StockDriftsStockDriftsTop 50 Kelman-Lazarov, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDX | SCHWAB STRATEGIC TR | 9.58% | 2.35M | $73.1M | -0.89%(-20.99K) | $13.40(+142.80%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 8.34% | 1.88M | $63.7M | +0.60%(+11.27K) | $11.40(+212.38%) | 2026-06-30 | |
| MOAT | VANECK ETF TRUST | 7.67% | 562.8K | $58.5M | +0.32%(+1.79K) | $54.48(+108.59%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 4.96% | 430.4K | $37.8M | +2.18%(+9.17K) | $69.15(+31.97%) | 2026-06-30 | |
| STIP | ISHARES TR | 4.29% | 320.7K | $32.8M | +2.96%(+9.22K) | $98.67(+2.10%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.12% | 352.3K | $31.4M | -0.61%(-2.17K) | $74.83(+26.05%) | 2026-06-30 | |
| IJR | ISHARES TR | 4.09% | 210.3K | $31.2M | -0.89%(-1.90K) | $91.11(+64.60%) | 2026-06-30 | |
| SCHX | SCHWAB STRATEGIC TR | 3.94% | 1.02M | $30.1M | -0.89%(-9.16K) | $23.22(+31.38%) | 2026-06-30 | |
| GSLC | GOLDMAN SACHS ETF TR | 3.69% | 198.6K | $28.2M | -3.62%(-7.46K) | $65.29(+127.82%) | 2026-06-30 | |
| BOND | PIMCO ETF TR | 3.21% | 266.1K | $24.5M | +1.45%(+3.79K) | $90.41(+0.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.36% | +41.85% | +6.03% | +34.02% |
| Top 20 Holdings Unweighted | +11.10% | +37.15% | +3.80% | +20.50% |
Kelman-Lazarov, Inc. reports $763.26M in US-listed equity holdings across 154 positions in its most recent 13F filing. Its largest disclosed positions are FNDX (9.6%), SCHG (8.3%) and MOAT (7.7%). The top 20 holdings account for 78.66% of reported assets. Its disclosed equity book has returned +41.85% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kelman-Lazarov, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1672067). View Kelman-Lazarov, Inc.’s 13F filings on SEC