§ 13F · FUND PROFILE
Kelman-Lazarov, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $674M (13F)Positions · 132Turnover · — · Q1Filed · Apr 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | 2.37M | $66M | 9.5% | +1% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 1.87M | $55M | 7.8% | +2% |
| 3 | MOAT | VANECK ETF TRUST | 561K | $54M | 7.8% | +1% |
| 4 | SPYM | SPDR SERIES TRUST | 421K | $32M | 4.6% | +3% |
| 5 | STIP | ISHARES TR | 311K | $32M | 4.6% | +3% |
| 6 | AVDE | AMERICAN CENTY ETF TR | 354K | $30M | 4.3% | +9% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 1.03M | $26M | 3.8% | +1% |
| 8 | IJR | ISHARES TR | 212K | $26M | 3.8% | +1% |
| 9 | GSLC | GOLDMAN SACHS ETF TR | 206K | $26M | 3.7% | −3% |
| 10 | BOND | PIMCO ETF TR | 262K | $24M | 3.5% | +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 $674 million in assets. The fund runs a portfolio of 132 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed