Kelman-Lazarov, Inc.
Sector Allocation
- Other86.4%$659.5M
- Financials6.7%$50.8M
- Technology4.9%$37.6M
- Consumer Discretionary0.6%$4.4M
- Consumer Staples0.4%$3.4M
- Industrials0.4%$3.0M
- Healthcare0.4%$2.8M
- Communication Services0.1%$1.1M
- Energy0.1%$350,298
- Utilities0.0%$256,875
AUM History
13fpro.ai/research/fund/kelman-lazarov-inc-1672067
Conviction and streaks
Stable · top 10 = 53.9%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- SCHWAB$73.1M
- SCHWAB$63.7M
- VANECK$58.5M
- SPDR$37.8M
- ISHARES$32.8M
- AMERICAN$31.4M
- ISHARES$31.2M
- SCHWAB$30.1M
- GOLDMAN$28.2M
- PIMCO$24.5M
- ISHARES$24.0M
- SCHWAB$23.8M
- SCHWAB$22.6M
- ISHARES$21.6M
META
$21.5MGS
$20.5MBRK.B
$16.0M- GMO$15.9M
- PIMCO$13.0M
- SCHWAB$10.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/kelman-lazarov-inc-1672067
Kelman-Lazarov, Inc. 13F holdings — Q2 2026
$763.3M portfolio (+9.4% QoQ) · 154 holdings · Q2 2026 13F · top 10 are 54% of the stock portfolio
- 1
SCHWAB STRATEGIC TR - FUNDAMENTAL US L
$73.1M
9.6% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SCHWAB STRATEGIC TR - US LCAP GR ETF
$63.7M
8.3% of stocks
+0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANECK ETF TRUST - MRNGSTR WDE MOAT
$58.5M
7.7% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
SPDR SERIES TRUST - ST STR P500ETF
$37.8M
5.0% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - 0-5 YR TIPS ETF
$32.8M
4.3% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
AMERICAN CENTY ETF TR - INTL EQT ETF
$31.4M
4.1% of stocks
-0.6%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE S&P SCP ETF
$31.2M
4.1% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SCHWAB STRATEGIC TR - US LRG CAP ETF
$30.1M
3.9% of stocks
-0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
GOLDMAN SACHS ETF TR - ACTIVEBETA US LG
$28.2M
3.7% of stocks
-4%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
PIMCO ETF TR - ACTIVE BD ETF
$24.5M
3.2% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $73.1M | 9.6% | -0.9% | — | — | — | — | |
| 2 | SCHWAB STRATEGIC TR - US LCAP GR ETF | $63.7M | 8.3% | +0.6% | — | — | — | — | |
| 3 | VANECK ETF TRUST - MRNGSTR WDE MOAT | $58.5M | 7.7% | +0.3% | — | — | — | — | |
| 4 | SPDR SERIES TRUST - ST STR P500ETF | $37.8M | 5.0% | +2% | — | — | — | — | |
| 5 | ISHARES TR - 0-5 YR TIPS ETF | $32.8M | 4.3% | +3% | — | — | — | — | |
| 6 | AMERICAN CENTY ETF TR - INTL EQT ETF | $31.4M | 4.1% | -0.6% | — | — | — | — | |
| 7 | ISHARES TR - CORE S&P SCP ETF | $31.2M | 4.1% | -0.9% | — | — | — | — | |
| 8 | SCHWAB STRATEGIC TR - US LRG CAP ETF | $30.1M | 3.9% | -0.9% | — | — | — | — | |
| 9 | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | $28.2M | 3.7% | -4% | — | — | — | — | |
| 10 | PIMCO ETF TR - ACTIVE BD ETF | $24.5M | 3.2% | +1% | — | — | — | — |
All holdings — Kelman-Lazarov, Inc. (Q2 2026)
154 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - MBS ETFetf/fund | — | $24.0M | 3.1% | 254K | +1% | — | — | 13F |
| 12 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $23.8M | 3.1% | 489K | -2% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - FUND EM EQUI ETFetf/fund | — | $22.6M | 3.0% | 570K | -4% | — | — | 13F |
| 14 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $21.6M | 2.8% | 280K | -0.6% | — | — | 13F |
| 15 | Meta Platforms, Inc.note | Technology | $21.5M | 2.8% | 276K | +3% | 10+ qtrs | 78.0 | 13F | |
| 16 | GOLDMAN SACHS GROUP INCetf/fund | Financials | $20.5M | 2.7% | 449K | -0.9% | 10+ qtrs | 73.2 | 13F | |
| 17 | BERKSHIRE HATHAWAY INC | Financials | $16.0M | 2.1% | 32K | -0.4% | 10+ qtrs | 73.5 | 13F | |
| 18 | — | GMO ETF TRUST - US QUALITY ETFetf/fund | — | $15.9M | 2.1% | 381K | +0.1% | — | — | 13F |
| 19 | — | PIMCO ETF TR - MULTISECTOR BDetf/fund | — | $13.0M | 1.7% | 490K | -2% | — | — | 13F |
| 20 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $10.2M | 1.3% | 369K | -2% | — | — | 13F |
| 21 | — | VANGUARD INDEX FDS - GROWTH ETFetf/fund | — | $8.8M | 1.2% | 102K | +504% | — | — | 13F |
| 22 | — | PIMCO ETF TR - SHTRM MUN BD ACTetf/fund | — | $8.7M | 1.1% | 172K | +7% | — | — | 13F |
| 23 | — | PIMCO ETF TR - 1-5 US TIP IDXetf/fund | — | $7.0M | 0.9% | 131K | +0.8% | — | — | 13F |
| 24 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKTetf/fund | — | $5.9M | 0.8% | 61K | -9% | — | — | 13F |
| 25 | Alphabet Inc. | Technology | $4.8M | 0.6% | 13K | -0.8% | 10+ qtrs | 77.7 | 13F | |
| 26 | — | PIMCO ETF TR - INTER MUN BD ACT | — | $4.8M | 0.6% | 91K | +2% | |||
| 27 | $SPY | SPDR S&P 500 ETF TRUST | — | $4.4M | 0.6% | 5,917 | -0.1% | |||
| 28 | — | VANGUARD MUN BD FDS - CORE TAX EXEMPT | — | $4.2M | 0.6% | 55K | +22% | |||
| 29 | $IVZ | Invesco Ltd. | Financials | $4.2M | 0.5% | 32K | -0.1% | |||
| 30 | — | VANGUARD INDEX FDS - LARGE CAP ETF | — | $4.1M | 0.5% | 12K | +1% | |||
| 31 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $4.0M | 0.5% | 80K | -4% | |||
| 32 | $AAPL | Apple Inc. | Technology | $3.9M | 0.5% | 14K | +5% | |||
| 33 | — | AMERICAN CENTY ETF TR - AVANTIS INTL SML | — | $3.7M | 0.5% | 49K | -1% | |||
| 34 | — | VANGUARD INDEX FDS - VALUE ETF | — | $3.4M | 0.4% | 16K | -2% | |||
| 35 | — | PGIM ETF TR - TOTA RETU BD ETF | — | $3.1M | 0.4% | 76K | -4% | |||
| 36 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $2.9M | 0.4% | 38K | -0.9% | |||
| 37 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $2.6M | 0.3% | 68K | -0.4% | |||
| 38 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $2.3M | 0.3% | 3,288 | +16% | |||
| 39 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $2.2M | 0.3% | 62K | -3% | |||
| 40 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $2.1M | 0.3% | 3,014 | -0.8% | |||
| 41 | $MA | Mastercard Inc | Financials | $2.0M | 0.3% | 3,926 | -3% | |||
| 42 | — | SPDR SERIES TRUST - ST STR P400MID | — | $1.9M | 0.3% | 28K | -0.1% | |||
| 43 | — | ISHARES TR - CORE S&P500 ETF | — | $1.9M | 0.3% | 2,517 | -7% | |||
| 44 | — | AMERICAN CENTY ETF TR - AVANTIS RESPON U | — | $1.9M | 0.3% | 21K | +0.6% | |||
| 45 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | — | $1.8M | 0.2% | 50K | -0.4% | |||
| 46 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.8M | 0.2% | 7,521 | -1% | |||
| 47 | — | ISHARES TR - DOW JONES US ETF | — | $1.6M | 0.2% | 8,838 | -0.1% | |||
| 48 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $1.6M | 0.2% | 2,999 | +0.2% | |||
| 49 | $GOOG | Alphabet Inc. | Technology | $1.5M | 0.2% | 4,316 | +5% | |||
| 50 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $1.5M | 0.2% | 2 | — | |||
| 51 | $WMT | Walmart Inc. | Consumer Staples | $1.4M | 0.2% | 12K | -3% | |||
| 52 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $1.4M | 0.2% | 11K | +17% | |||
| 53 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $1.4M | 0.2% | 27K | — | |||
| 54 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $1.3M | 0.2% | 52K | +2% | |||
| 55 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.3M | 0.2% | 1,810 | -4% | |||
| 56 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | — | $1.2M | 0.1% | 13K | +1% | |||
| 57 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.2M | 0.1% | 9,440 | +300% | |||
| 58 | $NVDA | NVIDIA CORP | Technology | $1.2M | 0.1% | 5,830 | +10% | |||
| 59 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.1M | 0.1% | 4,810 | +35% | |||
| 60 | — | VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD | — | $1.1M | 0.1% | 14K | -4% | |||
| 61 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $1.1M | 0.1% | 13K | +300% | |||
| 62 | $MU | MICRON TECHNOLOGY INC | Technology | $1.1M | 0.1% | 923 | +9% | |||
| 63 | — | ISHARES TR - GNMA BOND ETF | — | $1.0M | 0.1% | 23K | -9% | |||
| 64 | — | ISHARES TR - RUS 1000 ETF | — | $984K | 0.1% | 2,403 | — | |||
| 65 | $FDX | FEDEX CORP | Industrials | $979K | 0.1% | 3,126 | +0.3% | |||
| 66 | — | ISHARES TR - RUS 1000 VAL ETF | — | $974K | 0.1% | 4,020 | +0.0% | |||
| 67 | $YUM | YUM BRANDS INC | Consumer Discretionary | $937K | 0.1% | 5,861 | -0.8% | |||
| 68 | $GS | GOLDMAN SACHS GROUP INC | Financials | $934K | 0.1% | 9,322 | +183% | |||
| 69 | $MSFT | MICROSOFT CORP | Technology | $932K | 0.1% | 2,498 | -41% | |||
| 70 | $JNJ | JOHNSON & JOHNSON | Healthcare | $897K | 0.1% | 3,530 | -4% | |||
| 71 | $TSLA | Tesla, Inc. | Consumer Discretionary | $874K | 0.1% | 2,079 | +3% | |||
| 72 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $870K | 0.1% | 2,766 | +0.5% | |||
| 73 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | — | $854K | 0.1% | 8,284 | -4% | |||
| 74 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $850K | 0.1% | 16K | +0.0% | |||
| 75 | $WT | WisdomTree, Inc. | Financials | $838K | 0.1% | 6,387 | -0.2% | |||
| 76 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $818K | 0.1% | 5,581 | -6% | |||
| 77 | — | ISHARES TR - CORE MSCI EAFE | — | $811K | 0.1% | 8,396 | -4% | |||
| 78 | — | VANGUARD MUN BD FDS - SHORT TAX EXEMPT | — | $810K | 0.1% | 11K | +0.3% | |||
| 79 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $784K | 0.1% | 2,588 | -1% | |||
| 80 | — | ISHARES TR - S&P 500 VAL ETF | — | $776K | 0.1% | 3,419 | — | |||
| 81 | $NFLX | NETFLIX INC | Communication Services | $772K | 0.1% | 11K | -7% | |||
| 82 | — | PIMCO ETF TR - MUNI INCOME OPP | — | $764K | 0.1% | 17K | — | |||
| 83 | — | ISHARES TR - RUS MID CAP ETF | — | $732K | 0.1% | 6,639 | -9% | |||
| 84 | — | NUSHARES ETF TR - NUVEEN ESG US | — | $707K | 0.1% | 32K | +2% | |||
| 85 | — | ISHARES TR - RUSSELL 2000 ETF | — | $705K | 0.1% | 2,346 | — | |||
| 86 | — | ISHARES TR - EAFE GRWTH ETF | — | $659K | 0.1% | 5,295 | — | |||
| 87 | $GS | GOLDMAN SACHS GROUP INC | Financials | $634K | 0.1% | 12K | — | |||
| 88 | — | ISHARES TR - ISHARES BIOTECH | — | $620K | 0.1% | 3,258 | +0.0% | |||
| 89 | $AXP | AMERICAN EXPRESS CO | Financials | $554K | 0.1% | 1,638 | -1% | |||
| 90 | — | SPDR SERIES TRUST - ST STR PR SP1500 | — | $553K | 0.1% | 6,091 | +0.0% | |||
| 91 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $548K | 0.1% | 943 | New | |||
| 92 | $AVGO | Broadcom Inc. | Technology | $508K | 0.1% | 1,345 | +9% | |||
| 93 | — | SCHWAB STRATEGIC TR - US AGGREGATE B | — | $506K | 0.1% | 22K | +4% | |||
| 94 | $WT | WisdomTree, Inc. | Financials | $505K | 0.1% | 6,495 | — | |||
| 95 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $492K | 0.1% | 1,395 | +13% | |||
| 96 | — | NUSHARES ETF TR - NUVEEN ESG LRGCP | — | $487K | 0.1% | 4,157 | +0.5% | |||
| 97 | $JPM | JPMORGAN CHASE & CO | Financials | $484K | 0.1% | 1,479 | +3% | |||
| 98 | — | AMERICAN CENTY ETF TR - AVAN RE INTL ETF | — | $455K | 0.1% | 5,699 | +0.2% | |||
| 99 | $MRK | Merck & Co., Inc. | Healthcare | $448K | 0.1% | 3,490 | -1% | |||
| 100 | — | ISHARES TR - MSCI USA MMENTM | — | $446K | 0.1% | 1,302 | — | |||
| 101 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $435K | 0.1% | 3,659 | — | |||
| 102 | $AMGN | AMGEN INC | Healthcare | $433K | 0.1% | 1,196 | -3% | |||
| 103 | $FDXF | FedEx Freight Holding Company, Inc. | Industrials | $425K | 0.1% | 2,814 | New | |||
| 104 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $425K | 0.1% | 12K | +1% | |||
| 105 | $PM | Philip Morris International Inc. | Consumer Staples | $423K | 0.1% | 2,340 | -20% | |||
| 106 | $PEP | PEPSICO INC | Consumer Staples | $411K | 0.1% | 3,038 | -5% | |||
| 107 | — | PROSHARES TR - LARGE CAP CRE | — | $409K | 0.1% | 4,800 | — | |||
| 108 | — | ISHARES TR - ESG OPTIMIZED | — | $406K | 0.1% | 2,631 | +0.0% | |||
| 109 | — | ISHARES TR - RUS MD CP GR ETF | — | $395K | 0.1% | 2,698 | — | |||
| 110 | $WT | WisdomTree, Inc. | Financials | $372K | 0.1% | 3,862 | +0.1% | |||
| 111 | $WT | WisdomTree, Inc. | Financials | $367K | 0.1% | 6,004 | — | |||
| 112 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $350K | 0.1% | 2,562 | -0.1% | |||
| 113 | $LLY | ELI LILLY & Co | Healthcare | $350K | 0.1% | 292 | -0.7% | |||
| 114 | — | ISHARES TR - MORNINGSTAR GRWT | — | $347K | 0.1% | 2,966 | — | |||
| 115 | — | ISHARES TR - CORE 1 5 YR USD | — | $345K | 0.1% | 7,145 | +1% | |||
| 116 | $IVZ | Invesco Ltd. | Financials | $343K | 0.0% | 2,400 | — | |||
| 117 | $QCOM | QUALCOMM INC/DE | Technology | $335K | 0.0% | 1,812 | -0.4% | |||
| 118 | — | NUSHARES ETF TR - NUVEEN ESG LRGVL | — | $332K | 0.0% | 6,637 | -7% | |||
| 119 | $NU | Nu Holdings Ltd. | Financials | $315K | 0.0% | 6,047 | -0.9% | |||
| 120 | $DIS | Walt Disney Co | Communication Services | $314K | 0.0% | 3,261 | -3% | |||
| 121 | — | EA SERIES TRUST - ALPHA ARCH 1-3 | — | $311K | 0.0% | 2,659 | — | |||
| 122 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $311K | 0.0% | 332 | +6% | |||
| 123 | — | ISHARES TR - CORE S&P US GWT | — | $301K | 0.0% | 1,601 | +0.1% | |||
| 124 | — | AMERICAN CENTY ETF TR - AVA RES MAR ETF | — | $296K | 0.0% | 3,621 | -3% | |||
| 125 | $IVZ | Invesco Ltd. | Financials | $295K | 0.0% | 4,825 | +0.0% | |||
| 126 | $INTC | INTEL CORP | Technology | $293K | 0.0% | 2,100 | New | |||
| 127 | — | SPDR SERIES TRUST - ST STR SP600 SML | — | $281K | 0.0% | 4,878 | -2% | |||
| 128 | $IVZ | Invesco Ltd. | Financials | $281K | 0.0% | 1,984 | — | |||
| 129 | $FIX | COMFORT SYSTEMS USA INC | Industrials | $279K | 0.0% | 141 | New | |||
| 130 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $278K | 0.0% | 669 | New | |||
| 131 | — | ISHARES TR - ESG AW MSCI EAFE | — | $276K | 0.0% | 2,680 | -32% | |||
| 132 | $META | Meta Platforms, Inc. | Technology | $266K | 0.0% | 473 | +16% | |||
| 133 | — | ISHARES TR - RUS 2000 VAL ETF | — | $263K | 0.0% | 1,188 | -15% | |||
| 134 | $TSCO | TRACTOR SUPPLY CO /DE/ | Consumer Discretionary | $260K | 0.0% | 8,227 | +9% | |||
| 135 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $260K | 0.0% | 1,179 | -3% | |||
| 136 | $PCG | PG&E Corp | Utilities | $257K | 0.0% | 15K | +18% | |||
| 137 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $252K | 0.0% | 4,867 | -22% | |||
| 138 | $GEV | GE Vernova Inc. | Industrials | $251K | 0.0% | 214 | New | |||
| 139 | $ORCL | ORACLE CORP | Technology | $242K | 0.0% | 1,649 | +12% | |||
| 140 | $WDC | WESTERN DIGITAL CORP | Technology | $240K | 0.0% | 375 | New | |||
| 141 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $238K | 0.0% | 1,250 | New | |||
| 142 | $AZO | AUTOZONE INC | Consumer Discretionary | $237K | 0.0% | 74 | — | |||
| 143 | $GE | GENERAL ELECTRIC CO | Industrials | $236K | 0.0% | 632 | New | |||
| 144 | $SNDK | Sandisk Corp | Technology | $225K | 0.0% | 99 | New | |||
| 145 | $CB | Chubb Ltd | Financials | $223K | 0.0% | 653 | — | |||
| 146 | — | ISHARES TR - MSCI USA MIN ETF | — | $222K | 0.0% | 2,301 | — | |||
| 147 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $216K | 0.0% | 1,425 | +4% | |||
| 148 | $BLK | BlackRock, Inc. | Financials | $211K | 0.0% | 220 | New | |||
| 149 | — | VANGUARD WORLD FD - HEALTH CAR ETF | — | $206K | 0.0% | 690 | New | |||
| 150 | $MOH | MOLINA HEALTHCARE, INC. | Healthcare | $206K | 0.0% | 902 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 16 new, 55 added to, 61 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (16)
$AMDADVANCED MICRO DEVICES INC$548K
first bought this quarter
$FDXFFedEx Freight Holding Company, Inc.$425K
first bought this quarter
$INTCINTEL CORP$293K
first bought this quarter
$FIXCOMFORT SYSTEMS USA INC$279K
first bought this quarter
$UNHUNITEDHEALTH GROUP INC$278K
first bought this quarter
$GEVGE Vernova Inc.$251K
first bought this quarter
+10 more in the Excel export
Added to (55)
- VANGUARD INDEX FDS - GROWTH ETF+504%
now $8.8M
- ISHARES TR - 0-5 YR TIPS ETF+3%
now $32.8M
- ISHARES TR - RUS 1000 GRW ETF+300%
now $1.2M
- SPDR SERIES TRUST - ST STR P500ETF+2%
now $37.8M
- VANGUARD INDEX FDS - MID CAP ETF+300%
now $1.1M
- VANGUARD MUN BD FDS - CORE TAX EXEMPT+22%
now $4.2M
+49 more in the Excel export
Trimmed (61)
- GOLDMAN SACHS ETF TR - ACTIVEBETA US LG-4%
now $28.2M
- SCHWAB STRATEGIC TR - FUND EM EQUI ETF-4%
now $22.6M
- SCHWAB STRATEGIC TR - FUNDAMENTAL US L-0.9%
now $73.1M
$MSFTMICROSOFT CORP-41%
now $932K · held 10+ qtrs, 2 trims in a row
- AMERICAN CENTY ETF TR - AVANTIS EMGMKT-9%
now $5.9M
- SCHWAB STRATEGIC TR - FUNDAMENTAL INTL-2%
now $23.8M
+55 more in the Excel export
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$COPCONOCOPHILLIPSwas $239K
held 1 qtr
- FIRST TR EXCHANGE-TRADED FDwas $217K
Holdings by quarter
Every 13F Kelman-Lazarov, Inc. has filed, 40 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Kelman-Lazarov's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)
Top 10 since filing
-3.6%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 7% over the last 4
Top 10 weight
54%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
95%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Kelman-Lazarov, Inc. disclosed 154 positions worth $763.3M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 16 new positions and exited 2 — including a new stake in $AMD and a full exit from $COP. The portfolio is most concentrated in Other (86.4% of disclosed assets). All figures are sourced directly from Kelman-Lazarov, Inc.’s Form 13F-HR filing with the SEC under CIK 1672067.
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AI-Powered Hedge Fund Analysis: Kelman-Lazarov, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Kelman-Lazarov, Inc. (SEC CIK: 1672067), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Kelman-Lazarov, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.