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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 5 of 7  ·  140 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NUBD NUSHARES ETF TR 31,162.0 $692K 0.10% +733.0 +2.4% $22.21 -0.5%
82 VB VANGUARD INDEX FDS 2,616.0 $685K 0.10% +233.0 +9.8% $261.92 +13.2%
83 EFG ISHARES TR 5,295.0 $590K 0.09% $111.37 +12.3%
84 IWM ISHARES TR 2,346.0 $582K 0.08% +531.0 +29.3% $248.00 +19.2%
85 IBB ISHARES TR 3,257.0 $550K 0.08% -137.0 -4.0% $168.87 +2.8%
86 GEM GOLDMAN SACHS ETF TR 12,200.0 $527K 0.08% $43.20 +24.6%
87 AXP AMERICAN EXPRESS CO Financial Services 1,657.0 $501K 0.07% -93.0 -5.3% $302.48 +11.7%
88 PEP PEPSICO INC Consumer Defensive 3,201.0 $497K 0.07% -151.0 -4.5% $155.30 -8.6%
89 SCHZ SCHWAB STRATEGIC TR 21,103.0 $490K 0.07% +258.0 +1.2% $23.22 -0.4%
90 PM PHILIP MORRIS INTL INC Consumer Defensive 2,942.0 $486K 0.07% +41.0 +1.4% $165.36 +7.9%
91 SPTM SPDR SERIES TRUST 6,089.0 $481K 0.07% $79.06 +15.0%
92 EPS WISDOMTREE TR 6,495.0 $442K 0.06% +3K +66.7% $68.11 +14.8%
93 AMGN AMGEN INC Healthcare 1,239.0 $436K 0.06% +18.0 +1.5% $351.83 -4.0%
94 XOM EXXON MOBIL CORP Energy 2,565.0 $435K 0.06% +333.0 +14.9% $169.64 -18.8%
95 MRK MERCK & CO INC Healthcare 3,542.0 $426K 0.06% -65.0 -1.8% $120.30 -5.3%
96 JPM JPMORGAN CHASE & CO Financial Services 1,431.0 $421K 0.06% +187.0 +15.0% $294.25 +10.5%
97 AVSD AMERICAN CENTY ETF TR 5,687.0 $419K 0.06% +1K +31.2% $73.65 +9.2%
98 HD HOME DEPOT INC Consumer Cyclical 1,231.0 $405K 0.06% +77.0 +6.7% $329.01 +1.6%
99 AVGO BROADCOM INC Technology 1,231.0 $381K 0.06% -670.0 -35.2% $309.51 +32.9%
100 GDE WISDOMTREE TR 6,004.0 $378K 0.05% +3K +71.6% $62.90 +1.7%
Page 5 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%