Kelman-Lazarov, Inc. - Portfolio overview

Kelman-Lazarov, Inc. has 147 reported holdings in this dataset, with the latest filing dated 2026-04-27.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. FNDX - SCHWAB STRATEGIC TR, 9.04%
2. SCHG - SCHWAB STRATEGIC TR, 7.46%
3. MOAT - VANECK ETF TRUST, 7.43%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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