Kelman-Lazarov, Inc.
CIK 1672067
13F filing for Q2 2026・No. 3,044
- Holdings
- US$763.26M
- Quarter change
- +US$65.68M
- Entries
- 154
- Net bought (estimate)
- +US$3.73M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 16
- Sold out 2
- Cut 61
- Added 54
- Corporate actions 0
- Unchanged 23
Largest holdings
154 stocks worth US$763.26M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRFUNDAMENTAL US L | Cut | 2,350,202 | US$73.09M | 9.58% |
| SCHWAB STRATEGIC TRUS LCAP GR ETF | Added | 1,882,199 | US$63.69M | 8.34% |
| VANECK ETF TRUSTMRNGSTR WDE MOAT | Added | 562,820 | US$58.51M | 7.67% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 430,413 | US$37.82M | 4.96% |
| ISHARES TR0-5 YR TIPS ETF | Added | 320,695 | US$32.76M | 4.29% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Cut | 352,258 | US$31.42M | 4.12% |
| ISHARES TRCORE S&P SCP ETF | Cut | 210,298 | US$31.19M | 4.09% |
| SCHWAB STRATEGIC TRUS LRG CAP ETF | Cut | 1,022,937 | US$30.11M | 3.94% |
| GOLDMAN SACHS ETF TRACTIVEBETA US LG | Cut | 198,590 | US$28.18M | 3.69% |
| PIMCO ETF TRACTIVE BD ETF | Added | 266,083 | US$24.54M | 3.21% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.