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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 34.30% of Kelman-Lazarov's stock portfolio.
Added to shares of these 10 stocks: AVDE, SMMU, SCHG, AVUS, FNDC, SPYM, STIP, IJH, PTRB, MBB.
Started 11 new stock positions in FDL, IWN, LLY, COST, COP, PCG, BOXX, RFV, TJX, CB. AVUS.
Reduced shares in these 10 stocks: SRCE, GSLC, GSIE, SCHF, FNDE, GNMA, BIV, , MSFT, .
Sold out of its positions in ABBV, SRCE, XLK, MMM, UNH.
Kelman-Lazarov was a net buyer of stock by $10M.
Kelman-Lazarov has $698M in assets under management (AUM), dropping by -0.38%.
Central Index Key (CIK): 0001672067

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Portfolio Holdings for Kelman-Lazarov

Kelman-Lazarov holds 140 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Fundamental Us L (FNDX)	9.5	$66M		2.4M	27.85	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	7.8	$55M		1.9M	29.13	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	7.8	$54M		561k	96.70	View chart
Spdr Series Trust State Street Spd (SPYM)	4.6	$32M	+2%	421k	76.54	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	4.6	$32M	+2%	312k	103.43	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	4.3	$30M	+8%	354k	84.84	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.8	$27M		1.0M	25.64	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.8	$26M		212k	124.31	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	3.7	$26M	-3%	206k	125.13	View chart
Pimco Etf Tr Active Bd Etf (BOND)	3.5	$24M		262k	92.28	View chart
Ishares Tr Mbs Etf (MBB)	3.4	$24M	+2%	250k	94.95	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	3.3	$23M	+4%	497k	46.36	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	3.3	$23M	-2%	595k	38.26	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.0	$21M		267k	78.41	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	2.8	$20M	-3%	454k	43.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.7	$19M	+3%	282k	67.53	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	2.2	$15M		32k	479.20	View chart
Gmo Etf Trust Gmo Us Quality E (QLTY)	2.0	$14M	+4%	381k	36.18	View chart
Pimco Etf Tr Multisector Bd (PYLD)	1.9	$13M		498k	26.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	1.3	$9.3M	-5%	376k	24.75	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	1.2	$8.1M	+16%	161k	50.45	View chart
Vanguard Index Fds Growth Etf (VUG)	1.1	$7.4M	+5%	17k	436.79	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	1.0	$7.1M	-3%	130k	54.11	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.8	$5.4M	-4%	67k	80.58	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.7	$4.7M	+9%	89k	52.19	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$4.2M	+3%	83k	49.89	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$3.9M		14k	287.56	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.6	$3.9M		5.9k	650.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.5	$3.7M		33k	114.91	View chart
American Centy Etf Tr Avantis Intl Sml (AVDS)	0.5	$3.5M		49k	71.85	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.5	$3.5M		12k	298.85	View chart
Vanguard Mun Bd Fds Core Tax Exempt (VCRM)	0.5	$3.4M	+10%	45k	75.15	View chart
Apple (AAPL)	0.5	$3.3M		13k	253.80	View chart
Pgim Etf Tr Total Return Bon (PTRB)	0.5	$3.3M	+20%	79k	41.51	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$3.1M		16k	196.20	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.4	$3.0M	-9%	38k	77.18	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.3	$2.2M		68k	32.43	View chart
Mastercard Incorporated Cl A (MA)	0.3	$2.0M		4.0k	499.66	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.3	$1.9M		3.0k	616.83	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$1.9M		64k	29.08	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.8M	+4%	2.7k	653.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.7M		2.8k	597.54	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$1.7M	-4%	28k	59.22	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.6M		7.6k	215.05	View chart
Wal-Mart Stores (WMT)	0.2	$1.6M	+4%	13k	124.28	View chart
Microsoft Corporation (MSFT)	0.2	$1.6M	-16%	4.2k	370.21	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	0.2	$1.6M	+7%	21k	73.92	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$1.6M	-3%	50k	30.96	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$1.4M		2.00	718140.00	View chart
Ishares Tr Dow Jones Us Etf (IYY)	0.2	$1.4M		8.9k	158.46	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$1.4M	+7%	3.0k	463.11	View chart
Spdr Series Trust State Street Spd (SPAB)	0.2	$1.3M	+8%	51k	25.62	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$1.2M	+18%	27k	45.65	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.2M	+5%	4.1k	286.87	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$1.2M	-11%	15k	79.27	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$1.1M	-29%	26k	44.33	View chart
Netflix (NFLX)	0.2	$1.1M	+4%	12k	96.15	View chart
FedEx Corporation (FDX)	0.2	$1.1M	-13%	3.1k	356.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$1.1M	+72%	1.9k	577.11	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$1.0M	NEW	9.2k	111.18	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$1.0M		13k	80.61	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.0M		2.4k	426.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$949k		3.3k	287.22	View chart
NVIDIA Corporation (NVDA)	0.1	$921k	+21%	5.3k	174.40	View chart
Yum! Brands (YUM)	0.1	$918k	-4%	5.9k	155.49	View chart
Johnson & Johnson (JNJ)	0.1	$896k	+11%	3.7k	244.43	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$866k	+11%	8.7k	99.86	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$859k		4.0k	213.67	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$857k		2.4k	356.56	View chart
Procter & Gamble Company (PG)	0.1	$855k	+4%	5.9k	144.45	View chart
Vanguard Mun Bd Fds Short Tax Exempt (VSDM)	0.1	$804k	+2%	11k	76.29	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$790k	-8%	8.7k	90.53	View chart
Norfolk Southern (NSC)	0.1	$790k	-2%	2.8k	286.95	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.1	$788k		16k	48.93	View chart
Pimco Etf Tr Muni Income Opp (MINO)	0.1	$754k		17k	45.17	View chart
Tesla Motors (TSLA)	0.1	$751k	+4%	2.0k	371.75	View chart
Amazon (AMZN)	0.1	$743k		3.6k	208.27	View chart
Wisdomtree Tr Us Ai Enhanced (AIVL)	0.1	$740k		6.4k	115.71	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$722k		3.4k	211.18	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$708k	-21%	7.3k	97.23	View chart
Nushares Etf Tr Nuveen Esg Us (NUBD)	0.1	$692k	+2%	31k	22.21	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$685k	+9%	2.6k	261.92	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$590k		5.3k	111.37	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$582k	+29%	2.3k	248.00	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$550k	-4%	3.3k	168.87	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.1	$527k		12k	43.20	View chart
American Express Company (AXP)	0.1	$501k	-5%	1.7k	302.48	View chart
Pepsi (PEP)	0.1	$497k	-4%	3.2k	155.30	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$490k		21k	23.22	View chart
Philip Morris International (PM)	0.1	$487k		2.9k	165.36	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$481k		6.1k	79.06	View chart
Wisdomtree Tr Us Largecap Fund (EPS)	0.1	$442k	+66%	6.5k	68.11	View chart
Amgen (AMGN)	0.1	$436k		1.2k	351.83	View chart
Exxon Mobil Corporation (XOM)	0.1	$435k	+14%	2.6k	169.64	View chart
Merck & Co (MRK)	0.1	$426k		3.5k	120.30	View chart
JPMorgan Chase & Co. (JPM)	0.1	$421k	+15%	1.4k	294.25	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.1	$419k	+31%	5.7k	73.65	View chart
Home Depot (HD)	0.1	$405k	+6%	1.2k	329.01	View chart
Broadcom (AVGO)	0.1	$381k	-35%	1.2k	309.51	View chart
Wisdomtree Tr Efficient Gld Pl (GDE)	0.1	$378k	+71%	6.0k	62.90	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$376k		4.1k	90.95	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$375k	-19%	3.9k	95.61	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.1	$367k	-13%	12k	30.50	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$359k		4.8k	74.82	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$358k		3.7k	97.91	View chart
Ishares Tr Esg Optimized (SUSA)	0.0	$348k	-2%	2.6k	132.11	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$346k		2.7k	128.12	View chart
Wisdomtree Tr Us Largecap Divd (DLN)	0.0	$345k		3.9k	89.32	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.0	$343k		7.1k	48.46	View chart
Tractor Supply Company (TSCO)	0.0	$341k		7.5k	45.30	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.0	$330k	-37%	3.3k	100.20	View chart
Walt Disney Company (DIS)	0.0	$324k	-3%	3.4k	96.38	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$324k		7.1k	45.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$313k		1.3k	239.99	View chart
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV)	0.0	$312k	NEW	2.4k	129.97	View chart
Costco Wholesale Corporation (COST)	0.0	$312k	NEW	313.00	996.48	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.0	$309k	NEW	2.7k	116.29	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.0	$294k	+3%	6.3k	46.91	View chart
Micron Technology (MU)	0.0	$287k	+14%	848.00	337.84	View chart
Lowe's Companies (LOW)	0.0	$286k		1.2k	236.32	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.0	$283k		3.0k	95.47	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$275k		6.1k	45.06	View chart
Eli Lilly & Co. (LLY)	0.0	$270k	NEW	294.00	919.77	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.0	$266k	NEW	1.4k	189.59	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$263k		4.8k	54.55	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.0	$260k		2.0k	131.25	View chart
AutoZone (AZO)	0.0	$250k	+2%	74.00	3377.78	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$248k		1.6k	155.13	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.0	$248k		3.7k	66.56	View chart
Spdr Series Trust State Street Spd (SPSM)	0.0	$241k		5.0k	48.32	View chart
ConocoPhillips (COP)	0.0	$239k	NEW	1.8k	132.00	View chart
Qualcomm (QCOM)	0.0	$234k	-3%	1.8k	128.76	View chart
Meta Platforms Cl A (META)	0.0	$233k	+20%	408.00	572.13	View chart
PG&E Corporation (PCG)	0.0	$227k	NEW	13k	17.57	View chart
TJX Companies (TJX)	0.0	$218k	NEW	1.4k	159.70	View chart
First Tr Exchange-traded SHS (FDL)	0.0	$217k	NEW	4.3k	50.80	View chart
Oracle Corporation (ORCL)	0.0	$217k	+10%	1.5k	147.13	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$213k		2.3k	92.74	View chart
Chubb (CB)	0.0	$213k	NEW	653.00	325.93	View chart
Canopy Growth Corporation Com New (CGC)	0.0	$10k	+10%	11k	0.95	View chart

Past Filings by Kelman-Lazarov

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

Kelman-Lazarov 2026 Q1 filed April 27, 2026
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

View all past filings

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