Kelman-Lazarov, Inc. ETF holdings
Memphis, TN
Reported $710.6M in 101 ETFs in its Form 13F for June 30, 2026.
ETF value
$710.6M
ETFs held
101
Change from prior quarter
+9.1%
With price moves
ETFs as a share of its 13F
93.1%
of $763.3M
Top 10 of 101 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FNDX | Schwab Fundamental U.S. Large Company ETF | $73.1M | 2,350,202 | −20,986 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $63.7M | 1,882,199 | +11,273 shares |
| MOAT | VanEck Morningstar Wide Moat ETF | $58.5M | 562,820 | +1,795 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $37.8M | 430,413 | +9,171 shares |
| STIP | iShares 0-5 Year TIPS Bond ETF | $32.8M | 320,695 | +9,224 shares |
| AVDE | Avantis International Equity ETF | $31.4M | 352,258 | −2,173 shares |
| IJR | iShares Core S&P Small-Cap ETF | $31.2M | 210,298 | −1,895 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $30.1M | 1,022,937 | −9,164 shares |
| GSLC | Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | $28.2M | 198,590 | −7,464 shares |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $24.5M | 266,083 | +3,794 shares |
91 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001672067. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Kelman-Lazarov, Inc. own?
Kelman-Lazarov, Inc. reported 101 ETF positions worth $710.6M in its Form 13F for June 30, 2026. The largest was FNDX, at $73.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.