Kelman Lazarov, Inc. Portfolio Holdings

Kelman Lazarov, Inc.

  • $624 Million
  • Q3 2025

Kelman Lazarov, Inc. has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $624 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Fundamental U S Large C with a value of $61.7M, Schwab Strategic Tr Us Large C with a value of $59.2M, Vaneck Morningstar Wide Moat E with a value of $47.3M, Spdr Portfolio S&P 500 ETF (Ma with a value of $29.9M, and Goldman Sachs ETF Tr Activebet with a value of $29.7M.

Examining the 13F form we can see an increase of $49.7M in the current position value, from $575M to 624M.

Kelman Lazarov, Inc. is based out at Memphis, TN

Below you can find more details about Kelman Lazarov, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $624 Million
ETFs: $575 Million
Financial Services: $22.2 Million
Technology: $6.67 Million
Consumer Cyclical: $6.27 Million
Communication Services: $6.15 Million
Consumer Defensive: $3.54 Million
Industrials: $1.88 Million
Healthcare: $1.54 Million
Other: $241,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$61.7 Million 9.88% of portfolio
2,345,720
Q3 2025 Added 0.49%
$0
$59.2 Million 9.49% of portfolio
1,856,765
Q3 2025 Reduced 0.58%
$0
$47.3 Million 7.58% of portfolio
551,165
Q3 2025 Added 0.66%
$0
$29.9 Million 4.78% of portfolio
381,217
Q3 2025 Added 3.06%
$0
$29.7 Million 4.76% of portfolio
228,139
Q3 2025 Reduced 2.24%
$0
$29.4 Million 4.72% of portfolio
934,334
Q3 2025 Reduced 2.4%
$0
$29.1 Million 4.66% of portfolio
281,671
Q3 2025 Added 5.61%
$0
$27.1 Million 4.34% of portfolio
1,027,974
Q3 2025 Reduced 1.79%
$0
$24.3 Million 3.89% of portfolio
204,354
Q3 2025 Added 0.96%
$0
$23.5 Million 3.76% of portfolio
251,298
Q3 2025 Added 4.77%
$0
$21.9 Million 3.51% of portfolio
605,460
Q3 2025 Added 0.34%
$0
$21.6 Million 3.45% of portfolio
226,553
Q3 2025 Added 6.32%
$0
$21.1 Million 3.38% of portfolio
473,940
Q3 2025 Reduced 0.38%
$0
$20.1 Million 3.22% of portfolio
254,392
Q3 2025 Added 4.73%
$0
$17.3 Million 2.77% of portfolio
265,296
Q3 2025 Added 1.15%
$662B
$15.9 Million 2.55% of portfolio
31,722
Q3 2025 Added 1.81%
$0
$7.29 Million 1.17% of portfolio
15,202
Q3 2025 Added 68.26%
$0
$7.19 Million 1.15% of portfolio
132,770
Q3 2025 Added 1.07%
$0
$6.82 Million 1.09% of portfolio
134,812
Q3 2025 Added 12.85%
$0
$6.43 Million 1.03% of portfolio
81,531
Q3 2025 Added 12.95%
$0
$5.26 Million 0.84% of portfolio
70,063
Q3 2025 Reduced 3.11%
$0
$4.04 Million 0.65% of portfolio
6,068
Q3 2025 Added 5.92%
$0
$3.98 Million 0.64% of portfolio
76,118
Q3 2025 Reduced 3.61%
$0
$3.94 Million 0.63% of portfolio
78,774
Q3 2025 Reduced 6.84%
$0
$3.66 Million 0.59% of portfolio
33,110
Q3 2025 Reduced 0.04%
$1.65T
$3.24 Million 0.52% of portfolio
13,317
Q3 2025 Added 1.16%
$0
$3.2 Million 0.51% of portfolio
40,967
Q3 2025 Reduced 4.85%
$4.3T
$3.05 Million 0.49% of portfolio
11,989
Q3 2025 Added 5.46%
$1.29T
$3.07 Million 0.49% of portfolio
6,903
Q3 2025 Added 1.35%
$0
$2.9 Million 0.46% of portfolio
15,537
Q3 2025 Added 96.17%
$512B
$2.3 Million 0.37% of portfolio
4,035
Q3 2025 Added 0.22%
$0
$2.25 Million 0.36% of portfolio
53,244
Q3 2025 Added 33.28%
$0
$2.19 Million 0.35% of portfolio
49,356
Q3 2025 Reduced 13.29%
$0
$2.19 Million 0.35% of portfolio
70,192
Q3 2025 Added 1.69%
$0
$1.99 Million 0.32% of portfolio
6,448
Q3 2025 Added 49.54%
$3.78T
$1.88 Million 0.3% of portfolio
3,638
Q3 2025 Added 7.22%
$0
$1.86 Million 0.3% of portfolio
3,114
Q3 2025 Added 1.86%
$0
$1.78 Million 0.29% of portfolio
63,971
Q3 2025 Added 0.11%
$0
$1.72 Million 0.28% of portfolio
2,814
Q3 2025 Added 31.07%
$0
$1.74 Million 0.28% of portfolio
2,595
Q3 2025 Added 0.39%
$0
$1.66 Million 0.27% of portfolio
29,022
Q3 2025 Reduced 1.31%
$0
$1.54 Million 0.25% of portfolio
51,813
Q3 2025 Added 2.24%
$453B
$1.51 Million 0.24% of portfolio
2
Q4 2023 Reduced 33.33%
$1.51B
$1.44 Million 0.23% of portfolio
23,419
Q3 2025 New
$0
$1.44 Million 0.23% of portfolio
8,890
Q2 2025 Added 0.21%
$0
$1.39 Million 0.22% of portfolio
7,610
Q3 2025 Added 0.11%
$49.1B
$1.39 Million 0.22% of portfolio
1,162
Q2 2025 Reduced 1.78%
$0
$1.31 Million 0.21% of portfolio
16,440
Q3 2025 Reduced 5.78%
$0
$1.28 Million 0.21% of portfolio
2,766
Q3 2025 Added 13.27%

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $624 Million
  • Prior Value $575 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 15 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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