Kelman-Lazarov, Inc. - Portfolio Stock Holdings
Kelman-Lazarov, Inc. disclosed 156 stock positions in a recent SEC 13F filing. $762,922,560 of stock holdings were filed, with the largest holdings including FNDX, SCHG, and MOAT. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $894,604,455 and has 17 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
156Est. Stock Holding Value:
$762,922,560Top Stock Holdings By Sector
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Portfolio Stock Holdings - Kelman-Lazarov, Inc.
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