Notify me when Kelman-Lazarov, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 134 | $700,254,518 | +$40,790,010 | -$27,468,710 | +$13,321,300 | FNDX, SCHG, MOAT, SPYM, STIP | 13F-HR | 26 Jan 2026, 11:29 |
| Q3 2025 | 132 | $674,473,920 | +$27,827,337 | -$6,434,013 | +$21,393,324 | FNDX, SCHG, MOAT, GSIE, SPLG | 13F-HR | 12 Nov 2025, 11:06 |
| Q2 2025 | 122 | $617,231,208 | +$45,221,698 | -$13,589,013 | +$31,632,685 | FNDX, SCHG, MOAT, GSIE, GSLC | 13F-HR | 29 Jul 2025, 15:10 |
| Q1 2025 | 116 | $550,880,127 | +$41,050,667 | -$41,577,970 | -$527,303 | FNDX, MOAT, SCHG, GSIE, GSLC | 13F-HR | 06 May 2025, 16:11 |
| Q4 2024 | 109 | $555,516,033 | +$87,214,250 | -$15,933,439 | +$71,280,811 | FNDX, SCHG, MOAT, GSLC, GSIE | 13F-HR | 13 Feb 2025, 11:31 |
| Q3 2024 | 109 | $581,176,598 | +$12,995,451 | -$3,847,951 | +$9,147,500 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 08 Nov 2024, 14:32 |
| Q2 2024 | 106 | $536,247,852 | +$46,402,132 | -$25,073,647 | +$21,328,485 | FNDX, SCHG, MOAT, GSLC, GSIE | 13F-HR | 12 Aug 2024, 13:01 |
| Q1 2024 | 104 | $511,685,820 | +$42,877,677 | -$6,952,791 | +$35,924,886 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 09 May 2024, 15:44 |
| Q4 2023 | 102 | $461,929,850 | +$20,149,500 | -$15,436,418 | +$4,713,082 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 01 Feb 2024, 15:35 |
| Q3 2023 | 96 | $422,929,219 | +$26,246,816 | -$6,469,271 | +$19,777,545 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 30 Oct 2023, 15:43 |
| Q2 2023 | 97 | $415,902,955 | +$33,669,252 | -$21,411,367 | +$12,257,885 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 04 Aug 2023, 14:46 |
| Q1 2023 | 95 | $385,286,575 | +$10,149,988 | -$2,514,563 | +$7,635,425 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 04 May 2023, 09:00 |
| Q4 2022 | 91 | $355,396,123 | +$57,337,462 | -$16,497,387 | +$40,840,075 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 06 Feb 2023, 11:46 |
| Q3 2022 | 83 | $293,876,000 | +$33,667,654 | -$14,569,035 | +$19,098,619 | FNDX, MOAT, SCHG, GSLC, STIP | 13F-HR | 24 Oct 2022, 16:58 |
| Q2 2022 | 82 | $295,956,000 | +$52,549,446 | -$10,012,663 | +$42,536,783 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 08 Aug 2022, 16:45 |
| Q1 2022 | 82 | $300,573,000 | +$21,926,407 | -$1,904,830 | +$20,021,577 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 10 May 2022, 16:20 |
| Q4 2021 | 84 | $310,725,000 | +$6,766,138 | -$1,215,512 | +$5,550,626 | FNDX, SCHG, MOAT, GSLC, GSIE | 13F-HR | 09 Feb 2022, 15:45 |
| Q3 2021 | 82 | $285,510,000 | +$5,043,094 | -$2,791,399 | +$2,251,695 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 04 Nov 2021, 12:52 |
| Q2 2021 | 85 | $286,529,000 | +$18,562,261 | -$30,699,616 | -$12,137,355 | FNDX, SCHG, MOAT, GSLC, GSIE | 13F-HR | 10 Aug 2021, 16:17 |
| Q1 2021 | 84 | $280,574,000 | +$2,674,865 | -$1,722,053 | +$952,812 | FNDX, SCHG, MOAT, GSIE, GSLC | 13F-HR | 07 May 2021, 09:29 |
| Q4 2020 | 85 | $260,619,000 | +$11,980,703 | -$2,164,321 | +$9,816,382 | FNDX, SCHG, GSIE, MOAT, GSLC | 13F-HR | 08 Feb 2021, 15:54 |
| Q3 2020 | 72 | $220,071,000 | +$2,499,254 | -$13,204,925 | -$10,705,671 | FNDX, SCHG, GSIE, MOAT, GSLC | 13F-HR | 12 Nov 2020, 13:52 |
| Q2 2020 | 76 | $215,806,000 | +$14,583,898 | -$18,418,867 | -$3,834,969 | FNDX, SCHG, MOAT, GSIE, GSLC | 13F-HR | 29 Jul 2020, 17:17 |
| Q1 2020 | 74 | $186,634,000 | +$42,275,143 | -$32,983,929 | +$9,291,214 | FNDX, SCHG, GSIE, MOAT, GSLC | 13F-HR | 27 Apr 2020, 11:54 |
| Q4 2019 | 96 | $222,328,000 | +$24,387,574 | -$19,555,488 | +$4,832,086 | GSIE, SCHG, MOAT, FNDX, SCHV | 13F-HR | 29 Jan 2020, 14:53 |
| Q3 2019 | 97 | $202,928,000 | +$11,800,338 | -$4,417,537 | +$7,382,801 | SCHV, GSIE, SCHG, MOAT, BRKB | 13F-HR | 15 Oct 2019, 15:10 |
| Q2 2019 | 92 | $195,100,000 | +$16,439,403 | -$16,098,539 | +$340,864 | SCHV, GSIE, SCHG, MOAT, BRKB | 13F-HR | 22 Jul 2019, 09:54 |
| Q1 2019 | 94 | $189,638,000 | +$24,829,101 | -$13,028,437 | +$11,800,664 | SCHV, GSIE, MOAT, SCHG, BRKB | 13F-HR | 08 May 2019, 15:39 |
| Q4 2018 | 91 | $160,718,000 | +$28,055,627 | -$17,810,297 | +$10,245,330 | SCHV, MOAT, GSIE, BRKB, SCHG | 13F-HR | 11 Feb 2019, 11:32 |
| Q3 2018 | 98 | $170,871,000 | +$19,620,617 | -$42,536,317 | -$22,915,700 | MOAT, SCHV, BRKB, FNDX, SABA | 13F-HR | 14 Nov 2018, 10:46 |
| Q2 2018 | 107 | $184,878,000 | +$13,472,956 | -$16,526,911 | -$3,053,955 | MOAT, FNDX, BRKB, SCHZ, SCHV | 13F-HR | 03 Aug 2018, 10:49 |
| Q1 2018 | 110 | $186,017,000 | +$7,579,385 | -$11,997,458 | -$4,418,073 | SCHZ, BRKB, MOAT, FNDX, SABA | 13F-HR | 08 May 2018, 13:17 |
| Q4 2017 | 120 | $195,841,000 | +$8,498,562 | -$7,123,284 | +$1,375,278 | BRKB, MOAT, SCHZ, FNDX, SABA | Restatement | 25 Jun 2018, 12:17 |
| Q3 2017 | 120 | $189,441,000 | +$12,280,008 | -$12,043,707 | +$236,301 | BRKB, MOAT, SCHZ, FNDX, SABA | 13F-HR | 05 Oct 2017, 14:13 |
| Q2 2017 | 123 | $182,263,000 | +$28,486,714 | -$5,951,849 | +$22,534,865 | BRKB, MOAT, SABA, FNDX, FDX | 13F-HR | 24 Jul 2017, 14:46 |
| Q1 2017 | 102 | $155,279,000 | +$6,094,633 | -$33,021,655 | -$26,927,022 | MOAT, SABA, FNDX, RWL, FDX | 13F-HR | 25 Apr 2017, 09:54 |
| Q4 2016 | 313 | $177,275,568 | +$6,295,488 | -$8,848,899 | -$2,553,411 | BRKB, MOAT, SABA, EFT, RWL | 13F-HR | 17 Jan 2017, 10:09 |
| Q3 2016 | 385 | $176,398,251 | +$6,410,426 | -$6,316,589 | +$93,837 | BRKB, SABA, MOAT, EFT, FDX | 13F-HR | 11 Oct 2016, 13:58 |
| Q2 2016 | 376 | $175,066,004 | +$13,441,151 | -$12,607,242 | +$833,909 | BRKB, SABA, MOAT, EFT, RWL | 13F-HR | 14 Jul 2016, 11:48 |
| Q1 2016 | 355 | $170,880,000 | $0 | $0 | $0 | BRKB, SABA, RWL, FDX, PG | 13F-HR | 19 Apr 2016, 09:57 |