Kelman-Lazarov, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Kelman-Lazarov, Inc. disclosed 150 stock positions valued at approximately $763.26M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and VANECK ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 150
- Portfolio Value
- $763.26M
Holdings by Sector
Kelman-Lazarov, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | FNDX | Other | 9.58% | 2,350,202 | -20,986 | -0.89% | $73,091,292 |
| SCHWAB STRATEGIC TR | SCHG | Other | 8.34% | 1,882,199 | +11,273 | +0.60% | $63,693,622 |
| VANECK ETF TRUST | MOAT | Other | 7.67% | 562,820 | +1,795 | +0.32% | $58,510,794 |
| SPDR SERIES TRUST | SPLG | Other | 4.96% | 430,413 | +9,171 | +2.18% | $37,824,706 |
| ISHARES TR | STIP | Other | 4.29% | 320,695 | +9,224 | +2.96% | $32,762,201 |
| AMERICAN CENTY ETF TR | AVDE | Other | 4.12% | 352,258 | -2,173 | -0.61% | $31,421,412 |
| ISHARES TR | IJR | Other | 4.09% | 210,298 | -1,895 | -0.89% | $31,189,330 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.94% | 1,022,937 | -9,164 | -0.89% | $30,105,023 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 3.69% | 198,590 | -7,464 | -3.62% | $28,177,955 |
| PIMCO ETF TR | BOND | Other | 3.21% | 266,083 | +3,794 | +1.45% | $24,535,536 |
| ISHARES TR | MBB | Other | 3.14% | 253,580 | +3,625 | +1.45% | $23,968,377 |
| SCHWAB STRATEGIC TR | FNDC | Other | 3.11% | 489,415 | -7,521 | -1.51% | $23,766,006 |
| SCHWAB STRATEGIC TR | FNDE | Other | 2.96% | 569,914 | -24,845 | -4.18% | $22,614,168 |
| ISHARES TR | IJH | Other | 2.83% | 279,751 | -1,809 | -0.64% | $21,571,576 |
| VANGUARD BD INDEX FDS | BSV | Other | 2.82% | 276,323 | +9,263 | +3.47% | $21,528,349 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 2.69% | 449,338 | -4,117 | -0.91% | $20,534,743 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.10% | 31,986 | -138 | -0.43% | $16,005,475 |
| GMO ETF TRUST | QLTY | Other | 2.08% | 380,893 | +320 | +0.08% | $15,852,755 |
| PIMCO ETF TR | PYLD | Other | 1.70% | 489,951 | -8,183 | -1.64% | $12,993,513 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.34% | 368,873 | -6,804 | -1.81% | $10,217,783 |
| VANGUARD INDEX FDS | VUG | Other | 1.16% | 102,406 | +85,447 | +503.84% | $8,821,246 |
| PIMCO ETF TR | SMMU | Other | 1.14% | 172,326 | +11,223 | +6.97% | $8,702,478 |
| PIMCO ETF TR | STPZ | Other | 0.92% | 131,408 | +1,044 | +0.80% | $7,009,310 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.77% | 61,225 | -5,915 | -8.81% | $5,907,572 |
| ALPHABET INC | GOOGL | Communication Services | 0.63% | 13,416 | -102 | -0.75% | $4,794,401 |
| PIMCO ETF TR | MUNI | Other | 0.63% | 91,059 | +1,712 | +1.92% | $4,789,722 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.58% | 5,917 | -7 | -0.12% | $4,418,663 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 0.54% | 32,495 | -23 | -0.07% | $4,151,534 |
| VANGUARD INDEX FDS | VV | Other | 0.54% | 11,986 | +160 | +1.35% | $4,122,105 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.53% | 79,932 | -3,406 | -4.09% | $4,042,960 |
Showing 30 of 150 holdings in the latest reporting period.