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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$621B
$15.1 Million 2.63% of portfolio
31,158
Q2 2025 Reduced 0.1%
$3.69T
$2.33 Million 0.41% of portfolio
11,368
Q2 2025 Reduced 1.86%
$1.21T
$2.32 Million 0.4% of portfolio
13,164
Q2 2025 Reduced 0.59%
$548B
$2.26 Million 0.39% of portfolio
4,026
Q2 2025 Reduced 0.98%
$1.08T
$2.16 Million 0.38% of portfolio
6,811
Q2 2025 Added 0.32%
$3.95T
$1.69 Million 0.29% of portfolio
3,393
Q2 2025 Added 2.6%
$545B
$1.56 Million 0.27% of portfolio
1,162
Q2 2025 Reduced 1.78%
$423B
$1.46 Million 0.25% of portfolio
2
Q4 2023 Reduced 33.33%
$281B
$1.12 Million 0.19% of portfolio
11,449
Q2 2025 Added 1.62%
$456B
$835,000 0.15% of portfolio
5,288
Q2 2025 Added 65.46%
$368B
$855,000 0.15% of portfolio
5,370
Q2 2025 Added 2.78%
$1.24T
$675,000 0.12% of portfolio
3,807
Q2 2025 Added 3.85%
$2.26T
$646,000 0.11% of portfolio
2,947
Q2 2025 Reduced 6.71%
$261B
$551,000 0.1% of portfolio
3,029
Q2 2025 Added 3.41%
$227B
$506,000 0.09% of portfolio
1,588
Q2 2025 Added 0.19%
$207B
$456,000 0.08% of portfolio
3,682
Q2 2025 Reduced 6.29%
$405B
$439,000 0.08% of portfolio
1,199
Q2 2025 Added 13.11%
$245B
$327,000 0.06% of portfolio
1,049
Q2 2025 Reduced 42.65%
$859B
$364,000 0.06% of portfolio
1,257
Q2 2025 Added 16.93%
$203B
$219,000 0.04% of portfolio
2,767
Q2 2025 New
$442B
$225,000 0.04% of portfolio
2,088
Q2 2025 Reduced 4.48%
$306B
$203,000 0.04% of portfolio
2,872
Q2 2025 New
$202B
$226,000 0.04% of portfolio
1,717
Q2 2025 Added 8.46%
$684B
$250,000 0.04% of portfolio
1,144
Q2 2025 New
$551B
$200,000 0.03% of portfolio
565
Q2 2025 New

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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