13F Insight
DOSSIER · 13F-HR · Q1 2026

Kelman-Lazarov, Inc.

Kelman-Lazarov's asset manager based in New York, NY — $698M in tracked AUM across 140 positions as of Q1 2026.

K
Kelman-Lazarov·New York, NY·Asset Manager
CIK 0001672067 · last filed Mar 31, 2026
Total AUM
$698M
▼ 15.2%
vs prior
Holdings
140
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Kelman-Lazarov, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
FNDX
SCHWAB STRATEGIC TR
$66M2.4M9.5%
02
SCHG
SCHWAB STRATEGIC TR
$55M1.9M7.8%
03
MOAT
VANECK ETF TRUST
$54M561K7.8%
04
SPYM
SPDR SERIES TRUST
$32M421K4.6%
05
STIP
ISHARES TR
$32M311K4.6%
06
AVDE
AMERICAN CENTY ETF TR
$30M354K4.3%
07
SCHX
SCHWAB STRATEGIC TR
$26M1.0M3.8%
08
IJR
ISHARES TR
$26M212K3.8%
09
GSLC
GOLDMAN SACHS ETF TR
$26M206K3.7%
10
BOND
PIMCO ETF TR
$24M262K3.5%

Filing history

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