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 $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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