Kelman Lazarov, Inc. Portfolio Holdings

Kelman Lazarov, Inc.

  • $575 Million
  • Q2 2025

Kelman Lazarov, Inc. has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $575 Million distributed in 122 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 $57.3M, Schwab Strategic Tr Us Large C with a value of $54.6M, Vaneck Morningstar Wide Moat E with a value of $47M, Goldman Sachs ETF Tr Activebet with a value of $30.2M, and Goldman Sachs ETF Tr Activebet with a value of $28.3M.

Examining the 13F form we can see an increase of $57.4M in the current position value, from $517M to 575M.

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 $575 Million
ETFs: $532 Million
Financial Services: $19.9 Million
Technology: $5.6 Million
Consumer Cyclical: $5.25 Million
Communication Services: $5.01 Million
Consumer Defensive: $3.45 Million
Industrials: $1.93 Million
Healthcare: $1.33 Million
Other: $225,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$57.3 Million 9.97% of portfolio
2,334,201
Q2 2025 Added 2.36%
$0
$54.6 Million 9.49% of portfolio
1,867,657
Q2 2025 Added 2.22%
$0
$47 Million 8.18% of portfolio
547,529
Q2 2025 Added 1.95%
$0
$30.2 Million 5.25% of portfolio
957,305
Q2 2025 Reduced 0.31%
$0
$28.3 Million 4.93% of portfolio
233,364
Q2 2025 Reduced 7.82%
$0
$27.4 Million 4.78% of portfolio
266,709
Q2 2025 Added 1.25%
$0
$26.9 Million 4.68% of portfolio
369,916
Q2 2025 Added 16.36%
$0
$25.6 Million 4.45% of portfolio
1,046,726
Q2 2025 Added 3,877.07%
$0
$22.1 Million 3.85% of portfolio
239,862
Q2 2025 Reduced 2.62%
$0
$22.1 Million 3.85% of portfolio
202,401
Q2 2025 Added 0.04%
$0
$20 Million 3.48% of portfolio
475,762
Q2 2025 Added 0.53%
$0
$20 Million 3.48% of portfolio
213,084
Q2 2025 Added 2.75%
$0
$19.9 Million 3.47% of portfolio
603,420
Q2 2025 Added 2.44%
$0
$19.1 Million 3.33% of portfolio
242,904
Q2 2025 Reduced 0.66%
$0
$16.3 Million 2.83% of portfolio
262,276
Q2 2025 Added 3.25%
$646B
$15.1 Million 2.63% of portfolio
31,158
Q2 2025 Reduced 0.1%
$0
$7.07 Million 1.23% of portfolio
131,359
Q2 2025 Reduced 4.03%
$0
$5.99 Million 1.04% of portfolio
119,464
Q2 2025 Added 13.89%
$0
$5.34 Million 0.93% of portfolio
72,185
Q2 2025 Reduced 2.21%
$0
$4.96 Million 0.86% of portfolio
72,310
Q2 2025 Reduced 29.16%
$0
$4.15 Million 0.72% of portfolio
84,555
Q2 2025 Reduced 15.16%
$0
$4.06 Million 0.71% of portfolio
78,972
Q2 2025 Reduced 12.35%
$0
$3.96 Million 0.69% of portfolio
9,035
Q2 2025 Reduced 0.47%
$0
$3.54 Million 0.62% of portfolio
5,729
Q2 2025 Reduced 1.34%
$0
$3.45 Million 0.6% of portfolio
33,123
Q2 2025 Reduced 1.6%
$0
$3.33 Million 0.58% of portfolio
43,053
Q2 2025 Reduced 4.02%
$0
$2.5 Million 0.44% of portfolio
56,922
Q2 2025 Reduced 17.55%
$4.22T
$2.33 Million 0.41% of portfolio
11,368
Q2 2025 Reduced 1.86%
$1.5T
$2.32 Million 0.4% of portfolio
13,164
Q2 2025 Reduced 0.59%
$546B
$2.26 Million 0.39% of portfolio
4,026
Q2 2025 Reduced 0.98%
$1.4T
$2.16 Million 0.38% of portfolio
6,811
Q2 2025 Added 0.32%
$0
$1.98 Million 0.34% of portfolio
69,024
Q2 2025 Added 3.36%
$0
$1.73 Million 0.3% of portfolio
3,057
Q2 2025 Reduced 1.39%
$0
$1.67 Million 0.29% of portfolio
39,949
Q2 2025 Added 60.57%
$3.86T
$1.69 Million 0.29% of portfolio
3,393
Q2 2025 Added 2.6%
$0
$1.61 Million 0.28% of portfolio
2,585
Q2 2025 Reduced 4.86%
$0
$1.62 Million 0.28% of portfolio
63,901
Q2 2025 Added 278.58%
$0
$1.6 Million 0.28% of portfolio
29,407
Q2 2025 Reduced 0.35%
$552B
$1.56 Million 0.27% of portfolio
1,162
Q2 2025 Reduced 1.78%
$0
$1.42 Million 0.25% of portfolio
50,680
Q2 2025 Added 23.31%
$442B
$1.46 Million 0.25% of portfolio
2
Q4 2023 Reduced 33.33%
$0
$1.4 Million 0.24% of portfolio
7,920
Q1 2025 Reduced 9.18%
$0
$1.38 Million 0.24% of portfolio
7,602
Q1 2025 Added 6.49%
$0
$1.39 Million 0.24% of portfolio
17,448
Q2 2025 Added 6.4%
$0
$1.34 Million 0.23% of portfolio
8,890
Q2 2025 Added 0.21%
$0
$1.23 Million 0.21% of portfolio
4,312
Q2 2025 New
$0
$1.22 Million 0.21% of portfolio
2,147
Q2 2025 Added 58.92%
$42.3B
$1.14 Million 0.2% of portfolio
7,723
Q2 2025 Reduced 0.8%
$0
$1.08 Million 0.19% of portfolio
2,442
Q2 2025 Added 0.49%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $575 Million
  • Prior Value $517 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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