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Kelman-Lazarov Inc’s ProShares Large Cap Core Plus CSM Stock Holding History

Kelman-Lazarov Inc’s Portfolio CSM Stock Details CSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$359K Hold
4,800
– – 0.05% 104
2025
Q4 		$382K Hold
4,800
– – 0.05% 102
2025
Q3 		$368K Buy
+4,800
New +$352K 0.05% 104

Other funds holding CSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $545M AUM 19.05% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $930M AUM 16.6% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kelman-Lazarov Inc's CSM Position: Q1 2026 in Review

Kelman-Lazarov Inc held its ProShares Large Cap Core Plus (CSM) position steady in Q1 2026 at 4,800 shares worth $359K. The position accounts for 0.05% of the portfolio, ranked #104.

Kelman-Lazarov Inc first reported a position in CSM in Q3 2025 and has held it in 3 quarters since. The position peaked at $382K in Q4 2025. 101 funds tracked by Wall St. Rank hold CSM as of Q1 2026.

  • Kelman-Lazarov Inc held 4,800 shares of ProShares Large Cap Core Plus worth $359K as of Q1 2026.
  • Kelman-Lazarov Inc left its ProShares Large Cap Core Plus share count unchanged in Q1 2026.
  • ProShares Large Cap Core Plus made up 0.05% of Kelman-Lazarov Inc's portfolio in Q1 2026, its #104 holding.
  • Kelman-Lazarov Inc first reported a position in ProShares Large Cap Core Plus in Q3 2025 and has held it in 3 quarters since.
  • Kelman-Lazarov Inc's ProShares Large Cap Core Plus position peaked at $382K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held ProShares Large Cap Core Plus as of Q1 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2026, filed 27 Apr 2026.