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 | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IWPISHARES TR | 2,698 | $384K | 0.06% | |
| 102 | SPYGSPDR SERIES TRUST | 3,659 | $382K | 0.06% | |
| 103 | AVLVAMERICAN CENTY ETF TR | 5,243 | $378K | 0.06% | |
| 104 | CSMPROSHARES TR | 4,800 | $367K | 0.05% | |
| 105 | SUSAISHARES TR | 2,686 | $364K | 0.05% | |
| 106 | AMGNAMGEN INC | 1,217 | $343K | 0.05% | |
| 107 | DLNWISDOMTREE TR | 3,903 | $339K | 0.05% | |
| 108 | ISTBISHARES TR | 6,923 | $338K | 0.05% | |
| 109 | AZOAUTOZONE INC | 78 | $334K | 0.05% | |
| 110 | MTUMISHARES TR | 1,302 | $333K | 0.05% | |
| 111 | ILCGISHARES TR | 2,964 | $309K | 0.05% | |
| 112 | QCOMQUALCOMM INC | 1,859 | $309K | 0.05% | |
| 113 | LOWLOWES COS INC | 1,213 | $304K | 0.05% | |
| 114 | AVSDAMERICAN CENTY ETF TR | 4,235 | $303K | 0.04% | |
| 115 | MRKMERCK & CO INC | 3,559 | $298K | 0.04% | |
| 116 | NULVNUSHARES ETF TR | 6,822 | $298K | 0.04% | |
| 117 | UNHUNITEDHEALTH GROUP INC | 860 | $296K | 0.04% | |
| 118 | SCHHSCHWAB STRATEGIC TR | 13,476 | $290K | 0.04% | |
| 119 | AVGOBROADCOM INC | 845 | $278K | 0.04% | |
| 120 | XLGINVESCO EXCHANGE TRADED FD T | 4,820 | $277K | 0.04% | |
| 121 | VEUVANGUARD INTL EQUITY INDEX F | 3,883 | $277K | 0.04% | |
| 122 | AVSEAMERICAN CENTY ETF TR | 4,277 | $271K | 0.04% | |
| 123 | NUSCNUSHARES ETF TR | 6,097 | $268K | 0.04% | |
| 124 | PKWINVESCO EXCHANGE TRADED FD T | 1,984 | $262K | 0.04% | |
| 125 | IUSGISHARES TR | 1,595 | $262K | 0.04% | |
| 126 | XOMEXXON MOBIL CORP | 2,144 | $241K | 0.04% | |
| 127 | SPSMSPDR SERIES TRUST | 4,989 | $231K | 0.03% | |
| 128 | USMVISHARES TR | 2,301 | $218K | 0.03% | |
| 129 | METAMETA PLATFORMS INC | 293 | $215K | 0.03% | |
| 130 | MMM3M CO | 1,331 | $206K | 0.03% | |
| 131 | MCXMCCORMICK & CO INC | 3,011 | $201K | 0.03% | |
| 132 | GDEWISDOMTREE TR | 3,498 | $200K | 0.03% |
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