Kelman-Lazarov, Inc.
Top Portfolio Positions
43 positions ·
$51,733,942 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
32,124 | $15,393,820 | 29.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,518 | $3,887,236 | 7.51% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,924 | $3,852,614 | 7.45% | |
| AAPL |
Apple Inc.
Technology
|
13,053 | $3,312,720 | 6.40% | |
| MA |
Mastercard Inc
Financial Services
|
4,038 | $2,017,627 | 3.90% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
3,039 | $1,874,333 | 3.62% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
12,877 | $1,600,353 | 3.09% | |
| MSFT |
Microsoft Corp
Technology
|
4,239 | $1,569,150 | 3.03% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
2,992 | $1,385,864 | 2.68% | |
| NFLX |
Netflix Inc
Communication Services
|
11,657 | $1,120,820 | 2.17% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SRCE
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $1,462,640 | 23,406 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,441,673 | 23,419 | Shares | Sole | 2025-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||