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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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