LAM GROUP, INC.

CIK 0001961944 · LAKE OSWEGO, OR · Quarter end: 2026-06-30 · Filed on: 2026-07-10 · Open the SEC source

LAM GROUP, INC. reported 139 positions worth $201.4M as of June 30, 2026 (13F filed July 10, 2026). Largest holding: GLDM1USD (5.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$201.4M
2026 Q2
Positions
139
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
39.7%
Est. Net Flow (Q)
2026 Q2
10 / 139 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1GLDM1USDSPDR Gold Mini ETF SH$11.2M5.55%140,590
2VXFVanguard Extended Market SH$10.6M5.25%42,930
3VEUVanguard International Eq SH$9.6M4.75%114,192
4DFASDFA US Small Cap ETF SH$8.3M4.14%101,138
5DISVDFA International Small C SH$7.1M3.54%177,585
6DFUVDFA US Equity Value ETF SH$7.1M3.54%129,440
7BWZSPDR Short International SH$7.1M3.51%264,206
8IBNDSPDR Barclays Intl Corp B SH$6.6M3.30%213,150
9AVREAvantis Global Real Estat SH$6.4M3.18%134,940
10LEMBiShares Emerging Markets SH$6.0M3.00%142,385

The free plan shows the top 10 positions. The remaining 129 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does LAM GROUP, INC. hold as of Q2 2026?

LAM GROUP, INC. reported 139 positions worth $201.4M in its Q2 2026 13F filing. Largest positions: GLDM1USD (5.5%), VXF (5.2%), VEU (4.7%), DFAS (4.1%) and DISV (3.5%).

What did LAM GROUP, INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did LAM GROUP, INC. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.