Kelman-Lazarov, Inc. holds a focused book of 154 stocks worth $763.3M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Schwab FNDMNTL US LRG Co ETF. Their largest long position is Schwab FNDMNTL US LRG Co ETF at 10% of the equity book. Cloning the disclosed picks since 2025 would be +11% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Kelman-Lazarov, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Kelman-Lazarov, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 80 / 80 | $440.2B |
| LPL Financial LLC | 80 / 80 | $96.0B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $148.5B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $104.7B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $20.5B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $18.3B |
| Integrated Wealth Concepts LLC | 79 / 80 | $4.2B |
| MORGAN STANLEY | 78 / 80 | $480.1B |
Ranked by how many of Kelman-Lazarov, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR FUNDAMENTAL US L | $73.1M | 2.35M | 9.6% | ▼−0.9% Reduced · −21K sh | |
| 2 | Schwab Strategic TR US LCAP GR ETF | $63.7M | 1.88M | 8.3% | ▲+0.6% Added · +11K sh | |
| 3 | Vaneck ETF Trust MRNGSTR WDE MOAT | $58.5M | 562.8K | 7.7% | ▲+0.3% Added · +2K sh | |
| 4 | SPDR Series Trust ST STR P500ETF | $37.8M | 430.4K | 5.0% | ▲+2.2% Added · +9K sh | |
| 5 | Ishares TR 0-5 YR TIPS ETF | $32.8M | 320.7K | 4.3% | ▲+3.0% Added · +9K sh | |
| 6 | American Centy ETF TR INTL EQT ETF | $31.4M | 352.3K | 4.1% | ▼−0.6% Reduced · −2K sh | |
| 7 | Ishares TR CORE S&P SCP ETF | $31.2M | 210.3K | 4.1% | ▼−0.9% Reduced · −2K sh | |
| 8 | Schwab Strategic TR US LRG CAP ETF | $30.1M | 1.02M | 3.9% | ▼−0.9% Reduced · −9K sh | |
| 9 | Goldman Sachs ETF TR ACTIVEBETA US LG | $28.2M | 198.6K | 3.7% | ▼−3.6% Reduced · −7K sh | |
| 10 | Pimco ETF TR ACTIVE BD ETF | $24.5M | 266.1K | 3.2% | ▲+1.4% Added · +4K sh | |
| 11 | Ishares TR MBS ETF | $24.0M | 253.6K | 3.1% | ▲+1.4% Added · +4K sh | |
| 12 | Schwab Strategic TR FUNDAMENTAL INTL | $23.8M | 489.4K | 3.1% | ▼−1.5% Reduced · −8K sh | |
| 13 | Schwab Strategic TR FUND EM EQUI ETF | $22.6M | 569.9K | 3.0% | ▼−4.2% Reduced · −25K sh | |
| 14 | Ishares TR CORE S&P MCP ETF | $21.6M | 279.8K | 2.8% | ▼−0.6% Reduced · −2K sh | |
| 15 | Vanguard BD Index FDS SHORT TRM BOND | $21.5M | 276.3K | 2.8% | ▲+3.5% Added · +9K sh | |
| 16 | Goldman Sachs ETF TR ACTIVEBETA INT | $20.5M | 449.3K | 2.7% | ▼−0.9% Reduced · −4K sh | |
| 17 | Berkshire Hathaway Inc Del CL B NEW | $16.0M | 32.0K | 2.1% | ▼−0.4% Reduced · −138 sh | |
| 18 | GMO ETF Trust US QUALITY ETF | $15.9M | 380.9K | 2.1% | ▲+0.1% Added · +320 sh | |
| 19 | Pimco ETF TR MULTISECTOR BD | $13.0M | 490.0K | 1.7% | ▼−1.6% Reduced · −8K sh | |
| 20 | Schwab Strategic TR INTL EQTY ETF | $10.2M | 368.9K | 1.3% | ▼−1.8% Reduced · −7K sh | |
| 21 | Vanguard Index FDS GROWTH ETF | $8.8M | 102.4K | 1.2% | ▲+504% Added · +85K sh | |
| 22 | Pimco ETF TR SHTRM MUN BD ACT | $8.7M | 172.3K | 1.1% | ▲+7.0% Added · +11K sh | |
| 23 | Pimco ETF TR 1-5 US TIP IDX | $7.0M | 131.4K | 0.9% | ▲+0.8% Added · +1K sh | |
| 24 | American Centy ETF TR AVANTIS EMGMKT | $5.9M | 61.2K | 0.8% | ▼−8.8% Reduced · −6K sh | |
| 25 | Alphabet Inc CAP STK CL A | $4.8M | 13.4K | 0.6% | ▼−0.8% Reduced · −102 sh | |
| 26 | Pimco ETF TR INTER MUN BD ACT | $4.8M | 91.1K | 0.6% | ▲+1.9% Added · +2K sh | |
| 27 | State STR SPDR S&P 500 ETF T TR UNIT | $4.4M | 5.9K | 0.6% | ▼−0.1% Reduced · −7 sh | |
| 28 | Vanguard Mun BD FDS CORE TAX EXEMPT | $4.2M | 55.2K | 0.6% | ▲+22% Added · +10K sh | |
| 29 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $4.2M | 32.5K | 0.5% | ▼−0.1% Reduced · −23 sh | |
| 30 | Vanguard Index FDS LARGE CAP ETF | $4.1M | 12.0K | 0.5% | ▲+1.4% Added · +160 sh | |
| 31 | Vanguard Mun BD FDS TAX EXEMPT BD | $4.0M | 79.9K | 0.5% | ▼−4.1% Reduced · −3K sh | |
| 32 | Apple Inc COM | $3.9M | 13.6K | 0.5% | ▲+4.5% Added · +590 sh | |
| 33 | American Centy ETF TR AVANTIS INTL SML | $3.7M | 48.8K | 0.5% | ▼−1.1% Reduced · −524 sh | |
| 34 | Vanguard Index FDS VALUE ETF | $3.4M | 15.5K | 0.4% | ▼−1.6% Reduced · −246 sh | |
| 35 | Pgim ETF TR TOTA RETU BD ETF | $3.1M | 75.6K | 0.4% | ▼−3.6% Reduced · −3K sh | |
| 36 | Vanguard BD Index FDS INTERMED TERM | $2.9M | 38.0K | 0.4% | ▼−0.9% Reduced · −350 sh | |
| 37 | Schwab Strategic TR FUNDAMENTAL US S | $2.6M | 67.9K | 0.3% | ▼−0.4% Reduced · −271 sh | |
| 38 | Vanguard Index FDS S&P 500 ETF SHS | $2.3M | 3.3K | 0.3% | ▲+16% Added · +456 sh | |
| 39 | Schwab Strategic TR US SML CAP ETF | $2.2M | 62.1K | 0.3% | ▼−3.5% Reduced · −2K sh | |
| 40 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $2.1M | 3.0K | 0.3% | ▼−0.8% Reduced · −25 sh | |
| 41 | Mastercard Incorporated CL A | $2.0M | 3.9K | 0.3% | ▼−2.8% Reduced · −112 sh | |
| 42 | SPDR Series Trust ST STR P400MID | $1.9M | 28.1K | 0.2% | ▼−0.1% Reduced · −42 sh | |
| 43 | Ishares TR CORE S&P500 ETF | $1.9M | 2.5K | 0.2% | ▼−6.9% Reduced · −186 sh | |
| 44 | American Centy ETF TR AVANTIS RESPON U | $1.9M | 21.2K | 0.2% | ▲+0.6% Added · +128 sh | |
| 45 | Schwab Strategic TR US MID-CAP ETF | $1.8M | 50.0K | 0.2% | ▼−0.4% Reduced · −210 sh | |
| 46 | Vanguard Specialized Funds DIV APP ETF | $1.8M | 7.5K | 0.2% | ▼−1.3% Reduced · −101 sh | |
| 47 | Ishares TR DOW JONES US ETF | $1.6M | 8.8K | 0.2% | ▼−0.1% Reduced · −12 sh | |
| 48 | State STR SPDR Dow Jones Ind UT SER 1 | $1.6M | 3.0K | 0.2% | ▲+0.2% Added · +7 sh | |
| 49 | Alphabet Inc CAP STK CL C | $1.5M | 4.3K | 0.2% | ▲+5.0% Added · +204 sh | |
| 50 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.2% | —Held |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1672067/holdings"
Use Arkolith to show Kelman-Lazarov, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.