LAM GROUP, INC.

Est. AUM

$182.0M

13F long equity, this entity only

Positions

136

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR Gold Mini ETF	ETF	$12.9M	139375	7.10%	SOLE
2	Vanguard Extended Market	ETF	$8.8M	42935	4.86%	SOLE
3	Vanguard International Eq	ETF	$8.6M	114192	4.71%	SOLE
4	DFA US Small Cap ETF	ETF	$7.2M	101270	3.96%	SOLE
5	DFA International Small C	ETF	$7.0M	177950	3.86%	SOLE
6	SPDR Barclays Intl Corp B	ETF	$6.7M	215900	3.69%	SOLE
7	DFA US Equity Value ETF	ETF	$6.3M	129431	3.45%	SOLE
8	SPDR Short International	ETF	$5.9M	219600	3.25%	SOLE
9	Avantis Global Real Estat	ETF	$5.8M	132335	3.20%	SOLE
10	DFA International Value E	ETF	$5.6M	106938	3.10%	SOLE
11	iShares Emerging Markets	ETF	$5.4M	133280	2.99%	SOLE
12	Vanguard US Small Cap Val	ETF	$5.3M	24520	2.93%	SOLE
13	Vanguard FTSE All-World e	ETF	$5.2M	35500	2.84%	SOLE
14	Vanguard Total Stock Mark	ETF	$5.1M	15891	2.80%	SOLE
15	DFA Global Real Estate ET	ETF	$5.0M	188110	2.75%	SOLE
16	Powershares Nasdaq 100 In	ETF	$4.3M	7475	2.37%	SOLE
17	DFA International Small C	ETF	$3.8M	114235	2.11%	SOLE
18	Avantis US Small Cap Valu	ETF	$3.8M	34225	2.08%	SOLE
19	iShares MSCI Emerging Mar	ETF	$3.7M	53215	2.04%	SOLE
20	Vanguard Information Tech	ETF	$3.5M	4983	1.91%	SOLE
21	DFA US Small Cap Value ET	ETF	$3.4M	97995	1.89%	SOLE
22	DFA Emerging Markets Valu	ETF	$2.9M	82260	1.62%	SOLE
23	DFA US Equity ETF	ETF	$2.8M	39042	1.52%	SOLE
24	Amphastar Pharma Inc	COM	$2.6M	130800	1.41%	SOLE
25	Avantis International Val	ETF	$2.3M	30790	1.27%	SOLE
26	DFA World ex US Core 2 ET	ETF	$2.1M	63131	1.18%	SOLE
27	Avantis International Sma	ETF	$2.1M	20780	1.14%	SOLE
28	DFA US Targeted Value ETF	ETF	$2.0M	31596	1.08%	SOLE
29	Avantis International Cor	ETF	$1.9M	22550	1.05%	SOLE
30	Avantis Emerging Markets	ETF	$1.7M	21630	0.96%	SOLE
31	Avantis US Large Cap Core	ETF	$1.7M	15550	0.95%	SOLE
32	Avantis US Micro Cap Equi	ETF	$1.6M	25875	0.89%	SOLE
33	Vanguard US Small Cap Equ	ETF	$1.5M	5750	0.83%	SOLE
34	Avantis Internationall Sm	ETF	$1.5M	20900	0.83%	SOLE
35	S&P 500 SPDR	ETF	$1.3M	2000	0.72%	SOLE
36	Avantis US Large Cap Valu	ETF	$1.3M	15510	0.69%	SOLE
37	DFA International Core ET	ETF	$1.2M	31255	0.67%	SOLE
38	SPDR Gold Trust	ETF	$1.2M	2755	0.65%	SOLE
39	DFA US Core ETF	ETF	$1.2M	29803	0.64%	SOLE
40	Avantis All Equity Global	ETF	$1.1M	12991	0.63%	SOLE
41	Vanguard Value Index ETF	ETF	$1.1M	5602	0.60%	SOLE
42	Vanguard Global REIT Ex-U	ETF	$1.1M	24350	0.59%	SOLE
43	DFA Emerging Markets Core	ETF	$1.1M	31490	0.59%	SOLE
44	Vanguard Emerging Markets	ETF	$1.0M	15685	0.57%	SOLE
45	Avantis Emerging Markets	ETF	$981K	16360	0.54%	SOLE
46	Vanguard Mid Cap Value	ETF	$972K	5275	0.53%	SOLE
47	Vanguard Emerging Markets	ETF	$913K	16897	0.50%	SOLE
48	Vanguard S&P 500 ETF	ETF	$881K	1475	0.48%	SOLE
49	Apple Computer Inc	COM	$878K	3458	0.48%	SOLE
50	S&P Mid Cap SPDR	ETF	$863K	1400	0.47%	SOLE

1–50 of 136

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.