Lam Group, Inc. holds a diversified book of 139 stocks worth $201.4M as of Q2 2026 (disclosed Jul 10, 2026, a ~45-day 13F lag). This quarter they opened Palantir Technologies Inc-A and trimmed Vanguard Extended Market ETF. Their largest long position is SPDR Gold Minishares Trust at 6% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1961944/holdings"
Use Arkolith to show LAM GROUP, INC.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Gold Mini ETF ETF | $11.2M | 140.6K | 5.5% | ▲+0.9% Added · +1K sh | |
| 2 | Vanguard Extended Market ETF | $10.6M | 42.9K | 5.2% | ▼~0% Reduced · −5 sh | |
| 3 | Vanguard International Eq ETF | $9.6M | 114.2K | 4.7% | —Held | |
| 4 | DFA US Small Cap ETF ETF | $8.3M | 101.1K | 4.1% | ▼−0.1% Reduced · −132 sh | |
| 5 | DFA International Small C ETF | $7.1M | 177.6K | 3.5% | ▼−0.2% Reduced · −365 sh | |
| 6 | DFA US Equity Value ETF ETF | $7.1M | 129.4K | 3.5% | ▲~0% Added · +9 sh | |
| 7 | SPDR Short International ETF | $7.1M | 264.2K | 3.5% | ▲+20% Added · +45K sh | |
| 8 | SPDR Barclays Intl Corp B ETF | $6.6M | 213.2K | 3.3% | ▼−1.3% Reduced · −3K sh | |
| 9 | Avantis Global Real Estat ETF | $6.4M | 134.9K | 3.2% | ▲+2.0% Added · +3K sh | |
| 10 | iShares Emerging Markets ETF | $6.0M | 142.4K | 3.0% | ▲+6.8% Added · +9K sh | |
| 11 | Vanguard US Small Cap Val ETF | $6.0M | 24.5K | 3.0% | —Held | |
| 12 | Vanguard Total Stock Mark ETF | $5.9M | 15.9K | 2.9% | ▲~0% Added · +2 sh | |
| 13 | DFA International Value E ETF | $5.8M | 106.9K | 2.9% | —Held | |
| 14 | Powershares Nasdaq 100 In ETF | $5.5M | 7.5K | 2.7% | —Held | |
| 15 | Vanguard FTSE All-World e ETF | $5.5M | 35.4K | 2.7% | ▼−0.3% Reduced · −120 sh | |
| 16 | DFA Global Real Estate ET ETF | $5.0M | 171.2K | 2.5% | ▼−9.0% Reduced · −17K sh | |
| 17 | Vanguard Information Tech ETF | $4.8M | 39.8K | 2.4% | ▲+698% Added · +35K sh | |
| 18 | iShares MSCI Emerging Mar ETF | $4.4M | 53.2K | 2.2% | —Held | |
| 19 | Avantis US Small Cap Valu ETF | $4.2M | 33.9K | 2.1% | ▼−1.1% Reduced · −370 sh | |
| 20 | DFA International Small C ETF | $4.0M | 114.2K | 2.0% | ▲~0% Added · +10 sh | |
| 21 | DFA US Small Cap Value ET ETF | $3.7M | 95.2K | 1.8% | ▼−2.8% Reduced · −3K sh | |
| 22 | DFA Emerging Markets Valu ETF | $3.5M | 82.3K | 1.7% | —Held | |
| 23 | DFA US Equity ETF ETF | $3.2M | 39.0K | 1.6% | —Held | |
| 24 | Amphastar Pharma Inc COM | $2.6M | 130.8K | 1.3% | —Held | |
| 25 | Avantis International Val ETF | $2.6M | 33.3K | 1.3% | ▲+8.3% Added · +3K sh | |
| 26 | Avantis International Sma ETF | $2.4M | 22.9K | 1.2% | ▲+10% Added · +2K sh | |
| 27 | DFA World ex US Core 2 ET ETF | $2.3M | 63.1K | 1.2% | —Held | |
| 28 | DFA US Targeted Value ETF ETF | $2.2M | 31.6K | 1.1% | ▲~0% Added · +7 sh | |
| 29 | Avantis Emerging Markets ETF | $2.2M | 22.9K | 1.1% | ▲+5.7% Added · +1K sh | |
| 30 | Avantis International Cor ETF | $2.2M | 24.7K | 1.1% | ▲+9.4% Added · +2K sh | |
| 31 | Avantis US Large Cap Core ETF | $2.0M | 15.4K | 1.0% | ▼−0.6% Reduced · −100 sh | |
| 32 | Avantis US Micro Cap Equi ETF | $1.9M | 26.2K | 1.0% | ▲+1.3% Added · +325 sh | |
| 33 | Avantis International Sma ETF | $1.8M | 23.9K | 0.9% | ▲+14% Added · +3K sh | |
| 34 | Vanguard US Small Cap Equ ETF | $1.7M | 5.8K | 0.9% | —Held | |
| 35 | S&P 500 SPDR ETF | $1.5M | 2.0K | 0.8% | ▲+1.4% Added · +28 sh | |
| 36 | Avantis US Large Cap Valu ETF | $1.5M | 16.1K | 0.7% | ▲+4.1% Added · +640 sh | |
| 37 | Avantis All Equity Global ETF | $1.4M | 14.2K | 0.7% | ▲+9.5% Added · +1K sh | |
| 38 | Dfa US Core ETF ETF | $1.3M | 29.8K | 0.7% | ▲~0% Added · +3 sh | |
| 39 | DFA International Core ET ETF | $1.3M | 31.3K | 0.6% | —Held | |
| 40 | DFA Emerging Markets Core ETF | $1.3M | 31.4K | 0.6% | ▼−0.3% Reduced · −105 sh | |
| 41 | Vanguard Value Index ETF ETF | $1.2M | 5.6K | 0.6% | ▼−0.1% Reduced · −3 sh | |
| 42 | Vanguard S&P 500 ETF ETF | $1.2M | 1.7K | 0.6% | ▲+16% Added · +235 sh | |
| 43 | Avantis Emerging Markets ETF | $1.1M | 16.9K | 0.6% | ▲+3.4% Added · +550 sh | |
| 44 | Vanguard Global REIT Ex-U ETF | $1.1M | 24.1K | 0.5% | ▼−0.8% Reduced · −200 sh | |
| 45 | Vanguard Emerging Markets ETF | $1.1M | 16.1K | 0.5% | ▲+2.4% Added · +375 sh | |
| 46 | Vanguard Mid Cap Value ETF | $1.0M | 5.3K | 0.5% | —Held | |
| 47 | Apple Computer Inc COM | $1.0M | 3.5K | 0.5% | ▲+2.6% Added · +90 sh | |
| 48 | SPDR Gold Trust ETF | $1.0M | 2.8K | 0.5% | —Held | |
| 49 | S&P Mid Cap SPDR ETF | $985K | 1.4K | 0.5% | —Held | |
| 50 | Vanguard Emerging Markets ETF | $980K | 16.4K | 0.5% | ▼−2.8% Reduced · −480 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 10, 2026 | 139 | $201.4M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 136 | $182.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 75 | $174.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 23, 2025 | 72 | $161.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 3, 2025 | 73 | $149.6M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 73 | $135.9M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 134 | $140.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 133 | $141.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.