Kelman-Lazarov
Kelman-Lazarov reported 154 stocks worth $763M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are FNDX (9.6%), SCHG (8.3%) and MOAT (7.7%). Compared with Q1 2026, the fund opened new positions in AMD, added to SCHG, MOAT and SPYM, trimmed FNDX, AVDE and IJR and sold out of COP and FDL.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FNDX Schwab Fundamental U.s. Large Company ETF | $73.1M | 9.6% | 2.4M | −21K (−1%) | 8 of 8 | |
| 2 |  SCHG Schwab Strategic TR | $63.7M | 8.3% | 1.9M | +11K (+1%) | 8 of 8 | |
| 3 |  MOAT Vaneck Morningstar Wide Moat ETF | $58.5M | 7.7% | 563K | +1,795 (+0%) | 8 of 8 | |
| 4 |  SPYM Spdr Series Trust | $37.8M | 5.0% | 430K | +9,171 (+2%) | 6 of 8 | |
| 5 |  STIP Ishares 0-5 | $32.8M | 4.3% | 321K | +9,224 (+3%) | 8 of 8 | |
| 6 |  AVDE American Centy ETF TR | $31.4M | 4.1% | 352K | −2,173 (−1%) | 8 of 8 | |
| 7 |  IJR Ishares TR | $31.2M | 4.1% | 210K | −1,895 (−1%) | 8 of 8 | |
| 8 |  SCHX Schwab US Large Cap ETF | $30.1M | 3.9% | 1M | −9,164 (−1%) | 6 of 8 | |
| 9 |  GSLC Goldman Sachs | $28.2M | 3.7% | 199K | −7,464 (−4%) | 8 of 8 | |
| 10 |  BOND Pimco ETF TR | $24.5M | 3.2% | 266K | +3,794 (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Kelman-Lazarov 13F FAQ
What does Kelman-Lazarov own?
Kelman-Lazarov reported 154 stocks worth $763M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are FNDX (9.6%), SCHG (8.3%) and MOAT (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did Kelman-Lazarov buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 48 added to, 60 trimmed and 2 sold out. New positions include AMD. It sold all of COP and FDL.
When will Kelman-Lazarov file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Kelman-Lazarov's portfolio worth?
The Q2 2026 filing reports $763M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.