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Size ($ in 1000's)
At 03/31/2025: $550,878
At 12/31/2024: $555,515Kelman Lazarov Inc. AUM history
Kelman Lazarov Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kelman Lazarov Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2025, below is a summary of the Kelman Lazarov Inc. top holdings by largest position size, as per the latest 13f filing made by Kelman Lazarov Inc..
In the Kelman Lazarov Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kelman Lazarov Inc. in that top holding, then the share count change between reporting periods, and finally the Kelman Lazarov Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2024 to 03/31/2025 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
2,280,290 |
-8,935 |
$53,838 | | FNDX | 2,280,290 | -8,935 | $53,838 | | VANECK ETF TRUST (MOAT) |
537,081 |
+11,553 |
$47,263 | | MOAT | 537,081 | +11,553 | $47,263 | | SCHWAB STRATEGIC TR |
1,827,134 |
-31,561 |
$45,751 | | SCHG | 1,827,134 | -31,561 | $45,751 | | GOLDMAN SACHS ETF TR (GSIE) |
960,243 |
-932 |
$34,233 | | GSIE | 960,243 | -932 | $34,233 | | GOLDMAN SACHS ETF TR (GSLC) |
253,153 |
-110,988 |
$27,867 | | GSLC | 253,153 | -110,988 | $27,867 | | ISHARES TR (STIP) |
263,406 |
+10,409 |
$27,255 | | STIP | 263,406 | +10,409 | $27,255 | | PIMCO ETF TR (BOND) |
246,315 |
+11,385 |
$22,777 | | BOND | 246,315 | +11,385 | $22,777 | | ISHARES TR (IJR) |
202,327 |
+7,872 |
$21,157 | | IJR | 202,327 | +7,872 | $21,157 | | SPDR SER TR (SPLG) |
317,912 |
+317,912 |
$20,906 | | SPLG | 317,912 | +317,912 | $20,906 | | ISHARES TR (MBB) |
207,381 |
+48,025 |
$19,448 | | MBB | 207,381 | +48,025 | $19,448 | | VANGUARD BD INDEX FDS (BSV) |
244,516 |
+7,883 |
$19,141 | | BSV | 244,516 | +7,883 | $19,141 |  BERKSHIRE HATHAWAY INC DEL |
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$18,208 | | BRK.B | 31,189 | -570 | $16,611 | | BRK.A | 2 | UNCH | $1,597 | | SCHWAB STRATEGIC TR |
589,030 |
+19,030 |
$18,142 | | FNDE | 589,030 | +19,030 | $18,142 | | SCHWAB STRATEGIC TR |
473,260 |
+11,772 |
$17,132 | | FNDC | 473,260 | +11,772 | $17,132 | | ISHARES TR (IJH) |
254,011 |
+4,011 |
$14,822 | | IJH | 254,011 | +4,011 | $14,822 | | PIMCO ETF TR (PYLD) |
515,485 |
-322,332 |
$13,583 | | PYLD | 515,485 | -322,332 | $13,583 | | 2023 ETF SERIES TRUST II (QLTY) |
348,551 |
+14,596 |
$10,896 | | QLTY | 348,551 | +14,596 | $10,896 | | PIMCO ETF TR (STPZ) |
136,869 |
-516 |
$7,394 | | STPZ | 136,869 | -516 | $7,394 | | SCHWAB STRATEGIC TR |
364,235 |
-5,077 |
$7,205 | | SCHF | 364,235 | -5,077 | $7,205 | | AMERICAN CENTY ETF TR (AVEM) |
102,082 |
-1,378 |
$6,142 | | AVEM | 102,082 | -1,378 | $6,142 | | PIMCO ETF TR (SMMU) |
104,895 |
+12,706 |
$5,247 | | SMMU | 104,895 | +12,706 | $5,247 | | VANGUARD MUN BD FDS (VTEB) |
99,659 |
+13,948 |
$4,945 | | VTEB | 99,659 | +13,948 | $4,945 | | AMERICAN CENTY ETF TR (AVDE) |
73,814 |
-265 |
$4,892 | | AVDE | 73,814 | -265 | $4,892 | | PIMCO ETF TR (MUNI) |
90,098 |
+2,941 |
$4,645 | | MUNI | 90,098 | +2,941 | $4,645 | | VANGUARD BD INDEX FDS (BIV) |
44,858 |
+1,715 |
$3,435 | | BIV | 44,858 | +1,715 | $3,435 | | VANGUARD INDEX FDS (VUG) |
9,078 |
+136 |
$3,366 | | VUG | 9,078 | +136 | $3,366 | | INVESCO EXCH TRADED FD TR II (RWL) |
33,660 |
+1 |
$3,344 | | RWL | 33,660 | +1 | $3,344 | | SPDR S&P 500 ETF TR (SPY) |
5,807 |
-58 |
$3,248 | | SPY | 5,807 | -58 | $3,248 | | ISHARES TR (GNMA) |
69,041 |
-81,177 |
$3,031 | | GNMA | 69,041 | -81,177 | $3,031 | | APPLE INC |
11,583 |
+267 |
$2,573 | | AAPL | 11,583 | +267 | $2,573 | | AMERICAN CENTY ETF TR (AVDS) |
42,945 |
+12,245 |
$2,332 | | AVDS | 42,945 | +12,245 | $2,332 | | MASTERCARD INCORPORATED |
4,066 |
+7 |
$2,228 | | MA | 4,066 | +7 | $2,228 | | ALPHABET INC |
13,242 |
+161 |
$2,048 | | GOOGL | 13,242 | +161 | $2,048 | | SCHWAB STRATEGIC TR |
66,779 |
-247 |
$1,829 | | FNDA | 66,779 | -247 | $1,829 | | TESLA INC |
6,789 |
+139 |
$1,759 | | TSLA | 6,789 | +139 | $1,759 | | SPDR S&P MIDCAP 400 ETF TR (MDY) |
3,100 |
+242 |
$1,654 | | MDY | 3,100 | +242 | $1,654 | | ISHARES TR (IVV) |
2,717 |
+272 |
$1,526 | | IVV | 2,717 | +272 | $1,526 | | SPDR SER TR (SPMD) |
29,509 |
-174 |
$1,510 | | SPMD | 29,509 | -174 | $1,510 | | VANGUARD SPECIALIZED FUNDS (VIG) |
7,602 |
+463 |
$1,475 | | VIG | 7,602 | +463 | $1,475 | | GOLDMAN SACHS ETF TR (GEM) |
43,505 |
-6,104 |
$1,443 | | GEM | 43,505 | -6,104 | $1,443 | | VANGUARD INDEX FDS (VTV) |
7,920 |
-801 |
$1,368 | | VTV | 7,920 | -801 | $1,368 | | VANGUARD SCOTTSDALE FDS (VCSH) |
16,398 |
-373 |
$1,294 | | VCSH | 16,398 | -373 | $1,294 | | MICROSOFT CORP |
3,307 |
+285 |
$1,241 | | MSFT | 3,307 | +285 | $1,241 | | YUM BRANDS INC |
7,785 |
-277 |
$1,225 | | YUM | 7,785 | -277 | $1,225 | | ISHARES TR (IYY) |
8,871 |
+21 |
$1,207 | | IYY | 8,871 | +21 | $1,207 | | GOLDMAN SACHS ETF TR (GBIL) |
11,865 |
-820 |
$1,189 | | GBIL | 11,865 | -820 | $1,189 | | NETFLIX INC |
1,183 |
-32 |
$1,103 | | NFLX | 1,183 | -32 | $1,103 | | SCHWAB STRATEGIC TR |
41,100 |
+129 |
$1,077 | | SCHM | 41,100 | +129 | $1,077 | | PGIM ETF TR (PTRB) |
24,880 |
+5,832 |
$1,038 | | PTRB | 24,880 | +5,832 | $1,038 | | SPDR DOW JONES INDL AVERAGE (DIA) |
2,430 |
+5 |
$1,020 | | DIA | 2,430 | +5 | $1,020 |
See Full List: All Stocks Held By Kelman Lazarov Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kelman Lazarov Inc.
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