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Portfolio (Quarterly) Guide ↗

Kelman-Lazarov, Inc.

· CIK 0001672067
13F Portfolio $698M AUM 140 positions Filed Apr 27, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 11 New 58 Added 35 Reduced 5 Exited
Page 3 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VB VANGUARD INDEX FDS 2,616.0 $685K 0.10% +233.0 +9.8% $261.92 +13.2%
42 IWM ISHARES TR 2,346.0 $582K 0.08% +531.0 +29.3% $248.00 +19.2%
43 SCHZ SCHWAB STRATEGIC TR 21,103.0 $490K 0.07% +258.0 +1.2% $23.22 -0.4%
44 PM PHILIP MORRIS INTL INC Consumer Defensive 2,942.0 $486K 0.07% +41.0 +1.4% $165.36 +7.9%
45 EPS WISDOMTREE TR 6,495.0 $442K 0.06% +3K +66.7% $68.11 +14.8%
46 AMGN AMGEN INC Healthcare 1,239.0 $436K 0.06% +18.0 +1.5% $351.83 -4.0%
47 XOM EXXON MOBIL CORP Energy 2,565.0 $435K 0.06% +333.0 +14.9% $169.64 -18.8%
48 JPM JPMORGAN CHASE & CO Financial Services 1,431.0 $421K 0.06% +187.0 +15.0% $294.25 +10.5%
49 AVSD AMERICAN CENTY ETF TR 5,687.0 $419K 0.06% +1K +31.2% $73.65 +9.2%
50 HD HOME DEPOT INC Consumer Cyclical 1,231.0 $405K 0.06% +77.0 +6.7% $329.01 +1.6%
51 GDE WISDOMTREE TR 6,004.0 $378K 0.05% +3K +71.6% $62.90 +1.7%
52 ISTB ISHARES TR 7,069.0 $343K 0.05% +49.0 +0.7% $48.46 -0.6%
53 SPEM SPDR INDEX SHS FDS 6,272.0 $294K 0.04% +203.0 +3.3% $46.91 +13.2%
54 MU MICRON TECHNOLOGY INC Technology 848.0 $286K 0.04% +109.0 +14.8% $337.84 +235.7%
55 AZO AUTOZONE INC Consumer Cyclical 74.0 $250K 0.04% +2.0 +2.8% $3377.78 -9.3%
56 META META PLATFORMS INC Communication Services 408.0 $233K 0.03% +69.0 +20.4% $572.13 +0.9%
57 ORCL ORACLE CORP Technology 1,475.0 $217K 0.03% +138.0 +10.3% $147.13 +25.3%
58 CANOPY GROWTH CORPORATION 11,000.0 $10K 0.00% +1K +10.0% $0.95
Page 3 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.3%
Technology 18.5%
Communication Services 18.0%
Consumer Cyclical 10.4%
Consumer Defensive 10.0%
Healthcare 5.4%
Industrials 5.1%
Energy 1.8%
Utilities 0.6%