LAM GROUP, INC.

Q3 2025 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    72

  • Value ($000)

    $161,332

  • Date Filed
    10/23/2025
  • Form type
    13F-HR
  • CIK
    0001961944
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GLDM

SPDR Gold Mini ETF

ETF
98149E204
$10.25M
6 %

134,055

I
IBND

SPDR Barclays Intl Corp B

ETF
78464A151
$9.07M
6 %

280,855

V
VXF

Vanguard Extended Market

ETF
922908652
$8.96M
6 %

42,785

V
VEU

Vanguard International Eq

ETF
922042775
$8.21M
5 %

114,997

D
DFAS

DFA US Small Cap ETF

ETF
25434V500
$7.21M
5 %

105,246

D
DISV

DFA International Small C

ETF
25434V781
$6.60M
4 %

185,040

D
DFUV

DFA US Equity Value ETF

ETF
25434V724
$5.82M
4 %

130,272

V
VBR

Vanguard US Small Cap Val

ETF
922908611
$5.12M
3 %

24,520

V
VSS

Vanguard FTSE All-World e

ETF
922042718
$5.06M
3 %

35,483

V
VTI

Vanguard Total Stock Mark

ETF
922908769
$5.02M
3 %

15,307

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 72