Institutions / Kelman-Lazarov, Inc.
Kelman-Lazarov, Inc.
CIK 1672067 · Institution · as of Dec 31, 2025
Portfolio value
$700.25M
Positions
134
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 134 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $64.12M | 9.2% |
| Schwab Strategic Tr | $59.85M | 8.5% |
| VanEck ETF Trust | $57.58M | 8.2% |
| SPDR Series Trust | $32.86M | 4.7% |
| iShares MSCI UAE ETF | $31.03M | 4.4% |
| Goldman Sachs ETF Tr | $28.25M | 4.0% |
| Schwab Strategic Tr | $27.44M | 3.9% |
| American Centy ETF Tr | $26.87M | 3.8% |
| iShares Tr | $25.15M | 3.6% |
| PIMCO ETF Tr | $24.23M | 3.5% |
| iShares Tr | $23.27M | 3.3% |
| Schwab Strategic Tr | $21.92M | 3.1% |
| Schwab Strategic Tr | $21.17M | 3.0% |
| Vanguard Bd Index Fds | $21.00M | 3.0% |
| Goldman Sachs ETF Tr | $20.11M | 2.9% |
| iShares Tr | $18.00M | 2.6% |
| Warren E. Buffett | $16.21M | 2.3% |
| GMO ETF Trust | $14.07M | 2.0% |
| PIMCO ETF Tr | $13.44M | 1.9% |
| Schwab Strategic Tr | $9.58M | 1.4% |
| Vanguard Index Fds | $7.83M | 1.1% |
| PIMCO ETF Tr | $7.25M | 1.0% |
| PIMCO ETF Tr | $6.97M | 1.0% |
| American Centy ETF Tr | $5.42M | 0.8% |
| PIMCO ETF Tr | $4.29M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.