2026 Q2 Portfolio Activity
In 2026 Q2, LAM GROUP, INC. maintained a portfolio of 137 distinct positions. The most significant new addition was Palantir Technologies In, now representing 0.02% of the total fund value. They heavily accumulated shares in Vanguard Information Tech, increasing the position by 697.8%.
Position History
hover any row below to update
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Total Positions
137
Quarter
2026 Q2
Top Holding
GLDM (5.5%)
Top 10 Concentration
39.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 137
LAM GROUP, INC. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
GLDM
SPDR Gold Mini ...
|
ETF | 5.55% | 7.10% |
#1
Prev: #1
|
4.7 |
—
|
1,215 | 0.9% |
P
S
|
140,590 | $11,165,658 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VXF
Vanguard Extend...
|
ETF | 5.25% | 4.86% |
#2
Prev: #2
|
4.1 |
—
|
-5 | -0.0% |
P
S
|
42,930 | $10,569,795 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VEU
Vanguard Intern...
|
ETF | 4.75% | 4.71% |
#3
Prev: #3
|
3.9 |
—
|
no change | no change |
P
S
|
114,192 | $9,563,580 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAS
DFA US Small Ca...
|
ETF | 4.14% | 3.96% |
#4
Prev: #4
|
2.7 |
—
|
-132 | -0.1% |
P
S
|
101,138 | $8,327,663 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DISV
DFA Internation...
|
ETF | 3.54% | 3.86% |
#5
Prev: #5
|
2.4 |
—
|
-365 | -0.2% |
P
S
|
177,585 | $7,126,486 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFUV
DFA US Equity V...
|
ETF | 3.54% | 3.45% |
#6
1
Prev: #7
|
1.9 |
—
|
9 | 0.0% |
P
S
|
129,440 | $7,120,485 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
BWZ
SPDR Short Inte...
|
ETF | 3.51% | 3.25% |
#7
1
Prev: #8
|
3.9 |
—
|
44,606 | 20.3% |
P
S
|
264,206 | $7,067,498 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IBND
SPDR Barclays I...
|
ETF | 3.30% | 3.69% |
#8
2
Prev: #6
|
1.8 |
—
|
-2,750 | -1.3% |
P
S
|
213,150 | $6,646,017 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVRE
Avantis Global ...
|
ETF | 3.18% | 3.20% |
#9
Prev: #9
|
1.8 |
—
|
2,605 | 2.0% |
P
S
|
134,940 | $6,393,457 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
LEMB
iShares Emergin...
|
ETF | 3.00% | 2.99% |
#10
1
Prev: #11
|
3.2 |
—
|
9,105 | 6.8% |
P
S
|
142,385 | $6,041,396 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VBR
Vanguard US Sma...
|
ETF | 2.96% | 2.93% |
#11
1
Prev: #12
|
2.2 |
—
|
no change | no change |
P
S
|
24,520 | $5,958,115 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VTI
Vanguard Total ...
|
ETF | 2.92% | 2.80% |
#12
2
Prev: #14
|
1.7 |
—
|
2 | 0.0% |
P
S
|
15,893 | $5,881,025 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFIV
DFA Internation...
|
ETF | 2.87% | 3.10% |
#13
3
Prev: #10
|
2.1 |
—
|
no change | no change |
P
S
|
106,938 | $5,776,791 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
QQQ
Powershares Nas...
|
ETF | 2.73% | 2.37% |
#14
2
Prev: #16
|
2.1 |
—
|
no change | no change |
P
S
|
7,475 | $5,504,590 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VSS
Vanguard FTSE A...
|
ETF | 2.71% | 2.84% |
#15
2
Prev: #13
|
1.6 |
—
|
-120 | -0.3% |
P
S
|
35,380 | $5,458,718 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFGR
DFA Global Real...
|
ETF | 2.46% | 2.75% |
#16
1
Prev: #15
|
1.5 |
—
|
-16,870 | -9.0% |
P
S
|
171,240 | $4,960,823 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VGT
Vanguard Inform...
|
ETF | 2.36% | 1.91% |
#17
3
Prev: #20
|
3.9 |
—
|
34,773 | 697.8% |
P
S
|
39,756 | $4,751,598 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
IEMG
iShares MSCI Em...
|
ETF | 2.19% | 2.04% |
#18
1
Prev: #19
|
1.9 |
—
|
no change | no change |
P
S
|
53,215 | $4,408,331 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVUV
Avantis US Smal...
|
ETF | 2.10% | 2.08% |
#19
1
Prev: #18
|
1.3 |
—
|
-370 | -1.1% |
P
S
|
33,855 | $4,223,750 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFIS
DFA Internation...
|
ETF | 1.99% | 2.11% |
#20
3
Prev: #17
|
1.3 |
—
|
10 | 0.0% |
P
S
|
114,245 | $4,002,002 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFSV
DFA US Small Ca...
|
ETF | 1.83% | 1.89% |
#21
Prev: #21
|
1.2 |
—
|
-2,755 | -2.8% |
P
S
|
95,240 | $3,694,360 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFEV
DFA Emerging Ma...
|
ETF | 1.74% | 1.62% |
#22
Prev: #22
|
1.7 |
—
|
no change | no change |
P
S
|
82,260 | $3,509,796 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFUS
DFA US Equity E...
|
ETF | 1.59% | 1.52% |
#23
Prev: #23
|
1.6 |
—
|
no change | no change |
P
S
|
39,042 | $3,199,101 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AMPH
Amphastar Pharm...
|
Healthcare | 1.31% | 1.41% |
#24
Prev: #24
|
1.5 |
—
|
no change | no change |
P
S
|
130,800 | $2,639,544 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVIV
Avantis Interna...
|
ETF | 1.28% | 1.27% |
#25
Prev: #25
|
2.5 |
—
|
2,555 | 8.3% |
P
S
|
33,345 | $2,581,570 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVDV
Avantis Interna...
|
ETF | 1.17% | 1.14% |
#26
1
Prev: #27
|
2.5 |
—
|
2,105 | 10.1% |
P
S
|
22,885 | $2,358,299 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAX
DFA World ex US...
|
ETF | 1.16% | 1.18% |
#27
1
Prev: #26
|
1.5 |
—
|
no change | no change |
P
S
|
63,131 | $2,325,760 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAT
DFA US Targeted...
|
ETF | 1.10% | 1.08% |
#28
Prev: #28
|
0.9 |
—
|
7 | 0.0% |
P
S
|
31,603 | $2,209,050 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVEM
Avantis Emergin...
|
ETF | 1.10% | 0.96% |
#29
1
Prev: #30
|
2.4 |
—
|
1,235 | 5.7% |
P
S
|
22,865 | $2,206,244 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVDE
Avantis Interna...
|
ETF | 1.09% | 1.05% |
#30
1
Prev: #29
|
2.4 |
—
|
2,115 | 9.4% |
P
S
|
24,665 | $2,200,118 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVUS
Avantis US Larg...
|
ETF | 0.98% | 0.95% |
#31
Prev: #31
|
0.9 |
—
|
-100 | -0.6% |
P
S
|
15,450 | $1,978,836 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVSC
Avantis US Micr...
|
ETF | 0.95% | 0.89% |
#32
Prev: #32
|
0.9 |
—
|
325 | 1.3% |
P
S
|
26,200 | $1,921,508 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVDS
Avantis Interna...
|
ETF | 0.89% | 0.83% |
#33
1
Prev: #34
|
2.4 |
—
|
2,960 | 14.2% |
P
S
|
23,860 | $1,795,704 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VB
Vanguard US Sma...
|
ETF | 0.87% | 0.83% |
#34
1
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
5,750 | $1,742,940 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
SPY
S&P 500 SPDR
|
ETF | 0.75% | 0.71% |
#35
Prev: #35
|
0.8 |
—
|
28 | 1.4% |
P
S
|
2,028 | $1,514,450 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVLV
Avantis US Larg...
|
ETF | 0.73% | 0.69% |
#36
Prev: #36
|
0.8 |
—
|
640 | 4.1% |
P
S
|
16,150 | $1,473,042 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVGE
Avantis All Equ...
|
ETF | 0.70% | 0.63% |
#37
3
Prev: #40
|
2.3 |
—
|
1,235 | 9.5% |
P
S
|
14,226 | $1,409,781 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAC
DFA US Core ETF
|
ETF | 0.66% | 0.64% |
#38
1
Prev: #39
|
0.8 |
—
|
3 | 0.0% |
P
S
|
29,806 | $1,322,197 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAI
DFA Internation...
|
ETF | 0.64% | 0.67% |
#39
2
Prev: #37
|
1.3 |
—
|
no change | no change |
P
S
|
31,255 | $1,289,269 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
DFAE
DFA Emerging Ma...
|
ETF | 0.63% | 0.59% |
#40
3
Prev: #43
|
0.8 |
—
|
-105 | -0.3% |
P
S
|
31,385 | $1,261,991 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VTV
Vanguard Value ...
|
ETF | 0.61% | 0.60% |
#41
Prev: #41
|
0.7 |
—
|
-3 | -0.1% |
P
S
|
5,599 | $1,220,189 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 0.58% | 0.48% |
#42
6
Prev: #48
|
2.2 |
—
|
235 | 15.9% |
P
S
|
1,710 | $1,174,445 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AVES
Avantis Emergin...
|
ETF | 0.55% | 0.54% |
#43
2
Prev: #45
|
0.7 |
—
|
550 | 3.4% |
P
S
|
16,910 | $1,109,296 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VNQI
Vanguard Global...
|
ETF | 0.54% | 0.59% |
#44
2
Prev: #42
|
0.7 |
—
|
-200 | -0.8% |
P
S
|
24,150 | $1,083,128 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VWOB
Vanguard Emergi...
|
ETF | 0.54% | 0.57% |
#45
1
Prev: #44
|
0.7 |
—
|
375 | 2.4% |
P
S
|
16,060 | $1,079,874 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VOE
Vanguard Mid Ca...
|
ETF | 0.52% | 0.53% |
#46
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
5,275 | $1,042,340 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
AAPL
Apple Computer ...
|
Technology | 0.51% | 0.48% |
#47
2
Prev: #49
|
0.7 |
—
|
90 | 2.6% |
P
S
|
3,548 | $1,026,649 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
GLD
SPDR Gold Trust
|
ETF | 0.50% | 0.65% |
#48
10
Prev: #38
|
1.2 |
—
|
no change | no change |
P
S
|
2,755 | $1,014,887 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
MDY
S&P Mid Cap SPD...
|
ETF | 0.49% | 0.47% |
#49
1
Prev: #50
|
1.2 |
—
|
no change | no change |
P
S
|
1,400 | $984,676 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 | |||
|
VWO
Vanguard Emergi...
|
ETF | 0.49% | 0.50% |
#50
3
Prev: #47
|
0.7 |
—
|
-480 | -2.8% |
P
S
|
16,417 | $979,934 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-07-10 |
Showing 1-50 of 137 holdings