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 |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 132 | $674,473,920 | +$27,827,335 | -$6,434,013 | +$21,393,322 | FNDX, SCHG, MOAT, GSIE, SPLG | 13F-HR | 12 Nov 2025, 11:06 |
| Q2 2025 | 122 | $617,231,208 | +$45,221,697 | -$13,589,014 | +$31,632,683 | FNDX, SCHG, MOAT, GSIE, GSLC | 13F-HR | 29 Jul 2025, 15:10 |
| Q1 2025 | 116 | $550,880,127 | +$41,050,661 | -$41,577,977 | -$527,316 | FNDX, MOAT, SCHG, GSIE, GSLC | 13F-HR | 06 May 2025, 16:11 |
| Q4 2024 | 109 | $555,516,033 | +$87,214,248 | -$15,933,440 | +$71,280,808 | FNDX, SCHG, MOAT, GSLC, GSIE | 13F-HR | 13 Feb 2025, 11:31 |
| Q3 2024 | 109 | $581,176,598 | +$12,995,451 | -$3,847,952 | +$9,147,499 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 08 Nov 2024, 14:32 |
| Q2 2024 | 106 | $536,247,852 | +$46,402,135 | -$25,073,651 | +$21,328,484 | FNDX, SCHG, MOAT, GSLC, GSIE | 13F-HR | 12 Aug 2024, 13:01 |
| Q1 2024 | 104 | $511,685,820 | +$42,877,678 | -$6,952,792 | +$35,924,886 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 09 May 2024, 15:44 |
| Q4 2023 | 102 | $461,929,850 | +$20,149,503 | -$15,436,420 | +$4,713,083 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 01 Feb 2024, 15:35 |
| Q3 2023 | 96 | $422,929,219 | +$26,246,809 | -$5,820,808 | +$20,426,001 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 30 Oct 2023, 15:43 |
| Q2 2023 | 97 | $415,902,955 | +$33,669,254 | -$4,144,731 | +$29,524,523 | 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 | -$15,481,386 | +$41,856,076 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 06 Feb 2023, 10:46 |
| Q3 2022 | 83 | $293,876,000 | +$33,667,648 | -$14,362,033 | +$19,305,615 | FNDX, MOAT, SCHG, GSLC, STIP | 13F-HR | 24 Oct 2022, 16:58 |
| Q2 2022 | 82 | $295,956,000 | +$52,549,452 | -$7,837,665 | +$44,711,787 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 08 Aug 2022, 16:45 |
| Q1 2022 | 82 | $300,573,000 | +$21,926,412 | -$1,271,830 | +$20,654,582 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 10 May 2022, 16:20 |
| Q4 2021 | 84 | $310,725,000 | +$6,766,138 | -$554,512 | +$6,211,626 | FNDX, SCHG, MOAT, GSLC, GSIE | 13F-HR | 09 Feb 2022, 14:45 |
| Q3 2021 | 82 | $285,510,000 | +$5,043,095 | -$2,791,399 | +$2,251,696 | FNDX, MOAT, SCHG, GSLC, GSIE | 13F-HR | 04 Nov 2021, 12:52 |
| Q2 2021 | 85 | $286,529,000 | +$18,562,265 | -$30,699,611 | -$12,137,346 | FNDX, SCHG, MOAT, GSLC, GSIE | 13F-HR | 10 Aug 2021, 16:17 |
| Q1 2021 | 84 | $280,574,000 | +$2,674,865 | -$1,722,052 | +$952,813 | FNDX, SCHG, MOAT, GSIE, GSLC | 13F-HR | 07 May 2021, 09:29 |
| Q4 2020 | 85 | $260,619,000 | +$11,980,706 | -$2,164,321 | +$9,816,385 | FNDX, SCHG, GSIE, MOAT, GSLC | 13F-HR | 08 Feb 2021, 14:54 |
| Q3 2020 | 72 | $219,711,360 | +$2,499,253 | -$6,342,953 | -$3,843,700 | FNDX, SCHG, GSIE, MOAT, GSLC | 13F-HR | 12 Nov 2020, 12:52 |
| Q2 2020 | 76 | $215,401,405 | +$14,439,532 | -$16,621,859 | -$2,182,327 | FNDX, SCHG, MOAT, GSIE, GSLC | 13F-HR | 29 Jul 2020, 17:17 |
| Q1 2020 | 74 | $186,378,256 | +$42,275,134 | -$24,671,426 | +$17,603,708 | FNDX, SCHG, GSIE, MOAT, GSLC | 13F-HR | 27 Apr 2020, 11:54 |
| Q4 2019 | 96 | $219,595,735 | +$24,387,559 | -$17,466,217 | +$6,921,342 | GSIE, SCHG, MOAT, FNDX, SCHV | 13F-HR | 29 Jan 2020, 13:53 |
| Q3 2019 | 97 | $202,928,000 | +$11,800,339 | -$3,913,542 | +$7,886,797 | SCHV, GSIE, SCHG, MOAT, BRKB | 13F-HR | 15 Oct 2019, 15:10 |
| Q2 2019 | 92 | $195,100,000 | +$16,439,403 | -$10,823,528 | +$5,615,875 | SCHV, GSIE, SCHG, MOAT, BRKB | 13F-HR | 22 Jul 2019, 09:54 |
| Q1 2019 | 94 | $189,638,000 | +$24,829,105 | -$11,933,451 | +$12,895,654 | SCHV, GSIE, MOAT, SCHG, BRKB | 13F-HR | 08 May 2019, 15:39 |
| Q4 2018 | 91 | $160,718,000 | +$28,055,623 | -$13,007,297 | +$15,048,326 | SCHV, MOAT, GSIE, BRKB, SCHG | 13F-HR | 11 Feb 2019, 10:32 |
| Q3 2018 | 98 | $170,871,000 | +$19,620,615 | -$24,039,314 | -$4,418,699 | MOAT, SCHV, BRKB, FNDX, GIM | 13F-HR | 14 Nov 2018, 09:46 |
| Q2 2018 | 106 | $184,878,000 | +$13,472,953 | -$13,547,909 | -$74,956 | MOAT, FNDX, SCHZ, SCHV, GIM | 13F-HR | 03 Aug 2018, 10:49 |
| Q1 2018 | 110 | $186,017,000 | +$7,579,385 | -$6,675,457 | +$903,928 | SCHZ, MOAT, FNDX, GIM, FDX | 13F-HR | 08 May 2018, 13:17 |
| Q4 2017 | 120 | $195,841,000 | +$8,498,562 | -$2,367,284 | +$6,131,278 | MOAT, SCHZ, FNDX, GIM, FDX | Restatement | 25 Jun 2018, 12:17 |
| Q3 2017 | 119 | $189,141,000 | +$12,316,076 | -$7,216,713 | +$5,099,363 | MOAT, SCHZ, FNDX, GIM, FDX | 13F-HR | 05 Oct 2017, 14:13 |
| Q2 2017 | 121 | $182,263,000 | +$28,486,716 | -$2,058,849 | +$26,427,867 | MOAT, GIM, FNDX, FDX, MSD | 13F-HR | 24 Jul 2017, 14:46 |
| Q1 2017 | 102 | $155,279,000 | +$6,094,632 | -$3,145,770 | +$2,948,862 | MOAT, GIM, FNDX, RWLXXXX, FDX | 13F-HR | 25 Apr 2017, 09:54 |
| Q4 2016 | 312 | $177,260,131 | +$6,280,053 | -$7,260,018 | -$979,965 | MOAT, GIM, EFT, RWLXXXX, FNDX | 13F-HR | 17 Jan 2017, 09:09 |
| Q3 2016 | 382 | $176,388,423 | +$6,410,426 | -$6,238,400 | +$172,026 | GIM, MOAT, EFT, FDX, MSD | 13F-HR | 11 Oct 2016, 13:58 |
| Q2 2016 | 375 | $175,049,918 | +$13,440,991 | -$4,725,024 | +$8,715,967 | GIM, MOAT, EFT, RWLXXXX, FDX | 13F-HR | 14 Jul 2016, 11:48 |
| Q1 2016 | 339 | $170,797,000 | $0 | GIM, RWLXXXX, FDX, PG, EFT | 13F-HR | 19 Apr 2016, 09:57 |