Kelman-Lazarov, Inc. SPLG — SPDR SER TR

Ownership history in Kelman-Lazarov, Inc.  ·  5 quarters on record

AI Ownership Summary

Kelman-Lazarov, Inc. reported SPDR SER TR (SPLG) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 4.69% in 2025 Q4. The latest visible filing shows SPLG at 4.62% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPLG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kelman-Lazarov, Inc.'s position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPLG was reported at 4.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.69% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPLG stock page Kelman-Lazarov, Inc. fund profile Kelman-Lazarov, Inc. full holdings
How Kelman-Lazarov, Inc. held SPLG — position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 421,242 +11,601 +2.8% 4.62% $32.2M 2026-04-27 —
2025 Q4 ADDED — — — 409,641 +28,424 +7.5% 4.69% $32.9M 2026-01-26 —
2025 Q3 ADDED — — — 381,217 +11,301 +3.1% 4.43% $29.9M 2025-11-12 —
2025 Q2 ADDED — — — 369,916 +52,004 +16.4% 4.36% $26.9M 2025-07-29 —
2025 Q1 INITIATED — — — 317,912 — — 3.79% $20.9M 2025-05-06 —

🏢 Other funds also holding SPLG

As of 2026 Q2 — sorted by position size

Better Way Financial, LLC 40.55% Klaas Financial Asset Advisors, LLC 3Y 28.04% Private Wealth Group, LLC 3Y 7Y 26.82% Ridgeline Wealth Planning, LLC 26.66% Solitude Financial Services 3Y 22.35% Broadway Wealth Solutions, Inc. 21.17% Auour Investments LLC 3Y 19.8% New Perspectives, Inc 3Y 19.78% LIFELONG WEALTH ADVISORS, INC. 19.42% Detalus Advisors, LLC 3Y 19.15%

FAQ About Kelman-Lazarov, Inc. and SPLG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kelman-Lazarov, Inc. reported owning SPLG?

Kelman-Lazarov, Inc. reported SPLG across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported SPLG position in Kelman-Lazarov, Inc.'s portfolio?

The largest reported portfolio weight for SPLG was 4.69% in 2025 Q4.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q1, when Kelman-Lazarov, Inc. reported 421,242 shares, equal to 4.62% of portfolio, with an estimated market value of $32.2M.

What does the chart on this SPLG ownership page compare?

The chart compares Kelman-Lazarov, Inc.'s quarterly SPLG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Kelman-Lazarov, Inc. Holdings