks/DFIS/) | $4.0M | 114,245 | 2.0% | 15 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $3.7M | 95,240 | 1.8% | 15 |
| DIMENSIONAL ETF TRUST | [DFEV](https://holderbook.com/stocks/DFEV/) | $3.5M | 82,260 | 1.7% | 15 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $3.2M | 39,042 | 1.6% | 15 |
| AMPHASTAR PHARMACEUTICALS IN | [AMPH](https://holderbook.com/stocks/AMPH/) | $2.6M | 130,800 | 1.3% | 15 |
| AMERICAN CENTY ETF TR | [AVIV](https://holderbook.com/stocks/AVIV/) | $2.6M | 33,345 | 1.3% | 15 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $2.4M | 22,885 | 1.2% | 15 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $2.3M | 63,131 | 1.2% | 15 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $2.2M | 31,603 | 1.1% | 15 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $2.2M | 22,865 | 1.1% | 15 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $2.2M | 24,665 | 1.1% | 15 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $2.0M | 15,450 | 1.0% | 15 |
| AMERICAN CENTY ETF TR | [AVSC](https://holderbook.com/stocks/AVSC/) | $1.9M | 26,200 | 1.0% | 15 |
| AMERICAN CENTY ETF TR | [AVDS](https://holderbook.com/stocks/AVDS/) | $1.8M | 23,860 | 0.9% | 12 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.7M | 5,750 | 0.9% | 15 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $1.5M | 2,028 | 0.8% | 15 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $1.5M | 16,150 | 0.7% | 15 |
| AMERICAN CENTY ETF TR | [AVGE](https://holderbook.com/stocks/AVGE/) | $1.4M | 14,226 | 0.7% | 15 |
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $1.3M | 29,806 | 0.7% | 15 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $1.3M | 31,255 | 0.6% | 15 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $1.3M | 31,385 | 0.6% | 15 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $1.2M | 5,599 | 0.6% | 15 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.2M | 1,710 | 0.6% | 15 |
| AMERICAN CENTY ETF TR | [AVES](https://holderbook.com/stocks/AVES/) | $1.1M | 16,910 | 0.6% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VNQI](https://holderbook.com/stocks/VNQI/) | $1.1M | 24,150 | 0.5% | 15 |
| VANGUARD WHITEHALL FDS | [VWOB](https://holderbook.com/stocks/VWOB/) | $1.1M | 16,060 | 0.5% | 15 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $1.0M | 5,275 | 0.5% | 15 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $1.0M | 3,548 | 0.5% | 15 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $1.0M | 2,755 | 0.5% | 15 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $984.7K | 1,400 | 0.5% | 15 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $979.9K | 16,417 | 0.5% | 15 |
| ISHARES TR | [IWF](https://holderbook.com/stocks/IWF/) | $956.1K | 7,700 | 0.5% | 15 |
| ARK ETF TR | [ARKW](https://holderbook.com/stocks/ARKW/) | $950.3K | 6,560 | 0.5% | 15 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $915.9K | 2,455 | 0.5% | 15 |
| GMO ETF TRUST | [QLTY](https://holderbook.com/stocks/QLTY/) | $872.1K | 20,955 | 0.4% | 10 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $861.2K | 1,721 | 0.4% | 15 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $838.1K | 11,763 | 0.4% | 15 |
| Alphabet | - | $835.8K | 2,366 | 0.4% | 3 |
| ISHARES TR | [SCZ](https://holderbook.com/stocks/SCZ/) | $753.2K | 9,155 | 0.4% | 15 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $713.3K | 9,250 | 0.4% | 10 |
| AMERICAN CENTY ETF TR | [AVEE](https://holderbook.com/stocks/AVEE/) | $682.5K | 9,845 | 0.3% | 11 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $593.2K | 4,000 | 0.3% | 15 |
| GOOGLE INC | - | $590.4K | 1,652 | 0.3% | 15 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $581.6K | 14,310 | 0.3% | 7 |
| DIMENSIONAL ETF TRUST | [DFGX](https://holderbook.com/stocks/DFGX/) | $546.9K | 10,205 | 0.3% | 11 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $539.6K | 958 | 0.3% | 15 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $510.0K | 2,140 | 0.3% | 15 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $445.3K | 10,550 | 0.2% | 11 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $416.9K | 1,926 | 0.2% | 15 |
| VANGUARD CHARLOTTE FDS | [BNDX](https://holderbook.com/stocks/BNDX/) | $412.1K | 8,510 | 0.2% | 15 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $392.5K | 4,070 | 0.2% | 15 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $379.7K | 7,345 | 0.2% | 15 |
| DIMENSIONAL ETF TRUST | [DFAW](https://holderbook.com/stocks/DFAW/) | $289.6K | 3,499 | 0.1% | 11 |
| BLACKROCK ETF TRUST II | [BINC](https://holderbook.com/stocks/BINC/) | $274.3K | 5,240 | 0.1% | 3 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $266.9K | 5,590 | 0.1% | 15 |
| VANGUARD WELLINGTON FD | [VFVA](https://holderbook.com/stocks/VFVA/) | $214.5K | 1,445 | 0.1% | 2 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $167.3K | 462 | 0.1% | 2 |
| DIMENSIONAL ETF TRUST | [DEHP](https://holderbook.com/stocks/DEHP/) | $162.7K | 3,805 | 0.1% | 2 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $161.5K | 807 | 0.1% | 2 |
| NETAPP INC | [NTAP](https://holderbook.com/stocks/NTAP/) | $154.8K | 1,000 | 0.1% | 2 |
| NRG ENERGY INC | [NRG](https://holderbook.com/stocks/NRG/) | $147.4K | 1,009 | 0.1% | 2 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $122.0K | 290 | 0.1% | 2 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $109.2K | 1,530 | 0.1% | 2 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $102.9K | 300 | 0.1% | 2 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $99.9K | 172 | 0.0% | 2 |
| VANGUARD MALVERN FDS | [VTIP](https://holderbook.com/stocks/VTIP/) | $88.4K | 1,760 | 0.0% | 3 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $74.4K | 900 | 0.0% | 2 |
| AMERICAN CENTY ETF TR | [AVIG](https://holderbook.com/stocks/AVIG/) | $73.9K | 1,785 | 0.0% | 2 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $73.6K | 293 | 0.0% | 2 |
| DIMENSIONAL ETF TRUST | [DFIP](https://holderbook.com/stocks/DFIP/) | $62.5K | 1,515 | 0.0% | 2 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $61.9K | 1,815 | 0.0% | 2 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $56.8K | 202 | 0.0% | 2 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $47.8K | 100 | 0.0% | 2 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $46.3K | 397 | 0.0% | 1 |
| BROADCOM LTD | - | $41.6K | 110 | 0.0% | 2 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $39.4K | 37 | 0.0% | 2 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $35.5K | 38 | 0.0% | 2 |
| ABRDN PLATINUM ETF TRUST | [PPLT](https://holderbook.com/stocks/PPLT/) | $35.3K | 2,500 | 0.0% | 2 |
| ARK ETF TR | [ARKK](https://holderbook.com/stocks/ARKK/) | $24.6K | 305 | 0.0% | 2 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $23.4K | 553 | 0.0% | 2 |
| VANGUARD BD INDEX FDS | [VUSB](https://holderbook.com/stocks/VUSB/) | $22.2K | 446 | 0.0% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.7% | +14.8% | -4.2% | 93% |
| Q1 2026 | -0.0% | -4.6% | +4.6% | 93% |
| Q4 2025 | +2.1% | +2.4% | -0.3% | 94% |
| Q3 2025 | +6.7% | +7.8% | -1.1% | 94% |
| Q2 2025 | +8.4% | +10.5% | -2.1% | 95% |
| Q1 2025 | -1.8% | -4.6% | +2.7% | 96% |
| Q4 2024 | -4.3% | +2.1% | -6.5% | 97% |
| Q3 2024 | +7.8% | +5.4% | +2.4% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $201.4M | 139 |
| Q1 2026 | $182.0M | 135 |
| Q4 2025 | $174.7M | 75 |
| Q3 2025 | $161.3M | 72 |
| Q2 2025 | $149.6M | 73 |
| Q1 2025 | $135.9M | 73 |
| Q4 2024 | $140.2M | 133 |
| Q3 2024 | $141.3M | 132 |
| Q2 2024 | $118.6M | 132 |
| Q1 2024 | $122.6M | 127 |
| Q4 2023 | $109.9M | 123 |
| Q3 2023 | $101.8M | 114 |