13F Insight
DOSSIER · 13F-HR · Q1 2026

LAM GROUP, INC.

LAM's holding co. based in Stamford, CT — $182M in tracked AUM across 136 positions as of Q1 2026.

L
LAM·Stamford, CT·Holding Co.
CIK 0001961944 · last filed Mar 31, 2026
Total AUM
$182M
▲ 18.3%
vs prior
Holdings
136
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
5% weight
concentration
AI Analysis · Q1 2026 · Q1 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...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
GLDM1USD
SPDR Gold Mini ETF
$13M139K7.1%
02
VXF
Vanguard Extended Market
$9M43K4.9%
03
VEU
Vanguard International Eq
$9M114K4.7%
04
DFAS
DFA US Small Cap ETF
$7M101K4.0%
05
DISV
DFA International Small C
$7M178K3.9%
06
IBND
SPDR Barclays Intl Corp B
$7M216K3.7%
07
DFUV
DFA US Equity Value ETF
$6M129K3.4%
08
BWZ
SPDR Short International
$6M220K3.2%
09
AVRE
Avantis Global Real Estat
$6M132K3.2%
10
DFIV
DFA International Value E
$6M107K3.1%

Filing history

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