BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 5 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 QQQ INVESCO QQQ TR Financial Services 1,088.0 $668K 0.10% NEW $614.18 +16.2%
82 AVGO BROADCOM INC Technology 1,901.0 $658K 0.09% NEW $346.10 +6.5%
83 AXP AMERICAN EXPRESS CO Financial Services 1,750.0 $647K 0.09% NEW $369.95 -9.2%
84 VB VANGUARD INDEX FDS 2,383.0 $615K 0.09% NEW $257.95 +18.1%
85 EFG ISHARES TR 5,295.0 $603K 0.09% NEW $113.92 +10.3%
86 IBB ISHARES TR 3,394.0 $573K 0.08% NEW $168.77 +26.5%
87 GBIL GOLDMAN SACHS ETF TR 5,283.0 $528K 0.07% NEW $99.94 +0.2%
88 GEM GOLDMAN SACHS ETF TR 12,200.0 $508K 0.07% NEW $41.62 +23.0%
89 SPTM SPDR SERIES TRUST 6,086.0 $502K 0.07% NEW $82.50 +12.7%
90 SCHZ SCHWAB STRATEGIC TR 20,845.0 $487K 0.07% NEW $23.37 -2.6%
91 PEP PEPSICO INC Consumer Defensive 3,352.0 $481K 0.07% NEW $143.51 -0.0%
92 PM PHILIP MORRIS INTL INC Consumer Defensive 2,901.0 $465K 0.07% NEW $160.43 +17.3%
93 ESGD ISHARES TR 4,864.0 $462K 0.07% NEW $95.08 +12.9%
94 IWM ISHARES TR 1,815.0 $447K 0.06% NEW $246.16 +21.9%
95 SCHV SCHWAB STRATEGIC TR 13,976.0 $414K 0.06% NEW $29.61 +18.0%
96 NULG NUSHARES ETF TR 4,157.0 $407K 0.06% NEW $97.81 +17.2%
97 JPM JPMORGAN CHASE & CO. Financial Services 1,244.0 $401K 0.06% NEW $322.31 +9.1%
98 AMGN AMGEN INC Healthcare 1,221.0 $400K 0.06% NEW $327.25 +34.3%
99 DIS DISNEY WALT CO Communication Services 3,498.0 $398K 0.06% NEW $113.76 -5.3%
100 HD HOME DEPOT INC Consumer Cyclical 1,154.0 $397K 0.06% NEW $344.01 -2.4%
Page 5 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 33.4%
Technology 21.6%
Communication Services 15.2%
Consumer Cyclical 10.3%
Consumer Defensive 8.2%
Industrials 5.4%
Healthcare 5.3%
Energy 0.7%