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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SRCE	1ST SOURCE CORP	Financial Services	23,406	$1.5M	0.21%	SOLD
2	XLK	SELECT SECTOR SPDR TR	—	2,182	$314K	0.04%	SOLD
3	UNH	UNITEDHEALTH GROUP INC	Healthcare	883	$292K	0.04%	SOLD
4	ABBV	ABBVIE INC	Healthcare	1,238	$283K	0.04%	SOLD
5	MMM	3M CO	Industrials	1,374	$220K	0.03%	SOLD

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%