Lam Group

LAKE OSWEGO, ORfiles as LAM GROUP, INC.

$201m in 139 US stocks at the end of 30 June 2026. The top 10 are 39.7% of the money. It changed about 4.1% of the portfolio this quarter.

Value

$201m

Stocks

139

Top 10 share

39.7%

Turnover

4.1%

What changed this quarter

New

Bought for the first time this quarter.

Palantir TechnologiesPLTR
<0.1% of the fund
QuantumScapeQS
<0.1% of the fund
Rivian AutomotiveRIVN
<0.1% of the fund

Added

Bought more of a stock they already held.

Spdr Series TrustBWZ
3.5% of the fund
+20%
IsharesLEMB
3.0% of the fund
+7%
American Centy ETF TRAVIV
1.3% of the fund
+8%
American Centy ETF TRAVDV
1.2% of the fund
+10%
American Centy ETF TRAVEM
1.1% of the fund
+6%
American Centy ETF TRAVDE
1.1% of the fund
+9%
American Centy ETF TRAVDS
0.9% of the fund
+14%
American Centy ETF TRAVLV
0.7% of the fund
+4%
American Centy ETF TRAVGE
0.7% of the fund
+10%
Vanguard Index FDSVOO
0.6% of the fund
+16%
American Centy ETF TRAVES
0.6% of the fund
+3%
Vanguard Whitehall FDSVWOB
0.5% of the fund
+2%
AppleAAPL
0.5% of the fund
+3%
ARK ETF TRARKW
0.5% of the fund
+126%
MicrosoftMSFT
0.5% of the fund
+128%
American Centy ETF TRAVEE
0.3% of the fund
+6%
Google Inc Class A
0.3% of the fund
+3%
Dimensional ETF TrustDFCF
0.2% of the fund
+36%
Dimensional ETF TrustDEHP
<0.1% of the fund
+10%
NvidiaNVDA
<0.1% of the fund
+83%
TeslaTSLA
<0.1% of the fund
+190%
Advanced Micro DevicesAMD
<0.1% of the fund
+72%
Vanguard Malvern FDSVTIP
<0.1% of the fund
+17%
American Centy ETF TRAVIG
<0.1% of the fund
+17750%
Dimensional ETF TrustDFIP
<0.1% of the fund
+8%

Cut

Sold some of their stake.

Dimensional ETF TrustDFGR
2.5% of the fund
-9%
Dimensional ETF TrustDFSV
1.8% of the fund
-3%
Vanguard Intl Equity Index FVWO
0.5% of the fund
-3%
GMO ETF TrustQLTY
0.4% of the fund
-2%
Dimensional ETF TrustDFGX
0.3% of the fund
-19%
Vanguard Charlotte FDSBNDX
0.2% of the fund
-3%
Dimensional ETF TrustDFAU
0.2% of the fund
-3%
Blackrock ETF Trust IIBINC
0.1% of the fund
-23%
ARK ETF TRARKK
<0.1% of the fund
-95%
Fidelity Covington TrustFDHY
<0.1% of the fund
-45%
Ssga Active ETF TRTOTL
<0.1% of the fund
-23%
Dimensional ETF TrustDUSB
<0.1% of the fund
-90%
Dimensional ETF TrustDUHP
<0.1% of the fund
-13%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Gldm
Share
5.5%
Value
$11m
Shares
140,590
Held
Vanguard Index FDSVXF
Share
5.2%
Value
$11m
Shares
42,930
Held
Vanguard Intl Equity Index FVEU
Share
4.7%
Value
$10m
Shares
114,192
Held
Dimensional ETF TrustDFAS
Share
4.1%
Value
$8m
Shares
101,138
Held
Dimensional ETF TrustDISV
Share
3.5%
Value
$7m
Shares
177,585
Held
Dimensional ETF TrustDFUV
Share
3.5%
Value
$7m
Shares
129,440
Held
Spdr Series TrustBWZ
Share
3.5%
Value
$7m
Shares
264,206
+20%
Spdr Series TrustIBND
Share
3.3%
Value
$7m
Shares
213,150
Held
American Centy ETF TRAVRE
Share
3.2%
Value
$6m
Shares
134,940
Held
IsharesLEMB
Share
3.0%
Value
$6m
Shares
142,385
+7%
Vanguard Index FDSVBR
Share
3.0%
Value
$6m
Shares
24,520
Held
Vanguard Index FDSVTI
Share
2.9%
Value
$6m
Shares
15,893
Held
Dimensional ETF TrustDFIV
Share
2.9%
Value
$6m
Shares
106,938
Held
Invesco QQQ TRQQQ
Share
2.7%
Value
$6m
Shares
7,475
Held
Vanguard Intl Equity Index FVSS
Share
2.7%
Value
$5m
Shares
35,380
Held
Dimensional ETF TrustDFGR
Share
2.5%
Value
$5m
Shares
171,240
-9%
Vanguard World FDVGT
Share
2.4%
Value
$5m
Shares
39,756
Held
IsharesIEMG
Share
2.2%
Value
$4m
Shares
53,215
Held
American Centy ETF TRAVUV
Share
2.1%
Value
$4m
Shares
33,855
Held
Dimensional ETF TrustDFIS
Share
2.0%
Value
$4m
Shares
114,245
Held
Dimensional ETF TrustDFSV
Share
1.8%
Value
$4m
Shares
95,240
-3%
Dimensional ETF TrustDFEV
Share
1.7%
Value
$4m
Shares
82,260
Held
Dimensional ETF TrustDFUS
Share
1.6%
Value
$3m
Shares
39,042
Held
Amphastar PharmaceuticalsAMPH
Share
1.3%
Value
$3m
Shares
130,800
Held
American Centy ETF TRAVIV
Share
1.3%
Value
$3m
Shares
33,345
+8%
American Centy ETF TRAVDV
Share
1.2%
Value
$2m
Shares
22,885
+10%
Dimensional ETF TrustDFAX
Share
1.2%
Value
$2m
Shares
63,131
Held
Dimensional ETF TrustDFAT
Share
1.1%
Value
$2m
Shares
31,603
Held
American Centy ETF TRAVEM
Share
1.1%
Value
$2m
Shares
22,865
+6%
American Centy ETF TRAVDE
Share
1.1%
Value
$2m
Shares
24,665
+9%
American Centy ETF TRAVUS
Share
1.0%
Value
$2m
Shares
15,450
Held
American Centy ETF TRAVSC
Share
1.0%
Value
$2m
Shares
26,200
Held
American Centy ETF TRAVDS
Share
0.9%
Value
$2m
Shares
23,860
+14%
Vanguard Index FDSVB
Share
0.9%
Value
$2m
Shares
5,750
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.8%
Value
$2m
Shares
2,028
Held
American Centy ETF TRAVLV
Share
0.7%
Value
$1m
Shares
16,150
+4%
American Centy ETF TRAVGE
Share
0.7%
Value
$1m
Shares
14,226
+10%
Dimensional ETF TrustDFAC
Share
0.7%
Value
$1m
Shares
29,806
Held
Dimensional ETF TrustDFAI
Share
0.6%
Value
$1m
Shares
31,255
Held
Dimensional ETF TrustDFAE
Share
0.6%
Value
$1m
Shares
31,385
Held
Vanguard Index FDSVTV
Share
0.6%
Value
$1m
Shares
5,599
Held
Vanguard Index FDSVOO
Share
0.6%
Value
$1m
Shares
1,710
+16%
American Centy ETF TRAVES
Share
0.6%
Value
$1m
Shares
16,910
+3%
Vanguard Intl Equity Index FVNQI
Share
0.5%
Value
$1m
Shares
24,150
Held
Vanguard Whitehall FDSVWOB
Share
0.5%
Value
$1m
Shares
16,060
+2%
Vanguard Index FDSVOE
Share
0.5%
Value
$1m
Shares
5,275
Held
AppleAAPL
Share
0.5%
Value
$1m
Shares
3,548
+3%
Spdr Gold TRGLD
Share
0.5%
Value
$1m
Shares
2,755
Held
State STR Spdr S&P Midcap 40MDY
Share
0.5%
Value
$984,676
Shares
1,400
Held
Vanguard Intl Equity Index FVWO
Share
0.5%
Value
$979,934
Shares
16,417
-3%
Ishares TRIWF
Share
0.5%
Value
$956,109
Shares
7,700
Held
ARK ETF TRARKW
Share
0.5%
Value
$950,282
Shares
6,560
+126%
MicrosoftMSFT
Share
0.5%
Value
$915,927
Shares
2,455
+128%
GMO ETF TrustQLTY
Share
0.4%
Value
$872,147
Shares
20,955
-2%
Berkshire HathawayBRK-B
Share
0.4%
Value
$861,171
Shares
1,721
Held
Vanguard Tax-Managed FDSVEA
Share
0.4%
Value
$838,117
Shares
11,763
Held
Alphabet
Share
0.4%
Value
$835,803
Shares
2,366
Held
Ishares TRSCZ
Share
0.4%
Value
$753,182
Shares
9,155
Held
Ishares TRIJH
Share
0.4%
Value
$713,268
Shares
9,250
Held
American Centy ETF TRAVEE
Share
0.3%
Value
$682,501
Shares
9,845
+6%
Ishares TRIJR
Share
0.3%
Value
$593,240
Shares
4,000
Held
Google Inc Class A
Share
0.3%
Value
$590,375
Shares
1,652
+3%
Dimensional ETF TrustDFEM
Share
0.3%
Value
$581,558
Shares
14,310
Held
Dimensional ETF TrustDFGX
Share
0.3%
Value
$546,935
Shares
10,205
-19%
Meta PlatformsMETA
Share
0.3%
Value
$539,632
Shares
958
Held
Amazon.comAMZN
Share
0.3%
Value
$510,048
Shares
2,140
Held
Dimensional ETF TrustDFCF
Share
0.2%
Value
$445,316
Shares
10,550
+36%
BoeingBA
Share
0.2%
Value
$416,921
Shares
1,926
Held
Vanguard Charlotte FDSBNDX
Share
0.2%
Value
$412,139
Shares
8,510
-3%
Vanguard Index FDSVNQ
Share
0.2%
Value
$392,470
Shares
4,070
Held
Dimensional ETF TrustDFAU
Share
0.2%
Value
$379,663
Shares
7,345
-3%
Dimensional World EquityDFAW
Share
0.1%
Value
$289,647
Shares
3,499
Held
Blackrock ETF Trust IIBINC
Share
0.1%
Value
$274,262
Shares
5,240
-23%
Dimensional ETF TrustDFSD
Share
0.1%
Value
$266,923
Shares
5,590
Held
Vanguard Wellington FDVFVA
Share
0.1%
Value
$214,481
Shares
1,445
Held
AmgenAMGN
Share
<0.1%
Value
$167,299
Shares
462
Held
Dimensional ETF TrustDEHP
Share
<0.1%
Value
$162,740
Shares
3,805
+10%
NvidiaNVDA
Share
<0.1%
Value
$161,473
Shares
807
+83%
NetAppNTAP
Share
<0.1%
Value
$154,760
Shares
1,000
Held
NRG EnergyNRG
Share
<0.1%
Value
$147,359
Shares
1,009
Held
TeslaTSLA
Share
<0.1%
Value
$121,974
Shares
290
+190%
NetflixNFLX
Share
<0.1%
Value
$109,242
Shares
1,530
Held
VisaV
Share
<0.1%
Value
$102,927
Shares
300
Held
Advanced Micro DevicesAMD
Share
<0.1%
Value
$99,917
Shares
172
+72%
Vanguard Malvern FDSVTIP
Share
<0.1%
Value
$88,405
Shares
1,760
+17%
Wells Fargo & CompanyWFC
Share
<0.1%
Value
$74,376
Shares
900
Held
American Centy ETF TRAVIG
Share
<0.1%
Value
$73,917
Shares
1,785
+17750%
AbbVieABBV
Share
<0.1%
Value
$73,639
Shares
293
Held
Dimensional ETF TrustDFIP
Share
<0.1%
Value
$62,501
Shares
1,515
+8%
Dimensional ETF TrustDIHP
Share
<0.1%
Value
$61,937
Shares
1,815
+6%
International Business MachinesIBM
Share
<0.1%
Value
$56,804
Shares
202
Held
Taiwan Semiconductor ManufacturingTSM
Share
<0.1%
Value
$47,757
Shares
100
Held
Palantir TechnologiesPLTR
Share
<0.1%
Value
$46,318
Shares
397
New
Broadcom
Share
<0.1%
Value
$41,553
Shares
110
Held
CaterpillarCAT
Share
<0.1%
Value
$39,401
Shares
37
Held
Costco WholesaleCOST
Share
<0.1%
Value
$35,548
Shares
38
Held
Abrdn Platinum ETF TrustPPLT
Share
<0.1%
Value
$35,325
Shares
2,500
Held
ARK ETF TRARKK
Share
<0.1%
Value
$24,650
Shares
305
-95%
Verizon CommunicationsVZ
Share
<0.1%
Value
$23,414
Shares
553
Held
Vanguard BD Index FDSVUSB
Share
<0.1%
Value
$22,222
Shares
446
Held

Company	Share of fund	Value	Shares	Change
Gldm	5.5%	$11m	140,590	Held
Vanguard Index FDSVXF	5.2%	$11m	42,930	Held
Vanguard Intl Equity Index FVEU	4.7%	$10m	114,192	Held
Dimensional ETF TrustDFAS	4.1%	$8m	101,138	Held
Dimensional ETF TrustDISV	3.5%	$7m	177,585	Held
Dimensional ETF TrustDFUV	3.5%	$7m	129,440	Held
Spdr Series TrustBWZ	3.5%	$7m	264,206	+20%
Spdr Series TrustIBND	3.3%	$7m	213,150	Held
American Centy ETF TRAVRE	3.2%	$6m	134,940	Held
IsharesLEMB	3.0%	$6m	142,385	+7%
Vanguard Index FDSVBR	3.0%	$6m	24,520	Held
Vanguard Index FDSVTI	2.9%	$6m	15,893	Held
Dimensional ETF TrustDFIV	2.9%	$6m	106,938	Held
Invesco QQQ TRQQQ	2.7%	$6m	7,475	Held
Vanguard Intl Equity Index FVSS	2.7%	$5m	35,380	Held
Dimensional ETF TrustDFGR	2.5%	$5m	171,240	-9%
Vanguard World FDVGT	2.4%	$5m	39,756	Held
IsharesIEMG	2.2%	$4m	53,215	Held
American Centy ETF TRAVUV	2.1%	$4m	33,855	Held
Dimensional ETF TrustDFIS	2.0%	$4m	114,245	Held
Dimensional ETF TrustDFSV	1.8%	$4m	95,240	-3%
Dimensional ETF TrustDFEV	1.7%	$4m	82,260	Held
Dimensional ETF TrustDFUS	1.6%	$3m	39,042	Held
Amphastar PharmaceuticalsAMPH	1.3%	$3m	130,800	Held
American Centy ETF TRAVIV	1.3%	$3m	33,345	+8%
American Centy ETF TRAVDV	1.2%	$2m	22,885	+10%
Dimensional ETF TrustDFAX	1.2%	$2m	63,131	Held
Dimensional ETF TrustDFAT	1.1%	$2m	31,603	Held
American Centy ETF TRAVEM	1.1%	$2m	22,865	+6%
American Centy ETF TRAVDE	1.1%	$2m	24,665	+9%
American Centy ETF TRAVUS	1.0%	$2m	15,450	Held
American Centy ETF TRAVSC	1.0%	$2m	26,200	Held
American Centy ETF TRAVDS	0.9%	$2m	23,860	+14%
Vanguard Index FDSVB	0.9%	$2m	5,750	Held
State STR Spdr S&P 500 ETF TSPY	0.8%	$2m	2,028	Held
American Centy ETF TRAVLV	0.7%	$1m	16,150	+4%
American Centy ETF TRAVGE	0.7%	$1m	14,226	+10%
Dimensional ETF TrustDFAC	0.7%	$1m	29,806	Held
Dimensional ETF TrustDFAI	0.6%	$1m	31,255	Held
Dimensional ETF TrustDFAE	0.6%	$1m	31,385	Held
Vanguard Index FDSVTV	0.6%	$1m	5,599	Held
Vanguard Index FDSVOO	0.6%	$1m	1,710	+16%
American Centy ETF TRAVES	0.6%	$1m	16,910	+3%
Vanguard Intl Equity Index FVNQI	0.5%	$1m	24,150	Held
Vanguard Whitehall FDSVWOB	0.5%	$1m	16,060	+2%
Vanguard Index FDSVOE	0.5%	$1m	5,275	Held
AppleAAPL	0.5%	$1m	3,548	+3%
Spdr Gold TRGLD	0.5%	$1m	2,755	Held
State STR Spdr S&P Midcap 40MDY	0.5%	$984,676	1,400	Held
Vanguard Intl Equity Index FVWO	0.5%	$979,934	16,417	-3%
Ishares TRIWF	0.5%	$956,109	7,700	Held
ARK ETF TRARKW	0.5%	$950,282	6,560	+126%
MicrosoftMSFT	0.5%	$915,927	2,455	+128%
GMO ETF TrustQLTY	0.4%	$872,147	20,955	-2%
Berkshire HathawayBRK-B	0.4%	$861,171	1,721	Held
Vanguard Tax-Managed FDSVEA	0.4%	$838,117	11,763	Held
Alphabet	0.4%	$835,803	2,366	Held
Ishares TRSCZ	0.4%	$753,182	9,155	Held
Ishares TRIJH	0.4%	$713,268	9,250	Held
American Centy ETF TRAVEE	0.3%	$682,501	9,845	+6%
Ishares TRIJR	0.3%	$593,240	4,000	Held
Google Inc Class A	0.3%	$590,375	1,652	+3%
Dimensional ETF TrustDFEM	0.3%	$581,558	14,310	Held
Dimensional ETF TrustDFGX	0.3%	$546,935	10,205	-19%
Meta PlatformsMETA	0.3%	$539,632	958	Held
Amazon.comAMZN	0.3%	$510,048	2,140	Held
Dimensional ETF TrustDFCF	0.2%	$445,316	10,550	+36%
BoeingBA	0.2%	$416,921	1,926	Held
Vanguard Charlotte FDSBNDX	0.2%	$412,139	8,510	-3%
Vanguard Index FDSVNQ	0.2%	$392,470	4,070	Held
Dimensional ETF TrustDFAU	0.2%	$379,663	7,345	-3%
Dimensional World EquityDFAW	0.1%	$289,647	3,499	Held
Blackrock ETF Trust IIBINC	0.1%	$274,262	5,240	-23%
Dimensional ETF TrustDFSD	0.1%	$266,923	5,590	Held
Vanguard Wellington FDVFVA	0.1%	$214,481	1,445	Held
AmgenAMGN	<0.1%	$167,299	462	Held
Dimensional ETF TrustDEHP	<0.1%	$162,740	3,805	+10%
NvidiaNVDA	<0.1%	$161,473	807	+83%
NetAppNTAP	<0.1%	$154,760	1,000	Held
NRG EnergyNRG	<0.1%	$147,359	1,009	Held
TeslaTSLA	<0.1%	$121,974	290	+190%
NetflixNFLX	<0.1%	$109,242	1,530	Held
VisaV	<0.1%	$102,927	300	Held
Advanced Micro DevicesAMD	<0.1%	$99,917	172	+72%
Vanguard Malvern FDSVTIP	<0.1%	$88,405	1,760	+17%
Wells Fargo & CompanyWFC	<0.1%	$74,376	900	Held
American Centy ETF TRAVIG	<0.1%	$73,917	1,785	+17750%
AbbVieABBV	<0.1%	$73,639	293	Held
Dimensional ETF TrustDFIP	<0.1%	$62,501	1,515	+8%
Dimensional ETF TrustDIHP	<0.1%	$61,937	1,815	+6%
International Business MachinesIBM	<0.1%	$56,804	202	Held
Taiwan Semiconductor ManufacturingTSM	<0.1%	$47,757	100	Held
Palantir TechnologiesPLTR	<0.1%	$46,318	397	New
Broadcom	<0.1%	$41,553	110	Held
CaterpillarCAT	<0.1%	$39,401	37	Held
Costco WholesaleCOST	<0.1%	$35,548	38	Held
Abrdn Platinum ETF TrustPPLT	<0.1%	$35,325	2,500	Held
ARK ETF TRARKK	<0.1%	$24,650	305	-95%
Verizon CommunicationsVZ	<0.1%	$23,414	553	Held
Vanguard BD Index FDSVUSB	<0.1%	$22,222	446	Held

Showing the largest 100 of 139.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 34.6% since 30 June 2025.

Where the money is

Health care1.4%

Technology1.3%

Financial services0.5%

Media & telecom0.3%

Retail & consumer0.3%

Industrials0.2%

Utilities0.1%

Everyday goods0.0%

Real estate0.0%

Other95.8%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.