Kelman-Lazarov, Inc.
Q4 2025 13F Holdings
- Locationmemphis, TN
- Num holdings
134
- Value ($000)
$700,255
- Date Filed01/26/2026
- Form type13F-HR
- CIK0001672067
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $64.12M | 9 % | 2,356,429 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $59.85M | 9 % | 1,834,823 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $57.58M | 8 % | 556,020 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $32.86M | 5 % | 409,641 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $31.03M | 4 % | 303,015 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $28.25M | 4 % | 213,417 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $27.44M | 4 % | 1,019,736 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $26.87M | 4 % | 326,357 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $25.15M | 4 % | 209,258 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $24.23M | 4 % | 260,274 |
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