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CIK: 0001672067
Total reported value
$763.3M
$763.3M
122 檔
30.1%
The Q2 2025 SEC filing reveals that Kelman-Lazarov, Inc. held a total portfolio value of $763.3M, covering 122 public equity positions.
Kelman-Lazarov, Inc. executed strategic sector rebalancing during Q2 2025, establishing 5 new positions while fully exiting 4 holdings and trimming 19 positions.
In terms of portfolio concentration, the top 5 core holdings (including FNDX, SCHG, MOAT) accounted for 30.1% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 9.28% | +0.11% | +2.36% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.84% | +0.53% | +2.22% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 8.32% | -0.11% | +1.95% | |
| 4 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 6.15% | -0.11% | -0.31% | |
| 5 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.59% | -0.01% | -7.82% | |
| 6 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.45% | -0.33% | +1.25% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.36% | +0.34% | +16.36% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.14% | +0.15% | +3877.07% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.58% | +0.31% | +0.04% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.58% | -0.26% | -2.62% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 3.24% | -0.26% | +2.75% | |
| 12 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 3.24% | -0.19% | +0.53% | |
| 13 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.23% | -0.30% | +2.44% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.10% | -0.18% | -0.66% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.64% | +0.10% | +3.25% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.45% | -0.11% | -0.10% | |
| 17 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.05% | +0.11% | +5.79% | |
| 18 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 2.02% | -0.17% | -8.66% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.43% | +0.01% | +9.94% | |
| 20 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 1.15% | -0.09% | -4.03% | |
| 21 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.97% | -0.03% | +13.89% | |
| 22 | AVDE | Avantis International Equity | ETF-Other | 0.87% | -0.19% | -2.21% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.80% | -0.01% | -29.16% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.67% | -0.07% | -15.16% | |
| 25 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.66% | -0.04% | -12.35% | |
| 26 | VUG | Vanguard Growth ETF | ETF-Other | 0.64% | +0.10% | -0.47% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | +0.03% | -1.34% | |
| 28 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.56% | — | -1.60% | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.54% | -0.04% | -4.02% | |
| 30 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.50% | -0.03% | +14.57% | |
| 31 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.41% | -0.02% | -17.55% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.05% | -1.86% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.38% | +0.07% | -0.59% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.37% | -0.03% | -0.98% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | — | +0.32% | |
| 36 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.32% | +0.02% | +3.36% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.28% | +0.01% | -1.39% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.27% | -0.10% | +2.60% | |
| 39 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.27% | -0.06% | +60.57% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.26% | +0.02% | +278.58% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | — | -4.86% | |
| 42 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.26% | +0.01% | -0.35% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.25% | -0.06% | -1.78% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | -0.01% | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.24% | -0.01% | — | |
| 46 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.23% | +0.02% | +23.31% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | — | — | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.22% | -0.02% | +6.40% | |
| 49 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.22% | +0.01% | +0.21% | |
| 50 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.21% | +0.06% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +4% | +3877.07% | Add |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.6% | +16.36% | Add |
| 3 | SCHG | Schwab US Large-cap Growth | +0.5% | +2.22% | Add |
| 4 | VCRM | Vanguard Core Tax-ex Bond | +0.2% | NEW | New buy |
| 5 | VV | Vanguard Large-cap ETF | +0.2% | NEW | New buy |
| 6 | SCHA | Schwab US Small-cap ETF | +0.2% | +278.58% | Add |
| 7 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | +0.1% | +0.53% | Add |
| 8 | SCHF | Schwab Intl Equity ETF | +0.1% | +9.94% | Add |
| 9 | AVDS | Avantis Intl Sm Cap Eq ETF | +0.1% | +14.57% | Add |
| 10 | PTRB | Pgim Total Return Bond ETF | +0.1% | +60.57% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +65.46% | Add |
| 12 | QLTY | Gmo U.s. Quality ETF | +0.1% | +5.79% | Add |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +58.92% | Add |
| 14 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +135.03% | Add |
| 15 | AVLV | Avantis US Large Cap Value | +0.1% | NEW | New buy |
| 16 | NFLX | Netflix Inc | +0.1% | -1.78% | Trim |
| 17 | MINO | Pimco Municipal Income Oppor | +0.1% | NEW | New buy |
| 18 | MSFT | Microsoft CORP | 0% | +2.60% | Add |
| 19 | ORCL | Oracle CORP | 0% | NEW | New buy |
| 20 | VUG | Vanguard Growth ETF | 0% | -0.47% | Trim |
| 21 | TSLA | Tesla Inc | 0% | +0.32% | Add |
| 22 | SCHM | Schwab US Mid Cap ETF | 0% | +23.31% | Add |
| 23 | SMMU | Pimco Shrt Trm Muni Bnd ETF | 0% | +13.89% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | -0.59% | Trim |
| 25 | AVDE | Avantis International Equity | 0% | -2.21% | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.34% | Trim |
| 27 | MCHI | Ishares Msci China ETF | 0% | EXIT | Sold out |
| 28 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +3.25% | Add |
| 29 | IEMG | Ishares Core Msci Emerging | -0.1% | EXIT | Sold out |
| 30 | MO | Altria Group Inc | -0.1% | EXIT | Sold out |
| 31 | GSIE | Goldman Sachs Activebeta Int | -0.1% | -0.31% | Trim |
| 32 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.1% | +2.44% | Add |
| 33 | AAPL | Apple Inc | -0.1% | -1.86% | Trim |
| 34 | GBIL | Goldman Sachs Access Treasur | -0.1% | -42.24% | Trim |
| 35 | UNH | Unitedhealth Group Inc | -0.1% | -42.65% | Trim |
| 36 | GNMA | Ishares Gnma Bond ETF | -0.1% | -17.55% | Trim |
| 37 | GEM | Goldman Sachs Activebeta Em | -0.2% | -65.11% | Trim |
| 38 | MCH | Matthews China Active ETF | -0.2% | EXIT | Sold out |
| 39 | MUNI | Pimco Intermediate Municipal | -0.2% | -12.35% | Trim |
| 40 | STPZ | Pimco 1-5 Year US Tips Index | -0.2% | -4.03% | Trim |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | -0.2% | -15.16% | Trim |
| 42 | MOAT | Vaneck Morningstar Wide Moat | -0.3% | +1.95% | Add |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.3% | +0.04% | Add |
| 44 | MBB | Ishares Mbs ETF | -0.3% | +2.75% | Add |
| 45 | AVEM | Avantis Emerging Markets Eq | -0.3% | -29.16% | Trim |
| 46 | PYLD | Pimco Multisector Bond Actv | -0.5% | -8.66% | Trim |
| 47 | GSLC | Goldman Activebeta US Lc ETF | -0.5% | -7.82% | Trim |
| 48 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.5% | +2.36% | Add |
| 49 | BOND | Pimco Active Bond Exchange-t | -0.6% | -2.62% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | -0.10% | Trim |
According to official SEC Form 13F filings, Kelman-Lazarov, Inc. reported a total U.S. public equity portfolio value of $763.3M across 122 disclosed positions in Q2 2025.
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.
Top New Position Initiated
VCRM
市值: $1.3M
Top Position Liquidated / Trimmed
MCH
前期市值: $1.0M
During Q2 2025, Kelman-Lazarov, Inc.'s top holdings by market value included FNDX (9.3%)、SCHG (8.8%)、MOAT (8.3%). The largest single position, FNDX, represented 9.3% of total portfolio value.
In Q2 2025, Kelman-Lazarov, Inc. made 50 total portfolio adjustments, initiating 5 new buys, adding to 22 positions, trimming 19 holdings, and fully liquidating 4 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.
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