LAM GROUP, INC.

RIA/Wealth

LAM GROUP, INC. is a RIA/Wealth led by John Andrew Marcelia, reporting $299.6M in AUM as of Q3 2025 with 87% ETF concentration.

CEOJohn Andrew Marcelia

Address

Top Holdings

Largest long holdings in LAM GROUP, INC.'s portfolio (44.2% of total portfolio)

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 GLDM SPDR Gold MiniShares Trust GLDM	Unknown Unknown	$10.2M	6.35%	+$318.8K Bought	— 134.1K shares	Q2 2023 Held for 2y 5m
2 SPDR Bloomberg International Corporate Bond IBND	ETF ETF	$9.1M	5.62%	+$1.7M Bought	— 280.9K shares	Q2 2023 Held for 2y 5m
3 Vanguard Extended Market VXF	ETF ETF	$9.0M	5.55%	-$340.2K Sold	— 42.8K shares	Q4 2022 Held for 2y 11m
4 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$8.2M	5.09%	-$417.5K Sold	— 115.0K shares	Q4 2022 Held for 2y 11m
5 Dimensional U.S. Small Cap DFAS	ETF ETF	$7.2M	4.47%	-$192.9K Sold	— 105.2K shares	Q4 2022 Held for 2y 11m
6 DISV Dimensional International Small Cap Value DISV	ETF ETF	$6.6M	4.09%	-$116.3K Sold	— 185.0K shares	Q4 2022 Held for 2y 11m
7 DFUV Dimensional US Marketwide Value DFUV	ETF ETF	$5.8M	3.61%	+$223.4 Bought	— 130.3K shares	Q4 2022 Held for 2y 11m
8 Vanguard Small-Cap Value VBR	ETF ETF	$5.1M	3.17%	-$140.9K Sold	— 24.5K shares	Q4 2022 Held for 2y 11m
9 Vanguard FTSE All-World EX-US Small-Cap Index Fund VSS	ETF ETF	$5.1M	3.14%	+$570.2 Bought	— 35.5K shares	Q4 2022 Held for 2y 11m
10 Vanguard Total Stock Market VTI	ETF ETF	$5.0M	3.11%	-$196.9K Sold	— 15.3K shares	Q4 2022 Held for 2y 11m

Portfolio activity, position movements, and quarter-over-quarter changes in LAM GROUP, INC.'s latest filing

Market Value

$161.3M

Prior: $149.6M

Q/Q Change

+7.84%

+$11.7M

Net Flows % of MV

+0.482%

Turnover Ratio

2.14%

New Purchases

0 stocks

Added To

20 stocks

+$3.8M

Sold Out Of

1 stocks

$200.9K

Reduced Holdings

31 stocks

-$2.9M

Position	Shares Δ	Change
1 DFCF Dimensional Core Fixed Income DFCF	+74.22%	7.5K → 13.0K +$237.5K
2 SPDR Bloomberg International Corporate Bond IBND	+23.08%	228.2K → 280.9K +$1.7M
3 iShares J.P. Morgan EM Local Currency Bond LEMB	+19.67%	85.0K → 101.7K +$689.0K
4 Avantis Real Estate AVRE	+13.12%	89.1K → 100.8K +$520.0K
5 Avantis Emerging Markets Small Cap Equity AVEE	+12.96%	7.4K → 8.4K +$61.9K

Position	Shares Δ	Change
1 Netflix NFLX	Sold	150.0 → 0 −$200.9K
2 Vanguard Total International Bond BNDX	-13.86%	18.9K → 16.3K −$129.6K
3 Vanguard Emerging Markets Government Bond VWOB	-12.49%	17.5K → 15.3K −$145.8K
4 Vanguard Value VTV	-9.99%	5.0K → 4.5K −$93.2K
5 Dimensional International Core Equity Market DFAI	-8.35%	40.1K → 36.7K −$121.6K