# EDGAR Filing Document

**Accession Number:** 0001961944
**File Stem:** 0001961944-25-000005
**Filing Date:** 2025-10
**Character Count:** 10844
**Document Hash:** 091033e81fe463d30c7d27b19808b6ca
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001961944-25-000005.hdr.sgml**: 20251023

**ACCESSION NUMBER**: 0001961944-25-000005

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251023

**DATE AS OF CHANGE**: 20251023

**EFFECTIVENESS DATE**: 20251023

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LAM GROUP, INC.
- **CENTRAL INDEX KEY:** 0001961944

**ORGANIZATION NAME:**
- **EIN:** 133898451
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22723
- **FILM NUMBER:** 251412475

**BUSINESS ADDRESS:**
- **STREET 1:** 2352 SUMMIT DRIVE
- **CITY:** LAKE OSWEGO
- **STATE:** OR
- **ZIP:** 97034
- **BUSINESS PHONE:** 503-635-9344

**MAIL ADDRESS:**
- **STREET 1:** 2352 SUMMIT DRIVE
- **CITY:** LAKE OSWEGO
- **STATE:** OR
- **ZIP:** 97034

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LAM GROUP INC.<br>**Address:** 2352 SUMMIT DRIVE<br>LAKE OSWEGO, OR 97034

**Form 13F File Number:** 028-22723

**CRD Number (if applicable):** 000128055

**SEC File Number (if applicable):** 801-62544

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Nelson J. Lam<br>**Title:** President<br>**Phone:** 503-730-9345

**Signature, Place, and Date of Signing:**

Nelson J. Lam  Lake Oswego, OR  10-23-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 72

**Form 13F Information Table Value Total:** $161332451

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| Amazon Com Inc | COM | 023135106 |  | 469880 | 2140 | SH |  | SOLE |  | 0 | 0 | 2140 |
| Amphastar Pharma Inc | COM | 03209R103 |  | 3485820 | 130800 | SH |  | SOLE |  | 0 | 0 | 130800 |
| Apple Computer Inc | COM | 037833100 |  | 880511 | 3458 | SH |  | SOLE |  | 0 | 0 | 3458 |
| ARK Next Generation | ETF | 00214Q401 |  | 478431 | 2740 | SH |  | SOLE |  | 0 | 0 | 2740 |
| Avantis All Equity Global | ETF | 025072232 |  | 1031876 | 12371 | SH |  | SOLE |  | 0 | 0 | 12371 |
| Avantis Emerging Markets | ETF | 025072141 |  | 539265 | 8410 | SH |  | SOLE |  | 0 | 0 | 8410 |
| Avantis Emerging Markets | ETF | 025072372 |  | 593493 | 10345 | SH |  | SOLE |  | 0 | 0 | 10345 |
| Avantis Emerging Markets | ETF | 025072604 |  | 1049662 | 13975 | SH |  | SOLE |  | 0 | 0 | 13975 |
| Avantis Global Real Estat | ETF | 025072356 |  | 4484029 | 100810 | SH |  | SOLE |  | 0 | 0 | 100810 |
| Avantis International Cor | ETF | 025072703 |  | 1694378 | 21475 | SH |  | SOLE |  | 0 | 0 | 21475 |
| Avantis International Sma | ETF | 025072802 |  | 899203 | 10100 | SH |  | SOLE |  | 0 | 0 | 10100 |
| Avantis International Val | ETF | 025072364 |  | 1390950 | 20625 | SH |  | SOLE |  | 0 | 0 | 20625 |
| Avantis Internationall Sm | ETF | 025072190 |  | 379654 | 5620 | SH |  | SOLE |  | 0 | 0 | 5620 |
| Avantis US Large Cap Core | ETF | 025072885 |  | 1213092 | 11160 | SH |  | SOLE |  | 0 | 0 | 11160 |
| Avantis US Large Cap Valu | ETF | 025072349 |  | 676715 | 9365 | SH |  | SOLE |  | 0 | 0 | 9365 |
| Avantis US Micro Cap Equi | ETF | 025072323 |  | 581374 | 10155 | SH |  | SOLE |  | 0 | 0 | 10155 |
| Avantis US Small Cap Valu | ETF | 025072877 |  | 2716671 | 27295 | SH |  | SOLE |  | 0 | 0 | 27295 |
| Berkshire Hathaway Cl B | COM | 084670702 |  | 915490 | 1821 | SH |  | SOLE |  | 0 | 0 | 1821 |
| Boeing Co | COM | 097023105 |  | 1186849 | 5499 | SH |  | SOLE |  | 0 | 0 | 5499 |
| DFA Core Fixed Income ETF | ETF | 25434V872 |  | 557590 | 13040 | SH |  | SOLE |  | 0 | 0 | 13040 |
| DFA Emerging Markets Core | ETF | 25434V302 |  | 1073597 | 34050 | SH |  | SOLE |  | 0 | 0 | 34050 |
| DFA Emerging Markets ETF | ETF | 25434V732 |  | 458120 | 14285 | SH |  | SOLE |  | 0 | 0 | 14285 |
| DFA Emerging Markets Valu | ETF | 25434V740 |  | 2655161 | 83260 | SH |  | SOLE |  | 0 | 0 | 83260 |
| DFA Global Ex Us Corporat | ETF | 25434V575 |  | 966963 | 17920 | SH |  | SOLE |  | 0 | 0 | 17920 |
| DFA Global Real Estate ET | ETF | 25434V658 |  | 3947524 | 144545 | SH |  | SOLE |  | 0 | 0 | 144545 |
| DFA International Core ET | ETF | 25434V203 |  | 1335317 | 36735 | SH |  | SOLE |  | 0 | 0 | 36735 |
| DFA International Small C | ETF | 25434V773 |  | 3763812 | 118995 | SH |  | SOLE |  | 0 | 0 | 118995 |
| DFA International Small C | ETF | 25434V781 |  | 6604078 | 185040 | SH |  | SOLE |  | 0 | 0 | 185040 |
| DFA International Value E | ETF | 25434V807 |  | 5000930 | 108433 | SH |  | SOLE |  | 0 | 0 | 108433 |
| DFA Short Duration Bond E | ETF | 25434V864 |  | 377087 | 7825 | SH |  | SOLE |  | 0 | 0 | 7825 |
| DFA US Core ETF | ETF | 25434V104 |  | 585957 | 12805 | SH |  | SOLE |  | 0 | 0 | 12805 |
| DFA US Core ETF | ETF | 25434V708 |  | 1410876 | 36580 | SH |  | SOLE |  | 0 | 0 | 36580 |
| DFA US Equity ETF | ETF | 25434V401 |  | 2828202 | 39042 | SH |  | SOLE |  | 0 | 0 | 39042 |
| DFA US Equity Value ETF | ETF | 25434V724 |  | 5821846 | 130272 | SH |  | SOLE |  | 0 | 0 | 130272 |
| DFA US Small Cap ETF | ETF | 25434V500 |  | 7205157 | 105246 | SH |  | SOLE |  | 0 | 0 | 105246 |
| DFA US Small Cap Value ET | ETF | 25434V815 |  | 3215522 | 100990 | SH |  | SOLE |  | 0 | 0 | 100990 |
| DFA US Targeted Value ETF | ETF | 25434V609 |  | 1792996 | 30802 | SH |  | SOLE |  | 0 | 0 | 30802 |
| DFA World ex US Core 2 ET | ETF | 25434V880 |  | 2027348 | 64606 | SH |  | SOLE |  | 0 | 0 | 64606 |
| Dimensional World Equity | ETF | 25434V617 |  | 251071 | 3494 | SH |  | SOLE |  | 0 | 0 | 3494 |
| GMO US Quality ETF | ETF | 90139K100 |  | 710410 | 19630 | SH |  | SOLE |  | 0 | 0 | 19630 |
| Google Inc Class A | COM | 38259P508 |  | 388960 | 1600 | SH |  | SOLE |  | 0 | 0 | 1600 |
| iShares Emerging Markets | ETF | 464286517 |  | 4191675 | 101715 | SH |  | SOLE |  | 0 | 0 | 101715 |
| iShares MSCI Emerging Mar | ETF | 46434G103 |  | 3531005 | 53565 | SH |  | SOLE |  | 0 | 0 | 53565 |
| iShares MSCI Internationa | ETF | 464288273 |  | 702372 | 9155 | SH |  | SOLE |  | 0 | 0 | 9155 |
| iShares S 600 Small Cap | ETF | 464287804 |  | 475320 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| Ishares Tr Russell 1000 | ETF | 464287614 |  | 901689 | 1925 | SH |  | SOLE |  | 0 | 0 | 1925 |
| Ishares Tr S Midcap | ETF | 464287507 |  | 603655 | 9250 | SH |  | SOLE |  | 0 | 0 | 9250 |
| Meta Platforms Inc Class | COM | 30303M102 |  | 703536 | 958 | SH |  | SOLE |  | 0 | 0 | 958 |
| Microsoft Corp | COM | 594918104 |  | 472370 | 912 | SH |  | SOLE |  | 0 | 0 | 912 |
| Powershares Nasdaq 100 In | ETF | 46090E103 |  | 4487766 | 7475 | SH |  | SOLE |  | 0 | 0 | 7475 |
| S 500 SPDR | ETF | 78462F103 |  | 1332360 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| S Mid Cap SPDR | ETF | 78467Y107 |  | 834442 | 1400 | SH |  | SOLE |  | 0 | 0 | 1400 |
| SPDR Barclays Intl Corp B | ETF | 78464A151 |  | 9068814 | 280855 | SH |  | SOLE |  | 0 | 0 | 280855 |
| SPDR Gold Mini ETF | ETF | 98149E204 |  | 10248505 | 134055 | SH |  | SOLE |  | 0 | 0 | 134055 |
| SPDR Gold Trust | ETF | 78463V107 |  | 1002425 | 2820 | SH |  | SOLE |  | 0 | 0 | 2820 |
| Vanguard Emerging Markets | ETF | 922042858 |  | 812971 | 15005 | SH |  | SOLE |  | 0 | 0 | 15005 |
| Vanguard Emerging Markets | ETF | 921946885 |  | 1022232 | 15280 | SH |  | SOLE |  | 0 | 0 | 15280 |
| Vanguard Extended Market | ETF | 922908652 |  | 8956612 | 42785 | SH |  | SOLE |  | 0 | 0 | 42785 |
| Vanguard FTSE All-World e | ETF | 922042718 |  | 5058056 | 35483 | SH |  | SOLE |  | 0 | 0 | 35483 |
| Vanguard Global REIT Ex-U | ETF | 922042676 |  | 1167004 | 24445 | SH |  | SOLE |  | 0 | 0 | 24445 |
| Vanguard Information Tech | ETF | 92204A702 |  | 3739216 | 5008 | SH |  | SOLE |  | 0 | 0 | 5008 |
| Vanguard International Eq | ETF | 922042775 |  | 8207336 | 114997 | SH |  | SOLE |  | 0 | 0 | 114997 |
| Vanguard Mid Cap Value | ETF | 922908512 |  | 920910 | 5275 | SH |  | SOLE |  | 0 | 0 | 5275 |
| Vanguard MSCI EAFE ETF | ETF | 921943858 |  | 461414 | 7700 | SH |  | SOLE |  | 0 | 0 | 7700 |
| Vanguard REIT Index ETF | ETF | 922908553 |  | 391735 | 4285 | SH |  | SOLE |  | 0 | 0 | 4285 |
| Vanguard S 500 ETF | ETF | 922908363 |  | 903261 | 1475 | SH |  | SOLE |  | 0 | 0 | 1475 |
| Vanguard Total Internatio | ETF | 92203J407 |  | 805703 | 16290 | SH |  | SOLE |  | 0 | 0 | 16290 |
| Vanguard Total Stock Mark | ETF | 922908769 |  | 5023298 | 15307 | SH |  | SOLE |  | 0 | 0 | 15307 |
| Vanguard US Small Cap Equ | ETF | 922908751 |  | 1450667 | 5705 | SH |  | SOLE |  | 0 | 0 | 5705 |
| Vanguard US Small Cap Val | ETF | 922908611 |  | 5117569 | 24520 | SH |  | SOLE |  | 0 | 0 | 24520 |
| Vanguard US Value Factor | ETF | 921935805 |  | 252529 | 1980 | SH |  | SOLE |  | 0 | 0 | 1980 |
| Vanguard Value Index ETF | ETF | 922908744 |  | 840137 | 4505 | SH |  | SOLE |  | 0 | 0 | 4505 |

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