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Nelson J. Lam

Lam Group, Inc.

Assets Managed
$201.358M
Holdings
139
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
10.67%(2Q avg: 7.4%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lam Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Lam Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 201.358M in assets, with a quarterly growth rate of 10.67% and a 2-quarter average growth rate of 7.4%. The portfolio is managed by Nelson J. Lam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Trust
Recent Activity
Increased 0.88%
5.55%
$11.166M
140,590 shares@ $79.43 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Decreased -0.01%
5.25%
$10.57M
42,930 shares@ $246.21 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
4.75%
$9.564M
114,192 shares@ $83.75 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -0.13%
4.14%
$8.328M
101,138 shares@ $82.34 avg price
DISV
Dimensional International Sm
Recent Activity
Decreased -0.2%
3.54%
$7.126M
177,585 shares@ $40.13 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Increased 0.01%
3.54%
$7.12M
129,440 shares@ $55.01 avg price
BWZ
Spdr Bloomberg Short Term In
Recent Activity
Increased 20.32%
3.51%
$7.067M
264,206 shares@ $26.75 avg price
IBND
Spdr Bloomberg Int Corp
Recent Activity
Decreased -1.27%
3.31%
$6.646M
213,150 shares@ $31.18 avg price
AVRE
Avantis Real Estate Etf
Recent Activity
Increased 1.97%
3.18%
$6.393M
134,940 shares@ $47.38 avg price
LEMB
Ishares Jp Morgan Em Local C
Recent Activity
Increased 6.84%
3.01%
$6.041M
142,385 shares@ $42.44 avg price

1-10 of 139