Kelman-Lazarov, Inc.

Est. AUM

$697.6M

13F long equity, this entity only

Positions

140

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$66.0M	2371188	9.47%	SOLE
2	SCHWAB STRATEGIC TR	US LCAP GR ETF	$54.5M	1870926	7.81%	SOLE
3	VANECK ETF TRUST	MRNGSTR WDE MOAT	$54.3M	561025	7.78%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$32.2M	421242	4.62%	SOLE
5	ISHARES TR	0-5 YR TIPS ETF	$32.2M	311471	4.62%	SOLE
6	AMERICAN CENTY ETF TR	INTL EQT ETF	$30.1M	354431	4.31%	SOLE
7	SCHWAB STRATEGIC TR	US LRG CAP ETF	$26.5M	1032101	3.79%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$26.4M	212193	3.78%	SOLE
9	GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$25.8M	206054	3.70%	SOLE
10	PIMCO ETF TR	ACTIVE BD ETF	$24.2M	262289	3.47%	SOLE
11	ISHARES TR	MBS ETF	$23.7M	249955	3.40%	SOLE
12	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$23.0M	496936	3.30%	SOLE
13	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$22.8M	594759	3.26%	SOLE
14	VANGUARD BD INDEX FDS	SHORT TRM BOND	$20.9M	267060	3.00%	SOLE
15	GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$19.6M	453455	2.80%	SOLE
16	ISHARES TR	CORE S&P MCP ETF	$19.0M	281560	2.73%	SOLE
17	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$15.4M	32124	2.21%	SOLE
18	GMO ETF TRUST	GMO US QUALITY E	$13.8M	380573	1.97%	SOLE
19	PIMCO ETF TR	MULTISECTOR BD	$13.1M	498134	1.87%	SOLE
20	SCHWAB STRATEGIC TR	INTL EQTY ETF	$9.3M	375677	1.33%	SOLE
21	PIMCO ETF TR	SHTRM MUN BD ACT	$8.1M	161103	1.17%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$7.4M	16959	1.06%	SOLE
23	PIMCO ETF TR	1-5 US TIP IDX	$7.1M	130364	1.01%	SOLE
24	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$5.4M	67140	0.78%	SOLE
25	PIMCO ETF TR	INTER MUN BD ACT	$4.7M	89347	0.67%	SOLE
26	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.2M	83338	0.60%	SOLE
27	ALPHABET INC	CAP STK CL A	$3.9M	13518	0.56%	SOLE
28	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.9M	5924	0.55%	SOLE
29	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$3.7M	32518	0.54%	SOLE
30	AMERICAN CENTY ETF TR	AVANTIS INTL SML	$3.5M	49358	0.51%	SOLE
31	VANGUARD INDEX FDS	LARGE CAP ETF	$3.5M	11826	0.51%	SOLE
32	VANGUARD MUN BD FDS	CORE TAX EXEMPT	$3.4M	45400	0.49%	SOLE
33	APPLE INC	COM	$3.3M	13053	0.47%	SOLE
34	PGIM ETF TR	TOTAL RETURN BON	$3.3M	78482	0.47%	SOLE
35	VANGUARD INDEX FDS	VALUE ETF	$3.1M	15777	0.44%	SOLE
36	VANGUARD BD INDEX FDS	INTERMED TERM	$3.0M	38355	0.42%	SOLE
37	SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$2.2M	68219	0.32%	SOLE
38	MASTERCARD INCORPORATED	CL A	$2.0M	4038	0.29%	SOLE
39	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$1.9M	3039	0.27%	SOLE
40	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.9M	64394	0.27%	SOLE
41	ISHARES TR	CORE S&P500 ETF	$1.8M	2703	0.25%	SOLE
42	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.7M	2832	0.24%	SOLE
43	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	28125	0.24%	SOLE
44	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.6M	7622	0.23%	SOLE
45	WALMART INC	COM	$1.6M	12877	0.23%	SOLE
46	MICROSOFT CORP	COM	$1.6M	4239	0.22%	SOLE
47	AMERICAN CENTY ETF TR	AVANTIS RESPON U	$1.6M	21059	0.22%	SOLE
48	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.6M	50238	0.22%	SOLE
49	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.21%	SOLE
50	ISHARES TR	DOW JONES US ETF	$1.4M	8850	0.20%	SOLE

1–50 of 140

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.