Institutional Fund
Lam Group, Inc.
Lake Oswego, ORCIK 19619445 filings on record
Portfolio Value
$181.95M
Q1 2026
Holdings
136
Reported positions
New Buys
61
Opened this quarter
QoQ Change
+4.1%
from $174.73M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- World Gold Tr7.1%
- Vanguard Index Fds4.9%
- Vanguard Intl Equity Index F4.7%
- Dimensional ETF Trust4.0%
- Dimensional ETF Trust3.9%
- Spdr Series Trust3.7%
- Other71.8%
Portfolio Holdings
136 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | World Gold Tr | 139.4K | $12.92M | 7.1% | +430 | Added |
| 2 | Vanguard Index Fds | 42.9K | $8.84M | 4.9% | −475 | Reduced |
| 3 | Vanguard Intl Equity Index F | 114.2K | $8.58M | 4.7% | 0 | Held |
| 4 | Dimensional ETF Trust | 101.3K | $7.20M | 4.0% | −628 | Reduced |
| 5 | Dimensional ETF Trust | 177.9K | $7.02M | 3.9% | −3.7K | Reduced |
| 6 | Spdr Series Trust | 215.9K | $6.71M | 3.7% | −110.5K | Reduced |
| 7 | Dimensional ETF Trust | 129.4K | $6.27M | 3.4% | −954 | Reduced |
| 8 | Spdr Series Trust | 219.6K | $5.91M | 3.2% | +171.6K | Added |
| 9 | American Centy ETF Tr | 132.3K | $5.83M | 3.2% | +29.0K | Added |
| 10 | Dimensional ETF Trust | 106.9K | $5.64M | 3.1% | +530 | Added |
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