Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kelman-Lazarov, Inc. (CIK 1672067) reported $697.6M across 140 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: FNDX ($66.0M, 9.47%), SCHG ($54.5M, 7.81%), MOAT ($54.3M, 7.78%), STIP ($32.2M, 4.62%), SPLG ($32.2M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FNDX | SCHWAB STRATEGIC TR | $66.0M | 9.47% | 2.4M | Added |
| 2 | SCHG | SCHWAB STRATEGIC TR | $54.5M | 7.81% | 1.9M | Added |
| 3 | MOAT | VANECK ETF TRUST | $54.3M | 7.78% | 561,025 | Added |
| 4 | STIP | ISHARES TR | $32.2M | 4.62% | 311,471 | Added |
| 5 | SPLG | SPDR SERIES TRUST | $32.2M | 4.62% | 421,242 | Added |
| 6 | AVDE | AMERICAN CENTY ETF TR | $30.1M | 4.31% | 354,431 | Added |
| 7 | SCHX | SCHWAB STRATEGIC TR | $26.5M | 3.79% | 1.0M | Added |
| 8 | IJR | ISHARES TR | $26.4M | 3.78% | 212,193 | Added |
| 9 | GSLC | GOLDMAN SACHS ETF TR | $25.8M | 3.70% | 206,054 | Trimmed |
| 10 | BOND | PIMCO ETF TR | $24.2M | 3.47% | 262,289 | Added |
| 11 | MBB | ISHARES TR | $23.7M | 3.40% | 249,955 | Added |
| 12 | FNDC | SCHWAB STRATEGIC TR | $23.0M | 3.30% | 496,936 | Added |
| 13 | FNDE | SCHWAB STRATEGIC TR | $22.8M | 3.26% | 594,759 | Trimmed |
| 14 | BSV | VANGUARD BD INDEX FDS | $20.9M | 3.00% | 267,060 | Added |
| 15 | GSIE | GOLDMAN SACHS ETF TR | $19.6M | 2.80% | 453,455 | Trimmed |
| 16 | IJH | ISHARES TR | $19.0M | 2.73% | 281,560 | Added |
| 17 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $15.4M | 2.21% | 32,124 | Trimmed |
| 18 | QLTY | GMO ETF TRUST | $13.8M | 1.97% | 380,573 | Added |
| 19 | PYLD | PIMCO ETF TR | $13.1M | 1.87% | 498,134 | Trimmed |
| 20 | SCHF | SCHWAB STRATEGIC TR | $9.3M | 1.33% | 375,677 | Trimmed |
| 21 | SMMU | PIMCO ETF TR | $8.1M | 1.17% | 161,103 | Added |
| 22 | VUG | VANGUARD INDEX FDS | $7.4M | 1.06% | 16,959 | Added |
| 23 | STPZ | PIMCO ETF TR | $7.1M | 1.01% | 130,364 | Trimmed |
| 24 | AVEM | AMERICAN CENTY ETF TR | $5.4M | 0.78% | 67,140 | Trimmed |
| 25 | MUNI | PIMCO ETF TR | $4.7M | 0.67% | 89,347 | Added |
Source: SEC Form 13F filings · as of 2026-03-31