LAM GROUP, INC.
Q4 2025 13F Holdings
- Locationlake oswego, OR
- Num holdings
75
- Value ($000)
$174,731
- Date Filed01/23/2026
- Form type13F-HR
- CIK0001961944
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SPDR Gold Mini ETF | ETF | 98149E204 | $11.86M | 7 % | 138,945 | ||
SPDR Barclays Intl Corp B | ETF | 78464A151 | $10.48M | 6 % | 326,356 | ||
Vanguard Extended Market | ETF | 922908652 | $9.08M | 5 % | 43,410 | ||
Vanguard International Eq | ETF | 922042775 | $8.4M | 5 % | 114,192 | ||
DFA US Small Cap ETF | ETF | 25434V500 | $7.1M | 4 % | 101,898 | ||
DFA International Small C | ETF | 25434V781 | $6.9M | 4 % | 181,650 | ||
DFA US Equity Value ETF | ETF | 25434V724 | $6.07M | 4 % | 130,385 | ||
DFA Global Real Estate ET | ETF | 25434V658 | $5.35M | 3 % | 202,460 | ||
DFA International Value E | ETF | 25434V807 | $5.31M | 3 % | 106,408 | ||
Vanguard US Small Cap Val | ETF | 922908611 | $5.19M | 3 % | 24,520 |
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