LAM GROUP, INC. — 13F holdings

LAM GROUP, INC. reported 139 holdings worth $201M in its 13F filing for Q2 2026, filed July 10, 2026.

Largest positions

  1. WORLD GOLD TR — $11.2M (5.5%)
  2. VXF VANGUARD INDEX FDS — $10.6M (5.2%)
  3. VEU VANGUARD INTL EQUITY INDEX F — $9.56M (4.7%)
  4. DIMENSIONAL ETF TRUST — $8.33M (4.1%)
  5. DISV DIMENSIONAL ETF TRUST — $7.13M (3.5%)
  6. DFUV DIMENSIONAL ETF TRUST — $7.12M (3.5%)
  7. BWZ SPDR SERIES TRUST — $7.07M (3.5%)
  8. IBND SPDR SERIES TRUST — $6.65M (3.3%)
  9. AVRE AMERICAN CENTY ETF TR — $6.39M (3.2%)
  10. LEMB ISHARES INC — $6.04M (3.0%)