§ 13F · FUND PROFILE
LAM GROUP, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $161M (13F)Positions · 72Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLDM1USD | SPDR Gold Mini ETF | 139K | $13M | 7.1% | ±0% |
| 2 | VXF | Vanguard Extended Market | 43K | $9M | 4.9% | −1% |
| 3 | VEU | Vanguard International Eq | 114K | $9M | 4.7% | ±0% |
| 4 | DFAS | DFA US Small Cap ETF | 101K | $7M | 4.0% | −1% |
| 5 | DISV | DFA International Small C | 178K | $7M | 3.9% | −2% |
| 6 | IBND | SPDR Barclays Intl Corp B | 216K | $7M | 3.7% | −34% |
| 7 | DFUV | DFA US Equity Value ETF | 129K | $6M | 3.4% | −1% |
| 8 | BWZ | SPDR Short International | 220K | $6M | 3.2% | +357% |
| 9 | AVRE | Avantis Global Real Estat | 132K | $6M | 3.2% | +28% |
| 10 | DFIV | DFA International Value E | 107K | $6M | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LAM SIGNAL
AC read
LAM GROUP, INC. is a Other fund managing $161 million in assets. The fund runs a portfolio of 72 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed