greeksoup/ stock research
Stock research / United States / Funds / Lam Group, Inc.

Lam Group, Inc.

CIK 1961944 · latest 13F filed 26 October 2026 · Read the filing on EDGAR

Lam Group, Inc. reported 137 US-listed holdings worth $198.6 million in its 13F for the quarter ended 30 September 2026, filed 26 October 2026. Its largest: World Gold TR (5.6%), Vanguard Index FDS (5.0%) and Vanguard FTSE All-World ex-US ETF (4.7%). Against the quarter before, it opened 0 positions, added to 23, trimmed 43 and sold out of 2.

Reported holdings$198.6M-1.4% on Q2 2026
Positions137-2 on Q2 2026
The largest ten39.2%of its reported holdings
Latest 13FQ3 2026filed 26 October 2026
Where the money is
Added toHeldTrimmed
World5.6%VXF5.0%VEU4.7%DISV3.9%DFAS3.7%IBND3.6%DFUV3.5%AVRE3.2%LEMB3.1%DFIV3.0%VTI3.0%BWZ2.9%VBR2.8%QQQ2.8%122 more49.3%

The 14 largest of its 136 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $141.3 million in 133 positions$141MQ3 24Q4 2024: $140.2 million in 134 positions$140MQ4 24Q1 2025: $135.9 million in 73 positions$136MQ1 25Q2 2025: $149.6 million in 73 positions$150MQ2 25Q3 2025: $161.3 million in 72 positions$161MQ3 25Q4 2025: $174.7 million in 75 positions$175MQ4 25Q1 2026: $182.0 million in 136 positions$182MQ1 26Q2 2026: $201.4 million in 139 positions$201MQ2 26Q3 2026: $198.6 million in 137 positions$199MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +23.1% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +23.1%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Added 23Held 71Trimmed 43Sold out 2
Added: 23Held: 71Trimmed: 43Sold out: 2

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Added to 23

  1. SPDR Bloomberg International Corporate Bond ETF IBND+29,175 shares · +14%
  2. American Centy ETF Trust AVRE+6,560 shares · +5%
  3. American Centy ETF Trust AVSC+3,745 shares · +14%
  4. American Century ETF Trust AVEM+2,405 shares · +11%
  5. Dimensional ETF Trust DEHP+3,905 shares · +103%
  6. iShares Inc. JP Morgan Em ETF LEMB+3,540 shares · +2%
  7. American Centy ETF Trust AVDS+1,200 shares · +5%
  8. ARK ETF Trust ARKW+480 shares · +7%

and 15 more in the table below

Trimmed 43

  1. SPDR Ser Trust BWZ-47,345 shares · -18%
  2. Dimensional ETF Trust DFAS-7,293 shares · -7%
  3. World Gold TR-6,075 shares · -4%
  4. Dimensional ETF Trust DFGR-17,375 shares · -10%
  5. Dimensional ETF Trust DFSV-7,750 shares · -8%
  6. BlackRock ETF Trust II BINC-5,000 shares · -95%
  7. Vanguard World FD VGT-1,575 shares · -4%
  8. 2023 ETF Series Trust II QLTY-3,750 shares · -18%

and 35 more in the table below

Sold out of 2

  1. Quantumscape Corp. QS$1,512 last quarter
  2. Rivian Automotive, Inc. RIVN$902 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
World Gold TR134.5K$11.1 million5.57%-6.1K
Vanguard Index FDS VXF42.5K$9.8 million4.96%-425
Vanguard FTSE All-World ex-US ETF VEU113.3K$9.4 million4.73%-900
Dimensional ETF Trust DISV176.6K$7.6 million3.85%-960
Dimensional ETF Trust DFAS93.8K$7.3 million3.66%-7.3K
SPDR Bloomberg International Corporate Bond ETF IBND242.3K$7.2 million3.65%+29.2K
Dimensional ETF Trust DFUV127.2K$7.0 million3.52%-2.3K
American Centy ETF Trust AVRE141.5K$6.3 million3.16%+6.6K
iShares Inc. JP Morgan Em ETF LEMB145.9K$6.2 million3.10%+3.5K
Dimensional ETF Trust DFIV106.4K$5.9 million2.99%-555
VG Totl STK Vprs VTI15.8K$5.9 million2.99%-50
SPDR Ser Trust BWZ216.9K$5.8 million2.93%-47.3K
Vanguard Small Cap Value ETF VBR24.2K$5.6 million2.81%-350
Invesco QQQ Trust QQQ7.5K$5.5 million2.78%no change
Vanguard Intl Equity Index F VSS35.4K$5.5 million2.77%+1
Vanguard World FD VGT38.2K$4.8 million2.42%-1.6K
iShares Core MSCI Emerging Mark IEMG53.2K$4.3 million2.17%no change
Dimensional ETF Trust DFGR153.9K$4.2 million2.10%-17.4K
Dimensional ETF Trust DFIS111.8K$4.1 million2.04%-2.4K
American Centy ETF Trust AVUV34.3K$4.0 million2.03%+410
Dimensional ETF Trust DFEV81.2K$3.4 million1.73%-1.0K
Amphastar Pharmaceuticals, Inc. AMPH130.8K$3.4 million1.70%no change
Dimensional ETF Trust DFSV87.5K$3.3 million1.65%-7.8K
Dimensional ETF Trust DFUS39.0K$3.2 million1.63%no change
American Centy ETF Trust AVIV33.6K$2.7 million1.35%+250
American Century ETF Trust AVDV23.1K$2.5 million1.27%+215
American Century ETF Trust AVEM25.3K$2.4 million1.20%+2.4K
Dimensional ETF Trust DFAX62.0K$2.3 million1.16%-1.1K
American Century ETF Trust AVDE25.4K$2.3 million1.15%+785
Dimensional ETF Trust DFAT31.5K$2.1 million1.05%-147
American Centy ETF Trust AVSC29.9K$2.1 million1.04%+3.7K
American Centy ETF Trust AVUS15.4K$2.0 million1.00%no change
American Centy ETF Trust AVDS25.1K$2.0 million0.99%+1.2K
SPDR S&P 500 SPY2.0K$1.5 million0.78%no change
Vanguard Small Cap ETF VB5.4K$1.5 million0.78%-320
American Centy ETF Trust AVLV16.7K$1.5 million0.76%+505
Avantis All Equity Markets ETF AVGE14.2K$1.4 million0.70%-64
Dimensional ETF Trust DFAC29.8K$1.3 million0.67%+3
Microsoft Corp. MSFT2.5K$1.3 million0.63%-2
Dimensional ETF Trust DFAI30.1K$1.2 million0.63%-1.2K
Vanguard Value ETF VTV5.5K$1.2 million0.60%-50
Vanguard S&P 500 VOO1.7K$1.2 million0.60%no change
Apple Inc. AAPL3.5K$1.2 million0.60%no change
ARK ETF Trust ARKW7.0K$1.1 million0.57%+480
Dimensional ETF Trust DFAE28.4K$1.1 million0.56%-3.0K
American Centy ETF Trust AVES17.0K$1.1 million0.56%+125
Vanguard Whitehall FDS VWOB17.3K$1.1 million0.55%+1.2K
Vanguard Intl Equity Index F VNQI24.6K$1.0 million0.53%+490
SPDR Gold Trust GLD2.7K$1.0 million0.53%-10
Vanguard Mid Cap Value ETF VOE5.3K$1.0 million0.52%no change
Vanguard Ftse Emerging Markets VWO16.4K$973,6950.49%no change
iShares Trust IWF7.7K$964,5020.49%no change
SPDR S&P MidCap 400 ETF MDY1.4K$919,3940.46%no change
Berkshire Hathaway Inc. Class B BRKB1.7K$832,0740.42%-50
Vanguard Ftse Developed Markets VEA11.7K$827,1880.42%-48
Alphabet2.4K$806,0210.41%no change
iShares Trust SCZ9.2K$772,8650.39%no change
2023 ETF Series Trust II QLTY17.2K$736,5460.37%-3.8K
Meta Platforms, Inc. META958$694,7220.35%no change
American Centy ETF Trust AVEE9.8K$671,7410.34%-50
iShares Core S&P Mid-Cap ETF IJH9.2K$665,5380.34%no change
Google Inc. Class A1.7K$568,4200.29%no change
Dimensional ETF Trust DFEM14.3K$568,1950.29%-5
iShares Core S&P Small-Cap ETF IJR4.0K$544,1600.27%no change
Amazon.com Inc. AMZN2.1K$533,1810.27%no change
Dimensional ETF Trust DFGX8.5K$432,6320.22%-1.7K
Dimensional ETF Trust DFCF9.7K$389,3650.20%-845
Vanguard Real Estate ETF VNQ4.2K$372,4130.19%+85
Boeing Co. BA1.9K$358,3320.18%no change
Vanguard Charlotte FDS BNDX7.4K$346,3690.17%-1.1K
Dimensional ETF Trust DFAU6.3K$330,9150.17%-1.0K
Dimensional ETF Trust DEHP7.7K$317,1890.16%+3.9K
Dimensional ETF Trust DFAW3.5K$288,0790.15%+1
Dimensional ETF Trust DFSD5.6K$260,4760.13%+15
NetApp, Inc. NTAP1.0K$210,0800.11%no change
Vanguard Wellington FD VFVA1.3K$202,6780.10%-100
Amgen Inc. AMGN462$194,7380.10%no change
NVIDIA Corp. NVDA807$184,3030.09%no change
Dimensional ETF Trust DIHP3.2K$108,4820.05%+1.4K
Visa Inc. V300$107,7990.05%no change
Netflix Inc. NFLX1.5K$106,4570.05%no change
Advanced Micro Devices Inc. AMD172$105,2230.05%no change
Tesla, Inc. TSLA290$102,8950.05%no change
NRG Energy, Inc. NRG1.0K$96,5010.05%no change
Vanguard Shrt-Term Infl-Prot Se VTIP1.7K$82,6900.04%-80
AbbVie Inc. ABBV293$76,5500.04%no change
Palantir Technologies Inc. PLTR397$74,2590.04%no change
Wells Fargo & Company WFC900$72,0450.04%no change
Dimensional ETF Trust DFIP1.5K$58,7850.03%-10
Taiwan Semiconductor Manufacturing Company Limited TSM100$45,6190.02%no change
International Business Machines Corp. IBM200$43,9860.02%-2
Broadcom Inc110$38,6310.02%no change
Abrdn Platinum ETF Trust PPLT2.5K$38,5250.02%no change
Costco Wholesale Corp. COST38$34,5930.02%no change
Caterpillar Inc. CAT37$29,9990.02%no change
Verizon Communications Inc. VZ553$25,3660.01%no change
ARK ETF Trust ARKK275$24,5030.01%-30
Vanguard BD Index FDS VUSB460$22,8040.01%+14
Walmart Inc. WMT183$19,0170.01%no change
American Centy ETF Trust AVIE210$16,2370.01%+5
Roku, Inc. ROKU100$15,2280.01%no change
Rayonier Inc. RYN780$14,3210.01%no change
Pfizer Inc. PFE483$13,7750.01%no change
Etsy Inc. ETSY186$13,2970.01%no change
BlackRock ETF Trust II BINC240$12,1900.01%-5.0K
Block, Inc. XYZ157$11,5440.01%no change
Walt Disney Co. DIS100$10,4900.01%no change
American Centy ETF Trust AVSF225$10,2630.01%+135
Shopify Inc. SHOP50$7,4150.00%no change
Fidelity Enhanced High Yield ETF FDHY140$6,6500.00%no change
McDonald's Corp. MCD27$6,2350.00%no change
Dimensional ETF Trust DUSB95$4,7970.00%+10
Bank of America Corp. BAC86$4,6810.00%no change
American Centy ETF Trust AVIG115$4,5300.00%-1.7K
Cisco Systems, Inc. CSCO42$4,5200.00%no change
Invesco Actvely Mngd Etc FD PDBC195$3,7640.00%-25
iShares U.s. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF COMT100$3,6860.00%-15
Home Depot, Inc. HD12$3,4140.00%no change
Ssga Funds Management Inc. TOTL80$2,9940.00%-40
Dfa Invt Dimensions Group Inc. US Micro Cap Port ETF Class SHS DFMC50$2,8590.00%no change
Etfmg Prime Mobile55$2,5450.00%no change
Vertiv Holdings Co. VRT10$2,4130.00%no change
Hershey Co. HSY13$2,0490.00%no change
Dimensional ETF Trust DFLV50$2,0090.00%no change
SPDR Bloomberg Barclays High Yie20$1,8550.00%no change
Dimensional ETF Trust DUHP30$1,2570.00%-5
Viatris Inc. VTRS59$1,0450.00%no change
American Centy ETF Trust AVUQ15$1,0170.00%-10
Cable One Inc. CABO50$5510.00%no change
Kyndryl Holdings, Inc. KD40$4500.00%no change
Alibaba Group Holding Limited BABA4$4300.00%no change
GameStop Corp. GME12$2960.00%no change
American Rlty Invs Inc. ARL10$1620.00%no change
AstraZeneca PLC AZN1$1610.00%no change
Uber Technologies, Inc. UBER1$690.00%no change
Gamestop Corp. GMEWS1$20.00%no change
Link Motion Inc200$00.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.