Kelman-Lazarov, Inc. Top Holdings and 13F Report (2026)

About Kelman-Lazarov, Inc.

Investment Activity

Kelman-Lazarov, Inc. has $697.58 million in total holdings as of March 31, 2026.
Kelman-Lazarov, Inc. owns shares of 140 different stocks, but just 21 companies or ETFs make up 80% of its holdings.
Approximately 2.72% of the portfolio was purchased this quarter.
About 1.24% of the portfolio was sold this quarter.
This quarter, Kelman-Lazarov, Inc. has purchased 134 new stocks and bought additional shares in 68 stocks.
Kelman-Lazarov, Inc. sold shares of 46 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Schwab Fundamental U.S. Large Company ETF: $66,037,578
Schwab U.S. Large-Cap Growth ETF: $54,500,076
VanEck Morningstar Wide Moat ETF: $54,251,142
SPDR Portfolio S&P 500 ETF: $32,241,861
iShares 0-5 Year TIPS Bond ETF: $32,215,418

Largest New Holdings this Quarter

025072885 - Avantis U.S. Equity ETF: $1,027,637 Holding
46137V191 - Invesco S&P MidCap 400 Pure Value ETF: $311,933 Holding
22160K105 - Costco Wholesale: $311,898 Holding
02072L565 - Alpha Architect 1-3 Month Box ETF: $309,215 Holding
532457108 - Eli Lilly and Company: $270,412 Holding

Largest Purchases this Quarter

Avantis International Equity ETF: 28,074 shares (about $2.38M)
PIMCO Short Term Municipal Bond Exchange-Traded Fund: 22,917 shares (about $1.16M)
Schwab U.S. Large-Cap Growth ETF: 36,103 shares (about $1.05M)
Avantis U.S. Equity ETF: 9,243 shares (about $1.03M)
Schwab Fundamental International Small Equity ETF: 21,679 shares (about $1.01M)

Largest Sales this Quarter

Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF: 7,363 shares (about $921.33K)
Goldman Sachs ActiveBeta International Equity ETF: 14,897 shares (about $642.51K)
Schwab International Equity ETF: 22,917 shares (about $567.20K)
Schwab Fundamental Emerging Markets Equity ETF: 13,003 shares (about $497.49K)
iShares GNMA Bond ETF: 10,502 shares (about $465.56K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
FNDX Schwab Fundamental U.S. Large Company ETF	$66,037,578	$411,038 â–²	0.6%	2,371,188	9.5%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$54,500,076	$1,051,680 â–²	2.0%	1,870,926	7.8%	ETF
MOAT VanEck Morningstar Wide Moat ETF	$54,251,142	$483,984 â–²	0.9%	561,025	7.8%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$32,241,861	$887,940 â–²	2.8%	421,242	4.6%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$32,215,418	$874,603 â–²	2.8%	311,471	4.6%	ETF
AVDE Avantis International Equity ETF	$30,069,926	$2,381,798 â–²	8.6%	354,431	4.3%	ETF
SCHX Schwab US Large-Cap ETF	$26,463,068	$317,039 â–²	1.2%	1,032,101	3.8%	ETF
IJR iShares Core S&P Small-Cap ETF	$26,377,690	$364,850 â–²	1.4%	212,193	3.8%	ETF
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	$25,783,526	$921,332 â–¼	-3.5%	206,054	3.7%	ETF
PIMCO ETF TR	$24,204,058	$185,944 â–²	0.8%	262,289	3.5%	ACTIVE BD ETF
MBB iShares MBS ETF	$23,733,214	$532,669 â–²	2.3%	249,955	3.4%	ETF
FNDC Schwab Fundamental International Small Equity ETF	$23,037,943	$1,005,038 â–²	4.6%	496,936	3.3%	ETF
FNDE Schwab Fundamental Emerging Markets Equity ETF	$22,755,488	$497,495 â–¼	-2.1%	594,759	3.3%	ETF
BSV Vanguard Short-Term Bond ETF	$20,940,164	$51,672 â–²	0.2%	267,060	3.0%	ETF
GSIE Goldman Sachs ActiveBeta International Equity ETF	$19,557,494	$642,507 â–¼	-3.2%	453,455	2.8%	ETF
IJH iShares Core S&P Mid-Cap ETF	$19,013,721	$591,697 â–²	3.2%	281,560	2.7%	ETF
BRK.B Berkshire Hathaway	$15,393,821	$64,213 â–¼	-0.4%	32,124	2.2%	Finance
GMO ETF TRUST	$13,769,127	$532,425 â–²	4.0%	380,573	2.0%	GMO US QUALITY E
PYLD PIMCO Multi Sector Bond Active ETF	$13,051,123	$151,069 â–¼	-1.1%	498,134	1.9%	ETF
SCHF Schwab International Equity ETF	$9,297,999	$567,195 â–¼	-5.7%	375,677	1.3%	ETF
SMMU PIMCO Short Term Municipal Bond Exchange-Traded Fund	$8,127,657	$1,156,164 â–²	16.6%	161,103	1.2%	ETF
VUG Vanguard Growth ETF	$7,407,466	$399,223 â–²	5.7%	16,959	1.1%	ETF
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund	$7,053,554	$254,085 â–¼	-3.5%	130,364	1.0%	ETF
AVEM Avantis Emerging Markets Equity ETF	$5,410,160	$256,729 â–¼	-4.5%	67,140	0.8%	ETF
MUNI PIMCO Intermediate Municipal Bond Exchange-Traded Fund	$4,663,022	$388,398 â–²	9.1%	89,347	0.7%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$4,157,756	$153,912 â–²	3.8%	83,338	0.6%	ETF
GOOGL Alphabet	$3,887,222	$66,139 â–²	1.7%	13,518	0.6%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$3,852,783	$48,778 â–¼	-1.3%	5,924	0.6%	Finance
RWL Invesco S&P 500 Revenue ETF	$3,736,633	$15,628 â–¼	-0.4%	32,518	0.5%	ETF
AMERICAN CENTY ETF TR	$3,546,381	$8,191 â–¼	-0.2%	49,358	0.5%	AVANTIS INTL SML
VV Vanguard Large-Cap ETF	$3,534,200	$17,632 â–²	0.5%	11,826	0.5%	ETF
VANGUARD MUN BD FDS	$3,411,810	$311,722 â–²	10.1%	45,400	0.5%	CORE TAX EXEMPT
AAPL Apple	$3,312,797	$9,898 â–¼	-0.3%	13,053	0.5%	Computer and Technology
PTRB PGIM Total Return Bond ETF	$3,257,768	$553,699 â–²	20.5%	78,482	0.5%	ETF
VTV Vanguard Value ETF	$3,095,469	$47,481 â–²	1.6%	15,777	0.4%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$2,960,215	$322,764 â–¼	-9.8%	38,355	0.4%	ETF
FNDA Schwab Fundamental U.S. Small Company ETF	$2,212,351	$38,462 â–¼	-1.7%	68,219	0.3%	ETF
MA Mastercard	$2,017,608	$3,997 â–¼	-0.2%	4,038	0.3%	Business Services
MDY SPDR S&P MidCap 400 ETF Trust	$1,874,557	$31,459 â–¼	-1.7%	3,039	0.3%	ETF
SCHA Schwab US Small-Cap ETF	$1,872,572	$4,769 â–¼	-0.3%	64,394	0.3%	ETF
IVV iShares Core S&P 500 ETF	$1,765,616	$69,893 â–²	4.1%	2,703	0.3%	ETF
VOO Vanguard S&P 500 ETF	$1,692,243	$21,512 â–¼	-1.3%	2,832	0.2%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$1,665,547	$74,084 â–¼	-4.3%	28,125	0.2%	ETF
VIG Vanguard Dividend Appreciation ETF	$1,639,140	$1,720 â–²	0.1%	7,622	0.2%	ETF
WALMART INC	$1,600,408	$71,215 â–²	4.7%	12,877	0.2%	COM
MSFT Microsoft	$1,569,318	$303,202 â–¼	-16.2%	4,239	0.2%	Computer and Technology
AVSU Avantis Responsible U.S. Equity ETF	$1,556,751	$112,511 â–²	7.8%	21,059	0.2%	ETF
SCHM Schwab U.S. Mid-Cap ETF	$1,555,354	$62,817 â–¼	-3.9%	50,238	0.2%	ETF
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.2%	Finance
IYY iShares Dow Jones U.S. ETF	$1,402,360	$3,328 â–¼	-0.2%	8,850	0.2%	ETF
DIA SPDR Dow Jones Industrial Average ETF Trust	$1,385,635	$99,569 â–²	7.7%	2,992	0.2%	Finance
SPAB SPDR Portfolio Aggregate Bond ETF	$1,317,931	$103,788 â–²	8.5%	51,441	0.2%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$1,223,100	$192,141 â–²	18.6%	26,793	0.2%	ETF
GOOG Alphabet	$1,179,607	$65,980 â–²	5.9%	4,112	0.2%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$1,175,707	$145,854 â–¼	-11.0%	14,832	0.2%	ETF
GNMA iShares GNMA Bond ETF	$1,138,503	$465,562 â–¼	-29.0%	25,682	0.2%	ETF
NFLX Netflix	$1,120,821	$47,498 â–²	4.4%	11,657	0.2%	Consumer Discretionary
FDX FedEx	$1,109,845	$165,978 â–¼	-13.0%	3,116	0.2%	Transportation
QQQ Invesco QQQ	$1,084,397	$456,497 â–²	72.7%	1,879	0.2%	Finance
AVUS Avantis U.S. Equity ETF	$1,027,637	$1,027,637 â–²	New Holding	9,243	0.1%	ETF
AVLV Avantis U.S. Large Cap Value ETF	$1,027,213	$13,865 â–²	1.4%	12,743	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$1,006,326	$2,985 â–¼	-0.3%	2,360	0.1%	ETF
VO Vanguard Mid-Cap ETF	$948,971	$862 â–²	0.1%	3,304	0.1%	ETF
NVDA NVIDIA	$921,355	$165,331 â–²	21.9%	5,283	0.1%	Computer and Technology
YUM Yum! Brands	$918,306	$45,713 â–¼	-4.7%	5,906	0.1%	Retail/Wholesale
JNJ Johnson & Johnson	$895,589	$93,128 â–²	11.6%	3,664	0.1%	Medical
AVDV Avantis International Small Cap Value ETF	$866,186	$92,470 â–²	12.0%	8,674	0.1%	ETF
IWD iShares Russell 1000 Value ETF	$858,746	$6,624 â–¼	-0.8%	4,019	0.1%	ETF
IWB iShares Russell 1000 ETF	$856,814		0.0%	2,403	0.1%	ETF
PG Procter & Gamble	$854,976	$34,956 â–²	4.3%	5,919	0.1%	Consumer Staples
VANGUARD MUN BD FDS	$804,254	$21,972 â–²	2.8%	10,542	0.1%	SHORT TAX EXEMPT
IEFA iShares Core MSCI EAFE ETF	$790,417	$69,436 â–¼	-8.1%	8,731	0.1%	ETF
NSC Norfolk Southern	$789,980	$21,808 â–¼	-2.7%	2,753	0.1%	Transportation
FNDF Schwab Fundamental International Equity ETF	$787,893		0.0%	16,102	0.1%	ETF
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund	$754,203		0.0%	16,697	0.1%	ETF
TSLA Tesla	$750,563	$31,227 â–²	4.3%	2,019	0.1%	Auto/Tires/Trucks
AMZN Amazon.com	$743,316	$3,957 â–²	0.5%	3,569	0.1%	Retail/Wholesale
AIVL WisdomTree U.S. AI Enhanced Value Fund	$740,444	$2,430 â–¼	-0.3%	6,399	0.1%	Finance
IVE iShares S&P 500 Value ETF	$722,011		0.0%	3,419	0.1%	ETF
IWR iShares Russell Mid-Cap ETF	$708,126	$192,613 â–¼	-21.4%	7,283	0.1%	ETF
NUBD Nuveen ESG U.S. Aggregate Bond ETF	$692,108	$16,280 â–²	2.4%	31,162	0.1%	ETF
VB Vanguard Small-Cap ETF	$685,183	$61,027 â–²	9.8%	2,616	0.1%	ETF
EFG iShares MSCI EAFE Growth ETF	$589,704		0.0%	5,295	0.1%	ETF
IWM iShares Russell 2000 ETF	$581,808	$131,688 â–²	29.3%	2,346	0.1%	Finance
IBB iShares Biotechnology ETF	$550,021	$23,136 â–¼	-4.0%	3,257	0.1%	Finance
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF	$527,040		0.0%	12,200	0.1%	ETF
AXP American Express	$501,209	$28,131 â–¼	-5.3%	1,657	0.1%	Finance
PEP PepsiCo	$497,118	$23,450 â–¼	-4.5%	3,201	0.1%	Consumer Staples
SCHZ Schwab U.S. Aggregate Bond ETF	$490,011	$5,991 â–²	1.2%	21,103	0.1%	ETF
PM Philip Morris International	$486,497	$6,780 â–²	1.4%	2,942	0.1%	Consumer Staples
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF	$481,373	$237 â–²	0.0%	6,089	0.1%	ETF
EPS WisdomTree U.S. LargeCap Fund	$442,374	$176,950 â–²	66.7%	6,495	0.1%	Finance
AMGN Amgen	$435,919	$6,333 â–²	1.5%	1,239	0.1%	Medical
XOM ExxonMobil	$435,129	$56,490 â–²	14.9%	2,565	0.1%	Energy
MRK Merck & Co., Inc.	$426,092	$7,819 â–¼	-1.8%	3,542	0.1%	Medical
JPM JPMorgan Chase & Co.	$421,069	$55,024 â–²	15.0%	1,431	0.1%	Finance
AVSD Avantis Responsible International Equity ETF	$418,830	$99,718 â–²	31.2%	5,687	0.1%	ETF
HD Home Depot	$405,008	$25,334 â–²	6.7%	1,231	0.1%	Retail/Wholesale
AVGO Broadcom	$381,007	$207,372 â–¼	-35.2%	1,231	0.1%	Computer and Technology
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund	$377,652	$157,628 â–²	71.6%	6,004	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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Kelman-Lazarov, Inc. Top Holdings and 13F Report (2026)

About Kelman-Lazarov, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Kelman-Lazarov, Inc. Top Holdings and 13F Report (2026)

About Kelman-Lazarov, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKelman-Lazarov, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools