Kelman-Lazarov, Inc.
Annual return '25
+15.3%
SPY '25
+17.7%
Alpha
-2.4ptsvs SPY
Invested
$697.6M
Holdings
140
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 99%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$FNDX
SCHWAB STRATEGIC TR
Q1 2026: Sold 99.7% (2.36M → 7.9k shares)
9.5%
02
$SCHG
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.83M shares)
7.8%
03
$MOAT
VANECK ETF TRUST
Q1 2026: Exited (was 556.0k shares)
7.8%
04
$SPYM
SPDR SERIES TRUST
Q1 2026: Exited (was 409.6k shares)
4.6%
05
$STIP
ISHARES TR
Q1 2026: Exited (was 303.0k shares)
4.6%
06
$AVDE
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 326.4k shares)
4.3%
07
$SCHX
SCHWAB STRATEGIC TR
Q1 2026: Exited (was 1.02M shares)
3.8%
08
$IJR
ISHARES TR
Q1 2026: Sold 82.9% (209.3k → 35.7k shares)
3.8%
09
$GSLC
GOLDMAN SACHS ETF TR
Q1 2026: Exited (was 213.4k shares)
3.7%
10
$BOND
PIMCO ETF TR
Q1 2026: Exited (was 260.3k shares)
3.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:40 UTC.