Kelman-Lazarov, Inc.: 13F holdings
CIK 16720672026Q2
| Positions | 154 |
|---|
| Reported value | $763.3m |
|---|
| Filed | 2026-08-10 |
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Change since last quarter
| Positions | 154 (+14 vs prior quarter) |
|---|
| Reported value | $763.3m (+9.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FNDX SCHWAB STRATEGIC TR | 2,350,202 | $73.1m | 9.6% |
| SCHG SCHWAB STRATEGIC TR | 1,882,199 | $63.7m | 8.3% |
| MOAT VANECK ETF TRUST | 562,820 | $58.5m | 7.7% |
| SPYM SPDR SERIES TRUST | 430,413 | $37.8m | 5.0% |
| STIP ISHARES TR | 320,695 | $32.8m | 4.3% |
| AVDE AMERICAN CENTY ETF TR | 352,258 | $31.4m | 4.1% |
| IJR ISHARES TR | 210,298 | $31.2m | 4.1% |
| SCHX SCHWAB STRATEGIC TR | 1,022,937 | $30.1m | 3.9% |
| GSLC GOLDMAN SACHS ETF TR | 198,590 | $28.2m | 3.7% |
| BOND PIMCO ETF TR | 266,083 | $24.5m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1672067")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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