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Kelman-Lazarov

Latest statistics and disclosures from Kelman-Lazarov's latest quarterly 13F-HR filing:

Top 5 stock holdings are FNDX, SCHG, MOAT, SPYM, STIP, and represent 35.05% of Kelman-Lazarov's stock portfolio.
Added to shares of these 10 stocks: AVDE (+$20M), SPYM, STIP, MBB, VV, BSV, NFLX, BOND, MSFT, IJR.
Started 5 new stock positions in MU, XLK, SPEM, ABBV, CGC.
Reduced shares in these 10 stocks: GSIE (-$20M), TSLA, GSLC, SCHG, GNMA, SCHH, VEU, PEP, SCHX, MKC.
Sold out of its positions in MKC, SCHH, VEU.
Kelman-Lazarov was a net buyer of stock by $13M.
Kelman-Lazarov has $700M in assets under management (AUM), dropping by 3.82%.
Central Index Key (CIK): 0001672067

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Portfolio Holdings for Kelman-Lazarov

Kelman-Lazarov holds 134 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Us L (FNDX)	9.2	$64M		2.4M	27.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.5	$60M		1.8M	32.62	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	8.2	$58M		556k	103.56	View chart
Spdr Series Trust State Street Spd (SPYM)	4.7	$33M	+7%	410k	80.22	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.4	$31M	+7%	303k	102.39	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	4.0	$28M	-6%	213k	132.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.9	$27M		1.0M	26.91	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	3.8	$27M	+300%	326k	82.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.6	$25M	+2%	209k	120.18	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.5	$24M	+3%	260k	93.08	View chart
Ishares Tr Mbs Etf (MBB)	3.3	$23M	+7%	244k	95.22	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	3.1	$22M		608k	36.06	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	3.0	$21M		475k	44.55	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.0	$21M	+4%	266k	78.81	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	2.9	$20M	-49%	468k	42.94	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.6	$18M	+2%	273k	66.00	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.3	$16M		32k	502.65	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	2.0	$14M		366k	38.46	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.9	$13M		504k	26.68	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$9.6M		399k	24.04	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$7.8M	+5%	16k	487.85	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	1.0	$7.2M		135k	53.66	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	1.0	$7.0M	+2%	138k	50.43	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$5.4M		70k	77.02	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$4.3M	+7%	82k	52.41	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$4.2M		13k	313.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$4.1M		6.0k	681.90	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$4.0M		80k	50.29	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.5	$3.7M		33k	114.50	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$3.7M	+82%	12k	314.80	View chart
Apple (AAPL)	0.5	$3.6M	+9%	13k	271.85	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.5	$3.5M		50k	69.81	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$3.3M	+3%	43k	77.88	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.4	$3.1M	+10%	41k	75.57	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$3.0M		16k	190.99	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.4	$2.7M	+22%	65k	42.04	View chart
Microsoft Corporation (MSFT)	0.3	$2.4M	+39%	5.1k	483.66	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.3M		4.0k	570.83	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$2.2M		69k	31.51	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$1.9M		3.1k	603.36	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.8M		65k	28.48	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.8M		2.9k	627.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.8M		2.6k	685.00	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$1.7M		29k	57.91	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.7M		7.6k	219.78	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$1.6M	-26%	36k	44.54	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.6M		52k	30.07	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.5M		2.00	754800.00	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$1.5M	+62%	20k	76.30	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$1.5M		8.9k	165.81	View chart
1st Source Corporation (SRCE)	0.2	$1.5M		23k	62.49	View chart
Wal-Mart Stores (WMT)	0.2	$1.4M		12k	111.41	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.3M		2.8k	480.61	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.3M		17k	79.73	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$1.2M	+8%	47k	25.75	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.2M	+2%	3.9k	313.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.1M		2.4k	473.31	View chart
Netflix (NFLX)	0.1	$1.0M	+860%	11k	93.76	View chart
FedEx Corporation (FDX)	0.1	$1.0M	+2%	3.6k	288.85	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.0M	+83%	23k	44.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$958k		3.3k	290.26	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$953k	+139%	13k	75.77	View chart
Yum! Brands (YUM)	0.1	$938k		6.2k	151.29	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$897k		2.4k	373.44	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$892k	+27%	9.3k	96.27	View chart
Tesla Motors (TSLA)	0.1	$870k	-71%	1.9k	449.72	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$852k		4.1k	210.35	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$850k	+10%	9.5k	89.46	View chart
Amazon (AMZN)	0.1	$819k	+7%	3.6k	230.82	View chart
Norfolk Southern (NSC)	0.1	$817k		2.8k	288.73	View chart
Procter & Gamble Company (PG)	0.1	$814k	-2%	5.7k	143.30	View chart
NVIDIA Corporation (NVDA)	0.1	$809k	+7%	4.3k	186.50	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$784k	+22%	10k	76.45	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$757k	-4%	17k	45.32	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$738k		6.4k	114.97	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$728k	+38%	7.7k	93.97	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$728k		16k	45.21	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$725k	-9%	3.4k	212.07	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$680k		30k	22.36	View chart
Johnson & Johnson (JNJ)	0.1	$680k		3.3k	206.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$668k	+40%	1.1k	614.18	View chart
Broadcom (AVGO)	0.1	$658k	+124%	1.9k	346.10	View chart
American Express Company (AXP)	0.1	$647k	-4%	1.8k	369.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$615k		2.4k	257.95	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$603k		5.3k	113.92	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$573k		3.4k	168.77	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$528k	-18%	5.3k	99.94	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$508k	-5%	12k	41.62	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$502k		6.1k	82.50	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$487k		21k	23.37	View chart
Pepsi (PEP)	0.1	$481k	-34%	3.4k	143.51	View chart
Philip Morris International (PM)	0.1	$465k	-2%	2.9k	160.43	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$463k		4.9k	95.08	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$447k		1.8k	246.16	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$414k	-3%	14k	29.61	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$407k		4.2k	97.81	View chart
JPMorgan Chase & Co. (JPM)	0.1	$401k		1.2k	322.31	View chart
Amgen (AMGN)	0.1	$400k		1.2k	327.25	View chart
Walt Disney Company (DIS)	0.1	$398k	+2%	3.5k	113.76	View chart
Home Depot (HD)	0.1	$397k		1.2k	344.01	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$390k		3.7k	106.70	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$383k		4.8k	79.68	View chart
Merck & Co (MRK)	0.1	$380k		3.6k	105.27	View chart
Tractor Supply Company (TSCO)	0.1	$377k		7.5k	50.01	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$374k		2.7k	139.33	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$370k		2.7k	136.94	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$342k		7.0k	48.75	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$339k		3.9k	88.07	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$326k		1.3k	250.31	View chart
Qualcomm (QCOM)	0.0	$324k		1.9k	171.06	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$322k	+2%	4.3k	74.26	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$321k	+4%	7.1k	45.05	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.0	$314k	NEW	2.2k	143.97	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$309k		3.0k	104.04	View chart
UnitedHealth (UNH)	0.0	$292k	+2%	883.00	330.28	View chart
Lowe's Companies (LOW)	0.0	$291k		1.2k	241.20	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$286k		4.8k	59.28	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.0	$284k	NEW	6.1k	46.81	View chart
Abbvie (ABBV)	0.0	$283k	NEW	1.2k	228.48	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.0	$276k	-35%	3.9k	70.86	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$274k		6.1k	44.65	View chart
Exxon Mobil Corporation (XOM)	0.0	$269k	+4%	2.2k	120.35	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$268k		1.6k	167.98	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$267k		2.0k	134.32	View chart
Oracle Corporation (ORCL)	0.0	$261k	-4%	1.3k	194.93	View chart
AutoZone (AZO)	0.0	$244k	-7%	72.00	3391.50	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$242k	-12%	3.7k	64.96	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$233k		5.0k	46.86	View chart
Meta Platforms Cl A (META)	0.0	$224k	+15%	339.00	660.09	View chart
3M Company (MMM)	0.0	$220k	+3%	1.4k	160.10	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$217k		2.3k	94.16	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.0	$216k		3.5k	61.62	View chart
Micron Technology (MU)	0.0	$211k	NEW	739.00	285.41	View chart
Canopy Growth Corp Com New (CGC)	0.0	$11k	NEW	10k	1.14	View chart

Past Filings by Kelman-Lazarov

SEC 13F filings are viewable for Kelman-Lazarov going back to 2016

Kelman-Lazarov 2025 Q4 filed Jan. 26, 2026
Kelman-Lazarov 2025 Q3 filed Nov. 12, 2025
Kelman-Lazarov 2025 Q2 filed July 29, 2025
Kelman-Lazarov 2025 Q1 filed May 6, 2025
Kelman-Lazarov 2024 Q4 filed Feb. 13, 2025
Kelman-Lazarov 2024 Q3 filed Nov. 8, 2024
Kelman-Lazarov 2024 Q2 filed Aug. 12, 2024
Kelman-Lazarov 2024 Q1 filed May 9, 2024
Kelman-Lazarov 2023 Q4 filed Feb. 1, 2024
Kelman-Lazarov 2023 Q3 filed Oct. 30, 2023
Kelman-Lazarov 2023 Q2 filed Aug. 4, 2023
Kelman-Lazarov 2023 Q1 filed May 4, 2023
Kelman-Lazarov 2022 Q4 filed Feb. 6, 2023
Kelman-Lazarov 2022 Q3 filed Oct. 24, 2022
Kelman-Lazarov 2022 Q2 filed Aug. 8, 2022
Kelman-Lazarov 2022 Q1 filed May 10, 2022

View all past filings

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