Kelman-Lazarov, Inc.
All 13F Filings
- Location
- Memphis, TN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 697,577
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/27/2026 | 140 | 697,577 | 13F-HR | Kelman-Lazarov, Inc. |
| Q4 2025 | 1/26/2026 | 134 | 700,255 | 13F-HR | Kelman-Lazarov, Inc. |
| Q3 2025 | 11/12/2025 | 132 | 674,474 | 13F-HR | Kelman-Lazarov, Inc. |
| Q2 2025 | 7/29/2025 | 122 | 617,231 | 13F-HR | Kelman-Lazarov, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 48.58 K | 7.0% | 0 | 350.2 K | -350.2 K |
| ETFs | 626.9 K | 89.9% | 348.4 K | 0 | 348.4 K |
| Debt | 22.08 K | 3.2% | 0 | 528 | -528 |
| Other | 0 | 0.0% | 0 | 342 | -342 |
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Fund Snapshot
Q1 2026
Latest filed
4/27/2026
Total value ($000)
697,577
Holdings
140
QoQ value change ($000)
-2,678
(-0.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.