Kelman-Lazarov, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 158 separate securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with the top holdings including the iShares Core S&P 500 ETF, the iShares Core S&P 500 Value ETF, and the iShares Core S&P 500 Momentum ETF. Other significant positions include the Schwab Strategic Trust US Large Cap Growth ETF, the Schwab Strategic Trust US Large Cap Value ETF, and the Vanguard Morningstar Large Cap Growth ETF.
Among individual equities, the firm holds substantial stakes in Apple Inc., Berkshire Hathaway Inc. Class B, and Walmart Inc. The filing also lists positions in major technology companies such as Microsoft, NVIDIA, Amazon, and Alphabet. Additionally, the portfolio includes shares in Mastercard, Visa, Eli Lilly & Co., and Procter & Gamble Co.
