Kelman-Lazarov, Inc. reported 53 positions worth $52.64M for the quarter ended Jun 30, 2026, up 14.1% on the prior quarter. It opened 13 new positions, added to 17, trimmed 19 and exited 1. Its largest holding is Berkshire Hathaway Inc at 30.4% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +943 | – | $547.80K | 1.04% |
| FDXF FedEx Freight Holding Company, Inc. | +2,814 | – | $424.91K | 0.807% |
| AMZN Amazon Com Inc | +1,241 | +34.8% | $295.78K | 2.18% |
| INTC Intel Corp | +2,100 | – | $293.22K | 0.557% |
| FIX Comfort Systems Usa Inc | +141 | – | $279.46K | 0.531% |
| UNH Unitedhealth Group Inc | +669 | – | $278.25K | 0.529% |
| GEV GE Vernova Inc. | +214 | – | $251.42K | 0.478% |
| WDC Western Digital Corp | +375 | – | $239.52K | 0.455% |
| GE General Electric Co | +632 | – | $236.20K | 0.449% |
| SNDK Sandisk Corp | +99 | – | $225.10K | 0.428% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MSFT Microsoft Corp | -1,741 | -41.1% | $649.30K | 1.77% |
| COP Conocophillips | -1,813 | -100.0% | $239.32K | Exited |
| PM Philip Morris International Inc. | -602 | -20.5% | $108.89K | 0.804% |
| BRK-B Berkshire Hathaway Inc | -138 | -0.4% | $69.05K | 30.41% |
| NFLX Netflix Inc | -847 | -7.3% | $60.48K | 1.47% |
| MA Mastercard Inc | -112 | -2.8% | $57.53K | 3.83% |
| PG PROCTER & GAMBLE Co | -338 | -5.7% | $49.56K | 1.55% |
| WMT Walmart Inc. | -393 | -3.1% | $44.51K | 2.69% |
| GOOGL Alphabet Inc. | -102 | -0.8% | $36.45K | 9.11% |
| JNJ Johnson & Johnson | -134 | -3.7% | $34.03K | 1.7% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMD Advanced Micro Devices Inc | +943 | $547.80K | 1.04% |
| FDXF FedEx Freight Holding Company, Inc. | +2,814 | $424.91K | 0.807% |
| INTC Intel Corp | +2,100 | $293.22K | 0.557% |
| FIX Comfort Systems Usa Inc | +141 | $279.46K | 0.531% |
| UNH Unitedhealth Group Inc | +669 | $278.25K | 0.529% |
| GEV GE Vernova Inc. | +214 | $251.42K | 0.478% |
| WDC Western Digital Corp | +375 | $239.52K | 0.455% |
| GE General Electric Co | +632 | $236.20K | 0.449% |
| SNDK Sandisk Corp | +99 | $225.10K | 0.428% |
| BLK BlackRock, Inc. | +220 | $211.34K | 0.401% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| COP Conocophillips | -1,813 | $239.32K | 0.519% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 32.0K | $16.01M | 30.41% | -138 | -0.4% | Reduced | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 13.4K | $4.79M | 9.11% | -102 | -0.8% | Reduced | 0% |
| 3 | AAPL Apple Inc. | Technology | 13.6K | $3.95M | 7.5% | +590 | +4.5% | Added | 0% |
| 4 | MA Mastercard Inc | Financial Services | 3,926 | $2.02M | 3.83% | -112 | -2.8% | Reduced | 0% |
| 5 | GOOG Alphabet Inc. | Technology | 4,316 | $1.52M | 2.9% | +204 | +5.0% | Added | 0% |
| 6 | BRK-A Berkshire Hathaway Inc | Financial Services | 2 | $1.50M | 2.85% | 0 | 0.0% | Unchanged | 0% |
| 7 | WMT Walmart Inc. | Consumer Staples | 12.5K | $1.41M | 2.69% | -393 | -3.1% | Reduced | 0% |
| 8 | NVDA Nvidia Corp | Technology | 5,830 | $1.17M | 2.22% | +547 | +10.4% | Added | 0% |
| 9 | AMZN Amazon Com Inc | Consumer Discretionary | 4,810 | $1.15M | 2.18% | +1,241 | +34.8% | Added | 0% |
| 10 | MU Micron Technology Inc | Technology | 923 | $1.07M | 2.02% | +75 | +8.8% | Added | 0% |
| 11 | FDX Fedex Corp | Industrials | 3,126 | $978.69K | 1.86% | +10 | +0.3% | Added | 0% |
| 12 | YUM Yum Brands Inc | Consumer Discretionary | 5,861 | $936.98K | 1.78% | -45 | -0.8% | Reduced | 0% |
| 13 | MSFT Microsoft Corp | Technology | 2,498 | $931.63K | 1.77% | -1,741 | -41.1% | Reduced | 0% |
| 14 | JNJ Johnson & Johnson | Healthcare | 3,530 | $896.59K | 1.7% | -134 | -3.7% | Reduced | 0% |
| 15 | TSLA Tesla, Inc. | Consumer Discretionary | 2,079 | $874.43K | 1.66% | +60 | +3.0% | Added | 0% |
Tip. Select a row to see that position’s full history at Kelman-Lazarov.
As of its Q2 2026 13F filing, Kelman-Lazarov, Inc.’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 30.4%, Alphabet Inc. (GOOGL) at 9.1%, Apple Inc. (AAPL) at 7.5%, Mastercard Inc (MA) at 3.8%, Alphabet Inc. (GOOG) at 2.9% of the reported portfolio.
Kelman-Lazarov, Inc. reported a 13F portfolio worth $52.64M across 53 positions for Q2 2026. That is up 14.1% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($547.80K), FedEx Freight Holding Company, Inc. ($424.91K), Amazon Com Inc ($295.78K). It opened 13 new positions.
Its largest sales by value were Microsoft Corp ($649.30K), Conocophillips ($239.32K), Philip Morris International Inc. ($108.89K). It exited 1 positions entirely.
From the Form 13F-HR reports Kelman-Lazarov, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.