Kelman Lazarov, Inc. has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $507 Million distributed in 109 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 $54.2M, Schwab Strategic Tr Us Large C with a value of $51.8M, Vaneck Morningstar Wide Moat E with a value of $45.1M, Goldman Sachs ETF Tr Activebet with a value of $41.9M, and Goldman Sachs ETF Tr Activebet with a value of $30.3M.
Examining the 13F form we can see an decrease of $18.1M in the current position value, from $525M to 507M.
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.