account_balance

Investment manager · 13F filer · SEC CIK 1672067

Kelman-Lazarov, Inc.

Reported value$776Mas of Sep 30, 2026
Positions158 10 new, 6 sold out
Top 10 weight53.9%FNDX alone is 10%
FiledNov 940 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FNDX Schwab Strategic Tr 9.6% Held
SCHG Schwab Strategic Tr 8.7% Held
MOAT Vaneck ETF Trust 7.7% Held
SPYM SPDR Series Trust 5.0% Held
STIP iShares Tr 4.3% Added +5%
AVDE American Centy ETF Tr 4.2% Added +3%
SCHX Schwab Strategic Tr 3.9% Held
IJR iShares Tr 3.7% Held
GSLC Goldman Sachs ETF Tr 3.6% Trimmed −2%
FNDC Schwab Strategic Tr 3.1% Held
FNDE Schwab Strategic Tr 3.0% Trimmed −2%
MBB iShares Tr 3.0% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 9, 2026, compared with the Aug 10, 2026 filing
add_circleNew
  • VGT $948K
  • VBIL $363K
  • SCHD $354K
  • WMB $349K
arrow_upwardAdded
arrow_downwardTrimmed
  • MUNI −8%
  • VTEB −7%
  • BIV −6%
  • AVEM −6%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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