LAM GROUP, INC.
Sector Allocation
- Other93.2%$185.1M
- Technology3.2%$6.3M
- Healthcare1.8%$3.7M
- Financials1.1%$2.1M
- Consumer Discretionary0.3%$646,155
- Industrials0.2%$401,628
- Communication Services0.1%$158,092
- Utilities0.1%$96,501
- Consumer Staples0.0%$55,659
- Real Estate0.0%$14,483
AUM History
13fpro.ai/research/fund/lam-group-inc-1961944
Conviction and streaks
Stable · top 10 = 39.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$11.1M
- Vanguard$9.8M
- Vanguard$9.4M
- DFA$7.6M
- DFA$7.3M
- SPDR$7.2M
- DFA$7.0M
- Avantis$6.3M
- iShares$6.2M
- DFA$5.9M
- Vanguard$5.9M
- SPDR$5.8M
- Vanguard$5.6M
QQQ
$5.5M- Vanguard$5.5M
- Vanguard$4.8M
- iShares$4.3M
- DFA$4.2M
- DFA$4.1M
- Avantis$4.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lam-group-inc-1961944
LAM GROUP, INC. 13F holdings — Q3 2026
$198.6M portfolio (-1.4% QoQ) · 137 holdings · Q3 2026 13F · top 10 are 39% of the stock portfolio
- 1
SPDR Gold Mini ETF - ETF
$11.1M
5.6% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
Vanguard Extended Market - ETF
$9.8M
5.0% of stocks
-1.0%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
Vanguard International Eq - ETF
$9.4M
4.7% of stocks
-0.8%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
DFA International Small C - ETF
$7.6M
3.9% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
DFA US Small Cap ETF - ETF
$7.3M
3.7% of stocks
-7%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
SPDR Barclays Intl Corp B - ETF
$7.2M
3.6% of stocks
+14%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
DFA US Equity Value ETF - ETF
$7.0M
3.5% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
Avantis Global Real Estat - ETF
$6.3M
3.2% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
iShares Emerging Markets - ETF
$6.2M
3.1% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
DFA International Value E - ETF
$5.9M
3.0% of stocks
-0.5%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR Gold Mini ETF - ETF | $11.1M | 5.6% | -4% | — | — | — | — | |
| 2 | Vanguard Extended Market - ETF | $9.8M | 5.0% | -1.0% | — | — | — | — | |
| 3 | Vanguard International Eq - ETF | $9.4M | 4.7% | -0.8% | — | — | — | — | |
| 4 | DFA International Small C - ETF | $7.6M | 3.9% | -0.5% | — | — | — | — | |
| 5 | DFA US Small Cap ETF - ETF | $7.3M | 3.7% | -7% | — | — | — | — | |
| 6 | SPDR Barclays Intl Corp B - ETF | $7.2M | 3.6% | +14% | — | — | — | — | |
| 7 | DFA US Equity Value ETF - ETF | $7.0M | 3.5% | -2% | — | — | — | — | |
| 8 | Avantis Global Real Estat - ETF | $6.3M | 3.2% | +5% | — | — | — | — | |
| 9 | iShares Emerging Markets - ETF | $6.2M | 3.1% | +2% | — | — | — | — | |
| 10 | DFA International Value E - ETF | $5.9M | 3.0% | -0.5% | — | — | — | — |
All holdings — LAM GROUP, INC. (Q3 2026)
137 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | Vanguard Total Stock Mark - ETFetf/fund | — | $5.9M | 3.0% | 16K | -0.3% | — | — | 13F |
| 12 | — | SPDR Short International - ETFetf/fund | — | $5.8M | 2.9% | 217K | -18% | — | — | 13F |
| 13 | — | Vanguard US Small Cap Val - ETFetf/fund | — | $5.6M | 2.8% | 24K | -1% | — | — | 13F |
| 14 | INVESCO QQQ TRUST, SERIES 1etf/fund | — | $5.5M | 2.8% | 7,475 | — | 11+ qtrs | — | 13F | |
| 15 | — | Vanguard FTSE All-World e - ETFetf/fund | — | $5.5M | 2.8% | 35K | +0.0% | — | — | 13F |
| 16 | — | Vanguard Information Tech - ETFetf/fund | — | $4.8M | 2.4% | 38K | -4% | — | — | 13F |
| 17 | — | iShares MSCI Emerging Mar - ETFetf/fund | — | $4.3M | 2.2% | 53K | — | — | — | 13F |
| 18 | — | DFA Global Real Estate ET - ETFetf/fund | — | $4.2M | 2.1% | 154K | -10% | — | — | 13F |
| 19 | — | DFA International Small C - ETFetf/fund | — | $4.1M | 2.0% | 112K | -2% | — | — | 13F |
| 20 | — | Avantis US Small Cap Valu - ETFetf/fund | — | $4.0M | 2.0% | 34K | +1% | — | — | 13F |
| 21 | — | DFA Emerging Markets Valu - ETFetf/fund | — | $3.4M | 1.7% | 81K | -1% | — | — | 13F |
| 22 | Amphastar Pharmaceuticals, Inc. | Healthcare | $3.4M | 1.7% | 131K | — | 11+ qtrs | 48.8 | 13F | |
| 23 | — | DFA US Small Cap Value ET - ETFetf/fund | — | $3.3M | 1.6% | 87K | -8% | — | — | 13F |
| 24 | — | DFA US Equity ETF - ETFetf/fund | — | $3.2M | 1.6% | 39K | — | — | — | 13F |
| 25 | — | Avantis International Val - ETFetf/fund | — | $2.7M | 1.4% | 34K | +0.7% | — | — | 13F |
| 26 | — | Avantis International Sma - ETF | — | $2.5M | 1.3% | 23K | +0.9% | |||
| 27 | — | Avantis Emerging Markets - ETF | — | $2.4M | 1.2% | 25K | +11% | |||
| 28 | — | DFA World ex US Core 2 ET - ETF | — | $2.3M | 1.2% | 62K | -2% | |||
| 29 | — | Avantis International Cor - ETF | — | $2.3M | 1.1% | 25K | +3% | |||
| 30 | — | DFA US Targeted Value ETF - ETF | — | $2.1M | 1.1% | 31K | -0.5% | |||
| 31 | — | Avantis US Micro Cap Equi - ETF | — | $2.1M | 1.0% | 30K | +14% | |||
| 32 | — | Avantis US Large Cap Core - ETF | — | $2.0M | 1.0% | 15K | — | |||
| 33 | — | Avantis International Sma - ETF | — | $2.0M | 1.0% | 25K | +5% | |||
| 34 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.5M | 0.8% | 2,028 | — | |||
| 35 | — | Vanguard US Small Cap Equ - ETF | — | $1.5M | 0.8% | 5,430 | -6% | |||
| 36 | — | Avantis US Large Cap Valu - ETF | — | $1.5M | 0.8% | 17K | +3% | |||
| 37 | — | Avantis All Equity Global - ETF | — | $1.4M | 0.7% | 14K | -0.4% | |||
| 38 | — | DFA US Core ETF - ETF | — | $1.3M | 0.7% | 30K | +0.0% | |||
| 39 | $MSFT | MICROSOFT CORP | Technology | $1.3M | 0.6% | 2,453 | -0.1% | |||
| 40 | — | DFA International Core ET - ETF | — | $1.2M | 0.6% | 30K | -4% | |||
| 41 | — | Vanguard Value Index ETF - ETF | — | $1.2M | 0.6% | 5,549 | -0.9% | |||
| 42 | — | Vanguard S&P 500 ETF - ETF | — | $1.2M | 0.6% | 1,710 | — | |||
| 43 | $AAPL | Apple Inc. | Technology | $1.2M | 0.6% | 3,548 | — | |||
| 44 | — | ARK Next Generation - ETF | — | $1.1M | 0.6% | 7,040 | +7% | |||
| 45 | — | DFA Emerging Markets Core - ETF | — | $1.1M | 0.6% | 28K | -10% | |||
| 46 | — | Avantis Emerging Markets - ETF | — | $1.1M | 0.6% | 17K | +0.7% | |||
| 47 | $SNPS | SYNOPSYS INC | Technology | $1.1M | 0.6% | 17K | +8% | |||
| 48 | — | Vanguard Global REIT Ex-U - ETF | — | $1.0M | 0.5% | 25K | +2% | |||
| 49 | $GLD | SPDR GOLD TRUST | Financials | $1.0M | 0.5% | 2,745 | -0.4% | |||
| 50 | — | Vanguard Mid Cap Value - ETF | — | $1.0M | 0.5% | 5,275 | — | |||
| 51 | — | Vanguard Emerging Markets - ETF | — | $974K | 0.5% | 16K | — | |||
| 52 | — | Ishares Tr Russell 1000 - ETF | — | $965K | 0.5% | 7,700 | — | |||
| 53 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $919K | 0.5% | 1,400 | — | |||
| 54 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $832K | 0.4% | 1,671 | -3% | |||
| 55 | — | Vanguard MSCI EAFE ETF - ETF | — | $827K | 0.4% | 12K | -0.4% | |||
| 56 | $GOOG | Alphabet Inc. | Technology | $806K | 0.4% | 2,366 | — | |||
| 57 | — | iShares MSCI Internationa - ETF | — | $773K | 0.4% | 9,155 | — | |||
| 58 | — | GMO US Quality ETF - ETF | — | $737K | 0.4% | 17K | -18% | |||
| 59 | $META | Meta Platforms, Inc. | Technology | $695K | 0.3% | 958 | — | |||
| 60 | — | Avantis Emerging Markets - ETF | — | $672K | 0.3% | 9,795 | -0.5% | |||
| 61 | — | Ishares Tr S&P Midcap - ETF | — | $666K | 0.3% | 9,250 | — | |||
| 62 | $GOOG | Alphabet Inc. | Technology | $568K | 0.3% | 1,652 | — | |||
| 63 | — | DFA Emerging Markets ETF - ETF | — | $568K | 0.3% | 14K | -0.0% | |||
| 64 | — | iShares S&P 600 Small Cap - ETF | — | $544K | 0.3% | 4,000 | — | |||
| 65 | $AMZN | AMAZON COM INC | Consumer Discretionary | $533K | 0.3% | 2,140 | — | |||
| 66 | — | DFA Global Ex Us Corporat - ETF | — | $433K | 0.2% | 8,460 | -17% | |||
| 67 | — | DFA Core Fixed Income ETF - ETF | — | $389K | 0.2% | 9,705 | -8% | |||
| 68 | — | Vanguard REIT Index ETF - ETF | — | $372K | 0.2% | 4,155 | +2% | |||
| 69 | $BA | BOEING CO | Industrials | $358K | 0.2% | 1,926 | — | |||
| 70 | — | Vanguard Total Internatio - ETF | — | $346K | 0.2% | 7,390 | -13% | |||
| 71 | — | DFA US Core ETF - ETF | — | $331K | 0.2% | 6,320 | -14% | |||
| 72 | — | DFA Emerging Markets High - ETF | — | $317K | 0.2% | 7,710 | +103% | |||
| 73 | — | Dimensional World Equity - ETF | — | $288K | 0.1% | 3,500 | +0.0% | |||
| 74 | — | DFA Short Duration Bond E - ETF | — | $260K | 0.1% | 5,605 | +0.3% | |||
| 75 | $NTAP | NetApp, Inc. | Technology | $210K | 0.1% | 1,000 | — | |||
| 76 | — | Vanguard US Value Factor - ETF | — | $203K | 0.1% | 1,345 | -7% | |||
| 77 | $AMGN | AMGEN INC | Healthcare | $195K | 0.1% | 462 | — | |||
| 78 | $NVDA | NVIDIA CORP | Technology | $184K | 0.1% | 807 | — | |||
| 79 | — | DFA International High Pr - ETF | — | $108K | 0.1% | 3,220 | +77% | |||
| 80 | $V | VISA INC. | Financials | $108K | 0.1% | 300 | — | |||
| 81 | $NFLX | NETFLIX INC | Communication Services | $106K | 0.1% | 1,530 | — | |||
| 82 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $105K | 0.1% | 172 | — | |||
| 83 | $TSLA | Tesla, Inc. | Consumer Discretionary | $103K | 0.1% | 290 | — | |||
| 84 | $NRG | NRG ENERGY, INC. | Utilities | $97K | 0.1% | 1,009 | — | |||
| 85 | — | Vanguard ST Inflation-Pro - ETF | — | $83K | 0.0% | 1,680 | -5% | |||
| 86 | $ABBV | AbbVie Inc. | Healthcare | $77K | 0.0% | 293 | — | |||
| 87 | $PLTR | Palantir Technologies Inc. | Technology | $74K | 0.0% | 397 | — | |||
| 88 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $72K | 0.0% | 900 | — | |||
| 89 | — | DFA TIPS ETF - ETF | — | $59K | 0.0% | 1,505 | -0.7% | |||
| 90 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $46K | 0.0% | 100 | — | |||
| 91 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $44K | 0.0% | 200 | -1.0% | |||
| 92 | $AVGO | Broadcom Inc. | Technology | $39K | 0.0% | 110 | — | |||
| 93 | $PPLT | abrdn Platinum ETF Trust | Financials | $39K | 0.0% | 2,500 | — | |||
| 94 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $35K | 0.0% | 38 | — | |||
| 95 | $CAT | CATERPILLAR INC | Industrials | $30K | 0.0% | 37 | — | |||
| 96 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $25K | 0.0% | 553 | — | |||
| 97 | — | ARK Innovation ETF - ETF | — | $25K | 0.0% | 275 | -10% | |||
| 98 | — | Vanguard Ultra Short Bond - ETF | — | $23K | 0.0% | 460 | +3% | |||
| 99 | $WMT | Walmart Inc. | Consumer Staples | $19K | 0.0% | 183 | — | |||
| 100 | — | Avantis Inflation Equity - ETF | — | $16K | 0.0% | 210 | +2% | |||
| 101 | $ROKU | ROKU, INC | Communication Services | $15K | 0.0% | 100 | — | |||
| 102 | $RYN | RAYONIER INC | Real Estate | $14K | 0.0% | 780 | — | |||
| 103 | $PFE | PFIZER INC | Healthcare | $14K | 0.0% | 483 | — | |||
| 104 | $ETSY | ETSY INC | Industrials | $13K | 0.0% | 186 | — | |||
| 105 | — | iShares Flexible Income A - ETF | — | $12K | 0.0% | 240 | -95% | |||
| 106 | $XYZ | Block, Inc. | Technology | $12K | 0.0% | 157 | — | |||
| 107 | $DIS | Walt Disney Co | Communication Services | $10K | 0.0% | 100 | — | |||
| 108 | — | Avantis Short-Term Fixed - ETF | — | $10K | 0.0% | 225 | +150% | |||
| 109 | $SHOP | SHOPIFY INC. | Technology | $7K | 0.0% | 50 | — | |||
| 110 | — | Fidelity High Yield Facto - ETF | — | $7K | 0.0% | 140 | — | |||
| 111 | $MCD | MCDONALDS CORP | Consumer Discretionary | $6K | 0.0% | 27 | — | |||
| 112 | — | DFA Ultra Short Bond ETF - ETF | — | $5K | 0.0% | 95 | +12% | |||
| 113 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $5K | 0.0% | 86 | — | |||
| 114 | — | Avantis Core Fixed Income - ETF | — | $5K | 0.0% | 115 | -94% | |||
| 115 | $CSCO | CISCO SYSTEMS, INC. | Technology | $5K | 0.0% | 42 | — | |||
| 116 | $IVZ | Invesco Ltd. | Financials | $4K | 0.0% | 195 | -11% | |||
| 117 | — | iShares Commodities Selec - ETF | — | $4K | 0.0% | 100 | -13% | |||
| 118 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3K | 0.0% | 12 | — | |||
| 119 | — | SPDR Doubleline Total Ret - ETF | — | $3K | 0.0% | 80 | -33% | |||
| 120 | — | DFA US Micro Cap RTF - ETF | — | $3K | 0.0% | 50 | — | |||
| 121 | — | Etfmg Prime Mobile - COM | — | $3K | 0.0% | 55 | — | |||
| 122 | $VRT | Vertiv Holdings Co | Technology | $2K | 0.0% | 10 | — | |||
| 123 | $HSY | HERSHEY CO | Consumer Staples | $2K | 0.0% | 13 | — | |||
| 124 | — | DFA US Large Cap Value ET - ETF | — | $2K | 0.0% | 50 | — | |||
| 125 | $STT | STATE STREET CORP | Financials | $2K | 0.0% | 20 | — | |||
| 126 | — | DFA US High Profitability - ETF | — | $1K | 0.0% | 30 | -14% | |||
| 127 | $VTRS | Viatris Inc | Healthcare | $1K | 0.0% | 59 | — | |||
| 128 | — | Avantis U S Quality ETF - ETF | — | $1K | 0.0% | 15 | -40% | |||
| 129 | $CABO | Cable One, Inc. | Communication Services | $551 | 0.0% | 50 | — | |||
| 130 | $KD | Kyndryl Holdings, Inc. | Technology | $450 | 0.0% | 40 | — | |||
| 131 | $BABA | Alibaba Group Holding Ltd | Consumer Discretionary | $430 | 0.0% | 4 | — | |||
| 132 | $GME | GameStop Corp. | Technology | $296 | 0.0% | 12 | — | |||
| 133 | $ARL | AMERICAN REALTY INVESTORS INC | Real Estate | $162 | 0.0% | 10 | — | |||
| 134 | $AZN | ASTRAZENECA PLC | Healthcare | $161 | 0.0% | 1 | — | |||
| 135 | $UBER | Uber Technologies, Inc | Technology | $69 | 0.0% | 1 | — | |||
| 136 | $GME | GameStop Corp. | Technology | $2 | 0.0% | 1 | — | |||
| 137 | — | Link Motion Inc - COM | — | $0 | 0.0% | 200 | — |
What changed in Q3 2026
Against the previous quarter's 13F: 0 new, 26 added to, 45 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (26)
- SPDR Barclays Intl Corp B - ETF+14%
now $7.2M
- Avantis Global Real Estat - ETF+5%
now $6.3M
- Avantis US Micro Cap Equi - ETF+14%
now $2.1M
- Avantis Emerging Markets - ETF+11%
now $2.4M
- DFA Emerging Markets High - ETF+103%
now $317K
- iShares Emerging Markets - ETF+2%
now $6.2M
+20 more in the Excel export
Trimmed (45)
- SPDR Short International - ETF-18%
now $5.8M
- DFA US Small Cap ETF - ETF-7%
now $7.3M
- SPDR Gold Mini ETF - ETF-4%
now $11.1M
- DFA Global Real Estate ET - ETF-10%
now $4.2M
- DFA US Small Cap Value ET - ETF-8%
now $3.3M
- iShares Flexible Income A - ETF-95%
now $12K
+39 more in the Excel export
Holdings by quarter
Every 13F LAM GROUP, INC. has filed, 15 earlier quarters. Pick one to see what it held then.
Is it too late to follow LAM GROUP?
Q3 2026 13F filed with the SEC on Oct 26, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of LAM GROUP's top 20 holdings: 67/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
+1.0%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 7% over the last 4
Top 10 weight
39%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
92%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LAM GROUP, INC. disclosed 137 positions worth $198.6M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 0 new positions and exited 2 and a full exit from $QS. The portfolio is most concentrated in Other (93.2% of disclosed assets). All figures are sourced directly from LAM GROUP, INC.’s Form 13F-HR filing with the SEC under CIK 1961944.
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AI-Powered Hedge Fund Analysis: LAM GROUP, INC.
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