Kelman-Lazarov, Inc. Portfolio Stock Holdings
Kelman-Lazarov, Inc. disclosed 140 stock positions valued at approximately $697.6 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, SCHWAB STRATEGIC TR, and VANECK ETF TRUST. The filing reflects positions held as of March 31, 2026 and was filed on April 27, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 140
- Portfolio Value
- $697.6M
Holdings by Sector
Kelman-Lazarov, Inc. Portfolio Holdings in Q1 2026
136 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | FNDX | Other | 9.47% | 2,371,188 | +14,759 | +0.63% | $66,037,578 |
| SCHWAB STRATEGIC TR | SCHG | Other | 7.81% | 1,870,926 | +36,103 | +1.97% | $54,500,076 |
| VANECK ETF TRUST | MOAT | Other | 7.78% | 561,025 | +5,005 | +0.90% | $54,251,142 |
| SPDR SERIES TRUST | SPLG | Other | 4.62% | 421,242 | +11,601 | +2.83% | $32,241,861 |
| ISHARES TR | STIP | Other | 4.62% | 311,471 | +8,456 | +2.79% | $32,215,418 |
| AMERICAN CENTY ETF TR | AVDE | Other | 4.31% | 354,431 | +28,074 | +8.60% | $30,069,926 |
| SCHWAB STRATEGIC TR | SCHX | Other | 3.79% | 1,032,101 | +12,365 | +1.21% | $26,463,068 |
| ISHARES TR | IJR | Other | 3.78% | 212,193 | +2,935 | +1.40% | $26,377,690 |
| GOLDMAN SACHS ETF TR | GSLC | Other | 3.70% | 206,054 | -7,363 | -3.45% | $25,783,526 |
| PIMCO ETF TR | BOND | Other | 3.47% | 262,289 | +2,015 | +0.77% | $24,204,058 |
| ISHARES TR | MBB | Other | 3.40% | 249,955 | +5,610 | +2.30% | $23,733,214 |
| SCHWAB STRATEGIC TR | FNDC | Other | 3.30% | 496,936 | +21,679 | +4.56% | $23,037,943 |
| SCHWAB STRATEGIC TR | FNDE | Other | 3.26% | 594,759 | -13,003 | -2.14% | $22,755,488 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.00% | 267,060 | +659 | +0.25% | $20,940,164 |
| GOLDMAN SACHS ETF TR | GSIE | Other | 2.80% | 453,455 | -14,897 | -3.18% | $19,557,494 |
| ISHARES TR | IJH | Other | 2.73% | 281,560 | +8,762 | +3.21% | $19,013,721 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 2.21% | 32,124 | -134 | -0.42% | $15,393,821 |
| GMO ETF TRUST | QLTY | Other | 1.97% | 380,573 | +14,716 | +4.02% | $13,769,127 |
| PIMCO ETF TR | PYLD | Other | 1.87% | 498,134 | -5,766 | -1.14% | $13,051,123 |
| SCHWAB STRATEGIC TR | SCHF | Other | 1.33% | 375,677 | -22,917 | -5.75% | $9,297,999 |
| PIMCO ETF TR | SMMU | Other | 1.17% | 161,103 | +22,917 | +16.58% | $8,127,657 |
| VANGUARD INDEX FDS | VUG | Other | 1.06% | 16,959 | +914 | +5.70% | $7,407,466 |
| PIMCO ETF TR | STPZ | Other | 1.01% | 130,364 | -4,696 | -3.48% | $7,053,554 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.78% | 67,140 | -3,186 | -4.53% | $5,410,160 |
| PIMCO ETF TR | MUNI | Other | 0.67% | 89,347 | +7,442 | +9.09% | $4,663,022 |
| VANGUARD MUN BD FDS | VTEB | Other | 0.60% | 83,338 | +3,085 | +3.84% | $4,157,756 |
| ALPHABET INC | GOOGL | Communication Services | 0.56% | 13,518 | +230 | +1.73% | $3,887,222 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.55% | 5,924 | -75 | -1.25% | $3,852,783 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 0.54% | 32,518 | -136 | -0.42% | $3,736,633 |
| VANGUARD INDEX FDS | VV | Other | 0.51% | 11,826 | +59 | +0.50% | $3,534,200 |
| APPLE INC | AAPL | Technology | 0.47% | 13,053 | -39 | -0.30% | $3,312,797 |
| PGIM ETF TR | PTRB | Other | 0.47% | 78,482 | +13,339 | +20.48% | $3,257,768 |
| VANGUARD INDEX FDS | VTV | Other | 0.44% | 15,777 | +242 | +1.56% | $3,095,469 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.42% | 38,355 | -4,182 | -9.83% | $2,960,215 |
| SCHWAB STRATEGIC TR | FNDA | Other | 0.32% | 68,219 | -1,186 | -1.71% | $2,212,351 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.29% | 4,038 | -8 | -0.20% | $2,017,608 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.27% | 3,039 | -51 | -1.65% | $1,874,557 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.27% | 64,394 | -164 | -0.25% | $1,872,572 |
| ISHARES TR | IVV | Other | 0.25% | 2,703 | +107 | +4.12% | $1,765,616 |
| VANGUARD INDEX FDS | VOO | Other | 0.24% | 2,832 | -36 | -1.26% | $1,692,243 |
| SPDR SERIES TRUST | SPMD | Other | 0.24% | 28,125 | -1,251 | -4.26% | $1,665,547 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.23% | 7,622 | +8 | +0.11% | $1,639,140 |
| WALMART INC | WMT | Consumer Defensive | 0.23% | 12,877 | +573 | +4.66% | $1,600,408 |
| MICROSOFT CORP | MSFT | Technology | 0.22% | 4,239 | -819 | -16.19% | $1,569,318 |
| AMERICAN CENTY ETF TR | AVSU | Other | 0.22% | 21,059 | +1,522 | +7.79% | $1,556,751 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.22% | 50,238 | -2,029 | -3.88% | $1,555,354 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.21% | 2 | - | - | $1,436,280 |
| ISHARES TR | IYY | Other | 0.20% | 8,850 | -21 | -0.24% | $1,402,360 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.20% | 2,992 | +215 | +7.74% | $1,385,635 |
| SPDR SERIES TRUST | SPAB | Other | 0.19% | 51,441 | +4,051 | +8.55% | $1,317,931 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.18% | 26,793 | +4,209 | +18.64% | $1,223,100 |
| ALPHABET INC | GOOG | Communication Services | 0.17% | 4,112 | +230 | +5.92% | $1,179,607 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.17% | 14,832 | -1,840 | -11.04% | $1,175,707 |
| ISHARES TR | GNMA | Other | 0.16% | 25,682 | -10,502 | -29.02% | $1,138,503 |
| NETFLIX INC. | NFLX | Communication Services | 0.16% | 11,657 | +494 | +4.43% | $1,120,821 |
| FEDEX CORP | FDX | Industrials | 0.16% | 3,116 | -466 | -13.01% | $1,109,845 |
| INVESCO QQQ TR | QQQ | Other | 0.16% | 1,879 | +791 | +72.70% | $1,084,397 |
| AMERICAN CENTY ETF TR | AVUS | Other | 0.15% | 9,243 | +9,243 | +100.00% | $1,027,637 |
| AMERICAN CENTY ETF TR | AVLV | Other | 0.15% | 12,743 | +172 | +1.37% | $1,027,213 |
| ISHARES TR | IWF | Other | 0.14% | 2,360 | -7 | -0.30% | $1,006,326 |
| VANGUARD INDEX FDS | VO | Other | 0.14% | 3,304 | +3 | +0.09% | $948,971 |
| NVIDIA CORPORATION | NVDA | Technology | 0.13% | 5,283 | +948 | +21.87% | $921,355 |
| YUM BRANDS INC | YUM | Consumer Cyclical | 0.13% | 5,906 | -294 | -4.74% | $918,306 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.13% | 3,664 | +381 | +11.61% | $895,589 |
| AMERICAN CENTY ETF TR | AVDV | Other | 0.12% | 8,674 | +926 | +11.95% | $866,186 |
| ISHARES TR | IWD | Other | 0.12% | 4,019 | -31 | -0.77% | $858,746 |
| ISHARES TR | IWB | Other | 0.12% | 2,403 | - | - | $856,814 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.12% | 5,919 | +242 | +4.26% | $854,976 |
| ISHARES TR | IEFA | Other | 0.11% | 8,731 | -767 | -8.08% | $790,417 |
| NORFOLK SOUTHN CORP | NSC | Industrials | 0.11% | 2,753 | -76 | -2.69% | $789,980 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.11% | 16,102 | - | - | $787,893 |
| PIMCO ETF TR | MINO | Other | 0.11% | 16,697 | - | - | $754,203 |
| TESLA INC | TSLA | Consumer Cyclical | 0.11% | 2,019 | +84 | +4.34% | $750,563 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.11% | 3,569 | +19 | +0.54% | $743,316 |
| WISDOMTREE TR | AIVL | Other | 0.11% | 6,399 | -21 | -0.33% | $740,444 |
| ISHARES TR | IVE | Other | 0.10% | 3,419 | - | - | $722,011 |
| ISHARES TR | IWR | Other | 0.10% | 7,283 | -1,981 | -21.38% | $708,126 |
| NUSHARES ETF TR | NUBD | Other | 0.10% | 31,162 | +733 | +2.41% | $692,108 |
| VANGUARD INDEX FDS | VB | Other | 0.10% | 2,616 | +233 | +9.78% | $685,183 |
| ISHARES TR | EFG | Other | 0.08% | 5,295 | - | - | $589,704 |
| ISHARES TR | IWM | Other | 0.08% | 2,346 | +531 | +29.26% | $581,808 |
| ISHARES TR | IBB | Other | 0.08% | 3,257 | -137 | -4.04% | $550,021 |
| GOLDMAN SACHS ETF TR | GEM | Other | 0.08% | 12,200 | - | - | $527,040 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.07% | 1,657 | -93 | -5.31% | $501,209 |
| PEPSICO INC | PEP | Consumer Defensive | 0.07% | 3,201 | -151 | -4.50% | $497,118 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.07% | 21,103 | +258 | +1.24% | $490,011 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.07% | 2,942 | +41 | +1.41% | $486,497 |
| SPDR SERIES TRUST | SPTM | Other | 0.07% | 6,089 | +3 | +0.05% | $481,373 |
| WISDOMTREE TR | EPS | Other | 0.06% | 6,495 | +2,598 | +66.67% | $442,374 |
| AMGEN INC | AMGN | Healthcare | 0.06% | 1,239 | +18 | +1.47% | $435,919 |
| EXXON MOBIL CORP | XOM | Energy | 0.06% | 2,565 | +333 | +14.92% | $435,129 |
| MERCK & CO INC | MRK | Healthcare | 0.06% | 3,542 | -65 | -1.80% | $426,092 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.06% | 1,431 | +187 | +15.03% | $421,069 |
| AMERICAN CENTY ETF TR | AVSD | Other | 0.06% | 5,687 | +1,354 | +31.25% | $418,830 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.06% | 1,231 | +77 | +6.67% | $405,008 |
| BROADCOM INC | AVGO | Technology | 0.05% | 1,231 | -670 | -35.24% | $381,007 |
| NUSHARES ETF TR | NULG | Other | 0.05% | 4,135 | -22 | -0.53% | $376,067 |
| ISHARES TR | ESGD | Other | 0.05% | 3,920 | -944 | -19.41% | $374,788 |
| SCHWAB STRATEGIC TR | SCHV | Other | 0.05% | 12,035 | -1,941 | -13.89% | $367,061 |
| PROSHARES TR | CSM | Other | 0.05% | 4,800 | - | - | $359,136 |