Kelman-Lazarov, Inc. Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$674.5M
Holdings
132
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (132 positions)
| Stock | Value |
|---|---|
FNDXSCHWAB STRATEGIC TR | $62K |
SCHGSCHWAB STRATEGIC TR | $59K |
MOATVANECK ETF TRUST | $55K |
GSIEGOLDMAN SACHS ETF TR | $38K |
SPYMSPDR SERIES TRUST | $30K |
GSLCGOLDMAN SACHS ETF TR | $30K |
STIPISHARES TR | $29K |
SCHXSCHWAB STRATEGIC TR | $27K |
IJRISHARES TR | $24K |
BONDPIMCO ETF TR | $23K |
FNDESCHWAB STRATEGIC TR | $22K |
MBBISHARES TR | $22K |
FNDCSCHWAB STRATEGIC TR | $21K |
BSVVANGUARD BD INDEX FDS | $20K |
IJHISHARES TR | $17K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $16K |
PYLDPIMCO ETF TR | $13K |
QLTY2023 ETF SERIES TRUST II | $13K |
SCHFSCHWAB STRATEGIC TR | $9K |
VUGVANGUARD INDEX FDS | $7K |
STPZPIMCO ETF TR | $7K |
SMMUPIMCO ETF TR | $7K |
AVDEAMERICAN CENTY ETF TR | $6K |
AVEMAMERICAN CENTY ETF TR | $5K |
SPYSPDR S&P 500 ETF TR | $4K |
MUNIPIMCO ETF TR | $4K |
VTEBVANGUARD MUN BD FDS | $4K |
RWLINVESCO EXCH TRADED FD TR II | $4K |
AVDSAMERICAN CENTY ETF TR | $3K |
GOOGLALPHABET INC | $3K |
BIVVANGUARD BD INDEX FDS | $3K |
TSLATESLA INC | $3K |
AAPLAPPLE INC | $3K |
VTVVANGUARD INDEX FDS | $3K |
VCRMVANGUARD MUN BD FDS | $3K |
MAMASTERCARD INCORPORATED | $2K |
PTRBPGIM ETF TR | $2K |
GNMAISHARES TR | $2K |
FNDASCHWAB STRATEGIC TR | $2K |
VVVANGUARD INDEX FDS | $2K |
MSFTMICROSOFT CORP | $2K |
MDYSPDR S&P MIDCAP 400 ETF TR | $2K |
SCHASCHWAB STRATEGIC TR | $2K |
IVVISHARES TR | $2K |
VOOVANGUARD INDEX FDS | $2K |
SPMDSPDR SERIES TRUST | $2K |
VIGVANGUARD SPECIALIZED FUNDS | $2K |
SCHMSCHWAB STRATEGIC TR | $2K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2K |
IYY*ISHARES TR | $1K |
SRCE1ST SOURCE CORP | $1K |
NFLXNETFLIX INC | $1K |
VCSHVANGUARD SCOTTSDALE FDS | $1K |
DONSPDR DOW JONES INDL AVERAGE | $1K |
WMTWALMART INC | $1K |
SPABSPDR SERIES TRUST | $1K |
IWFISHARES TR | $1K |
VOVANGUARD INDEX FDS | $968 |
YUMYUM BRANDS INC | $942 |
GOOGALPHABET INC | $918 |
PGPROCTER AND GAMBLE CO | $895 |
AVSUAMERICAN CENTY ETF TR | $882 |
IWBISHARES TR | $878 |
NSCNORFOLK SOUTHN CORP | $849 |
FDXFEDEX CORP | $825 |
IWDISHARES TR | $824 |
MINOPIMCO ETF TR | $795 |
IVEISHARES TR | $781 |
AQLTISHARES TR | $753 |
NVDANVIDIA CORPORATION | $751 |
AIVLWISDOMTREE TR | $735 |
AMZNAMAZON COM INC | $722 |
PEPPEPSICO INC | $715 |
IWRISHARES TR | $703 |
FNDFSCHWAB STRATEGIC TR | $692 |
NUBDNUSHARES ETF TR | $670 |
GBILGOLDMAN SACHS ETF TR | $649 |
VSDMVANGUARD MUN BD FDS | $644 |
AXPAMERICAN EXPRESS CO | $605 |
VBVANGUARD INDEX FDS | $605 |
JNJJOHNSON & JOHNSON | $602 |
EFGISHARES TR | $602 |
SPDWSPDR INDEX SHS FDS | $527 |
GEMGOLDMAN SACHS ETF TR | $527 |
AVDVAMERICAN CENTY ETF TR | $498 |
SPTMSPDR SERIES TRUST | $490 |
IBBISHARES TR | $489 |
4I1PHILIP MORRIS INTL INC | $484 |
SCHZSCHWAB STRATEGIC TR | $482 |
HDHOME DEPOT INC | $474 |
NDQINVESCO QQQ TR | $463 |
ESGDISHARES TR | $453 |
IWMISHARES TR | $439 |
TSCOTRACTOR SUPPLY CO | $428 |
SCHVSCHWAB STRATEGIC TR | $423 |
NULGNUSHARES ETF TR | $414 |
EPSWISDOMTREE TR | $413 |
ORCLORACLE CORP | $392 |
DISDISNEY WALT CO | $391 |
JPMJPMORGAN CHASE & CO. | $389 |
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