Kelman Lazarov, Inc. Purchases in Q4 2025

Kelman Lazarov, Inc.

  • $644 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AVDE
American Centy ETF Tr Avantis

ETFs
245K
+ 300.29%
$77.65 - $81.2 $19M - $19.9M
326K $26.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
28.4K
+ 7.46%
$76.84 - $80.86 $2.18M - $2.3M
410K $32.4M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
21.3K
+ 7.58%
$102.72 - $103.6 $2.19M - $2.21M
303K $31.2M
MBB
Ishares Tr

ETFs
17.8K
+ 7.85%
$94.9 - $96.23 $1.69M - $1.71M
244K $23.2M
VV
Vanguard Large Cap ETF

ETFs
5.32K
+ 82.49%
$301.9 - $317.98 $1.61M - $1.69M
11.8K $3.65M
FNDX
Schwab Fundamental U S Large C

ETFs
10.7K
+ 0.46%
$25.68 - $26.95 $275K - $289K
2.36M $62.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12K
+ 4.72%
$78.65 - $79.19 $945K - $951K
266K $21M
FNDE
Schwab Fundamental Emerging Mk

ETFs
2.3K
+ 0.38%
$34.78 - $37.69 $80.1K - $86.8K
608K $22.7M
BOND
Pimco Active Bond Exchange Tra

ETFs
8.98K
+ 3.57%
$93.0 - $94.55 $835K - $849K
260K $24.3M
MSFT
Microsoft Corp

Technology
1.42K
+ 39.03%
$496.82 - $542.07 $705K - $770K
5.06K $2.57M
AVSU
American Centy ETF Tr Avantis

ETFs
7.54K
+ 62.85%
$71.72 - $75.5 $541K - $569K
19.5K $1.44M
AVLV
American Centy ETF Tr Avantis
7.33K
+ 139.77%
$70.14 - $73.74 $514K - $540K
12.6K $913K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
11.9K
+ 22.35%
$42.07 - $42.69 $501K - $508K
65.1K $2.74M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
536
+ 1.69%
$475.68 - $513.11 $255K - $275K
32.3K $16.4M
VUG
Vanguard Growth ETF

ETFs
843
+ 5.55%
$470.44 - $504.26 $397K - $425K
16K $7.76M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
10.3K
+ 83.1%
$42.26 - $44.28 $433K - $454K
22.6K $988K
AAPL
Apple Inc.

Technology
1.1K
+ 9.2%
$245.27 - $275.25 $271K - $304K
13.1K $3.5M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.86K
+ 0.88%
N/A
556K $47.7M
AVGO
Broadcom Inc.

Technology
1.06K
+ 124.97%
$324.63 - $385.98 $343K - $408K
1.9K $651K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
5.79K
+ 7.6%
$52.21 - $52.72 $302K - $305K
81.9K $4.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.99K
+ 0.5%
$23.02 - $24.23 $45.8K - $48.2K
399K $9.54M
ABBV
Abb Vie Inc.

Healthcare
1.24K
New
$211.96 - $244.38 $262K - $303K
1.24K $289K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
6.07K
New
$45.45 - $48.31 $276K - $293K
6.07K $287K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.5K
+ 2.83%
$63.25 - $66.24 $475K - $497K
273K $17.5M
AVDV
American Centy ETF Tr Avantis

ETFs
2.15K
+ 38.31%
$87.37 - $90.92 $187K - $195K
7.75K $698K
AVEM
American Centy ETF Tr Avantis

ETFs
263
+ 0.38%
$73.09 - $78.36 $19.2K - $20.6K
70.3K $5.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
315
+ 40.75%
$589.5 - $635.77 $186K - $200K
1.09K $656K
GOOG
Alphabet Inc.

Communication Services
111
+ 2.94%
$237.49 - $291.74 $26.4K - $32.4K
3.88K $1.11M
MU
Micron Technology Inc

Technology
739
New
$181.6 - $253.3 $134K - $187K
739 $182K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.98K
+ 27.2%
$94.02 - $97.61 $186K - $193K
9.26K $876K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.9K
+ 2.4%
$114.27 - $121.15 $560K - $594K
209K $24.5M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
3.37K
+ 2.5%
$50.37 - $50.58 $170K - $171K
138K $6.97M
FDX
Fedex Corp

Industrials
81
+ 2.31%
$224.63 - $268.67 $18.2K - $21.8K
3.58K $948K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.57K
+ 3.83%
$77.73 - $78.84 $122K - $124K
42.5K $3.31M
AMZN
Amazon Com Inc

Consumer Cyclical
259
+ 7.87%
$213.04 - $254.0 $55.2K - $65.8K
3.55K $833K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
3.63K
+ 8.28%
$25.75 - $26.12 $93.3K - $94.7K
47.4K $1.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.48K
+ 1.88%
$49.98 - $50.59 $73.9K - $74.8K
80.3K $4.03M
IEFA
Ishares Tr

ETFs
869
+ 10.07%
$86.09 - $89.88 $74.8K - $78.1K
9.5K $842K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
2.29K
+ 1.72%
$53.84 - $54.32 $123K - $124K
135K $7.28M
AMGN
Amgen Inc

Healthcare
4
+ 0.33%
$290.13 - $341.71 $1.16K - $1.37K
1.22K $417K
IBB
Ishares Biotechnology ETF

ETFs
1
+ 0.03%
$148.51 - $164.96 $149 - $165
3.39K $557K
FNDC
Schwab Fundamental Intl Small

ETFs
1.32K
+ 0.28%
$43.41 - $45.12 $57.2K - $59.4K
475K $21.2M
NVDA
Nvidia Corp

Technology
306
+ 7.59%
$179.83 - $207.04 $55K - $63.4K
4.34K $808K
JNJ
Johnson & Johnson

Healthcare
31
+ 0.95%
$185.98 - $199.58 $5.77K - $6.19K
3.28K $655K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
54
+ 1.92%
$600.51 - $631.95 $32.4K - $34.1K
2.87K $1.77M
MRK
Merck & Co., Inc.

Healthcare
48
+ 1.35%
$82.49 - $92.93 $3.96K - $4.46K
3.61K $334K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
11
+ 0.4%
$454.87 - $482.76 $5K - $5.31K
2.78K $1.31M
WMT
Walmart Inc.

Consumer Defensive
233
+ 1.93%
$101.18 - $109.03 $23.6K - $25.4K
12.3K $1.27M
XOM
Exxon Mobil Corp

Energy
88
+ 4.1%
$110.64 - $119.78 $9.74K - $10.5K
2.23K $262K
Activity Summary
Buys All Purchases 84 New Holdings 5 Increased Positions 79 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kelman Lazarov, Inc. Portfolio

Follow Kelman Lazarov, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelman Lazarov, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kelman Lazarov, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email