Kelman-Lazarov, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 26, 2026, for the 2025 Q4 period, Kelman-Lazarov, Inc. held in its portfolio 127 assets valued at $700,254,518 (i.e. $700.26M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($64.12M), SCHWAB STRATEGIC TR ($59.85M), and VANECK ETF TRUST ($57.58M).
The chart below shows the top 10 valuable assets, and the table below shows the top 127 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Kelman-Lazarov, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 2356429 | 64118441 | FUNDAMENTAL US L |
| SCHWAB STRATEGIC TR | 1834823 | 59851928 | US LCAP GR ETF |
| VANECK ETF TRUST | 556020 | 57581409 | MRNGSTR WDE MOAT |
| SPDR SERIES TRUST | 501120 | 36908209 | STATE STREET SPD |
| ISHARES TR | 303015 | 31025682 | 0-5 YR TIPS ETF |
| GOLDMAN SACHS ETF TR | 213417 | 28250006 | ACTIVEBETA US LG |
| SCHWAB STRATEGIC TR | 1019736 | 27441088 | US LRG CAP ETF |
| AMERICAN CENTY ETF TR | 326357 | 26865714 | INTL EQT ETF |
| ISHARES TR | 209258 | 25148622 | CORE S&P SCP ETF |
| PIMCO ETF TR | 260274 | 24226293 | ACTIVE BD ETF |
| ISHARES TR | 244345 | 23266496 | MBS ETF |
| SCHWAB STRATEGIC TR | 607762 | 21915910 | FUNDAMENTAL EMER |
| SCHWAB STRATEGIC TR | 491359 | 21900672 | FUNDAMENTAL INTL |
| VANGUARD BD INDEX FDS | 266401 | 20995091 | SHORT TRM BOND |
| GOLDMAN SACHS ETF TR | 468352 | 20111024 | ACTIVEBETA INT |
| ISHARES TR | 272798 | 18004641 | CORE S&P MCP ETF |
| BERKSHIRE HATHAWAY INC DEL | 32258 | 16214484 | CL B NEW |
| GMO ETF TRUST | 365857 | 14070842 | GMO US QUALITY E |
| PIMCO ETF TR | 503900 | 13444049 | MULTISECTOR BD |
| SCHWAB STRATEGIC TR | 398594 | 9582203 | INTL EQTY ETF |
| VANGUARD INDEX FDS | 16045 | 7827477 | GROWTH ETF |
| PIMCO ETF TR | 135060 | 7247332 | 1-5 US TIP IDX |
| PIMCO ETF TR | 138186 | 6968729 | SHTRM MUN BD ACT |
| AMERICAN CENTY ETF TR | 70326 | 5416474 | AVANTIS EMGMKT |
| PIMCO ETF TR | 81905 | 4292650 | INTER MUN BD ACT |
| ALPHABET INC | 13288 | 4159086 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 5999 | 4090734 | TR UNIT |
| VANGUARD MUN BD FDS | 80253 | 4035936 | TAX EXEMPT BD |
| INVESCO EXCH TRADED FD TR II | 32654 | 3738854 | S&P 500 REVENUE |
| VANGUARD INDEX FDS | 11767 | 3704252 | LARGE CAP ETF |
| APPLE INC | 13092 | 3559084 | COM |
| AMERICAN CENTY ETF TR | 49472 | 3453662 | AVANTIS INTL SML |
| VANGUARD BD INDEX FDS | 42537 | 3312785 | INTERMED TERM |
| VANGUARD MUN BD FDS | 41252 | 3117414 | CORE TAX EXEMPT |
| VANGUARD INDEX FDS | 15535 | 2966966 | VALUE ETF |
| PGIM ETF TR | 65143 | 2738601 | TOTAL RETURN BON |
| MICROSOFT CORP | 5058 | 2446336 | COM |
| MASTERCARD INCORPORATED | 4046 | 2309595 | CL A |
| SCHWAB STRATEGIC TR | 69405 | 2186937 | FUNDAMENTAL US S |
| SPDR S&P MIDCAP 400 ETF TR | 3090 | 1864380 | UTSER1 S&PDCRP |
| SCHWAB STRATEGIC TR | 64558 | 1838601 | US SML CAP ETF |
| VANGUARD INDEX FDS | 2868 | 1798415 | S&P 500 ETF SHS |
| ISHARES TR | 2596 | 1778270 | CORE S&P500 ETF |
| VANGUARD SPECIALIZED FUNDS | 7614 | 1673400 | DIV APP ETF |
| ISHARES TR | 36184 | 1611616 | GNMA BOND ETF |
| SCHWAB STRATEGIC TR | 52267 | 1571660 | US MID-CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| AMERICAN CENTY ETF TR | 19537 | 1490695 | AVANTIS RESPON U |
| ISHARES TR | 8871 | 1470871 | DOW JONES US ETF |
| 1ST SOURCE CORP | 23406 | 1462641 | COM |
| WALMART INC | 12304 | 1370806 | COM |
| SPDR DOW JONES INDL AVERAGE | 2777 | 1334642 | UT SER 1 |
| VANGUARD SCOTTSDALE FDS | 16672 | 1329270 | SHRT TRM CORP BD |
| ALPHABET INC | 3882 | 1218241 | CAP STK CL C |
| ISHARES TR | 2367 | 1120326 | RUS 1000 GRW ETF |
| NETFLIX INC | 11163 | 1046643 | COM |
| FEDEX CORP | 3582 | 1034654 | COM |
| SPDR INDEX SHS FDS | 22584 | 1002955 | PORTFOLIO DEVLPD |
| VANGUARD INDEX FDS | 3301 | 958143 | MID CAP ETF |
| AMERICAN CENTY ETF TR | 12571 | 952505 | US LARGE CAP VLU |
| YUM BRANDS INC | 6200 | 937984 | COM |
| ISHARES TR | 2403 | 897376 | RUS 1000 ETF |
| ISHARES TR | 9264 | 891845 | RUS MID CAP ETF |
| TESLA INC | 1935 | 870208 | COM |
| ISHARES TR | 4050 | 851926 | RUS 1000 VAL ETF |
| ISHARES TR | 9498 | 849691 | CORE MSCI EAFE |
| AMAZON COM INC | 3550 | 819411 | COM |
| NORFOLK SOUTHN CORP | 2829 | 816820 | COM |
| PROCTER AND GAMBLE CO | 5677 | 813510 | COM |
| NVIDIA CORPORATION | 4335 | 808478 | COM |
| VANGUARD MUN BD FDS | 10254 | 783905 | SHORT TAX EXEMPT |
| PIMCO ETF TR | 16697 | 756708 | MUNI INCOME OPP |
| WISDOMTREE TR | 6420 | 738115 | US AI ENHANCED |
| AMERICAN CENTY ETF TR | 7748 | 728080 | INTL SMCP VLU |
| ISHARES TR | 3419 | 725072 | S&P 500 VAL ETF |
| NUSHARES ETF TR | 30429 | 680240 | NUVEEN ESG US |
| JOHNSON & JOHNSON | 3283 | 679505 | COM |
| INVESCO QQQ TR | 1088 | 668227 | UNIT SER 1 |
| BROADCOM INC | 1901 | 657936 | COM |
| AMERICAN EXPRESS CO | 1750 | 647413 | COM |
| VANGUARD INDEX FDS | 2383 | 614695 | SMALL CP ETF |
| ISHARES TR | 5295 | 603206 | EAFE GRWTH ETF |
| ISHARES TR | 3394 | 572813 | ISHARES BIOTECH |
| AMERICAN CENTY ETF TR | 8065 | 564213 | AVANTIS RESPONSI |
| GOLDMAN SACHS ETF TR | 5283 | 527991 | ACCES TREASURY |
| GOLDMAN SACHS ETF TR | 12200 | 507764 | ACTIVEBETA EME |
| SCHWAB STRATEGIC TR | 20845 | 487137 | US AGGREGATE B |
| PEPSICO INC | 3352 | 481037 | COM |
| PHILIP MORRIS INTL INC | 2901 | 465399 | COM |
| ISHARES TR | 4864 | 462476 | ESG AW MSCI EAFE |
| ISHARES TR | 1815 | 446780 | RUSSELL 2000 ETF |
| SCHWAB STRATEGIC TR | 13976 | 413822 | US LCAP VA ETF |
| NUSHARES ETF TR | 4157 | 406587 | NUVEEN ESG LRGCP |
| JPMORGAN CHASE & CO. | 1244 | 400952 | COM |
| AMGEN INC | 1221 | 399568 | COM |
| DISNEY WALT CO | 3498 | 397929 | COM |
| HOME DEPOT INC | 1154 | 396985 | COM |
| PROSHARES TR | 4800 | 382464 | LARGE CAP CRE |
| MERCK & CO INC | 3607 | 379692 | COM |
| TRACTOR SUPPLY CO | 7530 | 376575 | COM |
| ISHARES TR | 2687 | 374390 | ESG OPTIMIZED |
| ISHARES TR | 2698 | 369464 | RUS MD CP GR ETF |
| ISHARES TR | 7020 | 342243 | CORE 1 5 YR USD |
| WISDOMTREE TR | 3852 | 339263 | US LARGECAP DIVD |
| ISHARES TR | 1302 | 325904 | MSCI USA MMENTM |
| QUALCOMM INC | 1891 | 323465 | COM |
| NUSHARES ETF TR | 7121 | 320801 | NUVEEN ESG LRGVL |
| SELECT SECTOR SPDR TR | 2182 | 314143 | STATE STREET TEC |
| ISHARES TR | 2965 | 308475 | MORNINGSTAR GRWT |
| UNITEDHEALTH GROUP INC | 883 | 291638 | COM |
| LOWES COS INC | 1207 | 291124 | COM |
| INVESCO EXCHANGE TRADED FD T | 4822 | 285837 | S&P 500 TOP 50 |
| SPDR INDEX SHS FDS | 6069 | 284090 | PORTFOLIO EMG MK |
| ABBVIE INC | 1238 | 282859 | COM |
| WISDOMTREE TR | 3897 | 276141 | US LARGECAP FUND |
| NUSHARES ETF TR | 6128 | 273621 | NUVEEN ESG SMLCP |
| EXXON MOBIL CORP | 2232 | 268630 | COM |
| ISHARES TR | 1597 | 268271 | CORE S&P US GWT |
| INVESCO EXCHANGE TRADED FD T | 1984 | 266498 | BUYBACK ACHIEV |
| ORACLE CORP | 1337 | 260621 | COM |
| AUTOZONE INC | 72 | 244188 | COM |
| META PLATFORMS INC | 339 | 223771 | CL A |
| 3M CO | 1374 | 219977 | COM |
| ISHARES TR | 2301 | 216662 | MSCI USA MIN VOL |
| WISDOMTREE TR | 3498 | 215547 | EFFICIENT GLD PL |
| MICRON TECHNOLOGY INC | 739 | 210918 | COM |
| CANOPY GROWTH CORP | 10000 | 11400 | COM NEW |
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