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Portfolio (Quarterly) Guide ↗

Kelman-Lazarov, Inc.

· CIK 0001672067
13F Portfolio $700M AUM Filed Jan 26, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 134 New
Page 3 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SCHA SCHWAB STRATEGIC TR 64,558.0 $1.8M 0.26% NEW $28.48 +23.6%
42 VOO VANGUARD INDEX FDS 2,868.0 $1.8M 0.26% NEW $627.06 +9.7%
43 IVV ISHARES TR 2,596.0 $1.8M 0.25% NEW $685.00 +9.5%
44 SPMD SPDR SERIES TRUST 29,376.0 $1.7M 0.24% NEW $57.91 +15.0%
45 VIG VANGUARD SPECIALIZED FUNDS 7,614.0 $1.7M 0.24% NEW $219.78 +7.0%
46 GNMA ISHARES TR 36,184.0 $1.6M 0.23% NEW $44.54 -0.9%
47 SCHM SCHWAB STRATEGIC TR 52,267.0 $1.6M 0.22% NEW $30.07 +20.0%
48 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.22% NEW $754800.00
49 AVSU AMERICAN CENTY ETF TR 19,537.0 $1.5M 0.21% NEW $76.30 +15.3%
50 IYY ISHARES TR 8,871.0 $1.5M 0.21% NEW $165.81 +9.8%
51 SRCE 1ST SOURCE CORP Financial Services 23,406.0 $1.5M 0.21% NEW $62.49 +23.1%
52 WMT WALMART INC Consumer Defensive 12,304.0 $1.4M 0.20% NEW $111.41 +5.2%
53 DIA SPDR DOW JONES INDL AVERAGE Financial Services 2,777.0 $1.3M 0.19% NEW $480.61 +7.3%
54 VCSH VANGUARD SCOTTSDALE FDS 16,672.0 $1.3M 0.19% NEW $79.73 -1.1%
55 SPAB SPDR SERIES TRUST 47,390.0 $1.2M 0.17% NEW $25.75 -1.0%
56 GOOG ALPHABET INC Communication Services 3,882.0 $1.2M 0.17% NEW $313.82 +17.1%
57 IWF ISHARES TR 2,367.0 $1.1M 0.16% NEW $473.31 -74.0%
58 NFLX NETFLIX INC Communication Services 11,163.0 $1.0M 0.15% NEW $93.76 -17.5%
59 FDX FEDEX CORP Industrials 3,582.0 $1.0M 0.15% NEW $288.85 +12.9%
60 SPDW SPDR INDEX SHS FDS 22,584.0 $1.0M 0.14% NEW $44.41 +16.7%
Page 3 of 7  ·  134 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 32.3%
Technology 20.9%
Communication Services 17.8%
Consumer Cyclical 10.0%
Consumer Defensive 7.9%
Industrials 5.2%
Healthcare 5.1%
Energy 0.7%