§ 13F · FUND PROFILE
Kelman-Lazarov, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $617.2T (13F)Positions · 122Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | 2.36M | $64.1T | 9.2% | ±0% |
| 2 | SCHG | SCHWAB STRATEGIC TR | 1.83M | $59.9T | 8.5% | −1% |
| 3 | MOAT | VANECK ETF TRUST | 556K | $57.6T | 8.2% | +1% |
| 4 | SPYM | SPDR SERIES TRUST | 410K | $32.9T | 4.7% | +7% |
| 5 | STIP | ISHARES TR | 303K | $31.0T | 4.4% | +8% |
| 6 | GSLC | GOLDMAN SACHS ETF TR | 213K | $28.3T | 4.0% | −6% |
| 7 | SCHX | SCHWAB STRATEGIC TR | 1.02M | $27.4T | 3.9% | −1% |
| 8 | AVDE | AMERICAN CENTY ETF TR | 326K | $26.9T | 3.8% | +300% |
| 9 | IJR | ISHARES TR | 209K | $25.1T | 3.6% | +2% |
| 10 | BOND | PIMCO ETF TR | 260K | $24.2T | 3.5% | +4% |
§ 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 $617231.2 trillion in assets. The fund runs a portfolio of 122 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed