Kelman-Lazarov, Inc.
Q1 2026 13F Holdings
- Locationmemphis, TN
- Num holdings
140
- Value ($000)
$697,577
- Date Filed 04/27/2026
- Form type13F-HR
- CIK 0001672067
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $66.04M | 10 % | 2,371,188 | ||
SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $54.5M | 8 % | 1,870,926 | ||
VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $54.25M | 8 % | 561,025 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A854 | $32.24M | 5 % | 421,242 | ||
ISHARES TR | 0-5 YR TIPS ETF | 46429B747 | $32.22M | 5 % | 311,471 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $30.07M | 4 % | 354,431 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $26.46M | 4 % | 1,032,101 | ||
ISHARES TR | CORE S&P SCP ETF | 464287804 | $26.38M | 4 % | 212,193 | ||
GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $25.78M | 4 % | 206,054 | ||
PIMCO ETF TR | ACTIVE BD ETF | 72201R775 | $24.2M | 4 % | 262,289 |
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