LAM GROUP, INC.

CIK 0001961944 • 6 13F filings • Apr 16, 2025 – Jul 10, 2026

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Filer information

Filed by: LAM GROUP, INC., President
Address: 2352 SUMMIT DRIVE, LAKE OSWEGO, OR, 97034
Phone: 503-730-9345
AUM: $174.7M

AUM over time

$201.4M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsReal EstateOther

Holdings by filing

Portfolio value: $182.0M130 positionsView on SEC.gov

			% of Portfolio
Abbvie Inc	COM	$64K	0.0%	293 SH	New
Abrdn Platinum Etf TRUST	PHYSCL PLATM SHS	$45K	0.0%	250 SH	New
Advanced Micro Devices	COM	$20K	0.0%	100 SH	New
Alibaba Group Holding Ltd	COM	$502	0.0%	4 SH	New
Amazon Com Inc	COM	$446K	0.2%Prev: 0.3%	2,140 SH	Increased-14 SH
Amern Realty Invs Inc	COM	$155	0.0%	10 SH	New
Amgen Incorporated	COM	$163K	0.1%	462 SH	New
Amphastar Pharma Inc	COM	$2.6M	1.4%Prev: 2.8%	130,800 SH	Decreased
Apple Computer Inc	COM	$878K	0.5%Prev: 0.6%	3,458 SH	Increased-27 SH
ARK Innovation ETF	ETF	$380K	0.2%	5,625 SH	New
ARK Next Generation	ETF	$350K	0.2%Prev: 0.2%	2,900 SH	Increased+210 SH
Astrazeneca Adr Eachrep 1	COM	$197	0.0%	1 SH	New
Avantis All Equity Global	ETF	$1.1M	0.6%Prev: 0.6%	12,991 SH	Increased+1,936 SH
Avantis Core Fixed Income	ETF	$415	0.0%	10 SH	New
Avantis Emerging Markets	ETF	$3.3M	1.8%Prev: 1.1%	47,275 SH	Increased+21,045 SH
Avantis Global Real Estat	ETF	$5.8M	3.2%Prev: 3.3%	132,335 SH	Increased+27,120 SH
Avantis Inflation Equity	ETF	$13K	0.0%	180 SH	New
Avantis International Cor	ETF	$1.9M	1.1%Prev: 1.0%	22,550 SH	Increased+1,645 SH
Avantis International Sma	ETF	$2.1M	1.1%Prev: 0.5%	20,780 SH	Increased+11,850 SH
Avantis International Val	ETF	$2.3M	1.3%Prev: 0.8%	30,790 SH	Increased+12,160 SH
Avantis Internationall Sm	ETF	$1.5M	0.8%Prev: 0.2%	20,900 SH	Increased+15,550 SH
Avantis Short-Term Fixed	ETF	$4K	0.0%	85 SH	New
Avantis U S Quality ETF	ETF	$284	0.0%	5 SH	New
Avantis US Large Cap Core	ETF	$1.7M	1.0%Prev: 0.7%	15,550 SH	Increased+5,070 SH
Avantis US Large Cap Valu	ETF	$1.3M	0.7%Prev: 0.4%	15,510 SH	Increased+8,050 SH
Avantis US Micro Cap Equi	ETF	$1.6M	0.9%Prev: 0.3%	25,875 SH	Increased+16,285 SH
Avantis US Small Cap Valu	ETF	$3.8M	2.1%Prev: 1.3%	34,225 SH	Increased+14,085 SH
Bank Of America Corp	COM	$4K	0.0%	86 SH	New
Berkshire Hathaway Cl B	COM	$825K	0.5%Prev: 0.7%	1,721 SH	Decreased-135 SH
Boeing Co	COM	$383K	0.2%Prev: 0.7%	1,926 SH	Decreased-3,574 SH
Broadcom Ltd	COM	$34K	0.0%	110 SH	New
Cable One Inc Com	COM	$5K	0.0%	50 SH	New
Caterpillar Inc	COM	$26K	0.0%	37 SH	New
Cisco Systems Inc	COM	$3K	0.0%	42 SH	New
Costco Whsl Corp New	COM	$38K	0.0%	38 SH	New
DFA Core Fixed Income ETF	ETF	$327K	0.2%Prev: 0.3%	7,740 SH	Decreased-660 SH
DFA Emerging Markets Core	ETF	$1.1M	0.6%Prev: 0.7%	31,490 SH	Increased-3,915 SH
DFA Emerging Markets ETF	ETF	$494K	0.3%Prev: 0.3%	14,305 SH	Increased-1,300 SH
DFA Emerging Markets High	ETF	$117K	0.1%	3,465 SH	New
DFA Emerging Markets Valu	ETF	$2.9M	1.6%Prev: 1.7%	82,260 SH	Increased-1,825 SH
DFA Global Ex Us Corporat	ETF	$664K	0.4%Prev: 1.6%	12,665 SH	Decreased-28,460 SH
DFA Global Real Estate ET	ETF	$5.0M	2.7%Prev: 3.5%	188,110 SH	Increased+7,335 SH
DFA International Core ET	ETF	$1.2M	0.7%Prev: 0.9%	31,255 SH	Decreased-9,800 SH
DFA International High Pr	ETF	$55K	0.0%	1,710 SH	New
DFA International Small C	ETF	$10.9M	6.0%Prev: 6.5%	292,185 SH	Increased-26,725 SH
DFA International Value E	ETF	$5.6M	3.1%Prev: 3.2%	106,938 SH	Increased-3,555 SH
DFA Short Duration Bond E	ETF	$267K	0.1%Prev: 0.3%	5,585 SH	Decreased-2,290 SH
DFA TIPS ETF	ETF	$58K	0.0%	1,400 SH	New
DFA Ultra Short Bond ETF	ETF	$42K	0.0%	830 SH	New
DFA US Core ETF	ETF	$1.5M	0.8%Prev: 1.2%	37,363 SH	Decreased-8,652 SH
DFA US Equity ETF	ETF	$2.8M	1.5%Prev: 1.7%	39,042 SH	Increased
DFA US Equity Value ETF	ETF	$6.3M	3.4%Prev: 3.9%	129,431 SH	Increased-821 SH
DFA US High Profitability	ETF	$1K	0.0%	40 SH	New
DFA US Large Cap Value ET	ETF	$2K	0.0%	50 SH	New
DFA US Micro Cap RTF	ETF	$1K	0.0%	20 SH	New
DFA US Small Cap ETF	ETF	$7.2M	4.0%Prev: 4.9%	101,270 SH	Increased-10,935 SH
DFA US Small Cap Value ET	ETF	$3.4M	1.9%Prev: 2.1%	97,995 SH	Increased-4,790 SH
DFA US Targeted Value ETF	ETF	$2.0M	1.1%Prev: 1.2%	31,596 SH	Increased+923 SH
DFA World ex US Core 2 ET	ETF	$2.1M	1.2%Prev: 1.3%	63,131 SH	Increased-3,408 SH
Dimensional World Equity	ETF	$258K	0.1%Prev: 0.2%	3,497 SH	Increased+13 SH
Disney Walt Co	COM	$10K	0.0%	100 SH	New
Etfmg Prime Mobile	COM	$2K	0.0%	55 SH	New
Etsy Inc	COM	$9K	0.0%	186 SH	New
Fidelity High Yield Facto	ETF	$12K	0.0%	255 SH	New
Gamestop Corp	COM	$276	0.0%	12 SH	New
Gamestop Corp New Wts Exp	COM	$4	0.0%	1 SH	New
GMO US Quality ETF	ETF	$776K	0.4%Prev: 0.5%	21,440 SH	Increased+395 SH
Google Inc Class A	COM	$460K	0.3%Prev: 0.2%	1,600 SH	Increased-10 SH
Google Inc Class C	COM	$679K	0.4%	2,366 SH	New
Hershey Co	COM	$3K	0.0%	13 SH	New
Home Depot Inc	COM	$4K	0.0%	12 SH	New
Intl Business Machines	COM	$49K	0.0%	202 SH	New
Invesco Commodity Optimum	ETF	$4K	0.0%	215 SH	New
iShares Commodities Selec	ETF	$4K	0.0%	110 SH	New
iShares Emerging Markets	ETF	$5.4M	3.0%Prev: 1.5%	133,280 SH	Increased+78,655 SH
iShares Flexible Income A	ETF	$353K	0.2%	6,805 SH	New
iShares MSCI Emerging Mar	ETF	$3.7M	2.0%Prev: 2.1%	53,215 SH	Increased-350 SH
iShares MSCI Internationa	ETF	$718K	0.4%Prev: 0.4%	9,155 SH	Increased
iShares S&P 600 Small Cap	ETF	$497K	0.3%Prev: 0.3%	4,000 SH	Increased
Ishares Tr Russell 1000	ETF	$821K	0.5%Prev: 0.5%	1,925 SH	Increased
Ishares Tr S&P Midcap	ETF	$625K	0.3%Prev: 0.4%	9,250 SH	Increased
Kyndryl Hldgs Inc	COM	$525	0.0%	40 SH	New
Mc Donalds Corp	COM	$8K	0.0%	27 SH	New
Meta Platforms Inc Class	COM	$548K	0.3%Prev: 0.4%	958 SH	Increased+122 SH
Microsoft Corp	COM	$398K	0.2%Prev: 0.3%	1,075 SH	Increased+150 SH
Netflix Inc	COM	$147K	0.1%	1,530 SH	New
Network Appliance Inc	COM	$102K	0.1%	1,000 SH	New
Nrg Energy Inc New	COM	$147K	0.1%	1,009 SH	New
Nvidia Corp	COM	$77K	0.0%	440 SH	New
Pfizer Incorporated	COM	$14K	0.0%	483 SH	New
Powershares Nasdaq 100 In	ETF	$4.3M	2.4%Prev: 2.6%	7,475 SH	Increased
Rayonier Inc	COM	$16K	0.0%	780 SH	New
Roku Inc Com Cl A	COM	$9K	0.0%	100 SH	New
S&P 500 SPDR	ETF	$1.3M	0.7%Prev: 0.8%	2,000 SH	Increased
S&P Mid Cap SPDR	ETF	$863K	0.5%Prev: 0.5%	1,400 SH	Increased
Shopify Inc	COM	$6K	0.0%	50 SH	New
SPDR Barclays High-Yield	ETF	$2K	0.0%	20 SH	New
SPDR Barclays Intl Corp B	ETF	$6.7M	3.7%Prev: 2.9%	215,900 SH	Increased+81,970 SH
SPDR Doubleline Total Ret	ETF	$6K	0.0%	155 SH	New
SPDR Gold Mini ETF	ETF	$12.9M	7.1%Prev: 4.9%	139,375 SH	Increased+31,915 SH
SPDR Gold Trust	ETF	$1.2M	0.7%Prev: 0.6%	2,755 SH	Increased-25 SH
SPDR Short International	ETF	$5.9M	3.2%	219,600 SH	New
Square Inc Cl A	COM	$9K	0.0%	157 SH	New
Taiwan Semiconductor Manu	COM	$34K	0.0%	100 SH	New
Tesla Motors Inc	COM	$37K	0.0%	100 SH	New
Uber Technologies Inc	COM	$72	0.0%	1 SH	New
Vanguard Emerging Markets	ETF	$1.9M	1.1%Prev: 1.9%	32,582 SH	Decreased-12,183 SH
Vanguard Extended Market	ETF	$8.8M	4.9%Prev: 5.5%	42,935 SH	Increased-110 SH
Vanguard FTSE All-World e	ETF	$5.2M	2.8%Prev: 3.0%	35,500 SH	Increased+20 SH
Vanguard Global REIT Ex-U	ETF	$1.1M	0.6%Prev: 0.8%	24,350 SH	Decreased-3,715 SH
Vanguard Information Tech	ETF	$3.5M	1.9%Prev: 2.2%	4,983 SH	Increased-551 SH
Vanguard International Eq	ETF	$8.6M	4.7%Prev: 5.4%	114,192 SH	Increased-7,455 SH
Vanguard Mid Cap Value	ETF	$972K	0.5%Prev: 0.6%	5,275 SH	Increased
Vanguard MSCI EAFE ETF	ETF	$741K	0.4%Prev: 0.3%	11,556 SH	Increased+3,683 SH
Vanguard REIT Index ETF	ETF	$361K	0.2%Prev: 0.3%	4,070 SH	Decreased-230 SH
Vanguard S&P 500 ETF	ETF	$881K	0.5%Prev: 0.6%	1,475 SH	Increased
Vanguard ST Inflation-Pro	ETF	$75K	0.0%Prev: 0.2%	1,500 SH	Decreased-3,122 SH
Vanguard Total Internatio	ETF	$420K	0.2%Prev: 1.0%	8,735 SH	Decreased-18,430 SH
Vanguard Total Stock Mark	ETF	$5.1M	2.8%Prev: 3.3%	15,891 SH	Increased-316 SH
Vanguard Ultra Short Bond	ETF	$22K	0.0%	438 SH	New
Vanguard US Small Cap Equ	ETF	$1.5M	0.8%Prev: 0.9%	5,750 SH	Increased+45 SH
Vanguard US Small Cap Val	ETF	$5.3M	2.9%Prev: 3.5%	24,520 SH	Increased-950 SH
Vanguard US Value Factor	ETF	$195K	0.1%Prev: 0.2%	1,445 SH	Decreased-555 SH
Vanguard Value Index ETF	ETF	$1.1M	0.6%Prev: 0.6%	5,602 SH	Increased+597 SH
Verizon Communications	COM	$28K	0.0%	553 SH	New
Vertiv Hldgs Co	COM	$3K	0.0%	10 SH	New
Viatris Inc	COM	$797	0.0%	59 SH	New
Visa Inc Cl A	COM	$91K	0.0%	300 SH	New
Wal-Mart Stores Inc	COM	$23K	0.0%	183 SH	New
Wells Fargo & Co New	COM	$72K	0.0%	900 SH	New

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 23, 2026	Q4 2025	13F-HR	0001961944-26-000001	$174.7M	View
Oct 23, 2025	Q3 2025	13F-HR	0001961944-25-000005	$161.3M	View
Jul 10, 2026	Q2 2026