Institutional Investor · CIK 0001961944
LAM GROUP, INC.
Portfolio data for the last 6 months — sourced from SEC 13F filings
Stocks Held
143
Total Value
$184.62M
Total Shares
2.66M
Latest Filing
Jul 10, 2026
CIK
0001961944
Current Holdings
| Company↕ | Sector↕ | Industry | Period↕ | Filed↓ | Shares↕ | Value ($)↕ | Ownership↕ | Type | P/C/S | SEC Filing |
|---|---|---|---|---|---|---|---|---|---|---|
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 42,930 | $10.57M | 0.0104% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 114,192 | $9.56M | 0.0100% | SH | — | View | |
Dimensional - US Small…(DFAS) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 101,138 | $8.33M | 0.0538% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 129,440 | $7.12M | 0.0469% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 264,206 | $7.07M | 2.4262% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 213,150 | $6.65M | 1.4404% | SH | — | View | |
Avantis Real Estate ETF(AVRE) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 134,940 | $6.39M | 0.7777% | SH | — | View |
iShares J.P. Morgan EM…(LEMB) | Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 142,385 | $6.04M | 0.8476% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 24,520 | $5.96M | 0.0088% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 15,893 | $5.88M | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 106,938 | $5.78M | 0.0308% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 7,475 | $5.50M | 0.7673% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 7,475 | $5.50M | 0.0010% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 35,380 | $5.46M | 0.0385% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 171,240 | $4.96M | 0.1373% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 39,756 | $4.75M | 0.0034% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 53,215 | $4.41M | 0.0026% | SH | — | View | |
Avantis U.S. Small Cap…(AVUV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 33,855 | $4.22M | 0.0146% | SH | — | View |
Dimensional - US Small…(DFSV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 95,240 | $3.69M | 0.0477% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 82,260 | $3.51M | 0.1650% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 39,042 | $3.20M | 0.0151% | SH | — | View | |
| Healthcare | Drug Manufacturers - Specialty & Generic | 2026-06-30 | 2026-07-10 | 130,800 | $2.64M | 0.2966% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 33,345 | $2.58M | 0.2101% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 22,885 | $2.36M | 0.0127% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 63,131 | $2.33M | 0.0194% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 31,603 | $2.21M | 0.0156% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 22,865 | $2.21M | 0.0078% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 24,665 | $2.20M | 0.0131% | SH | — | View | |
Avantis U.S. Equity ETF(AVUS) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 15,450 | $1.98M | 0.0142% | SH | — | View |
Avantis U.S. Small Cap…(AVSC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 26,200 | $1.92M | 0.0626% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 23,860 | $1.80M | 1.0699% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,750 | $1.74M | 0.0009% | SH | — | View | |
SPDR S&P 500 ETF…(1557.T) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,028 | $1.51M | 0.0002% | SH | — | View |
Avantis U.S. Large Cap…(AVLV) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 16,150 | $1.47M | 0.0114% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 14,226 | $1.41M | 0.1351% | SH | — | View | |
Dimensional - US Core…(DFAC) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 29,806 | $1.32M | 0.0028% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 31,255 | $1.29M | 0.0078% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 31,385 | $1.26M | 0.0123% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,599 | $1.22M | 0.0005% | SH | — | View | |
Vanguard S&P 500 ETF(VOO) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 1,710 | $1.17M | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 16,910 | $1.11M | 0.1185% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 24,150 | $1.08M | 0.0300% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 16,060 | $1.08M | 0.0156% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 5,275 | $1.04M | 0.0029% | SH | — | View | |
Apple Inc.(AAPL) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 3,548 | $1.03M | 0.0000% | SH | — | View |
Apple Inc.(APC.DE) | Technology | Consumer Electronics | 2026-06-30 | 2026-07-10 | 3,548 | $1.03M | 0.0000% | SH | — | View |
SPDR Gold Shares(GLD) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,755 | $1.01M | 0.0008% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 1,400 | $984.68K | 0.0034% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 16,417 | $979.93K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 7,700 | $956.11K | 0.0007% | SH | — | View | |
Microsoft Corporation(MSFT) | Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 2,455 | $915.93K | 0.0000% | SH | — | View |
GMO US Quality ETF(QLTY) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 20,955 | $872.15K | 0.0186% | SH | — | View |
Berkshire Hathaway Inc.(BRK-B) | Financial Services | Insurance - Diversified | 2026-06-30 | 2026-07-10 | 1,721 | $861.17K | 0.0001% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 11,763 | $838.12K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 9,155 | $753.18K | 0.0058% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 9,250 | $713.27K | 0.0006% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 9,845 | $682.50K | 0.5470% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,000 | $593.24K | 0.0005% | SH | — | View | |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 14,310 | $581.56K | 0.0059% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 10,205 | $546.93K | 0.0318% | SH | — | View | |
Meta Platforms, Inc.(FB2A.DE) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 958 | $539.63K | 0.0000% | SH | — | View |
Meta Platforms, Inc.(META) | Communication Services | Internet Content & Information | 2026-06-30 | 2026-07-10 | 958 | $539.63K | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZ.DE) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 2,140 | $510.05K | 0.0000% | SH | — | View |
Amazon.com, Inc.(AMZN) | Consumer Cyclical | Specialty Retail | 2026-06-30 | 2026-07-10 | 2,140 | $510.05K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 10,550 | $445.32K | 0.0040% | SH | — | View | |
The Boeing Company(BCO.DE) | Industrials | Aerospace & Defense | 2026-06-30 | 2026-07-10 | 1,926 | $416.92K | 0.0002% | SH | — | View |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 8,510 | $412.14K | 0.0003% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 4,070 | $392.47K | 0.0006% | SH | — | View | |
Dimensional - US Core…(DFAU) | Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 7,345 | $379.66K | 0.0031% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 3,499 | $289.65K | 0.0201% | SH | — | View | |
| Financial Services | Asset Management - Income | 2026-06-30 | 2026-07-10 | 5,240 | $274.26K | 0.0017% | SH | — | View | |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 5,590 | $266.92K | 0.0038% | SH | — | View | |
Amgen Inc.(4332.HK) | Healthcare | Biotechnology | 2026-06-30 | 2026-07-10 | 462 | $167.30K | 0.0001% | SH | — | View |
| Financial Services | Asset Management - Global | 2026-06-30 | 2026-07-10 | 3,805 | $162.74K | 0.0337% | SH | — | View | |
NVIDIA Corporation(NVDA) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 807 | $161.47K | 0.0000% | SH | — | View |
NVIDIA Corporation(NVD.DE) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 807 | $161.47K | 0.0000% | SH | — | View |
NetApp, Inc.(NTA.DE) | Technology | Computer Hardware | 2026-06-30 | 2026-07-10 | 1,000 | $154.76K | 0.0005% | SH | — | View |
NRG Energy, Inc.(NRA.DE) | Utilities | Independent Power Producers | 2026-06-30 | 2026-07-10 | 1,009 | $147.36K | 0.0005% | SH | — | View |
Tesla, Inc.(TL0.DE) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 290 | $121.97K | 0.0000% | SH | — | View |
Tesla, Inc.(TSLA) | Consumer Cyclical | Auto - Manufacturers | 2026-06-30 | 2026-07-10 | 290 | $121.97K | 0.0000% | SH | — | View |
Netflix, Inc.(NFLX) | Communication Services | Entertainment | 2026-06-30 | 2026-07-10 | 1,530 | $109.24K | 0.0000% | SH | — | View |
Netflix, Inc.(NFC.DE) | Communication Services | Entertainment | 2026-06-30 | 2026-07-10 | 1,530 | $109.24K | 0.0000% | SH | — | View |
Visa Inc.(3V64.DE) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 300 | $102.93K | 0.0000% | SH | — | View |
Visa Inc.(V) | Financial Services | Financial - Credit Services | 2026-06-30 | 2026-07-10 | 300 | $102.93K | 0.0000% | SH | — | View |
Advanced Micro Devices, Inc.(AMD.SW) | Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 172 | $99.92K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 1,760 | $88.41K | 0.0001% | SH | — | View | |
| Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 900 | $74.38K | 0.0000% | SH | — | View | |
Wells Fargo & Company(NWT.DE) | Financial Services | Banks - Diversified | 2026-06-30 | 2026-07-10 | 900 | $74.38K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 1,785 | $73.92K | 0.0037% | SH | — | View | |
AbbVie Inc.(ABBV) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 293 | $73.64K | 0.0000% | SH | — | View |
AbbVie Inc.(4AB.DU) | Healthcare | Drug Manufacturers - General | 2026-06-30 | 2026-07-10 | 293 | $73.64K | 0.0000% | SH | — | View |
| Financial Services | Asset Management - Bonds | 2026-06-30 | 2026-07-10 | 1,515 | $62.50K | 0.0055% | SH | — | View | |
| Technology | Information Technology Services | 2026-06-30 | 2026-07-10 | 202 | $56.80K | 0.0000% | SH | — | View | |
| Technology | Semiconductors | 2026-06-30 | 2026-07-10 | 100 | $47.76K | 0.0000% | SH | — | View | |
| Technology | Software - Infrastructure | 2026-06-30 | 2026-07-10 | 397 | $46.32K | 0.0000% | SH | — | View | |
Caterpillar Inc.(CAT) | Industrials | Agricultural - Machinery | 2026-06-30 | 2026-07-10 | 37 | $39.40K | 0.0000% | SH | — | View |
| Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 38 | $35.55K | 0.0000% | SH | — | View | |
| Financial Services | Asset Management | 2026-06-30 | 2026-07-10 | 2,500 | $35.33K | 0.0016% | SH | — | View | |
Verizon Communications Inc.(BAC.DE) | Communication Services | Telecommunications Services | 2026-06-30 | 2026-07-10 | 553 | $23.41K | 0.0000% | SH | — | View |
Walmart Inc.(WMT) | Consumer Defensive | Discount Stores | 2026-06-30 | 2026-07-10 | 183 | $20.73K | 0.0000% | SH | — | View |
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