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LAM GROUP, INC.

Q2 2026 13F Holdings

  • Location
    lake oswego, OR
  • Num holdings

    139

  • Value ($000)

    $201,358

  • Date Filed
    07/10/2026
  • 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 Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
G
GLDM

SPDR Gold Mini ETF

ETF
98149E204
$11.17M
6 %

140,590

V
VXF

Vanguard Extended Market

ETF
922908652
$10.57M
5 %

42,930

V
VEU

Vanguard International Eq

ETF
922042775
$9.56M
5 %

114,192

D
DFAS

DFA US Small Cap ETF

ETF
25434V500
$8.33M
4 %

101,138

D
DISV

DFA International Small C

ETF
25434V781
$7.13M
4 %

177,585

D
DFUV

DFA US Equity Value ETF

ETF
25434V724
$7.12M
4 %

129,440

B
BWZ

SPDR Short International

ETF
78464A334
$7.07M
4 %

264,206

I
IBND

SPDR Barclays Intl Corp B

ETF
78464A151
$6.65M
3 %

213,150

A
AVRE

Avantis Global Real Estat

ETF
025072356
$6.39M
3 %

134,940

L
LEMB

iShares Emerging Markets

ETF
464286517
$6.04M
3 %

142,385

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