Kelman-Lazarov, Inc. Q4 2025 Filing
Filed January 26, 2026
Portfolio Value
$700.3M
Holdings
134
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (134 positions)
| Stock | Value |
|---|---|
FNDXSCHWAB STRATEGIC TR | $64.1M |
SCHGSCHWAB STRATEGIC TR | $59.9M |
MOATVANECK ETF TRUST | $57.6M |
SPYMSPDR SERIES TRUST | $32.9M |
STIPISHARES TR | $31.0M |
GSLCGOLDMAN SACHS ETF TR | $28.3M |
SCHXSCHWAB STRATEGIC TR | $27.4M |
AVDEAMERICAN CENTY ETF TR | $26.9M |
IJRISHARES TR | $25.1M |
BONDPIMCO ETF TR | $24.2M |
MBBISHARES TR | $23.3M |
FNDESCHWAB STRATEGIC TR | $21.9M |
FNDCSCHWAB STRATEGIC TR | $21.2M |
BSVVANGUARD BD INDEX FDS | $21.0M |
GSIEGOLDMAN SACHS ETF TR | $20.1M |
IJHISHARES TR | $18.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $16.2M |
QLTYGMO ETF TRUST | $14.1M |
PYLDPIMCO ETF TR | $13.4M |
SCHFSCHWAB STRATEGIC TR | $9.6M |
VUGVANGUARD INDEX FDS | $7.8M |
STPZPIMCO ETF TR | $7.2M |
SMMUPIMCO ETF TR | $7.0M |
AVEMAMERICAN CENTY ETF TR | $5.4M |
MUNIPIMCO ETF TR | $4.3M |
GOOGLALPHABET INC | $4.2M |
SPYSPDR S&P 500 ETF TR | $4.1M |
VTEBVANGUARD MUN BD FDS | $4.0M |
RWLINVESCO EXCH TRADED FD TR II | $3.7M |
VVVANGUARD INDEX FDS | $3.7M |
AAPLAPPLE INC | $3.6M |
AVDSAMERICAN CENTY ETF TR | $3.5M |
BIVVANGUARD BD INDEX FDS | $3.3M |
VCRMVANGUARD MUN BD FDS | $3.1M |
VTVVANGUARD INDEX FDS | $3.0M |
PTRBPGIM ETF TR | $2.7M |
MSFTMICROSOFT CORP | $2.4M |
MAMASTERCARD INCORPORATED | $2.3M |
FNDASCHWAB STRATEGIC TR | $2.2M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.9M |
SCHASCHWAB STRATEGIC TR | $1.8M |
VOOVANGUARD INDEX FDS | $1.8M |
IVVISHARES TR | $1.8M |
SPMDSPDR SERIES TRUST | $1.7M |
VIGVANGUARD SPECIALIZED FUNDS | $1.7M |
GNMAISHARES TR | $1.6M |
SCHMSCHWAB STRATEGIC TR | $1.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.5M |
AVSUAMERICAN CENTY ETF TR | $1.5M |
IYY*ISHARES TR | $1.5M |
SRCE1ST SOURCE CORP | $1.5M |
WMTWALMART INC | $1.4M |
DONSPDR DOW JONES INDL AVERAGE | $1.3M |
VCSHVANGUARD SCOTTSDALE FDS | $1.3M |
SPABSPDR SERIES TRUST | $1.2M |
GOOGALPHABET INC | $1.2M |
IWFISHARES TR | $1.1M |
NFLXNETFLIX INC | $1.0M |
FDXFEDEX CORP | $1.0M |
SPDWSPDR INDEX SHS FDS | $1.0M |
VOVANGUARD INDEX FDS | $958K |
AVLVAMERICAN CENTY ETF TR | $952K |
YUMYUM BRANDS INC | $937K |
IWBISHARES TR | $897K |
IWRISHARES TR | $891K |
TSLATESLA INC | $870K |
IWDISHARES TR | $851K |
AQLTISHARES TR | $849K |
AMZNAMAZON COM INC | $819K |
NSCNORFOLK SOUTHN CORP | $816K |
PGPROCTER AND GAMBLE CO | $813K |
NVDANVIDIA CORPORATION | $808K |
VSDMVANGUARD MUN BD FDS | $783K |
MINOPIMCO ETF TR | $756K |
AIVLWISDOMTREE TR | $738K |
AVDVAMERICAN CENTY ETF TR | $728K |
FNDFSCHWAB STRATEGIC TR | $727K |
IVEISHARES TR | $725K |
NUBDNUSHARES ETF TR | $680K |
JNJJOHNSON & JOHNSON | $679K |
NDQINVESCO QQQ TR | $668K |
AVGOBROADCOM INC | $657K |
AXPAMERICAN EXPRESS CO | $647K |
VBVANGUARD INDEX FDS | $614K |
EFGISHARES TR | $603K |
IBBISHARES TR | $572K |
GBILGOLDMAN SACHS ETF TR | $527K |
GEMGOLDMAN SACHS ETF TR | $507K |
SPTMSPDR SERIES TRUST | $502K |
SCHZSCHWAB STRATEGIC TR | $487K |
PEPPEPSICO INC | $481K |
4I1PHILIP MORRIS INTL INC | $465K |
ESGDISHARES TR | $462K |
IWMISHARES TR | $446K |
SCHVSCHWAB STRATEGIC TR | $413K |
NULGNUSHARES ETF TR | $406K |
JPMJPMORGAN CHASE & CO. | $400K |
AMGNAMGEN INC | $399K |
DISDISNEY WALT CO | $397K |
HDHOME DEPOT INC | $396K |
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