Kelman-Lazarov
$763M 13F equity value
156 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kelman-Lazarov covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 2,350,202 | $73M | 9.6% |
| SCHG | SCHWAB STRATEGIC TR | 1,882,199 | $64M | 8.3% |
| MOAT | VANECK ETF TRUST | 562,820 | $59M | 7.7% |
| SPYM | SPDR SERIES TRUST | 430,413 | $38M | 5.0% |
| STIP | ISHARES TR | 320,695 | $33M | 4.3% |
| AVDE | AMERICAN CENTY ETF TR | 352,258 | $31M | 4.1% |
| IJR | ISHARES TR | 210,298 | $31M | 4.1% |
| SCHX | SCHWAB STRATEGIC TR | 1,022,937 | $30M | 3.9% |
| GSLC | GOLDMAN SACHS ETF TR | 198,590 | $28M | 3.7% |
| BOND | PIMCO ETF TR | 266,083 | $25M | 3.2% |
Track Kelman-Lazarov's 13F portfolio: $763M in reported holdings, 156 positions. Top holdings and quarterly changes on SentiSense.
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