Arkolith/Funds/Lam Group, Inc.

Lam Group, Inc.

CIK 1961944
Holdings as of Jun 30, 2026·disclosed Jul 10, 2026·~10-day 13F lag·13F-HR
Active Filer

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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Use Arkolith to show LAM GROUP, INC.'s latest
holdings, largest changes, and filing provenance.
Opened
3
new positions
Added to
49
existing
Trimmed
23
reduced
Sold out
0
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
23%
Top 10 holdings
40%
Top 20 holdings
65%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

5% mapped to company sectors

ETF / fund or unclassified
95%
Information Technology
2%
Health Care
1%
Financials
1%
Consumer Discretionary
0%
Industrials
0%
Communication Services
0%
Utilities
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

139 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Gold Mini ETF
ETF
$11.2M140.6K
5.5%
+0.9%
Added · +1K sh
2Vanguard Extended Market
ETF
$10.6M42.9K
5.2%
~0%
Reduced · −5 sh
3Vanguard International Eq
ETF
$9.6M114.2K
4.7%
Held
4DFA US Small Cap ETF
ETF
$8.3M101.1K
4.1%
−0.1%
Reduced · −132 sh
5DFA International Small C
ETF
$7.1M177.6K
3.5%
−0.2%
Reduced · −365 sh
6DFA US Equity Value ETF
ETF
$7.1M129.4K
3.5%
~0%
Added · +9 sh
7SPDR Short International
ETF
$7.1M264.2K
3.5%
+20%
Added · +45K sh
8SPDR Barclays Intl Corp B
ETF
$6.6M213.2K
3.3%
−1.3%
Reduced · −3K sh
9Avantis Global Real Estat
ETF
$6.4M134.9K
3.2%
+2.0%
Added · +3K sh
10iShares Emerging Markets
ETF
$6.0M142.4K
3.0%
+6.8%
Added · +9K sh
11Vanguard US Small Cap Val
ETF
$6.0M24.5K
3.0%
Held
12Vanguard Total Stock Mark
ETF
$5.9M15.9K
2.9%
~0%
Added · +2 sh
13DFA International Value E
ETF
$5.8M106.9K
2.9%
Held
14Powershares Nasdaq 100 In
ETF
$5.5M7.5K
2.7%
Held
15Vanguard FTSE All-World e
ETF
$5.5M35.4K
2.7%
−0.3%
Reduced · −120 sh
16DFA Global Real Estate ET
ETF
$5.0M171.2K
2.5%
−9.0%
Reduced · −17K sh
17Vanguard Information Tech
ETF
$4.8M39.8K
2.4%
+698%
Added · +35K sh
18iShares MSCI Emerging Mar
ETF
$4.4M53.2K
2.2%
Held
19Avantis US Small Cap Valu
ETF
$4.2M33.9K
2.1%
−1.1%
Reduced · −370 sh
20DFA International Small C
ETF
$4.0M114.2K
2.0%
~0%
Added · +10 sh
21DFA US Small Cap Value ET
ETF
$3.7M95.2K
1.8%
−2.8%
Reduced · −3K sh
22DFA Emerging Markets Valu
ETF
$3.5M82.3K
1.7%
Held
23DFA US Equity ETF
ETF
$3.2M39.0K
1.6%
Held
24Amphastar Pharma Inc
COM
$2.6M130.8K
1.3%
Held
25Avantis International Val
ETF
$2.6M33.3K
1.3%
+8.3%
Added · +3K sh
26Avantis International Sma
ETF
$2.4M22.9K
1.2%
+10%
Added · +2K sh
27DFA World ex US Core 2 ET
ETF
$2.3M63.1K
1.2%
Held
28DFA US Targeted Value ETF
ETF
$2.2M31.6K
1.1%
~0%
Added · +7 sh
29Avantis Emerging Markets
ETF
$2.2M22.9K
1.1%
+5.7%
Added · +1K sh
30Avantis International Cor
ETF
$2.2M24.7K
1.1%
+9.4%
Added · +2K sh
31Avantis US Large Cap Core
ETF
$2.0M15.4K
1.0%
−0.6%
Reduced · −100 sh
32Avantis US Micro Cap Equi
ETF
$1.9M26.2K
1.0%
+1.3%
Added · +325 sh
33Avantis International Sma
ETF
$1.8M23.9K
0.9%
+14%
Added · +3K sh
34Vanguard US Small Cap Equ
ETF
$1.7M5.8K
0.9%
Held
35S&P 500 SPDR
ETF
$1.5M2.0K
0.8%
+1.4%
Added · +28 sh
36Avantis US Large Cap Valu
ETF
$1.5M16.1K
0.7%
+4.1%
Added · +640 sh
37Avantis All Equity Global
ETF
$1.4M14.2K
0.7%
+9.5%
Added · +1K sh
38Dfa US Core ETF
ETF
$1.3M29.8K
0.7%
~0%
Added · +3 sh
39DFA International Core ET
ETF
$1.3M31.3K
0.6%
Held
40DFA Emerging Markets Core
ETF
$1.3M31.4K
0.6%
−0.3%
Reduced · −105 sh
41Vanguard Value Index ETF
ETF
$1.2M5.6K
0.6%
−0.1%
Reduced · −3 sh
42Vanguard S&P 500 ETF
ETF
$1.2M1.7K
0.6%
+16%
Added · +235 sh
43Avantis Emerging Markets
ETF
$1.1M16.9K
0.6%
+3.4%
Added · +550 sh
44Vanguard Global REIT Ex-U
ETF
$1.1M24.1K
0.5%
−0.8%
Reduced · −200 sh
45Vanguard Emerging Markets
ETF
$1.1M16.1K
0.5%
+2.4%
Added · +375 sh
46Vanguard Mid Cap Value
ETF
$1.0M5.3K
0.5%
Held
47Apple Computer Inc
COM
$1.0M3.5K
0.5%
+2.6%
Added · +90 sh
48SPDR Gold Trust
ETF
$1.0M2.8K
0.5%
Held
49S&P Mid Cap SPDR
ETF
$985K1.4K
0.5%
Held
50Vanguard Emerging Markets
ETF
$980K16.4K
0.5%
−2.8%
Reduced · −480 sh
Showing 50 of 139 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 10, 2026139$201.4M13F-HR
Q1 2026Mar 31, 2026Apr 22, 2026136$182.0M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202675$174.7M13F-HR
Q3 2025Sep 30, 2025Oct 23, 202572$161.3M13F-HR
Q2 2025Jun 30, 2025Jul 3, 202573$149.6M13F-HR
Q1 2025Mar 31, 2025Apr 16, 202573$135.9M13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025134$140.2M13F-HR
Q3 2024Sep 30, 2024Oct 18, 2024133$141.3M13F-HR

Data source

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.