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Michael Munekata

Kelman-lazarov, Inc.

Assets Managed
$697.577M
Holdings
140
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
-0.38%(2Q avg: 1.73%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kelman-lazarov, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 140 positions.

Assets under management

The assets under management (AUM) of Kelman-lazarov, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 697.577M in assets, with a quarterly growth rate of -0.38% and a 2-quarter average growth rate of 1.73%. The portfolio is managed by Michael Munekata, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FNDX
Schwab Fndmntl Us Lrg Co Etf
Recent Activity
Increased 0.63%
9.47%
$66.038M
2.371M shares@ $27.85 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 1.97%
7.82%
$54.5M
1.871M shares@ $29.14 avg price
MOAT
Vaneck Morningstar Wide Moat
Recent Activity
Increased 0.91%
7.78%
$54.251M
561,025 shares@ $96.71 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 2.84%
4.63%
$32.242M
421,242 shares@ $76.54 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
Increased 2.8%
4.62%
$32.215M
311,471 shares@ $103.43 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 8.61%
4.32%
$30.07M
354,431 shares@ $84.84 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 1.22%
3.8%
$26.463M
1.032M shares@ $25.64 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 1.41%
3.79%
$26.378M
212,193 shares@ $124.31 avg price
GSLC
Goldman Activebeta Us Lc Etf
Recent Activity
Decreased -3.45%
3.7%
$25.784M
206,054 shares@ $125.13 avg price
BOND
Pimco Active Bond Exchange-t
Recent Activity
Increased 0.78%
3.47%
$24.204M
262,289 shares@ $92.29 avg price

1-10 of 140