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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, GSIE, SPLG, and represent 36.15% of Kelman-Lazarov's stock portfolio.
Added to shares of these 10 stocks: VUG, STIP, VCRM, SRCE, VTV, MBB, BOND, BSV, SPLG, SMMU.
Started 15 new stock positions in SPSM, VB, AVDV, EPS, EFG, SCHH, GDE, CSM, QQQ, VEU. SPDW, SRCE, META, IWR, IWP.
Reduced shares in these 10 stocks: GSIE, GSLC, Vaneck Etf Trust, SCHX, SCHG, GNMA, VTEB, EL, BA, NVDA.
Sold out of its positions in BA, KO, EL, Vaneck Etf Trust, V.
Kelman-Lazarov was a net buyer of stock by $21M.
Kelman-Lazarov has $675M in assets under management (AUM), dropping by 9.27%.
Central Index Key (CIK): 0001672067

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Portfolio Holdings for Kelman-Lazarov

Kelman-Lazarov holds 132 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Us L (FNDX)	9.1	$62M		2.3M	26.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	8.8	$59M		1.9M	31.91	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	8.1	$55M		551k	99.11	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	5.7	$38M	-2%	934k	41.11	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	4.4	$30M	+3%	381k	78.34	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	4.4	$30M	-2%	228k	130.28	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.3	$29M	+5%	282k	103.36	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	4.0	$27M		1.0M	26.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.6	$24M		204k	118.83	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.5	$24M	+4%	251k	93.35	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	3.2	$22M		606k	36.16	View chart
Ishares Tr Mbs Etf (MBB)	3.2	$22M	+6%	227k	95.15	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	3.1	$21M		474k	44.51	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.0	$20M	+4%	254k	78.91	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.6	$17M		265k	65.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.4	$16M		32k	502.74	View chart
Pimco Etf Tr Multisector Bd (PYLD)	2.0	$13M	+5%	495k	26.84	View chart
2023 Etf Series Trust Ii Gmo Us Quality E (QLTY)	2.0	$13M		364k	36.19	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.4	$9.2M		397k	23.28	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$7.3M	+68%	15k	479.62	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	1.1	$7.2M		133k	54.18	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	1.0	$6.8M	+12%	135k	50.57	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.0	$6.4M	+12%	82k	78.90	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$5.3M	-3%	70k	75.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$4.0M	+5%	6.1k	666.15	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$4.0M	-3%	76k	52.28	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$3.9M	-6%	79k	50.07	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.5	$3.7M		33k	110.66	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.5	$3.3M		49k	67.55	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$3.2M		13k	243.09	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.5	$3.2M	-4%	41k	78.09	View chart
Tesla Motors (TSLA)	0.5	$3.1M		6.9k	444.72	View chart
Apple (AAPL)	0.5	$3.1M	+5%	12k	254.63	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$2.9M	+96%	16k	186.49	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.4	$2.8M	+115%	37k	75.25	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.3M		4.0k	568.77	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.3	$2.2M	+33%	53k	42.20	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.3	$2.2M	-13%	49k	44.35	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$2.2M		70k	31.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$2.0M	+49%	6.4k	307.86	View chart
Microsoft Corporation (MSFT)	0.3	$1.9M	+7%	3.6k	518.00	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.3	$1.9M		3.1k	595.96	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.8M		64k	27.90	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.7M		2.6k	669.22	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$1.7M	+31%	2.8k	612.30	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$1.7M		29k	57.19	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.6M		7.6k	215.79	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.5M	+2%	52k	29.64	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.5M		2.00	754200.00	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$1.4M		8.9k	162.47	View chart
1st Source Corporation (SRCE)	0.2	$1.4M	NEW	23k	61.56	View chart
Netflix (NFLX)	0.2	$1.4M		1.2k	1198.92	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.3M	-5%	16k	79.93	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$1.3M	+13%	2.8k	463.82	View chart
Wal-Mart Stores (WMT)	0.2	$1.2M	+5%	12k	103.06	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.2	$1.1M	+57%	44k	25.85	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$1.1M	-2%	2.4k	468.42	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$968k		3.3k	293.70	View chart
Yum! Brands (YUM)	0.1	$942k	-19%	6.2k	152.00	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$919k		3.8k	243.57	View chart
Procter & Gamble Company (PG)	0.1	$896k	+8%	5.8k	153.65	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.1	$883k	+10%	12k	73.57	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$878k	+45%	2.4k	365.48	View chart
Norfolk Southern (NSC)	0.1	$850k		2.8k	300.37	View chart
FedEx Corporation (FDX)	0.1	$826k	+9%	3.5k	235.80	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$824k		4.0k	203.59	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$796k	+130%	18k	45.31	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$781k	+10%	3.8k	206.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$753k	+4%	8.6k	87.31	View chart
NVIDIA Corporation (NVDA)	0.1	$752k	-23%	4.0k	186.58	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$735k		6.4k	114.28	View chart
Amazon (AMZN)	0.1	$723k	+11%	3.3k	219.57	View chart
Pepsi (PEP)	0.1	$715k	+196%	5.1k	140.43	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$703k	NEW	7.3k	96.55	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$693k		16k	42.96	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$671k		30k	22.45	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.1	$649k	-5%	6.5k	100.23	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$644k	+47%	8.4k	76.70	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$606k	NEW	2.4k	254.28	View chart
American Express Company (AXP)	0.1	$606k	+14%	1.8k	332.16	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$603k	NEW	5.3k	113.88	View chart
Johnson & Johnson (JNJ)	0.1	$603k	+12%	3.3k	185.42	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$528k	-14%	13k	40.73	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$528k	NEW	12k	42.79	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$499k	NEW	5.6k	89.03	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	0.1	$491k		6.1k	80.65	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$490k	-3%	3.4k	144.38	View chart
Philip Morris International (PM)	0.1	$485k		3.0k	162.20	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$483k	-6%	21k	23.47	View chart
Home Depot (HD)	0.1	$475k	-2%	1.2k	405.05	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$464k	NEW	773.00	600.17	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$453k	+6%	4.9k	92.97	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$439k		1.8k	241.96	View chart
Tractor Supply Company (TSCO)	0.1	$428k		7.5k	56.87	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$424k	-5%	15k	29.11	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$414k	+6%	4.2k	99.45	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$413k	NEW	6.0k	68.94	View chart
Oracle Corporation (ORCL)	0.1	$392k	+21%	1.4k	281.26	View chart
Walt Disney Company (DIS)	0.1	$391k	-7%	3.4k	114.49	View chart
JPMorgan Chase & Co. (JPM)	0.1	$389k		1.2k	315.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$384k	NEW	2.7k	142.41	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	0.1	$382k		3.7k	104.51	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$379k		5.2k	72.26	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$368k	NEW	4.8k	76.57	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$364k		2.7k	135.67	View chart
Amgen (AMGN)	0.1	$343k		1.2k	282.10	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.1	$340k		3.9k	87.02	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$338k		6.9k	48.84	View chart
AutoZone (AZO)	0.0	$335k	+27%	78.00	4290.24	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$334k		1.3k	256.45	View chart
Qualcomm (QCOM)	0.0	$309k	+4%	1.9k	166.37	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$309k		3.0k	104.30	View chart
Lowe's Companies (LOW)	0.0	$305k	+15%	1.2k	251.27	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.0	$303k		4.2k	71.55	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$299k		6.8k	43.83	View chart
Merck & Co (MRK)	0.0	$299k	+28%	3.6k	83.93	View chart
UnitedHealth (UNH)	0.0	$297k	-18%	860.00	345.34	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.0	$291k	NEW	14k	21.57	View chart
Broadcom (AVGO)	0.0	$279k	+11%	845.00	329.91	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$277k		4.8k	57.53	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$277k	NEW	3.9k	71.37	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$272k	-9%	4.3k	63.56	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$269k	+22%	6.1k	44.10	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$263k		2.0k	132.48	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$262k		1.6k	164.53	View chart
Exxon Mobil Corporation (XOM)	0.0	$242k	+2%	2.1k	112.72	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.0	$231k	NEW	5.0k	46.32	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$219k		2.3k	95.14	View chart
Meta Platforms Cl A (META)	0.0	$215k	NEW	293.00	734.38	View chart
3M Company (MMM)	0.0	$207k	-2%	1.3k	155.18	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$202k		3.0k	66.91	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.0	$201k	NEW	3.5k	57.41	View chart

Past Filings by Kelman-Lazarov

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

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
Kelman-Lazarov 2021 Q4 filed Feb. 9, 2022

View all past filings

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