13F Insight
DOSSIER · 13F-HR · Q2 2026

LAM GROUP, INC.

$201M in tracked AUM across 139 positions as of Q2 2026.

LG
CIK 0001961944 · last filed Jun 30, 2026
Total AUM
$201M
as of Q2 2026
Holdings
139
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Portfolio Overview

LAM GROUP, INC. has reported a significant expansion in its investment portfolio for the period ending December 31, 2025. The total portfolio value surged by 124.1%, growing from $77.96M to $174.73M. This dramatic increase is attributable to a combination of capital inflows and market performance, coinciding with a restructuring of the portfolio's breadth. The number of holdings increased to 75, indicating a move toward greater diversification compared...

The portfolio is heavily institutional in nature, characterized by a preference for Exchange Traded Funds (ETFs). Approximately 62% of the portfolio ($108.27M) is allocated to ETFs, suggesting a focus on broad market exposure, factor investing, and liquidity. The remaining allocation is spread across individual equities and sectors, with a notable "Unknown" classification ($46.95M) which likely represents additional ETFs or alternative assets not categorized in the sector breakdown provided.

Key Holdings

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GLDM1USD
SPDR Gold Mini ETF
$11M141K5.5%02
VXF
Vanguard Extended Market
$11M43K5.2%03
VEU
Vanguard International Eq
$10M114K4.7%04
DFAS
DFA US Small Cap ETF
$8M101K4.1%05
DISV
DFA International Small C
$7M178K3.5%06
DFUV
DFA US Equity Value ETF
$7M129K3.5%07
BWZ
SPDR Short International
$7M264K3.5%08
IBND
SPDR Barclays Intl Corp B
$7M213K3.3%09
AVRE
Avantis Global Real Estat
$6M135K3.2%10
LEMB
iShares Emerging Markets
$6M142K3.0%

Filing history

2026Q2Jun 30
$201M▲ 10.7%
139 positionsView →2026Q1Mar 31
$182M▲ 4.1%
136 positionsView →2025Q4Dec 31
$175M▲ 8.3%
75 positionsView →2025Q3Sep 30
$161M▲ 7.8%
72 positionsView →2025Q2Jun 30
$150M▲ 10.1%
73 positionsLocked2025Q1Mar 31
$136M▼ 3.1%
73 positionsLocked2024Q4Dec 31
$140M▼ 0.7%
134 positionsLocked2024Q3Sep 30
$141M▲ 19.0%
133 positionsLocked2024Q2Jun 30
$119M▼ 3.3%
132 positionsLocked2024Q1Mar 31
$123M▲ 11.7%
127 positionsLocked2023Q4Dec 31
$110M▲ 7.9%
123 positionsLocked2023Q3Sep 30
$102M▼ 5.3%
114 positionsLocked
Showing 12 of 15