LAM GROUP, INC.

Q1 2026 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    136

  • Value ($000)

    $181,954

  • Date Filed
    04/22/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GLDM

SPDR Gold Mini ETF

ETF
$12.92M
7 %

139,375

VXF

Vanguard Extended Market

ETF
$8.84M
5 %

42,935

VEU

Vanguard International Eq

ETF
$8.58M
5 %

114,192

DFAS

DFA US Small Cap ETF

ETF
$7.2M
4 %

101,270

DISV

DFA International Small C

ETF
$7.02M
4 %

177,950

IBND

SPDR Barclays Intl Corp B

ETF
$6.71M
4 %

215,900

DFUV

DFA US Equity Value ETF

ETF
$6.27M
3 %

129,431

BWZ

SPDR Short International

ETF
$5.91M
3 %

219,600

AVRE

Avantis Global Real Estat

ETF
$5.83M
3 %

132,335

DFIV

DFA International Value E

ETF
$5.64M
3 %

106,938

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 136