Kelman-Lazarov, Inc.
RIA/Wealth
Kelman-Lazarov, Inc. is a RIA/Wealth based in Memphis, TN led by Martin Samuel Kelman, reporting $705.4M in AUM as of Q3 2025 with 93% ETF concentration, 56% concentrated in top 10 holdings, and minimal technology exposure.
ChairmanMartin Samuel Kelman
- Portfolio Value
- $671.0M
- Positions
- 130
- Top Holding
- FNDX at 9.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Kelman-Lazarov, Inc.'s portfolio (56.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $61.7M | 9.19% | +$302.9K Bought | — 2.3M shares | |
ETF ETF | $59.2M | 8.83% | -$347.6K Sold | — 1.9M shares | |
ETF ETF | $54.6M | 8.14% | +$360.4K Bought | — 551.2K shares | |
ETF ETF | $38.4M | 5.72% | -$944.3K Sold | — 934.3K shares | |
ETF ETF | $29.9M | 4.45% | +$885.3K Bought | — 381.2K shares | |
ETF ETF | $29.7M | 4.43% | -$680.7K Sold | — 228.1K shares | |
ETF ETF | $29.1M | 4.34% | +$1.5M Bought | — 281.7K shares | |
ETF ETF | $27.1M | 4.04% | -$493.9K Sold | — 1.0M shares | |
ETF ETF | $24.3M | 3.62% | +$232.1K Bought | — 204.4K shares | |
ETF ETF | $23.5M | 3.50% | +$1.1M Bought | — 251.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Kelman-Lazarov, Inc.'s latest filing
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Market Value
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Kelman-Lazarov, Inc.
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