Lam Group, Inc.
13F holdings for Q2 2026 · LAKE OSWEGO, OR · filed July 10, 2026
Lam Group, Inc. reported $201M in 13F securities across 139 holdings for Q2 2026, in a Form 13F filed July 10, 2026. The largest positions were World Gold TR (5.5%), Vanguard Extended Market ETF (5.2%), Vanguard Ftse All-World Ex-Us Index Fund (4.7%). Reported value rose 10.7% from the quarter before. It opened 3 new positions, added to 41, trimmed 21 and sold out of 0.
- 13F value Q2 2026
- $201M
- Holdings
- 139
- Change vs prior quarter
- +10.7%
- Rank by 13F value
- #6,511
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| World Gold TR | $11.2M | 5.5% | 140,590 | +0.9% | Added |
| Vanguard Extended Market ETF | $10.6M | 5.2% | 42,930 | 0% | Unchanged |
| Vanguard Ftse All-World Ex-Us Index Fund | $9.6M | 4.7% | 114,192 | 0% | Unchanged |
| Dimensional ETF Trust | $8.3M | 4.1% | 101,138 | -0.1% | Trimmed |
| Dimensional International Small Cap Value ETF | $7.1M | 3.5% | 177,585 | -0.2% | Trimmed |
| Dimensional ETF Trust | $7.1M | 3.5% | 129,440 | 0% | Unchanged |
| SPDR Series Trust | $7.1M | 3.5% | 264,206 | +20.3% | Added |
| SPDR Series Trust | $6.6M | 3.3% | 213,150 | -1.3% | Trimmed |
| American Centy ETF TR | $6.4M | 3.2% | 134,940 | +2.0% | Added |
| iShares Inc | $6.0M | 3.0% | 142,385 | +6.8% | Added |
| Vanguard Morningstar Small-Cap Value ETF | $6.0M | 3.0% | 24,520 | 0% | Unchanged |
| Vanguard Index FDS | $5.9M | 2.9% | 15,893 | 0% | Unchanged |
| Dimensional ETF Trust | $5.8M | 2.9% | 106,938 | 0% | Unchanged |
| QQQ Invesco QQQ Trust, Series 1 | $5.5M | 2.7% | 7,475 | 0% | Unchanged |
| Vanguard Intl Equity Index F | $5.5M | 2.7% | 35,380 | -0.3% | Trimmed |
| Dimensional ETF Trust | $5.0M | 2.5% | 171,240 | -9.0% | Trimmed |
| Vanguard World FD | $4.8M | 2.4% | 39,756 | +697.8% | Added |
| iShares Core Msci Emerging Markets ETF | $4.4M | 2.2% | 53,215 | 0% | Unchanged |
| American Centy ETF TR | $4.2M | 2.1% | 33,855 | -1.1% | Trimmed |
| Dimensional ETF Trust | $4.0M | 2.0% | 114,245 | 0% | Unchanged |
| Dimensional ETF Trust | $3.7M | 1.8% | 95,240 | -2.8% | Trimmed |
| Dimensional ETF Trust | $3.5M | 1.7% | 82,260 | 0% | Unchanged |
| Dimensional ETF Trust | $3.2M | 1.6% | 39,042 | 0% | Unchanged |
| AMPH Amphastar Pharmaceuticals Inc. | $2.6M | 1.3% | 130,800 | 0% | Unchanged |
| American Centy ETF TR | $2.6M | 1.3% | 33,345 | +8.3% | Added |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $201M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- Vanguard World FD Added+$4.2M
- SPDR Series Trust Added+$1.2M
- iShares Russell 1000 Growth ETF Added+$717K
- Ark ETF TR Added+$530K
- MSFT Microsoft Corporation Added+$515K
- iShares Inc Added+$386K
- American Centy ETF TR Added+$223K
- American Centy ETF TR Added+$217K
- American Centy ETF TR Added+$198K
- American Centy ETF TR Added+$189K
Biggest sells in Q2 2026
- Dimensional ETF Trust Trimmed-$489K
- Ark ETF TR Trimmed-$430K
- Dimensional ETF Trust Trimmed-$132K
- Dimensional ETF Trust Trimmed-$107K
- SPDR Series Trust Trimmed-$86K
- BlackRock ETF Trust II Trimmed-$82K
- American Centy ETF TR Trimmed-$46K
- Dimensional ETF Trust Trimmed-$38K
- Vanguard Ftse Emerging Markets ETF Trimmed-$29K
- Gmo ETF Trust Trimmed-$20K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 3 new, 41 added, 21 trimmed, 0 sold out.
Sector mix
- Not listed with us90.6%
- n/a4.4%
- Technology1.5%
- Health Care1.4%
- Funds and other1.2%
- Consumer Discretionary0.4%
- Industrials0.3%
- Utilities0.1%
- Finance0.0%
- Telecommunications0.0%
- Real Estate0.0%
- Consumer Staples0.0%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| American Centy ETF TR | $2.4M | 1.2% | 22,885 | +10.1% | Added |
| Dimensional ETF Trust | $2.3M | 1.2% | 63,131 | 0% | Unchanged |
| Dimensional ETF Trust | $2.2M | 1.1% | 31,603 | 0% | Unchanged |
| American Centy ETF TR | $2.2M | 1.1% | 22,865 | +5.7% | Added |
| American Centy ETF TR | $2.2M | 1.1% | 24,665 | +9.4% | Added |
| American Centy ETF TR | $2.0M | 1.0% | 15,450 | -0.6% | Trimmed |
| American Centy ETF TR | $1.9M | 1.0% | 26,200 | +1.3% | Added |
| American Centy ETF TR | $1.8M | 0.9% | 23,860 | +14.2% | Added |
| Vanguard Morningstar Small-Cap ETF | $1.7M | 0.9% | 5,750 | 0% | Unchanged |
| SPY State Street SPDR S&P 500 ETF Trust Unit | $1.5M | 0.8% | 2,028 | +1.4% | Added |
| American Centy ETF TR | $1.5M | 0.7% | 16,150 | +4.1% | Added |
| American Centy ETF TR | $1.4M | 0.7% | 14,226 | +9.5% | Added |
| Dimensional ETF Trust | $1.3M | 0.7% | 29,806 | 0% | Unchanged |
| Dimensional ETF Trust | $1.3M | 0.6% | 31,255 | 0% | Unchanged |
| Dimensional ETF Trust | $1.3M | 0.6% | 31,385 | -0.3% | Trimmed |
| Vanguard Morningstar Value ETF | $1.2M | 0.6% | 5,599 | 0% | Unchanged |
| Vanguard Index FDS | $1.2M | 0.6% | 1,710 | +15.9% | Added |
| American Centy ETF TR | $1.1M | 0.6% | 16,910 | +3.4% | Added |
| VNQI Vanguard Global ex-U.S. Real Estate ETF | $1.1M | 0.5% | 24,150 | -0.8% | Trimmed |
| VWOB Vanguard Emerging Markets Government Bond ETF | $1.1M | 0.5% | 16,060 | +2.4% | Added |
| Vanguard Morningstar Mid-Cap Value ETF | $1.0M | 0.5% | 5,275 | 0% | Unchanged |
| AAPL Apple Inc. | $1.0M | 0.5% | 3,548 | +2.6% | Added |
| SPDR Gold TR | $1.0M | 0.5% | 2,755 | 0% | Unchanged |
| State STR SPDR S&P Midcap 40 | $985K | 0.5% | 1,400 | 0% | Unchanged |
| Vanguard Ftse Emerging Markets ETF | $980K | 0.5% | 16,417 | -2.8% | Trimmed |
Showing the 50 largest of 139 share positions. The full filing on SEC EDGAR
Questions about Lam Group, Inc.
- What does Lam Group, Inc. own?
- In its Form 13F for Q2 2026, Lam Group, Inc. reported 139 holdings worth $201M. The five largest were World Gold TR, Vanguard Extended Market ETF, Vanguard Ftse All-World Ex-Us Index Fund, Dimensional ETF Trust, Dimensional International Small Cap Value ETF.
- What did Lam Group, Inc. buy and sell in Q2 2026?
- Lam Group, Inc. opened 3 new positions, added to 41, trimmed 21 and sold out of 0 compared with the quarter before.
- When did Lam Group, Inc. file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed July 10, 2026.
From Form 13F filed by Lam Group, Inc. (SEC CIK 0001961944) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds