Kelman-Lazarov, Inc. Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$674.5M
Holdings
132
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (132 positions)
| Stock | Value |
|---|---|
FNDXSCHWAB STRATEGIC TR | $61.7M |
SCHGSCHWAB STRATEGIC TR | $59.2M |
MOATVANECK ETF TRUST | $54.6M |
GSIEGOLDMAN SACHS ETF TR | $38.4M |
SPYMSPDR SERIES TRUST | $29.9M |
GSLCGOLDMAN SACHS ETF TR | $29.7M |
STIPISHARES TR | $29.1M |
SCHXSCHWAB STRATEGIC TR | $27.1M |
IJRISHARES TR | $24.3M |
BONDPIMCO ETF TR | $23.5M |
FNDESCHWAB STRATEGIC TR | $21.9M |
MBBISHARES TR | $21.6M |
FNDCSCHWAB STRATEGIC TR | $21.1M |
BSVVANGUARD BD INDEX FDS | $20.1M |
IJHISHARES TR | $17.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $15.9M |
PYLDPIMCO ETF TR | $13.3M |
QLTY2023 ETF SERIES TRUST II | $13.2M |
SCHFSCHWAB STRATEGIC TR | $9.2M |
VUGVANGUARD INDEX FDS | $7.3M |
STPZPIMCO ETF TR | $7.2M |
SMMUPIMCO ETF TR | $6.8M |
AVDEAMERICAN CENTY ETF TR | $6.4M |
AVEMAMERICAN CENTY ETF TR | $5.3M |
SPYSPDR S&P 500 ETF TR | $4.0M |
MUNIPIMCO ETF TR | $4.0M |
VTEBVANGUARD MUN BD FDS | $3.9M |
RWLINVESCO EXCH TRADED FD TR II | $3.7M |
AVDSAMERICAN CENTY ETF TR | $3.3M |
GOOGLALPHABET INC | $3.2M |
BIVVANGUARD BD INDEX FDS | $3.2M |
TSLATESLA INC | $3.1M |
AAPLAPPLE INC | $3.1M |
VTVVANGUARD INDEX FDS | $2.9M |
VCRMVANGUARD MUN BD FDS | $2.8M |
MAMASTERCARD INCORPORATED | $2.3M |
PTRBPGIM ETF TR | $2.2M |
GNMAISHARES TR | $2.2M |
FNDASCHWAB STRATEGIC TR | $2.2M |
VVVANGUARD INDEX FDS | $2.0M |
MSFTMICROSOFT CORP | $1.9M |
MDYSPDR S&P MIDCAP 400 ETF TR | $1.9M |
SCHASCHWAB STRATEGIC TR | $1.8M |
IVVISHARES TR | $1.7M |
VOOVANGUARD INDEX FDS | $1.7M |
SPMDSPDR SERIES TRUST | $1.7M |
VIGVANGUARD SPECIALIZED FUNDS | $1.6M |
SCHMSCHWAB STRATEGIC TR | $1.5M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.5M |
IYY*ISHARES TR | $1.4M |
SRCE1ST SOURCE CORP | $1.4M |
NFLXNETFLIX INC | $1.4M |
VCSHVANGUARD SCOTTSDALE FDS | $1.3M |
DONSPDR DOW JONES INDL AVERAGE | $1.3M |
WMTWALMART INC | $1.2M |
SPABSPDR SERIES TRUST | $1.1M |
IWFISHARES TR | $1.1M |
VOVANGUARD INDEX FDS | $968K |
YUMYUM BRANDS INC | $942K |
GOOGALPHABET INC | $918K |
PGPROCTER AND GAMBLE CO | $895K |
AVSUAMERICAN CENTY ETF TR | $882K |
IWBISHARES TR | $878K |
NSCNORFOLK SOUTHN CORP | $849K |
FDXFEDEX CORP | $825K |
IWDISHARES TR | $824K |
MINOPIMCO ETF TR | $795K |
IVEISHARES TR | $781K |
AQLTISHARES TR | $753K |
NVDANVIDIA CORPORATION | $751K |
AIVLWISDOMTREE TR | $735K |
AMZNAMAZON COM INC | $722K |
PEPPEPSICO INC | $715K |
IWRISHARES TR | $703K |
FNDFSCHWAB STRATEGIC TR | $692K |
NUBDNUSHARES ETF TR | $670K |
GBILGOLDMAN SACHS ETF TR | $649K |
VSDMVANGUARD MUN BD FDS | $644K |
AXPAMERICAN EXPRESS CO | $605K |
VBVANGUARD INDEX FDS | $605K |
JNJJOHNSON & JOHNSON | $602K |
EFGISHARES TR | $602K |
SPDWSPDR INDEX SHS FDS | $527K |
GEMGOLDMAN SACHS ETF TR | $527K |
AVDVAMERICAN CENTY ETF TR | $498K |
SPTMSPDR SERIES TRUST | $490K |
IBBISHARES TR | $489K |
4I1PHILIP MORRIS INTL INC | $484K |
SCHZSCHWAB STRATEGIC TR | $482K |
HDHOME DEPOT INC | $474K |
NDQINVESCO QQQ TR | $463K |
ESGDISHARES TR | $453K |
IWMISHARES TR | $439K |
TSCOTRACTOR SUPPLY CO | $428K |
SCHVSCHWAB STRATEGIC TR | $423K |
NULGNUSHARES ETF TR | $414K |
EPSWISDOMTREE TR | $413K |
ORCLORACLE CORP | $392K |
DISDISNEY WALT CO | $391K |
JPMJPMORGAN CHASE & CO. | $389K |
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