13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001672067
Total reported value
$763.3M
$763.3M
109 檔
31.3%
According to the latest 13F quarterly dataset, Kelman-Lazarov, Inc. managed an equity portfolio of $763.3M at the end of Q3 2024, spanning 109 distinct U.S. exchange-listed positions.
In Q3 2024, Kelman-Lazarov, Inc. displayed an active expansion posture, initiating 5 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 10.00% | +0.11% | +1.16% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 9.14% | -0.11% | +1.22% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.80% | +0.53% | +1.50% | |
| 4 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 7.14% | -0.01% | +0.57% | |
| 5 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.97% | -0.11% | +1.56% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.29% | -0.33% | +3.25% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.10% | +0.31% | +2.03% | |
| 8 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.75% | -0.26% | +2.18% | |
| 9 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 3.70% | -0.17% | +3.03% | |
| 10 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.24% | -0.30% | +1.45% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.17% | -0.18% | +2.98% | |
| 12 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 2.99% | -0.19% | -2.83% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.67% | +0.10% | +2.05% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.65% | -0.11% | +0.97% | |
| 15 | MBB | Ishares Mbs ETF | ETF-Other | 2.34% | -0.26% | +10.64% | |
| 16 | MCH | Matthews China Active ETF | ETF-Emerging Markets | 1.98% | — | -1.20% | |
| 17 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.93% | +0.11% | +2.68% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.47% | +0.01% | -0.11% | |
| 19 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.42% | -0.02% | -9.61% | |
| 20 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 1.29% | -0.09% | -2.77% | |
| 21 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 1.22% | -0.01% | +0.86% | |
| 22 | AVDE | Avantis International Equity | ETF-Other | 0.85% | -0.19% | +1.91% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.83% | -0.07% | -0.09% | |
| 24 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.78% | -0.04% | +0.79% | |
| 25 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.69% | -0.03% | +2.29% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.62% | +0.03% | -0.24% | |
| 27 | VUG | Vanguard Growth ETF | ETF-Other | 0.62% | +0.10% | -0.03% | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.61% | -0.04% | +16.13% | |
| 29 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.56% | — | -0.87% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.51% | +0.06% | +3.79% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.05% | -0.06% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.07% | +0.25% | |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.35% | +0.01% | +0.68% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.35% | -0.03% | — | |
| 35 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.34% | +0.02% | -0.39% | |
| 36 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.33% | — | +4.15% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.33% | +0.01% | -0.36% | |
| 38 | GEM | Goldman Sachs Activebeta Em | ETF-Commodities | 0.31% | — | -2.75% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | — | +10.20% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | — | +0.92% | |
| 41 | MCHI | Ishares Msci China ETF | ETF-Emerging Markets | 0.28% | — | +41.56% | |
| 42 | VTV | Vanguard Value ETF | ETF-Other | 0.26% | — | +0.55% | |
| 43 | FDX | Fedex CORP | Stock-Industrials | 0.25% | -0.03% | -6.35% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.24% | -0.02% | +3.41% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.24% | -0.01% | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | -0.01% | — | |
| 47 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.21% | +0.01% | — | |
| 48 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | -0.10% | +1.07% | |
| 49 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.21% | -0.01% | -5.47% | |
| 50 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.20% | -0.03% | — |
According to official SEC Form 13F filings, Kelman-Lazarov, Inc. reported a total U.S. public equity portfolio value of $763.3M across 109 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FNDX, MOAT, SCHG) accounted for 31.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
AVDS
市值: $1.2M
Top Position Liquidated / Trimmed
ACWI
前期市值: $802.5K
During Q3 2024, Kelman-Lazarov, Inc.'s top holdings by market value included FNDX (10.0%)、MOAT (9.1%)、SCHG (8.8%). The largest single position, FNDX, represented 10.0% of total portfolio value.
In Q3 2024, Kelman-Lazarov, Inc. made 48 total portfolio adjustments, initiating 5 new buys, adding to 30 positions, trimming 11 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.