13F

Investor

LAM GROUP, INC.

CIK 0001961944 · filed 2026-04-22 · SEC filing

13F book

$182M

Positions

136

61 new · 0 sold

Largest name

7.1%

SPDR Gold Mini ETF

Est. mark

$1.18M

Price effect on 75 names still held. Flow $6.04M.
NameTickerSharesValueWeightEst. markChange
SPDR Gold Mini ETF139.4K$12.9M7.1%$1.02MAdded$1.06M
Vanguard Index Fds42.9K$8.84M4.9%−$142.5KCut−$241.9K
Vanguard Intl Equity Index F114.2K$8.58M4.7%$175.9KHeld
Dimensional Etf Trust101.3K$7.2M4.0%$147.8KCut$104.1K
Dimensional Etf Trust177.9K$7.02M3.9%$256.2KCut$115.6K
Spdr Series Trust215.9K$6.71M3.7%−$222.4KCut−$3.77M
Dimensional Etf Trust129.4K$6.27M3.4%$242KCut$197.6K
Spdr Series Trust219.6K$5.91M3.2%−$23.5KAdded$4.6M
American Centy Etf Tr132.3K$5.83M3.2%$50.7KAdded$1.33M
Dimensional Etf Trust106.9K$5.64M3.1%$306.5KAdded$334.4K
Ishares Inc133.3K$5.44M3.0%−$94.1KAdded$359.2K
Vanguard Index Fds24.5K$5.33M2.9%$133.9KHeld
Vanguard Intl Equity Index F35.5K$5.18M2.8%$87.3KHeld
Vanguard Index Fds15.9K$5.1M2.8%−$220.7KAdded−$17.4K
Dimensional Etf Trust188.1K$5M2.7%$30.1KCut−$349K
Invesco Qqq Tr7.47K$4.31M2.4%−$277.5KHeld
Dimensional Etf Trust114.2K$3.85M2.1%$83.4KCut−$66.5K
American Centy Etf Tr34.2K$3.78M2.1%$276.6KAdded$458.8K
Ishares Inc53.2K$3.71M2.0%$134.6KCut$111.1K
Vanguard World Fd4.98K$3.48M1.9%−$279.3KCut−$298.2K
Dimensional Etf Trust98K$3.43M1.9%$210.7KCut$178K
Dimensional Etf Trust82.3K$2.94M1.6%$167.8KAdded$168.7K
Dimensional Etf Trust39K$2.77M1.5%−$127.3KHeld
Amphastar Pharmaceuticals In130.8K$2.56M1.4%−$940.5KHeld
American Centy Etf Tr30.8K$2.3M1.3%$110.8KCut$87K
Dimensional Etf Trust63.1K$2.14M1.2%$78.3KHeld
American Centy Etf Tr20.8K$2.08M1.1%$97.8KAdded$514.7K
Dimensional Etf Trust31.6K$1.97M1.1%$86.5KAdded$202.7K
American Centy Etf Tr22.6K$1.91M1.1%$56.8KCut−$38.3K
American Centy Etf Tr21.6K$1.74M1.0%$77KCut$47.7K
American Centy Etf Tr15.6K$1.73M0.9%−$7.95KAdded$247.2K
American Centy Etf Tr25.9K$1.61M0.9%$68.8KAdded$476.3K
Vanguard Index Fds5.75K$1.51M0.8%$22.8KHeld
American Centy Etf Tr20.9K$1.5M0.8%$30.5KAdded$456.3K
Spdr S&P 500 Etf Tr2K$1.3M0.7%−$63.2KHeld
American Centy Etf Tr15.5K$1.25M0.7%$59.5KAdded$318.7K
Dimensional Etf Trust31.3K$1.22M0.7%$26.6KCut−$35.4K
Spdr Gold Tr2.75K$1.19M0.7%$93.6KCut$65.9K
Dimensional Etf Trust29.8K$1.16M0.6%−$21.8KAdded−$21.6K
American Centy Etf Tr13K$1.14M0.6%$26.3KAdded$72.4K
Vanguard Index Fds5.6K$1.1M0.6%$22.3KAdded$282.7K
Vanguard Intl Equity Index F24.4K$1.08M0.6%−$33.7KAdded−$29.7K
Dimensional Etf Trust31.5K$1.07M0.6%$40.6KCut$40.3K
Vanguard Whitehall Fds15.7K$1.03M0.6%−$27.3KCut−$97.4K
American Centy Etf Tr16.4K$981.3K0.5%$22.6KAdded$190.6K
Vanguard Index Fds5.28K$972.1K0.5%$36.5KHeld
Vanguard Intl Equity Index F16.9K$913.3K0.5%$4.35KAdded$106.6K
Vanguard Index Fds1.48K$881.4K0.5%−$43.6KHeld
Apple Inc.AAPL3.46K$877.6K0.5%−$62.5KHeld
Spdr S&P Midcap 400 Etf Tr1.4K$863.5K0.5%$18.9KHeld
Berkshire Hathaway Inc Del1.72K$824.7K0.5%−$40.4KCut−$65.5K
Ishares Tr1.93K$820.8K0.5%−$90.3KHeld
Gmo Etf Trust21.4K$775.7K0.4%−$48.9KCut−$106.2K
Vanguard Tax-Managed Fds11.6K$740.5K0.4%$12.4KAdded$258.7K
Ishares Tr9.15K$717.8K0.4%$8.06KHeld
Google Inc2.37K$678.6K0.4%−$21.6KAdded$427.5K
Dimensional Etf Trust12.7K$664.3K0.4%−$2.34KCut−$79.4K
Ishares Tr9.25K$624.7K0.3%$14.2KHeld
American Centy Etf Tr9.29K$588.9K0.3%$9.02KAdded$37.2K
Meta Platforms, Inc.META958$548.1K0.3%−$84.3KHeld
Ishares Tr4K$497.2K0.3%$16.5KHeld
Dimensional Etf Trust14.3K$494.2K0.3%$21KAdded$21.2K
Google Inc1.6K$460.1K0.3%−$40.7KHeld
Amazon Com IncAMZN2.14K$445.7K0.2%−$48.3KHeld
Vanguard Charlotte Fds8.73K$419.7K0.2%−$2.36KCut−$94.6K
Microsoft CorpMSFT1.07K$398.1K0.2%−$103.3KAdded−$43K
Boeing Co1.93K$383.3K0.2%−$34.8KCut−$810.6K
Ark Etf Tr5.63K$380.2K0.2%New
Vanguard Index Fds4.07K$361K0.2%$855Cut−$17.7K
Blackrock Etf Trust Ii6.8K$353.4K0.2%−$4.39KAdded$77.4K
Ark Etf Tr2.9K$349.8K0.2%−$78.6KCut−$108.2K
Dimensional Etf Trust7.56K$341.1K0.2%−$12.7KAdded−$12.5K
Dimensional Etf Trust7.74K$326.8K0.2%−$2.63KCut−$37.3K
Dimensional Etf Trust5.58K$267.4K0.1%−$390Added$89
Dimensional World Equity3.5K$258K0.1%−$701Added−$627
Vanguard Wellington Fd1.45K$194.5K0.1%New
Amgen IncAMGN462$162.6K0.1%New
Nrg Energy, Inc.NRG1.01K$147.4K0.1%New
Netflix IncNFLX1.53K$147.1K0.1%New
Dimensional Etf Trust3.46K$117.1K0.1%New
NetApp, Inc.NTAP1K$102.4K0.1%New
Visa Inc.V300$90.7K0.1%New
Nvidia CorpNVDA440$76.7K0.0%New
Vanguard Malvern Fds1.5K$74.9K0.0%$733Cut−$410.4K
Wells Fargo Co New900$71.6K0.0%New
AbbVie Inc.ABBV293$63.6K0.0%New
Dimensional Etf Trust1.4K$58.4K0.0%New
Dimensional Etf Trust1.71K$55.1K0.0%New
International Business Machs202$49K0.0%New
Abrdn Platinum Etf TrustPPLT250$44.6K0.0%New
Dimensnl Ultrashrt Fixed830$42.1K0.0%New
Costco Whsl Corp New38$37.9K0.0%New
Tesla, Inc.TSLA100$37.2K0.0%New
Broadcom Inc.AVGO110$34K0.0%New
Taiwan Semiconductor Mfg Ltd100$33.8K0.0%New
Verizon Communications IncVZ553$27.8K0.0%New
Caterpillar IncCAT37$26.2K0.0%New
Walmart Inc.WMT183$22.7K0.0%New
Vanguard Bd Index Fds438$21.8K0.0%New
Advanced Micro Devices IncAMD100$20.3K0.0%New
Rayonier IncRYN780$16.1K0.0%New
Pfizer IncPFE483$13.6K0.0%New
American Centy Etf Tr180$13.1K0.0%New
Fidelity Covington Trust255$12.4K0.0%New
Disney Walt Co100$9.64K0.0%New
Roku, IncROKU100$9.46K0.0%New
Block Inc157$9.45K0.0%New
Etsy IncETSY186$9.3K0.0%New
Mcdonalds CorpMCD27$8.39K0.0%New
Ssga Active Etf Tr155$6.16K0.0%New
Shopify Inc.SHOP50$5.93K0.0%New
Cable One, Inc.CABO50$4.56K0.0%New
Bank America Corp86$4.19K0.0%New
American Centy Etf Tr85$3.98K0.0%New
Home Depot, Inc.HD12$3.95K0.0%New
Invesco Actvely Mngd Etc Fd215$3.72K0.0%New
Ishares U S Etf Tr110$3.72K0.0%New
Cisco Sys Inc42$3.26K0.0%New
Hershey CoHSY13$2.7K0.0%New
Vertiv Holdings CoVRT10$2.51K0.0%New
Etf Managers Tr55$2.35K0.0%New
SPDR Bloomberg Barclays High Yie20$1.91K0.0%New
Dimensional Etf Trust50$1.79K0.0%New
Dimensional Etf Trust40$1.47K0.0%New
Dfa Invt Dimensions Group In20$1.02K0.0%New
Viatris IncVTRS59$7970.0%New
Kyndryl Hldgs Inc40$5250.0%New
Alibaba Group Hldg Ltd4$5020.0%New
American Centy Etf Tr10$4150.0%New
American Centy Etf Tr5$2840.0%New
Gamestop Corp New12$2760.0%New
AstraZeneca PLCAZN1$1970.0%New
American Rlty Invs Inc10$1550.0%New
Uber Technologies, IncUBER1$720.0%New
Gamestop Corp New1$40.0%New
Link Motion Inc200$00.0%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.