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CIK: 0001672067
Total reported value
$763.3M
$763.3M
132 檔
31.9%
As reported in its official Q3 2025 Form 13F filing, Kelman-Lazarov, Inc.'s tracked investment portfolio stood at $763.3M with 132 total positions.
In Q3 2025, Kelman-Lazarov, Inc. displayed an active expansion posture, initiating 9 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 | 9.15% | +0.11% | +0.49% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.78% | +0.53% | -0.58% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 8.10% | -0.11% | +0.66% | |
| 4 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 5.69% | -0.11% | -2.40% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.43% | +0.34% | +3.06% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.41% | -0.01% | -2.24% | |
| 7 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.32% | -0.33% | +5.61% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.01% | +0.15% | -1.79% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.60% | +0.31% | +0.96% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.48% | -0.26% | +4.77% | |
| 11 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.25% | -0.30% | +0.34% | |
| 12 | MBB | Ishares Mbs ETF | ETF-Other | 3.20% | -0.26% | +6.32% | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 3.13% | -0.19% | -0.38% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.98% | -0.18% | +4.73% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.57% | +0.10% | +1.15% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.36% | -0.11% | +1.81% | |
| 17 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.97% | -0.17% | +5.14% | |
| 18 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 1.95% | +0.11% | -1.30% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.37% | +0.01% | -0.96% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.08% | +0.10% | +68.26% | |
| 21 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 1.07% | -0.09% | +1.07% | |
| 22 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 1.01% | -0.03% | +12.85% | |
| 23 | AVDE | Avantis International Equity | ETF-Other | 0.95% | -0.19% | +12.95% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.78% | -0.01% | -3.11% | |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.60% | +0.03% | +5.92% | |
| 26 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.59% | -0.04% | -3.61% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | -0.07% | -6.84% | |
| 28 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.54% | — | -0.04% | |
| 29 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.49% | -0.03% | -0.11% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.07% | +1.16% | |
| 31 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.47% | -0.04% | -4.85% | |
| 32 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | — | +1.35% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.45% | +0.05% | +5.46% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | — | +96.17% | |
| 35 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.42% | +0.06% | +115.99% | |
| 36 | MA | Mastercard Inc - A | Stock-Financials | 0.34% | -0.03% | +0.22% | |
| 37 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.33% | -0.06% | +33.28% | |
| 38 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.32% | -0.02% | -13.29% | |
| 39 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.32% | +0.02% | +1.69% | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.29% | +0.03% | +49.54% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.10% | +7.22% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.28% | +0.01% | +1.86% | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.26% | +0.02% | +0.11% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | — | +0.39% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.06% | +31.07% | |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.25% | +0.01% | -1.31% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | -0.01% | +0.11% | |
| 48 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.23% | +0.02% | +2.24% | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.22% | -0.01% | — | |
| 50 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.21% | +0.01% | — |
According to official SEC Form 13F filings, Kelman-Lazarov, Inc. reported a total U.S. public equity portfolio value of $763.3M across 132 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FNDX, SCHG, MOAT) accounted for 31.9% of total reported equity market value during Q3 2025.
Top New Position Initiated
VCRM
市值: $2.8M
Top Position Liquidated / Trimmed
MCH
前期市值: $1.0M
During Q3 2025, Kelman-Lazarov, Inc.'s top holdings by market value included FNDX (9.2%)、SCHG (8.8%)、MOAT (8.1%). The largest single position, FNDX, represented 9.2% of total portfolio value.
In Q3 2025, Kelman-Lazarov, Inc. made 50 total portfolio adjustments, initiating 9 new buys, adding to 30 positions, trimming 9 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.
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