Kelman-Lazarov, Inc. has disclosed its quarterly holdings in a recent filing, revealing a total value of approximately $775.99 million in assets under management. This update, filed on November 9, 2026, is significant as it illustrates the company's investment strategy and its position in the competitive investment management sector.

The filing, which covers the period ending September 30, 2026, indicates that the company has diversified its portfolio across various sectors. Notably, its holdings include major corporations such as Alphabet Inc. and Amazon.com Inc., reflecting a strategic focus on technology and consumer services.

Background

Kelman-Lazarov, Inc. is a Tennessee-based investment management firm. The company operates under the Central Index Key (CIK) 0001672067. As an entity categorized under the investment management sector, it plays a crucial role in managing assets for various clients. The firm has consistently filed reports with the SEC, including its most recent filings on November 9, 2026 (Form 13F-HR), August 11, 2026 (Form N-PX), and August 10, 2026 (Form 13F-HR).

What the Filing Says

The recent filing reveals that Kelman-Lazarov holds a total of 158 positions with a combined value of $775,988,353. The report includes significant investments in well-known companies, highlighting the firm's strategic allocation of resources. For instance, the firm has invested in:

“3M CO, ADVANCED MICRO DEVICES INC, AIRBNB INC, ALPHABET INC, and AMAZON COM INC.”

These investments showcase a blend of technology, consumer goods, and service sectors, indicating a diversified approach to asset management.

Impact

This filing may impact various stakeholders, including clients, competitors, and market analysts. For clients, the report provides transparency regarding the firm's investment strategies and performance. Competitors in the investment management sector may analyze Kelman-Lazarov's portfolio to gauge market trends and client preferences. Additionally, the filing serves as a benchmark for analysts assessing the firm's growth and positioning within the industry.

What's Next

The filing does not specify what happens next. However, stakeholders will likely monitor future filings to assess changes in the firm's investment strategy and portfolio adjustments.