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CIK: 0001672067
Total reported value
$763.3M
$763.3M
134 檔
32.2%
At the close of Q4 2025, Kelman-Lazarov, Inc. disclosed equity holdings valued at approximately $763.3M, spread across 134 reported holdings.
In Q4 2025, Kelman-Lazarov, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 34 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including FNDX, SCHG, MOAT) accounted for 32.2% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 9.16% | +0.11% | +0.46% | |
| 2 | SCHG | Schwab US Large-cap Growth | ETF-Other | 8.55% | +0.53% | -1.18% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 8.22% | -0.11% | +0.88% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.69% | +0.34% | +7.46% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.43% | -0.33% | +7.58% | |
| 6 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 4.03% | -0.01% | -6.45% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-Other | 3.92% | +0.15% | -0.80% | |
| 8 | AVDE | Avantis International Equity | ETF-Other | 3.84% | -0.19% | +300.29% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.59% | +0.31% | +2.40% | |
| 10 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 3.46% | -0.26% | +3.57% | |
| 11 | MBB | Ishares Mbs ETF | ETF-Other | 3.32% | -0.26% | +7.85% | |
| 12 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.13% | -0.30% | +0.38% | |
| 13 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 3.02% | -0.19% | +0.28% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.00% | -0.18% | +4.72% | |
| 15 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 2.87% | -0.11% | -49.87% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.57% | +0.10% | +2.83% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.32% | -0.11% | +1.69% | |
| 18 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 2.01% | +0.11% | +0.53% | |
| 19 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.92% | -0.17% | +1.79% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.37% | +0.01% | +0.50% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.12% | +0.10% | +5.55% | |
| 22 | STPZ | Pimco 1-5 Year US Tips Index | ETF-Large Cap & Growth | 1.03% | -0.09% | +1.72% | |
| 23 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 1.00% | -0.03% | +2.50% | |
| 24 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.77% | -0.01% | +0.38% | |
| 25 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.61% | -0.04% | +7.60% | |
| 26 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.07% | -0.22% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | +0.03% | -1.14% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.58% | -0.07% | +1.88% | |
| 29 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.53% | — | -1.38% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.53% | +0.03% | +82.49% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.05% | +9.20% | |
| 32 | AVDS | Avantis Intl Sm Cap Eq ETF | ETF-Other | 0.49% | -0.03% | +0.66% | |
| 33 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.47% | -0.04% | +3.83% | |
| 34 | VCRM | Vanguard Core Tax-ex Bond | ETF-Other | 0.45% | +0.06% | +10.39% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | — | -0.01% | |
| 36 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 0.39% | -0.06% | +22.35% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.10% | +39.03% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | -0.03% | +0.27% | |
| 39 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 0.31% | +0.02% | -1.12% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.27% | +0.01% | -0.77% | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.26% | +0.02% | +0.92% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.06% | +1.92% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.25% | — | +0.04% | |
| 44 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.24% | +0.01% | +1.22% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.24% | -0.01% | +0.05% | |
| 46 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 0.23% | -0.02% | -26.69% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.22% | +0.02% | +0.88% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.22% | -0.01% | — | |
| 49 | AVSU | Avantis Resp US Equity ETF | ETF-Other | 0.21% | +0.03% | +62.85% | |
| 50 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.21% | +0.01% | -0.21% |
According to official SEC Form 13F filings, Kelman-Lazarov, Inc. reported a total U.S. public equity portfolio value of $763.3M across 134 disclosed positions in Q4 2025.
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Top New Position Initiated
XLK
市值: $314.1K
Top Position Liquidated / Trimmed
SCHH
前期市值: $290.7K
During Q4 2025, Kelman-Lazarov, Inc.'s top holdings by market value included FNDX (9.2%)、SCHG (8.6%)、MOAT (8.2%). The largest single position, FNDX, represented 9.2% of total portfolio value.
In Q4 2025, Kelman-Lazarov, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 34 positions, trimming 9 holdings, and fully liquidating 3 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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