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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 4 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AVLV AMERICAN CENTY ETF TR 12,743.0 $1.0M 0.15% +172.0 +1.4% $80.61 +12.8%
62 IWF ISHARES TR 2,360.0 $1.0M 0.14% $426.41 -71.1%
63 VO VANGUARD INDEX FDS 3,304.0 $949K 0.14% $287.22 -72.1%
64 NVDA NVIDIA CORPORATION Technology 5,283.0 $921K 0.13% +948.0 +21.9% $174.40 +20.8%
65 YUM YUM BRANDS INC Consumer Cyclical 5,906.0 $918K 0.13% -294.0 -4.7% $155.49 -2.2%
66 JNJ JOHNSON & JOHNSON Healthcare 3,664.0 $896K 0.13% +381.0 +11.6% $244.43 -6.6%
67 AVDV AMERICAN CENTY ETF TR 8,674.0 $866K 0.12% +926.0 +11.9% $99.86 +6.9%
68 IWD ISHARES TR 4,019.0 $859K 0.12% -31.0 -0.8% $213.67 +13.3%
69 IWB ISHARES TR 2,403.0 $857K 0.12% $356.56 +14.5%
70 PG PROCTER & GAMBLE CO Consumer Defensive 5,919.0 $855K 0.12% +242.0 +4.3% $144.45 +4.1%
71 VANGUARD MUN BD FDS 10,542.0 $804K 0.12% +288.0 +2.8% $76.29
72 IEFA ISHARES TR 8,731.0 $790K 0.11% -767.0 -8.1% $90.53 +7.5%
73 NSC NORFOLK SOUTHN CORP Industrials 2,753.0 $790K 0.11% -76.0 -2.7% $286.95 +4.6%
74 FNDF SCHWAB STRATEGIC TR 16,102.0 $788K 0.11% $48.93 +10.6%
75 MINO PIMCO ETF TR 16,697.0 $754K 0.11% $45.17 +1.0%
76 TSLA TESLA INC Consumer Cyclical 2,019.0 $751K 0.11% +84.0 +4.3% $371.75 +7.7%
77 AMZN AMAZON COM INC Consumer Cyclical 3,569.0 $743K 0.11% +19.0 +0.5% $208.27 +17.3%
78 AIVL WISDOMTREE TR 6,399.0 $740K 0.11% $115.71 +11.5%
79 IVE ISHARES TR 3,419.0 $722K 0.10% $211.18 +7.2%
80 IWR ISHARES TR 7,283.0 $708K 0.10% -2K -21.4% $97.23 +11.6%
Page 4 of 7  ·  140 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%