§ 13F · FUND PROFILE
Kelman-Lazarov, Inc..
AUM · $763M (13F)Positions · 154Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | 2.35M | $73M | 9.6% | −1% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 1.88M | $64M | 8.3% | +1% |
| 3 | MOAT | VANECK ETF TRUST | 563K | $59M | 7.7% | ±0% |
| 4 | SPYM | SPDR SERIES TRUST | 430K | $38M | 5.0% | +2% |
| 5 | STIP | ISHARES TR | 321K | $33M | 4.3% | +3% |
| 6 | AVDE | AMERICAN CENTY ETF TR | 352K | $31M | 4.1% | −1% |
| 7 | IJR | ISHARES TR | 210K | $31M | 4.1% | −1% |
| 8 | SCHX | SCHWAB STRATEGIC TR | 1.02M | $30M | 3.9% | −1% |
| 9 | GSLC | GOLDMAN SACHS ETF TR | 199K | $28M | 3.7% | −4% |
| 10 | BOND | PIMCO ETF TR | 266K | $25M | 3.2% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KELMAN-LAZAROV, SIGNAL
AC read
Kelman-Lazarov, Inc. is a Other fund managing $763 million in assets. The fund runs a portfolio of 154 positions.
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