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	Shares	Value	% Portfolio
101	IWPISHARES TR	2,698	$384K	0.06%
102	SPYGSPDR SERIES TRUST	3,659	$382K	0.06%
103	AVLVAMERICAN CENTY ETF TR	5,243	$378K	0.06%
104	CSMPROSHARES TR	4,800	$367K	0.05%
105	SUSAISHARES TR	2,686	$364K	0.05%
106	AMGNAMGEN INC	1,217	$343K	0.05%
107	DLNWISDOMTREE TR	3,903	$339K	0.05%
108	ISTBISHARES TR	6,923	$338K	0.05%
109	AZOAUTOZONE INC	78	$334K	0.05%
110	MTUMISHARES TR	1,302	$333K	0.05%
111	ILCGISHARES TR	2,964	$309K	0.05%
112	QCOMQUALCOMM INC	1,859	$309K	0.05%
113	LOWLOWES COS INC	1,213	$304K	0.05%
114	AVSDAMERICAN CENTY ETF TR	4,235	$303K	0.04%
115	MRKMERCK & CO INC	3,559	$298K	0.04%
116	NULVNUSHARES ETF TR	6,822	$298K	0.04%
117	UNHUNITEDHEALTH GROUP INC	860	$296K	0.04%
118	SCHHSCHWAB STRATEGIC TR	13,476	$290K	0.04%
119	AVGOBROADCOM INC	845	$278K	0.04%
120	XLGINVESCO EXCHANGE TRADED FD T	4,820	$277K	0.04%
121	VEUVANGUARD INTL EQUITY INDEX F	3,883	$277K	0.04%
122	AVSEAMERICAN CENTY ETF TR	4,277	$271K	0.04%
123	NUSCNUSHARES ETF TR	6,097	$268K	0.04%
124	PKWINVESCO EXCHANGE TRADED FD T	1,984	$262K	0.04%
125	IUSGISHARES TR	1,595	$262K	0.04%
126	XOMEXXON MOBIL CORP	2,144	$241K	0.04%
127	SPSMSPDR SERIES TRUST	4,989	$231K	0.03%
128	USMVISHARES TR	2,301	$218K	0.03%
129	METAMETA PLATFORMS INC	293	$215K	0.03%
130	MMM3M CO	1,331	$206K	0.03%
131	MCXMCCORMICK & CO INC	3,011	$201K	0.03%
132	GDEWISDOMTREE TR	3,498	$200K	0.03%

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