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: $201.4M132 positionsView on SEC.gov

			% of Portfolio
Abbvie Inc	COM	$74K	0.0%	293 SH	New
Abrdn Platinum Etf TRUST	ETF	$35K	0.0%	2,500 SH	New
Advanced Micro Devices	COM	$100K	0.0%	172 SH	New
Alibaba Group Holding Ltd	COM	$384	0.0%	4 SH	New
Amazon Com Inc	COM	$510K	0.3%Prev: 0.3%	2,140 SH	Increased
Amern Realty Invs Inc	COM	$223	0.0%	10 SH	New
Amgen Incorporated	COM	$167K	0.1%	462 SH	New
Amphastar Pharma Inc	COM	$2.6M	1.3%Prev: 2.0%	130,800 SH	Decreased
Apple Computer Inc	COM	$1.0M	0.5%Prev: 0.5%	3,548 SH	Increased+90 SH
ARK Innovation ETF	ETF	$25K	0.0%	305 SH	New
ARK Next Generation	ETF	$950K	0.5%Prev: 0.3%	6,560 SH	Increased+3,870 SH
Astrazeneca Adr Eachrep 1	COM	$190	0.0%	1 SH	New
Avantis All Equity Global	ETF	$1.4M	0.7%Prev: 0.6%	14,226 SH	Increased+2,475 SH
Avantis Core Fixed Income	ETF	$74K	0.0%	1,785 SH	New
Avantis Emerging Markets	ETF	$4.0M	2.0%Prev: 1.3%	49,620 SH	Increased+17,325 SH
Avantis Global Real Estat	ETF	$6.4M	3.2%Prev: 2.6%	134,940 SH	Increased+45,820 SH
Avantis Inflation Equity	ETF	$15K	0.0%	205 SH	New
Avantis International Cor	ETF	$2.2M	1.1%Prev: 1.1%	24,665 SH	Increased+3,395 SH
Avantis International Sma	ETF	$4.2M	2.1%Prev: 0.5%	46,745 SH	Increased+36,490 SH
Avantis International Val	ETF	$2.6M	1.3%Prev: 0.8%	33,345 SH	Increased+13,245 SH
Avantis Short-Term Fixed	ETF	$4K	0.0%	90 SH	New
Avantis U S Quality ETF	ETF	$2K	0.0%	25 SH	New
Avantis US Large Cap Core	ETF	$2.0M	1.0%Prev: 0.8%	15,450 SH	Increased+4,290 SH
Avantis US Large Cap Valu	ETF	$1.5M	0.7%Prev: 0.4%	16,150 SH	Increased+6,535 SH
Avantis US Micro Cap Equi	ETF	$1.9M	1.0%Prev: 0.3%	26,200 SH	Increased+16,100 SH
Avantis US Small Cap Valu	ETF	$4.2M	2.1%Prev: 1.6%	33,855 SH	Increased+7,205 SH
Bank Of America Corp	COM	$5K	0.0%	86 SH	New
Berkshire Hathaway Cl B	COM	$861K	0.4%Prev: 0.6%	1,721 SH	Decreased-132 SH
Boeing Co	COM	$417K	0.2%Prev: 0.8%	1,926 SH	Decreased-3,573 SH
Broadcom Ltd	COM	$42K	0.0%	110 SH	New
Cable One Inc Com	COM	$3K	0.0%	50 SH	New
Caterpillar Inc	COM	$39K	0.0%	37 SH	New
Cisco Systems Inc	COM	$5K	0.0%	42 SH	New
Costco Whsl Corp New	COM	$36K	0.0%	38 SH	New
DFA Core Fixed Income ETF	ETF	$445K	0.2%Prev: 0.2%	10,550 SH	Increased+3,065 SH
DFA Emerging Markets Core	ETF	$1.3M	0.6%Prev: 0.7%	31,385 SH	Increased-4,020 SH
DFA Emerging Markets ETF	ETF	$582K	0.3%Prev: 0.3%	14,310 SH	Increased-720 SH
DFA Emerging Markets High	ETF	$163K	0.1%	3,805 SH	New
DFA Emerging Markets Valu	ETF	$3.5M	1.7%Prev: 1.7%	82,260 SH	Increased-2,325 SH
DFA Global Ex Us Corporat	ETF	$547K	0.3%Prev: 0.7%	10,205 SH	Decreased-8,805 SH
DFA Global Real Estate ET	ETF	$5.0M	2.5%Prev: 2.6%	171,240 SH	Increased+25,725 SH
DFA International Core ET	ETF	$1.3M	0.6%Prev: 0.9%	31,255 SH	Decreased-8,825 SH
DFA International High Pr	ETF	$62K	0.0%	1,815 SH	New
DFA International Small C	ETF	$11.1M	5.5%Prev: 6.7%	291,830 SH	Increased-22,965 SH
DFA International Value E	ETF	$5.8M	2.9%Prev: 3.1%	106,938 SH	Increased-1,480 SH
DFA Short Duration Bond E	ETF	$267K	0.1%Prev: 0.3%	5,590 SH	Decreased-2,265 SH
DFA TIPS ETF	ETF	$63K	0.0%	1,515 SH	New
DFA Ultra Short Bond ETF	ETF	$4K	0.0%	85 SH	New
DFA US Core ETF	ETF	$1.7M	0.8%Prev: 1.2%	37,151 SH	Decreased-9,640 SH
DFA US Equity ETF	ETF	$3.2M	1.6%Prev: 1.7%	39,042 SH	Increased
DFA US Equity Value ETF	ETF	$7.1M	3.5%Prev: 3.7%	129,440 SH	Increased-827 SH
DFA US High Profitability	ETF	$1K	0.0%	35 SH	New
DFA US Large Cap Value ET	ETF	$2K	0.0%	50 SH	New
DFA US Micro Cap RTF	ETF	$3K	0.0%	50 SH	New
DFA US Small Cap ETF	ETF	$8.3M	4.1%Prev: 4.6%	101,138 SH	Increased-6,926 SH
DFA US Small Cap Value ET	ETF	$3.7M	1.8%Prev: 2.1%	95,240 SH	Increased-9,625 SH
DFA US Targeted Value ETF	ETF	$2.2M	1.1%Prev: 1.1%	31,603 SH	Increased+929 SH
DFA World ex US Core 2 ET	ETF	$2.3M	1.2%Prev: 1.3%	63,131 SH	Increased-3,398 SH
Dimensional World Equity	ETF	$290K	0.1%Prev: 0.2%	3,499 SH	Increased+7 SH
Disney Walt Co	COM	$10K	0.0%	100 SH	New
Etfmg Prime Mobile	COM	$3K	0.0%	55 SH	New
Etsy Inc	COM	$14K	0.0%	186 SH	New
Fidelity High Yield Facto	ETF	$7K	0.0%	140 SH	New
Gamestop Corp	COM	$265	0.0%	12 SH	New
Gamestop Corp New Wts Exp	COM	$3	0.0%	1 SH	New
GMO US Quality ETF	ETF	$872K	0.4%Prev: 0.5%	20,955 SH	Increased+350 SH
Google Inc Class A	COM	$590K	0.3%Prev: 0.2%	1,652 SH	Increased+52 SH
Google Inc Class C	COM	$836K	0.4%	2,366 SH	New
Hershey Co	COM	$2K	0.0%	13 SH	New
Home Depot Inc	COM	$4K	0.0%	12 SH	New
Intl Business Machines	COM	$57K	0.0%	202 SH	New
Invesco Commodity Optimum	ETF	$3K	0.0%	220 SH	New
iShares Commodities Selec	ETF	$3K	0.0%	115 SH	New
iShares Emerging Markets	ETF	$6.0M	3.0%Prev: 2.3%	142,385 SH	Increased+57,390 SH
iShares Flexible Income A	ETF	$274K	0.1%	5,240 SH	New
iShares MSCI Emerging Mar	ETF	$4.4M	2.2%Prev: 2.1%	53,215 SH	Increased-350 SH
iShares MSCI Internationa	ETF	$753K	0.4%Prev: 0.4%	9,155 SH	Increased
iShares S&P 600 Small Cap	ETF	$593K	0.3%Prev: 0.3%	4,000 SH	Increased
Ishares Tr Russell 1000	ETF	$956K	0.5%Prev: 0.5%	7,700 SH	Increased+5,775 SH
Ishares Tr S&P Midcap	ETF	$713K	0.4%Prev: 0.4%	9,250 SH	Increased
Kyndryl Hldgs Inc	COM	$452	0.0%	40 SH	New
Mc Donalds Corp	COM	$7K	0.0%	27 SH	New
Meta Platforms Inc Class	COM	$540K	0.3%Prev: 0.5%	958 SH	Decreased
Microsoft Corp	COM	$916K	0.5%Prev: 0.3%	2,455 SH	Increased+1,543 SH
Netflix Inc	COM	$109K	0.1%Prev: 0.1%	1,530 SH	Decreased+1,380 SH
Network Appliance Inc	COM	$155K	0.1%	1,000 SH	New
Nrg Energy Inc New	COM	$147K	0.1%	1,009 SH	New
Nvidia Corp	COM	$161K	0.1%	807 SH	New
Palantir Technologies In	COM	$46K	0.0%	397 SH	New
Pfizer Incorporated	COM	$12K	0.0%	483 SH	New
Powershares Nasdaq 100 In	ETF	$5.5M	2.7%Prev: 2.8%	7,475 SH	Increased
Quantumscape Corp Com Cl	COM	$2K	0.0%	200 SH	New
Rayonier Inc	COM	$17K	0.0%	780 SH	New
Rivian Automotive Inc Com	COM	$902	0.0%	52 SH	New
Roku Inc Com Cl A	COM	$14K	0.0%	100 SH	New
S&P 500 SPDR	ETF	$1.5M	0.8%Prev: 0.8%	2,028 SH	Increased+28 SH
S&P Mid Cap SPDR	ETF	$985K	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	$6.6M	3.3%Prev: 5.0%	213,150 SH	Decreased-15,040 SH
SPDR Doubleline Total Ret	ETF	$5K	0.0%	120 SH	New
SPDR Gold Mini ETF	ETF	$11.2M	5.5%Prev: 5.7%	140,590 SH	Increased+10,705 SH
SPDR Gold Trust	ETF	$1.0M	0.5%Prev: 0.6%	2,755 SH	Increased-135 SH
SPDR Short International	ETF	$7.1M	3.5%	264,206 SH	New
Square Inc Cl A	COM	$12K	0.0%	157 SH	New
Taiwan Semiconductor Manu	COM	$48K	0.0%	100 SH	New
Tesla Motors Inc	COM	$122K	0.1%	290 SH	New
Uber Technologies Inc	COM	$72	0.0%	1 SH	New
Vanguard Emerging Markets	ETF	$2.1M	1.0%Prev: 1.3%	32,477 SH	Increased+12 SH
Vanguard Extended Market	ETF	$10.6M	5.2%Prev: 5.7%	42,930 SH	Increased-1,480 SH
Vanguard FTSE All-World e	ETF	$5.5M	2.7%Prev: 3.2%	35,380 SH	Increased-99 SH
Vanguard Global REIT Ex-U	ETF	$1.1M	0.5%Prev: 0.8%	24,150 SH	Decreased-365 SH
Vanguard Information Tech	ETF	$4.8M	2.4%Prev: 2.3%	39,756 SH	Increased+34,538 SH
Vanguard International Eq	ETF	$9.6M	4.7%Prev: 5.4%	114,192 SH	Increased-6,655 SH
Vanguard Mid Cap Value	ETF	$1.0M	0.5%Prev: 0.6%	5,275 SH	Increased
Vanguard MSCI EAFE ETF	ETF	$838K	0.4%Prev: 0.3%	11,763 SH	Increased+3,881 SH
Vanguard REIT Index ETF	ETF	$392K	0.2%Prev: 0.3%	4,070 SH	Increased-190 SH
Vanguard S&P 500 ETF	ETF	$1.2M	0.6%Prev: 0.6%	1,710 SH	Increased+235 SH
Vanguard ST Inflation-Pro	ETF	$88K	0.0%	1,760 SH	New
Vanguard Total Internatio	ETF	$412K	0.2%Prev: 0.6%	8,510 SH	Decreased-10,400 SH
Vanguard Total Stock Mark	ETF	$5.9M	2.9%Prev: 3.2%	15,893 SH	Increased-14 SH
Vanguard Ultra Short Bond	ETF	$22K	0.0%	446 SH	New
Vanguard US Small Cap Equ	ETF	$1.7M	0.9%Prev: 0.9%	5,750 SH	Increased+45 SH
Vanguard US Small Cap Val	ETF	$6.0M	3.0%Prev: 3.3%	24,520 SH	Increased-675 SH
Vanguard US Value Factor	ETF	$214K	0.1%Prev: 0.2%	1,445 SH	Decreased-555 SH
Vanguard Value Index ETF	ETF	$1.2M	0.6%Prev: 0.6%	5,599 SH	Increased+594 SH
Verizon Communications	COM	$23K	0.0%	553 SH	New
Vertiv Hldgs Co	COM	$3K	0.0%	10 SH	New
Viatris Inc	COM	$937	0.0%	59 SH	New
Visa Inc Cl A	COM	$103K	0.1%	300 SH	New
Wal-Mart Stores Inc	COM	$21K	0.0%	183 SH	New
Wells Fargo & Co New	COM	$74K	0.0%	900 SH	New

Sold (vs prior filing)

Avantis Internationall Sm — $351K

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