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Nelson J. Lam

Lam Group, Inc.

Assets Managed
$181.954M
Holdings
136
Last Quarter
2026 - Q1
Filed Date
1mo 17d ago
Growth Rate
4.14%(2Q avg: 6.22%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Lam Group, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 136 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 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 181.954M in assets, with a quarterly growth rate of 4.14% and a 2-quarter average growth rate of 6.22%. The portfolio is managed by Nelson J. Lam, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GLD
Spdr Gold Trust
Recent Activity
Increased 0.31%
7.1%
$12.919M
139,375 shares@ $92.7 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Decreased -1.09%
4.86%
$8.836M
42,935 shares@ $205.8 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
4.72%
$8.576M
114,192 shares@ $75.1 avg price
DFAS
Dimensional Us Small Cap Etf
Recent Activity
Decreased -0.61%
3.96%
$7.203M
101,270 shares@ $71.14 avg price
DISV
Dimensional International Sm
Recent Activity
Decreased -2.03%
3.86%
$7.018M
177,950 shares@ $39.44 avg price
IBND
Spdr Bloomberg Int Corp
Recent Activity
Decreased -33.84%
3.69%
$6.71M
215,900 shares@ $31.09 avg price
DFUV
Dimensional Us Marketwide Va
Recent Activity
Decreased -0.73%
3.45%
$6.272M
129,431 shares@ $48.46 avg price
BWZ
Spdr Bloomberg Short Term In
Recent Activity
Increased 357.27%
3.25%
$5.912M
219,600 shares@ $26.92 avg price
AVRE
Avantis Real Estate Etf
Recent Activity
Increased 28.03%
3.21%
$5.825M
132,335 shares@ $44.03 avg price
DFIV
Dimensional International Va
Recent Activity
Increased 0.5%
3.11%
$5.644M
106,938 shares@ $52.79 avg price

1-10 of 136