LAM GROUP, INC.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Mar 2026 to Oct 2026 | $507,399,802 | Individuals and high net worth (96%) |
| Apr 2025 to Feb 2026 | $388,270,885 | Individuals and high net worth (95%) |
| Apr 2024 to Mar 2025 | $355,866,593 | Individuals and high net worth (92%) |
| May 2023 to Mar 2024 | $323,241,095 | Individuals and high net worth (92%) |
| Feb 2023 to Apr 2023 | $323,241,095 | Individuals and high net worth (92%) |
| Apr 2022 to Jan 2023 | $378,913,748 | Individuals and high net worth (98%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 91.9%; sector active share 86.4% against the combined 13F book's sector weights.
Over time 15 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
132 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 95.7% | $191,376,535 |
| Healthcare | 1.4% | $2,893,139 |
| Technology | 1.3% | $2,532,537 |
| Financial Services | 0.5% | $1,043,374 |
| Communication Services | 0.3% | $698,381 |
| Consumer Cyclical | 0.3% | $660,623 |
| Industrials | 0.2% | $459,670 |
| Utilities | 0.1% | $147,374 |
| Consumer Defensive | 0.0% | $58,553 |
| Real Estate | 0.0% | $16,820 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BWZ | State Street(R) SPDR(R) Bloomberg Short Term International Treasury Bond ETF | +44,606 | 264,206 | $7,067,510 | |
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | +34,773 | 39,756 | $4,751,637 | |
| LEMB | iShares J.P. Morgan EM Local Currency Bond ETF | +9,105 | 142,385 | $6,041,395 | |
| IWF | iShares Russell 1000 Growth ETF | +5,775 | 7,700 | $956,109 | |
| — | +3,660 | 6,560 | $950,281 | ||
| AVDS | Avantis International Small Cap Equity ETF | +2,960 | 23,860 | $1,795,703 | |
| DFCF | Dimensional Core Fixed Income ETF | +2,810 | 10,550 | $445,315 | |
| AVRE | Avantis Real Estate ETF | +2,605 | 134,940 | $6,393,457 | |
| AVIV | Avantis International Large Cap Value ETF | +2,555 | 33,345 | $2,581,569 | |
| PPLT | abrdn Platinum ETF Trust | +2,250 | 2,500 | $35,325 | |
| AVDE | Avantis International Equity ETF | +2,115 | 24,665 | $2,200,118 | |
| AVDV | Avantis International Small Cap Value ETF | +2,105 | 22,885 | $2,358,299 | |
| AVIG | Avantis Core Fixed Income ETF | +1,775 | 1,785 | $73,916 | |
| MSFT | Microsoft Corp | +1,380 | 2,455 | $915,764 | |
| AVEM | Avantis Emerging Markets Equity ETF | +1,235 | 22,865 | $2,206,243 | |
| AVGE | Avantis All Equity Markets ETF | +1,235 | 14,226 | $1,409,796 | |
| GLDM | World Gold Trust | +1,215 | 140,590 | $11,165,657 | |
| AVLV | Avantis U.S. Large Cap Value ETF | +640 | 16,150 | $1,473,041 | |
| AVEE | Avantis Emerging Markets Small Cap Equity ETF | +560 | 9,845 | $682,504 | |
| AVES | Avantis Emerging Markets Value ETF | +550 | 16,910 | $1,109,296 | |
| VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND | +375 | 16,060 | $1,079,874 | |
| NVDA | Nvidia Corp | +367 | 807 | $161,472 | |
| DEHP | Dimensional Emerging Markets High Profitability ETF | +340 | 3,805 | $162,739 | |
| AVSC | Avantis U.S. Small Cap Equity ETF | +325 | 26,200 | $1,921,508 | |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | +260 | 1,760 | $88,404 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DFGR | Dimensional Global Real Estate ETF | −16,870 | 171,240 | $4,960,822 | |
| — | −5,320 | 305 | $24,650 | ||
| DFSV | Dimensional US Small Cap Value ETF | −2,755 | 95,240 | $3,694,359 | |
| IBND | State Street(R) SPDR(R) Bloomberg International Corporate Bond ETF | −2,750 | 213,150 | $6,646,017 | |
| DFGX | Dimensional International Core Fixed Income ETF | −2,460 | 10,205 | $546,936 | |
| BINC | −1,565 | 5,240 | $274,261 | ||
| DUSB | Dimensional Ultrashort Fixed Income ETF | −745 | 85 | $4,316 | |
| — | −485 | 20,955 | $872,147 | ||
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | −480 | 16,417 | $979,930 | |
| AVUV | Avantis U.S. Small Cap Value ETF | −370 | 33,855 | $4,223,749 | |
| DISV | Dimensional International Small Cap Value ETF | −365 | 177,585 | $7,126,486 | |
| BNDX | Vanguard Total International Bond ETF | −225 | 8,510 | $412,139 | |
| DFAU | Dimensional US Core Equity Market ETF | −215 | 7,345 | $379,663 | |
| VNQI | VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND | −200 | 24,150 | $1,083,127 | |
| DFAS | Dimensional U.S. Small Cap ETF | −132 | 101,138 | $8,327,702 | |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | −120 | 35,380 | $5,458,780 | |
| FDHY | Fidelity Enhanced High Yield ETF | −115 | 140 | $6,864 | |
| DFAE | Dimensional Emerging Core Equity Market ETF | −105 | 31,385 | $1,261,990 | |
| AVUS | Avantis U.S. Equity ETF | −100 | 15,450 | $1,978,836 | |
| TOTL | State Street(R) DoubleLine(R) Total Return Tactical ETF | −35 | 120 | $4,736 | |
| DUHP | Dimensional US High Profitability ETF | −5 | 35 | $1,460 | |
| — | −5 | 42,930 | $10,569,795 | ||
| VTV | VANGUARD VALUE INDEX FUND | −3 | 5,599 | $1,220,190 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GLDM |
World Gold Trust
|
Added | 140,590 | $11,165,657 | 5.59% | |
|
|
Reduced | 42,930 | $10,569,795 | 5.29% | ||
| VEU |
Vanguard International Equity Index Funds
|
Held | 114,192 | $9,563,580 | 4.78% | |
| DFAS |
Dimensional U.S. Small Cap ETF
|
Reduced | 101,138 | $8,327,702 | 4.17% | |
| DISV |
Dimensional International Small Cap Value ETF
|
Reduced | 177,585 | $7,126,486 | 3.57% | |
| DFUV |
Dimensional U.S. Marketwide Value ETF
|
Added | 129,440 | $7,120,494 | 3.56% | |
| BWZ |
State Street(R) SPDR(R) Bloomberg Short Term International Treasury Bond ETF
|
Added | 264,206 | $7,067,510 | 3.54% | |
| IBND |
State Street(R) SPDR(R) Bloomberg International Corporate Bond ETF
|
Reduced | 213,150 | $6,646,017 | 3.32% | |
| AVRE |
Avantis Real Estate ETF
|
Added | 134,940 | $6,393,457 | 3.20% | |
| LEMB |
iShares J.P. Morgan EM Local Currency Bond ETF
|
Added | 142,385 | $6,041,395 | 3.02% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Held | 24,520 | $5,958,114 | 2.98% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Added | 15,893 | $5,881,045 | 2.94% | |
| DFIV |
Dimensional International Value ETF
|
Held | 106,938 | $5,776,790 | 2.89% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Held | 7,475 | $5,504,590 | 2.75% | |
| VSS |
VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND
|
Reduced | 35,380 | $5,458,780 | 2.73% | |
| DFGR |
Dimensional Global Real Estate ETF
|
Reduced | 171,240 | $4,960,822 | 2.48% | |
| VGT |
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
Added | 39,756 | $4,751,637 | 2.38% | |
| IEMG |
iShares Trust
|
Held | 53,215 | $4,408,330 | 2.21% | |
| AVUV |
Avantis U.S. Small Cap Value ETF
|
Reduced | 33,855 | $4,223,749 | 2.11% | |
| DFIS |
Dimensional International Small Cap ETF
|
Added | 114,245 | $4,002,002 | 2.00% | |
| DFSV |
Dimensional US Small Cap Value ETF
|
Reduced | 95,240 | $3,694,359 | 1.85% | |
| DFEV |
Dimensional Emerging Markets Value ETF
|
Held | 82,260 | $3,509,787 | 1.76% | |
| DFUS |
Dimensional U.S. Equity Market ETF
|
Held | 39,042 | $3,199,101 | 1.60% | |
| AMPH |
Amphastar Pharmaceuticals, Inc.
Healthcare
|
Held | 130,800 | $2,639,544 | 1.32% | |
| AVIV |
Avantis International Large Cap Value ETF
|
Added | 33,345 | $2,581,569 | 1.29% | |
| AVDV |
Avantis International Small Cap Value ETF
|
Added | 22,885 | $2,358,299 | 1.18% | |
| DFAX |
Dimensional World ex. U.S. Core Equity 2 ETF
|
Held | 63,131 | $2,325,746 | 1.16% | |
| DFAT |
Dimensional U.S. Targeted Value ETF
|
Added | 31,603 | $2,209,049 | 1.11% | |
| AVEM |
Avantis Emerging Markets Equity ETF
|
Added | 22,865 | $2,206,243 | 1.10% | |
| AVDE |
Avantis International Equity ETF
|
Added | 24,665 | $2,200,118 | 1.10% | |
| AVUS |
Avantis U.S. Equity ETF
|
Reduced | 15,450 | $1,978,836 | 0.99% | |
| AVSC |
Avantis U.S. Small Cap Equity ETF
|
Added | 26,200 | $1,921,508 | 0.96% | |
| AVDS |
Avantis International Small Cap Equity ETF
|
Added | 23,860 | $1,795,703 | 0.90% | |
| VB |
Vanguard Index Funds
|
Held | 5,750 | $1,742,940 | 0.87% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 2,028 | $1,514,449 | 0.76% | |
| AVLV |
Avantis U.S. Large Cap Value ETF
|
Added | 16,150 | $1,473,041 | 0.74% | |
| AVGE |
Avantis All Equity Markets ETF
|
Added | 14,226 | $1,409,796 | 0.71% | |
| DFAC |
Dimensional U.S. Core Equity 2 ETF
|
Added | 29,806 | $1,322,194 | 0.66% | |
| DFAI |
Dimensional International Core Equity Market ETF
|
Held | 31,255 | $1,289,268 | 0.64% | |
| DFAE |
Dimensional Emerging Core Equity Market ETF
|
Reduced | 31,385 | $1,261,990 | 0.63% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
Reduced | 5,599 | $1,220,190 | 0.61% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 1,710 | $1,174,445 | 0.59% | |
| AVES |
Avantis Emerging Markets Value ETF
|
Added | 16,910 | $1,109,296 | 0.55% | |
| VNQI |
VANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX FUND
|
Reduced | 24,150 | $1,083,127 | 0.54% | |
| VWOB |
VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND
|
Added | 16,060 | $1,079,874 | 0.54% | |
| VOE |
VANGUARD MID-CAP VALUE INDEX FUND
|
Held | 5,275 | $1,042,340 | 0.52% | |
| AAPL |
Apple Inc.
Technology
|
Added | 3,548 | $1,026,649 | 0.51% | |
| GLD |
Spdr Gold Trust
|
Held | 2,755 | $1,014,886 | 0.51% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Held | 1,400 | $984,676 | 0.49% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Reduced | 16,417 | $979,930 | 0.49% |
Showing the top 50 of 132 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.