Lam Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 16, 2025), Lam Group, Inc. reported 73 stock positions worth $135.9 million. Its top holding was Vanguard Extended Market ETF (VXF) at 5.5% of the portfolio, followed by Vanguard Ftse All-World Ex-U (VEU, 5.4%) and Dimensional US Small Cap ETF (DFAS, 4.9%). Compared with Q4 2024, it sold out of 61, added to 22 and reduced 36. The biggest buy was SS SPDR BB Intl Corp. BD ETF (IBND, shares +326%) and the biggest sale Vanguard Total Intl Bond ETF (BNDX, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- LAKE OSWEGO, OR
- CIK
- 0001961944
- Portfolio Value
- $135.9M (Q1 2025)
- SEC Filing
- 0001961944-25-000002 ↗ filed Apr 16, 2025
Holdings Value
Holdings 73 stocks · $135.9M
| VXF Vanguard Extended Market ETF | 5.46% | 43,045 | $7.4M | Add +1.1% |
| VEU Vanguard Ftse All-World Ex-U | 5.43% | 121,647 | $7.4M | Reduce -0.2% |
| DFAS Dimensional US Small Cap ETF | 4.93% | 112,205 | $6.7M | Reduce -0.1% |
| GLDM SPDR Gold Minishares Trust | 4.89% | 107,460 | $6.7M | Add +15.4% |
| DISV Dimensional International SM | 4.10% | 191,540 | $5.6M | Reduce -4.5% |
| DFUV Dimensional US Marketwide Va | 3.95% | 130,252 | $5.4M | Reduce -1.2% |
| DFGR Dim Global Real Estate ETF | 3.49% | 180,775 | $4.7M | Reduce -17.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 3.49% | 25,470 | $4.7M | Reduce -0.2% |
| AVRE Avantis Real Estate ETF | 3.33% | 105,215 | $4.5M | Add +41.5% |
| VTI VG Morningstar TS MKT ETF-US | 3.28% | 16,207 | $4.5M | Reduce -0.3% |
| DFIV Dimensional International Va | 3.20% | 110,493 | $4.3M | Reduce -1.8% |
| VSS Vanguard Ftse All Wo X-US SC | 3.02% | 35,480 | $4.1M | Add +0.1% |
| IBND SS SPDR BB Intl Corp. BD ETF | 2.91% | 133,930 | $3.9M | Add +326.2% |
| AMPH Amphastar Pharmaceuticals Inc. | 2.79% | 130,800 | $3.8M | No change |
| QQQ Invesco QQQ Trust Series 1 | 2.58% | 7,475 | $3.5M | No change |
| DFIS Dimensional International SM | 2.42% | 127,370 | $3.3M | Reduce -6.6% |
| VGT Vanguard Info Tech ETF | 2.21% | 5,534 | $3.0M | Reduce -7.3% |
| DFSV Dimensional US Small Cap Val | 2.13% | 102,785 | $2.9M | Add +10.8% |
| IEMG iShares Core MSCI Emerging | 2.13% | 53,565 | $2.9M | Reduce -0.0% |
| DFUS Dimensional US Eq MKT ETF | 1.74% | 39,042 | $2.4M | No change |
| DFEV Dimensional Emrg MRKT Val | 1.67% | 84,085 | $2.3M | Reduce -1.5% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 1.58% | 41,125 | $2.1M | Reduce -35.2% |
| LEMB iShares JP Morgan Em Local C | 1.51% | 54,625 | $2.0M | Add +27.4% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.41% | 29,760 | $1.9M | Reduce -7.3% |
| AVUV Avantis US Small Cap Value | 1.29% | 20,140 | $1.8M | Reduce -23.7% |
| DFAX Dimensional World Ex US Core | 1.28% | 66,539 | $1.7M | Reduce -1.0% |
| DFAT Dimensional US Target Value | 1.16% | 30,673 | $1.6M | Reduce -2.6% |
| AVDE Avantis International Equity | 1.02% | 20,905 | $1.4M | Reduce -3.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.98% | 27,165 | $1.3M | Reduce -58.0% |
| DFAI Dimensional International Co. | 0.94% | 41,055 | $1.3M | Reduce -3.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.93% | 5,705 | $1.3M | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.84% | 28,065 | $1.1M | Reduce -12.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.82% | 2,000 | $1.1M | No change |
| DFAC Dimensional US Core Equity 2 | 0.82% | 33,885 | $1.1M | No change |
| AVIV Avantis Intl LRG Cap Val ETF | 0.78% | 18,630 | $1.1M | Reduce -0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.73% | 1,856 | $988K | Add +0.2% |
| AVUS Avantis U.S. Equity ETF | 0.71% | 10,480 | $968K | Add +0.5% |
| BA The Boeing Co. | 0.69% | 5,500 | $938K | Add +0.0% |
| DFAE Dimensional Emerging Core Eq | 0.67% | 35,405 | $917K | Add +0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.64% | 5,005 | $865K | Reduce -13.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.62% | 5,275 | $847K | No change |
| GLD SPDR Gold Shares | 0.59% | 2,780 | $801K | No change |
| AVGE Avantis All Eqty Mrkts ETF | 0.58% | 11,055 | $787K | Add +1.9% |
| AAPL Apple Inc. | 0.57% | 3,485 | $774K | Add +0.8% |
| VOO Vanguard S&P 500 ETF | 0.56% | 1,475 | $758K | Reduce -21.1% |
| MDY State Street SPDR S&P Midcap | 0.55% | 1,400 | $747K | No change |
| AVEM Avantis Emerging Markets Eq | 0.52% | 11,725 | $705K | Reduce -12.0% |
| IWF iShares Russell 1000 Growth | 0.51% | 1,925 | $695K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.50% | 15,005 | $679K | Reduce -2.3% |
| QLTY GMO U.S. Quality ETF | 0.48% | 21,045 | $658K | Add +2.7% |
| AVDV Avantis Intl S/C Value ETF | 0.46% | 8,930 | $623K | Add +2.9% |
| SCZ iShares MSCI Eafe Small-Cap | 0.43% | 9,155 | $582K | No change |
| IJH iShares Core S&P Midcap ETF | 0.40% | 9,250 | $540K | No change |
| AVLV Avantis US Large Cap Value | 0.36% | 7,460 | $486K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.35% | 836 | $482K | Reduce -7.1% |
| DFAU Dimensional US Core Equity M | 0.34% | 12,130 | $466K | Reduce -3.3% |
| AVSC Avantis US Small Cap Equity | 0.34% | 9,590 | $464K | Reduce -20.6% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 4,000 | $418K | No change |
| DFEM Dimensional Emrg MRKT Core | 0.30% | 15,605 | $413K | Add +4.0% |
| AMZN Amazon.com Inc. | 0.30% | 2,154 | $410K | Add +0.7% |
| VEA Vanguard Ftse Developed ETF | 0.29% | 7,873 | $400K | Add +0.1% |
| AVEE Avantis Em MKT SM Cap Eq ETF | 0.29% | 7,545 | $396K | Reduce -5.0% |
| VNQ Vanguard Real Estate ETF | 0.29% | 4,300 | $389K | Reduce -28.7% |
| DFSD Dimensional Short Duration | 0.28% | 7,875 | $374K | No change |
| DFCF Dimensional Core Fixed Inc. | 0.26% | 8,400 | $353K | Add +38.2% |
| MSFT Microsoft Corp. | 0.26% | 925 | $347K | Add +1.3% |
| AVES Avantis Emerging Markets Val | 0.24% | 6,960 | $328K | Reduce -42.1% |
| AVDS Avantis Intl SM Cap Eq ETF | 0.21% | 5,350 | $291K | Reduce -7.8% |
| ARKW ARK Next Generation Technolo | 0.19% | 2,690 | $255K | Reduce -11.5% |
| GOOGLE LLC-CL A | 0.18% | 1,610 | $249K | Add +0.6% |
| VTIP Vanguard Short-Term Tips | 0.17% | 4,622 | $231K | Reduce -16.2% |
| VFVA Vanguard U.S. Value Factor | 0.17% | 2,000 | $228K | No change |
| DFAW Dimensional World Eqty ETF | 0.16% | 3,484 | $214K | Reduce -3.4% |
Portfolio Sells Q4 2024 → Q1 2025
| BNDX Vanguard Total Intl Bond ETF | Reduce -58.0% | 0.98% | −1.29 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Reduce -35.2% | 1.58% | −0.79 |
| AVUV Avantis US Small Cap Value | Reduce -23.7% | 1.29% | −0.53 |
| DFGR Dim Global Real Estate ETF | Reduce -17.0% | 3.49% | −0.48 |
| VGT Vanguard Info Tech ETF | Reduce -7.3% | 2.21% | −0.44 |
| DFAS Dimensional US Small Cap ETF | Reduce -0.1% | 4.93% | −0.28 |
| DFIP Dimensional Inflation-Protec | Sold out | 0.00% | −0.18 |
| VOO Vanguard S&P 500 ETF | Reduce -21.1% | 0.56% | −0.16 |
| AVES Avantis Emerging Markets Val | Reduce -42.1% | 0.24% | −0.15 |
| AVIE Avantis Inflation Foc Eq ETF | Sold out | 0.00% | −0.13 |
| AVSC Avantis US Small Cap Equity | Reduce -20.6% | 0.34% | −0.13 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.2% | 3.49% | −0.12 |
| DUSB Dimension Ultrashort Fi ETF | Sold out | 0.00% | −0.11 |
| GOOG Google LLC Class C | Sold out | 0.00% | −0.11 |
| VNQ Vanguard Real Estate ETF | Reduce -28.7% | 0.29% | −0.10 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.10 |
| DFAT Dimensional US Target Value | Reduce -2.6% | 1.16% | −0.09 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.09 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.3% | 3.28% | −0.08 |
| VNQI Vanguard GLBL Ex-US Real Est | Reduce -12.3% | 0.84% | −0.07 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.07 |
| DEHP Dimensional Emrg MRK Hi Prof | Sold out | 0.00% | −0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -13.9% | 0.64% | −0.07 |
| ARKW ARK Next Generation Technolo | Reduce -11.5% | 0.19% | −0.05 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.05 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.04 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -7.3% | 1.41% | −0.04 |
| AVEM Avantis Emerging Markets Eq | Reduce -12.0% | 0.52% | −0.04 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.03 |
| DUHP Dimensional US High Profi Et | Sold out | 0.00% | −0.03 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.03 |
| DIHP Dimensional International Hi | Sold out | 0.00% | −0.03 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -7.1% | 0.35% | −0.02 |
| VTIP Vanguard Short-Term Tips | Reduce -16.2% | 0.17% | −0.02 |
| DFAU Dimensional US Core Equity M | Reduce -3.3% | 0.34% | −0.02 |
| AVGO Broadcom Pte Ltd. | Sold out | 0.00% | −0.02 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.02 |
| VUSB Vanguard Ultra Short Bond Et | Sold out | 0.00% | −0.01 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.01 |
| DFLV Dim US Large Cap Value ETF | Sold out | 0.00% | −0.01 |
| CABO Cable One Inc. | Sold out | 0.00% | −0.01 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.01 |
| RYN Rayonier Inc. | Sold out | 0.00% | −0.01 |
| AVEE Avantis Em MKT SM Cap Eq ETF | Reduce -5.0% | 0.29% | −0.01 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.01 |
| XYZ Block Inc. | Sold out | 0.00% | −0.01 |
| FDHY Fidelity Enh Hi YLD ETF | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IBND SS SPDR BB Intl Corp. BD ETF | Add +326.2% | 2.91% | +2.27 |
| GLDM SPDR Gold Minishares Trust | Add +15.4% | 4.89% | +1.44 |
| AVRE Avantis Real Estate ETF | Add +41.5% | 3.33% | +1.11 |
| LEMB iShares JP Morgan Em Local C | Add +27.4% | 1.51% | +0.40 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.2% | 0.73% | +0.13 |
| VSS Vanguard Ftse All Wo X-US SC | Add +0.1% | 3.02% | +0.12 |
| DFSV Dimensional US Small Cap Val | Add +10.8% | 2.13% | +0.09 |
| DFCF Dimensional Core Fixed Inc. | Add +38.2% | 0.26% | +0.08 |
| AVDV Avantis Intl S/C Value ETF | Add +2.9% | 0.46% | +0.06 |
| DFAE Dimensional Emerging Core Eq | Add +0.7% | 0.67% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 0.29% | +0.03 |
| DFEM Dimensional Emrg MRKT Core | Add +4.0% | 0.30% | +0.02 |
| AVGE Avantis All Eqty Mrkts ETF | Add +1.9% | 0.58% | +0.02 |
| QLTY GMO U.S. Quality ETF | Add +2.7% | 0.48% | +0.02 |
| AVLV Avantis US Large Cap Value | Add +0.1% | 0.36% | +0.00 |
| BA The Boeing Co. | Add +0.0% | 0.69% | −0.00 |
| AVUS Avantis U.S. Equity ETF | Add +0.5% | 0.71% | −0.01 |
| MSFT Microsoft Corp. | Add +1.3% | 0.26% | −0.02 |
| GOOGLE LLC-CL A | Add +0.6% | 0.18% | −0.03 |
| AMZN Amazon.com Inc. | Add +0.7% | 0.30% | −0.03 |
| AAPL Apple Inc. | Add +0.8% | 0.57% | −0.08 |
| VXF Vanguard Extended Market ETF | Add +1.1% | 5.46% | −0.31 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 138 | $201.4M | GLDM, VXF, VEU, DFAS, DISV |
| Q1 2026 | 135 | $182.0M | GLDM, VXF, VEU, DFAS, DISV |
| Q4 2025 | 75 | $174.7M | GLDM, IBND, VXF, VEU, DFAS |
| Q3 2025 | 72 | $161.3M | GLDM, IBND, VXF, VEU, DFAS |
| Q2 2025 | 73 | $149.6M | VXF, GLDM, VEU, IBND, DFAS |
| Q1 2025 | 73 | $135.9M | VXF, VEU, DFAS, GLDM, DISV |
| Q4 2024 | 134 | $140.2M | VXF, DFAS, VEU, DFGR, DFUV |
| Q3 2024 | 133 | $141.3M | VXF, VEU, DFAS, AMPH, DFUV |
| Q2 2024 | 132 | $118.6M | VXF, VEU, DFAS, AMPH, DFUV |
| Q1 2024 | 127 | $122.6M | VXF, VEU, DFAS, QQQ, AMPH |