EdgeMarket › What Kelman-Lazarov, Inc. reported owning
What Kelman-Lazarov, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
697.6MPositions
140Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| FNDX Schwab Fundamental U.S. Large Company ETF | 66.0M | 9.5% | 2.4M | 32.53 | +28.4% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 54.5M | 7.8% | 1.9M | 35.32 | +17.3% |
| MOAT VanEck Morningstar Wide Moat ETF | 54.3M | 7.8% | 561.0K | 114.42 | +17.5% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 32.2M | 4.6% | 421.2K | 90.13 | +20.1% |
| STIP iShares 0-5 Year TIPS Bond ETF | 32.2M | 4.6% | 311.5K | 100.92 | -2.2% |
| AVDE Avantis International Equity ETF | 30.1M | 4.3% | 354.4K | 94.26 | +22.4% |
| SCHX Schwab U.S. Large-Cap ETF | 26.5M | 3.8% | 1.0M | 30.21 | +19.6% |
| IJR iShares Core S&P Small-Cap ETF | 26.4M | 3.8% | 212.2K | 147.31 | +29.0% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity | 25.8M | 3.7% | 206.1K | 146.19 | +16.7% |
| BOND PIMCO Active Bond Exchange-Traded Fund Exchang | 24.2M | 3.5% | 262.3K | 90.50 | -1.7% |
| MBB iShares MBS ETF | 23.7M | 3.4% | 250.0K | 93.12 | -0.6% |
| FNDC Schwab Fundamental International Small Equity | 23.0M | 3.3% | 496.9K | 50.98 | +16.6% |
| FNDE Schwab Fundamental Emerging Markets Equity ETF | 22.8M | 3.3% | 594.8K | 41.87 | +22.4% |
| BSV Vanguard Short-Term Bond ETF | 20.9M | 3.0% | 267.1K | 77.57 | -1.4% |
| GSIE Goldman Sachs ActiveBeta International Equity | 19.6M | 2.8% | 453.5K | 48.15 | +17.5% |
| IJH iShares Core S&P Mid-Cap ETF | 19.0M | 2.7% | 281.6K | 76.77 | +20.8% |
| unmapped CUSIP 084670702 | 15.4M | 2.2% | 32.1K | — | — |
| QLTY GMO U.S. Quality ETF | 13.8M | 2.0% | 380.6K | 42.96 | +24.2% |
| PYLD PIMCO Multisector Bond Active Exchange-Traded | 13.1M | 1.9% | 498.1K | 26.16 | -1.4% |
| SCHF Schwab International Equity ETF | 9.3M | 1.3% | 375.7K | 28.46 | +24.7% |
| SMMU Short Term Municipal Bond Active Exchange-Trad | 8.1M | 1.2% | 161.1K | 50.29 | -0.2% |
| VUG Vanguard Morningstar Growth ETF | 7.4M | 1.1% | 17.0K | 87.50 | +15.9% |
| STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded | 7.1M | 1.0% | 130.4K | 52.70 | -2.5% |
| AVEM Avantis Emerging Markets Equity ETF | 5.4M | 0.8% | 67.1K | 94.24 | +33.1% |
| MUNI PIMCO Intermediate Municipal Bond Active Excha | 4.7M | 0.7% | 89.3K | 51.72 | +0.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.2M | 0.6% | 83.3K | 49.54 | +1.4% |
| GOOGL Alphabet Inc. | 3.9M | 0.6% | 13.5K | 344.82 | +73.0% |
| SPY SPDR S&P 500 ETF TRUST | 3.9M | 0.6% | 5.9K | 765.72 | +20.0% |
| RWL Invesco S&P 500 Revenue ETF | 3.7M | 0.5% | 32.5K | 133.89 | +25.3% |
| AVDS Avantis International Small Cap Equity ETF | 3.5M | 0.5% | 49.4K | 80.49 | +23.9% |
| VV Vanguard Morningstar Large-Cap ETF | 3.5M | 0.5% | 11.8K | 352.60 | +19.8% |
| VCRM Vanguard Core Tax-Exempt Bond ETF | 3.4M | 0.5% | 45.4K | 74.86 | +2.2% |
| AAPL Apple Inc. | 3.3M | 0.5% | 13.1K | 309.35 | +36.9% |
| PTRB PGIM Total Return Bond ETF | 3.3M | 0.5% | 78.5K | 40.88 | -2.0% |
| VTV Vanguard Morningstar Value ETF | 3.1M | 0.4% | 15.8K | 226.40 | +24.6% |
| BIV Vanguard Intermediate-Term Bond ETF | 3.0M | 0.4% | 38.4K | 75.43 | -2.5% |
| FNDA Schwab Fundamental U.S. Small Company ETF | 2.2M | 0.3% | 68.2K | 37.73 | +25.3% |
| MA Mastercard Inc | 2.0M | 0.3% | 4.0K | 580.63 | -2.0% |
| MDY SPDR S&P MIDCAP 400 ETF TRUST | 1.9M | 0.3% | 3.0K | 699.60 | +20.6% |
| SCHA Schwab U.S. Small-Cap ETF | 1.9M | 0.3% | 64.4K | 34.83 | +32.4% |
| IVV iShares Core S&P 500 ETF | 1.8M | 0.3% | 2.7K | 769.31 | +20.0% |
| VOO Vanguard S&P 500 ETF | 1.7M | 0.2% | 2.8K | 703.71 | +20.0% |
| SPMD State Street SPDR Portfolio S&P 400 Mid Cap ET | 1.7M | 0.2% | 28.1K | 67.27 | +20.8% |
| VIG Vanguard Div Appreciation ETF | 1.6M | 0.2% | 7.6K | 243.91 | +16.2% |
| WMT Walmart Inc. | 1.6M | 0.2% | 12.9K | 103.70 | +1.1% |
| MSFT MICROSOFT CORP | 1.6M | 0.2% | 4.2K | 483.24 | -4.4% |
| AVSU Avantis Responsible U.S. Equity ETF | 1.6M | 0.2% | 21.1K | 89.28 | +25.8% |
| SCHM Schwab U.S. Mid Cap ETF | 1.6M | 0.2% | 50.2K | 36.16 | +25.4% |
| unmapped CUSIP 084670108 | 1.4M | 0.2% | 2 | — | — |
| IYY iShares Dow Jones U.S. ETF | 1.4M | 0.2% | 8.8K | 186.77 | +20.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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