LBMC INVESTMENT ADVISORS, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1536924
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$1.8B
Holdings
245
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
LBMC INVESTMENT ADVISORS, LLC disclosed 245 positions worth $1.8B in its Form 13F-HR for Q2 2026, followed by $IVZ. During the quarter the fund opened 33 new positions and exited 18 and a full exit from $SMCI. The portfolio is most concentrated in Other (74.3% of disclosed assets). All figures are sourced directly from LBMC INVESTMENT ADVISORS, LLC’s Form 13F-HR filing with the SEC under CIK 1536924.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
16.9% weight
Held 10 quarters
$IVZ15.2% weight
Held 10 quarters
ISHARES TR - RUSSELL 2000
11.4% weight
Held 10 quarters
ISHARES TR - CORE HIGH DV
3.4% weight
Held 10 quarters
ISHARES TR - CORE MSCI EAF
3.3% weight
Held 10 quarters
ISHARES TR - IBONDS 28 TR
9 quarters accumulating
ISHARES TR - IBON 2027 TE
9 quarters accumulating
VANGUARD WHITEHALL FDS - H
9 quarters accumulating
ISHARES TR - IBON 2026 TE
9 quarters accumulating
ISHARES TR - IBONDS DEC 27
9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$311.2M415,571 sh- —
Quality
$280.6M1,319,004 sh ISHARES TR - RUSSELL 2000 ETF
—Quality
$211.2M702,868 shISHARES TR - CORE HIGH DV ETF
—Quality
$63.2M2,307,284 shISHARES TR - CORE MSCI EAFE
—Quality
$60.1M622,624 shISHARES TR - MSCI EAFE ETF
—Quality
$50.5M486,616 shISHARES TR - IBONDS 28 TR HI
—Quality
$45.5M1,937,560 shISHARES TR - IBONDS 29 TR HI
—Quality
$40.0M1,709,445 shISHARES TR - IBON 2027 TE ETF
—Quality
$39.1M1,772,416 shISHARES TR - SELECT DIVID ETF
—Quality
$36.1M231,257 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $311.2M | 415,571 |
| Invesco Ltd.$IVZ | — | $280.6M | 1,319,004 |
| ISHARES TR - RUSSELL 2000 ETF | — | $211.2M | 702,868 |
| ISHARES TR - CORE HIGH DV ETF | — | $63.2M | 2,307,284 |
| ISHARES TR - CORE MSCI EAFE | — | $60.1M | 622,624 |
| ISHARES TR - MSCI EAFE ETF | — | $50.5M | 486,616 |
| ISHARES TR - IBONDS 28 TR HI | — | $45.5M | 1,937,560 |
| ISHARES TR - IBONDS 29 TR HI | — | $40.0M | 1,709,445 |
| ISHARES TR - IBON 2027 TE ETF | — | $39.1M | 1,772,416 |
| ISHARES TR - SELECT DIVID ETF | — | $36.1M | 231,257 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LBMC INVESTMENT ADVISORS, LLC's 245 positions.
Showing top 10 of 245 holdings.
Sector Allocation
Other
$1.4B
Financials
$321.9M
Technology
$78.7M
Healthcare
$25.7M
Industrials
$19.7M
Consumer Discretionary
$14.4M
Consumer Staples
$5.0M
Energy
$4.7M
Top Holdings — LBMC INVESTMENT ADVISORS, LLC (Q2 2026)
Top 150 of 245 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $311.2M | 16.9% | -1% | — |
| 2 | $IVZ | Invesco Ltd. | $280.6M | 15.2% | -0% | — |
| 3 | — | ISHARES TR - RUSSELL 2000 ETF | $211.2M | 11.4% | -0% | — |
| 4 | — | ISHARES TR - CORE HIGH DV ETF | $63.2M | 3.4% | +403% | — |
| 5 | — | ISHARES TR - CORE MSCI EAFE | $60.1M | 3.3% | +5% | — |
| 6 | — | ISHARES TR - MSCI EAFE ETF | $50.5M | 2.7% | -0% | — |
| 7 | — | ISHARES TR - IBONDS 28 TR HI | $45.5M | 2.5% | +11% | — |
| 8 | — | ISHARES TR - IBONDS 29 TR HI | $40.0M | 2.2% | +16% | — |
| 9 | — | ISHARES TR - IBON 2027 TE ETF | $39.1M | 2.1% | +10% | — |
| 10 | — | ISHARES TR - SELECT DIVID ETF | $36.1M | 2.0% | +0% | — |
| 11 | — | ISHARES TR - IBON 2030 TE ETF | $31.5M | 1.7% | +27% | — |
| 12 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $31.0M | 1.7% | +1% | — |
| 13 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLD | $29.1M | 1.6% | +5% | — |
| 14 | — | ISHARES TR - CORE S&P SCP ETF | $28.1M | 1.5% | +6% | — |
| 15 | — | ISHARES TR - IBON 2026 TE ETF | $26.3M | 1.4% | +3% | — |
| 16 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDX | $18.1M | 1.0% | -0% | — |
| 17 |  $AAPL | Apple Inc. | $18.0M | 1.0% | -0% | 76.4 |
| 18 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $17.3M | 0.9% | -0% | — |
| 19 | — | ISHARES TR - IBON 2031 TE ETF | $17.2M | 0.9% | +37% | — |
| 20 |  $HCA | HCA Healthcare, Inc. | $16.9M | 0.9% | +0% | 68.9 |
| 21 | — | ISHARES TR - SELECT US REIT | $16.1M | 0.9% | -0% | — |
| 22 | — | ISHARES TR - S&P 500 GRWT ETF | $15.5M | 0.8% | -5% | — |
| 23 | — | ISHARES TR - IBONDS DEC 27 | $14.9M | 0.8% | +3% | — |
| 24 | — | ISHARES TR - IBONDS DEC 28 | $14.8M | 0.8% | +3% | — |
| 25 | — | VANGUARD INDEX FDS - MID CAP ETF | $13.8M | 0.8% | +300% | — |
| 26 | — | ISHARES TR - IBONDS DEC 26 | $13.3M | 0.7% | -1% | — |
| 27 | — | ISHARES TR - IBONDS DEC 2029 | $13.2M | 0.7% | +7% | — |
| 28 | — | ISHARES TR - U.S. UTILITS ETF | $12.3M | 0.7% | +0% | — |
| 29 | — | ISHARES TR - CORE 80 20 ETF | $12.2M | 0.7% | -1% | — |
| 30 |  $GOOGL | Alphabet Inc. | $10.1M | 0.6% | +5% | 78.2 |
| 31 | — | ISHARES INC - CORE MSCI EMKT | $9.7M | 0.5% | +6% | — |
| 32 | — | ISHARES TR - S&P 500 VAL ETF | $9.5M | 0.5% | -0% | — |
| 33 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $8.7M | 0.5% | +1% | — |
| 34 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $8.6M | 0.5% | -3% | — |
| 35 | — | ISHARES TR - IBONDS DEC 29 | $8.5M | 0.5% | +19% | — |
| 36 | — | ISHARES TR - IBONDS DEC 2030 | $8.4M | 0.5% | +20% | — |
| 37 |  $AMZN | AMAZON COM INC | $8.2M | 0.5% | +4% | 68.7 |
| 38 | — | ISHARES TR - IBONDS DEC 2030 | $7.5M | 0.4% | +23% | — |
| 39 | — | ISHARES TR - IBONDS 27 ETF | $7.3M | 0.4% | +16% | — |
| 40 |  $MSFT | MICROSOFT CORP | $7.1M | 0.4% | +11% | 79.8 |
| 41 | — | ISHARES TR - IBDS DEC28 ETF | $7.1M | 0.4% | +20% | — |
| 42 | — | ISHARES TR - MSCI EMG MKT ETF | $6.6M | 0.4% | +0% | — |
| 43 |  $AFL | AFLAC INC | $6.2M | 0.3% | +0% | 61.3 |
| 44 |  $GOOG | Alphabet Inc. | $6.1M | 0.3% | +7% | 78.2 |
| 45 |  $BRK.B | BERKSHIRE HATHAWAY INC | $6.0M | 0.3% | -4% | 73.8 |
| 46 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $5.9M | 0.3% | -2% | — |
| 47 |  $GRC | GORMAN RUPP CO | $5.6M | 0.3% | +0% | 56.6 |
| 48 |  $SPY | SPDR S&P 500 ETF TRUST | $5.4M | 0.3% | +0% | — |
| 49 | — | ISHARES TR - IBONDS DEC2026 | $5.4M | 0.3% | +5% | — |
| 50 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $5.0M | 0.3% | +2% | — |
| 51 | — | ISHARES TR - CORE 60 BALA ETF | $4.8M | 0.3% | -2% | — |
| 52 | — | ISHARES TR - CORE S&P MCP ETF | $4.3M | 0.2% | +4% | — |
| 53 | — | ISHARES TR - IBON 2032 TE ETF | $4.2M | 0.2% | +16% | — |
| 54 | — | SPDR SERIES TRUST - ST STR P500GRW | $3.9M | 0.2% | +0% | — |
| 55 |  $META | Meta Platforms, Inc. | $3.8M | 0.2% | +1% | 79.6 |
| 56 | — | VANGUARD WORLD FD - INF TECH ETF | $3.7M | 0.2% | +700% | — |
| 57 | — | ISHARES TR - IBONDS DEC 2031 | $3.4M | 0.2% | +5% | — |
| 58 |  $CSCO | CISCO SYSTEMS, INC. | $3.4M | 0.2% | +142% | 70.3 |
| 59 |  $CAT | CATERPILLAR INC | $3.4M | 0.2% | -0% | 66.5 |
| 60 |  $NVDA | NVIDIA CORP | $3.4M | 0.2% | +2% | 85.9 |
| 61 |  $AOS | SMITH A O CORP | $3.3M | 0.2% | +0% | 60 |
| 62 |  $COF | CAPITAL ONE FINANCIAL CORP | $3.3M | 0.2% | +0% | 62.4 |
| 63 |  $HD | HOME DEPOT, INC. | $3.2M | 0.2% | +3% | 60.3 |
| 64 |  $KO | COCA COLA CO | $3.1M | 0.2% | -1% | 69.5 |
| 65 |  $AON | Aon plc | $3.0M | 0.2% | +0% | — |
| 66 | — | ISHARES INC - MSCI EQUAL WEITE | $2.9M | 0.2% | +0% | — |
| 67 |  $JPM | JPMORGAN CHASE & CO | $2.9M | 0.1% | +2% | 70.7 |
| 68 |  $AVGO | Broadcom Inc. | $2.5M | 0.1% | +21% | 84.5 |
| 69 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 HG | $2.4M | 0.1% | +0% | — |
| 70 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO 28 HYCORP | $2.4M | 0.1% | +0% | — |
| 71 | — | TEMA ETF TRUST - S&P 500 HI WE ET | $2.4M | 0.1% | +22% | — |
| 72 | — | INVESCO EXCH TRD SLF IDX FD - BULLETSHS 2030 | $2.4M | 0.1% | +0% | — |
| 73 |  $MU | MICRON TECHNOLOGY INC | $2.3M | 0.1% | -38% | 86.2 |
| 74 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | $2.3M | 0.1% | +0% | — |
| 75 | — | ISHARES TR - IBONDS DEC 2031 | $2.1M | 0.1% | -3% | — |
| 76 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $2.1M | 0.1% | +0% | — |
| 77 |  $LLY | ELI LILLY & Co | $2.0M | 0.1% | -51% | 87.5 |
| 78 |  $NBIS | Nebius Group N.V. | $2.0M | 0.1% | +0% | — |
| 79 |  $XOM.R34088 | EXXON MOBIL CORP | $2.0M | 0.1% | +2% | 57.9 |
| 80 |  $DOV | DOVER Corp | $1.9M | 0.1% | +0% | 58.1 |
| 81 | — | SPDR SERIES TRUST - ST STR P500ETF | $1.9M | 0.1% | +2% | — |
| 82 |  $GE | GENERAL ELECTRIC CO | $1.9M | 0.1% | +7% | 73.8 |
| 83 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $1.8M | 0.1% | +0% | — |
| 84 |  $JNJ | JOHNSON & JOHNSON | $1.8M | 0.1% | +2% | 69 |
| 85 |  $SO | SOUTHERN CO | $1.8M | 0.1% | -30% | 62 |
| 86 | — | ISHARES TR - S&P MC 400GR ETF | $1.7M | 0.1% | +0% | — |
| 87 |  $ORCL | ORACLE CORP | $1.7M | 0.1% | +0% | 66.2 |
| 88 |  $GEV | GE Vernova Inc. | $1.7M | 0.1% | +22% | 81.1 |
| 89 |  $MA | Mastercard Inc | $1.6M | 0.1% | +1% | 85.1 |
| 90 |  $PNFP | Pinnacle Financial Partners, Inc. | $1.6M | 0.1% | -18% | 54.5 |
| 91 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.6M | 0.1% | +1% | 70 |
| 92 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | $1.6M | 0.1% | +0% | — |
| 93 |  $ABBV | AbbVie Inc. | $1.5M | 0.1% | +3% | 72.6 |
| 94 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.5M | 0.1% | -21% | 66.2 |
| 95 | — | ISHARES TR - IBONDS DEC 2032 | $1.5M | 0.1% | +0% | — |
| 96 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $1.5M | 0.1% | +38% | — |
| 97 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | $1.5M | 0.1% | +0% | — |
| 98 |  $V | VISA INC. | $1.4M | 0.1% | +8% | 82.9 |
| 99 |  $RTX | RTX Corp | $1.4M | 0.1% | -2% | 73.2 |
| 100 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $1.4M | 0.1% | +0% | — |
| 101 | — | INVESCO EXCH TRD SLF IDX FD - BULL 2031 HI ETF | $1.3M | 0.1% | +0% | — |
| 102 | — | ISHARES TR - IBONDS DEC 2032 | $1.3M | 0.1% | NEW | — |
| 103 |  $DIS | Walt Disney Co | $1.2M | 0.1% | +1% | 60.1 |
| 104 |  $INTC | INTEL CORP | $1.2M | 0.1% | +0% | 45.6 |
| 105 |  $C | CITIGROUP INC | $1.2M | 0.1% | -15% | 65 |
| 106 | — | ISHARES TR - CORE DIV GRWTH | $1.1M | 0.1% | +0% | — |
| 107 |  $BX | Blackstone Inc. | $1.1M | 0.1% | +1% | 74.4 |
| 108 |  $GS | GOLDMAN SACHS GROUP INC | $1.1M | 0.1% | +23% | 73.5 |
| 109 |  $TSLA | Tesla, Inc. | $1.1M | 0.1% | +18% | 53.9 |
| 110 |  $SHOP | SHOPIFY INC. | $1.1M | 0.1% | +7% | 64.9 |
| 111 |  $SMBK | SMARTFINANCIAL INC. | $1.1M | 0.1% | +0% | 62.3 |
| 112 |  $AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.1% | -73% | 79.8 |
| 113 | — | ISHARES TR - RUS 1000 GRW ETF | $1.0M | 0.1% | +311% | — |
| 114 |  $WFC | WELLS FARGO & COMPANY/MN | $960,814 | 0.1% | +0% | 61.8 |
| 115 |  $BA | BOEING CO | $944,892 | 0.1% | -7% | 61.6 |
| 116 |  $UNH | UNITEDHEALTH GROUP INC | $928,818 | 0.1% | +1% | 62.7 |
| 117 |  $BAC | BANK OF AMERICA CORP /DE/ | $927,650 | 0.1% | -8% | 67.6 |
| 118 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT | $912,219 | 0.1% | +0% | — |
| 119 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | $902,335 | 0.1% | +0% | — |
| 120 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $901,157 | 0.1% | -1% | — |
| 121 |  $MRK | Merck & Co., Inc. | $895,260 | 0.1% | -23% | 59.9 |
| 122 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $873,154 | 0.1% | +1% | — |
| 123 | $IVZ | Invesco Ltd. | $864,677 | 0.1% | +15% | — |
| 124 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | $861,096 | 0.1% | +0% | — |
| 125 |  $MDB | MongoDB, Inc. | $839,750 | 0.1% | +0% | 68.8 |
| 126 |  $RF | REGIONS FINANCIAL CORP | $838,502 | 0.1% | -1% | 61.5 |
| 127 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | $831,764 | 0.1% | +0% | — |
| 128 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $813,104 | 0.0% | +0% | 73.7 |
| 129 | — | SPDR SERIES TRUST - ST STR P500VAL | $796,657 | 0.0% | +0% | — |
| 130 |  $PANW | Palo Alto Networks Inc | $796,282 | 0.0% | +1% | 65.5 |
| 131 |  $WMT | Walmart Inc. | $791,230 | 0.0% | -26% | 60.2 |
| 132 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $747,440 | 0.0% | +0% | — |
| 133 |  $CVX | CHEVRON CORP | $744,429 | 0.0% | -31% | 62.8 |
| 134 | — | ISHARES TR - IBONDS 28 TRM TS | $739,122 | 0.0% | +0% | — |
| 135 | — | FIS TR - CHRISTIAN STK FD | $736,610 | 0.0% | +0% | — |
| 136 |  $PLTR | Palantir Technologies Inc. | $734,205 | 0.0% | +56% | 84.6 |
| 137 |  $ETN | Eaton Corp plc | $717,587 | 0.0% | -11% | — |
| 138 | — | PROSHARES TR - PSHS ULTRA QQQ | $688,186 | 0.0% | +0% | — |
| 139 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $677,959 | 0.0% | +0% | — |
| 140 |  $COP | CONOCOPHILLIPS | $654,610 | 0.0% | -4% | 70.2 |
| 141 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $622,807 | 0.0% | -4% | — |
| 142 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $602,959 | 0.0% | +0% | — |
| 143 | — | ISHARES TR - IBONDS 27 TRM TS | $590,568 | 0.0% | +0% | — |
| 144 | — | VANGUARD INDEX FDS - GROWTH ETF | $587,561 | 0.0% | +1185% | — |
| 145 |  $MS | MORGAN STANLEY | $586,567 | 0.0% | -0% | 75.8 |
| 146 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $580,615 | 0.0% | +0% | — |
| 147 |  $UAL | United Airlines Holdings, Inc. | $580,270 | 0.0% | +0% | 60.8 |
| 148 |  $TRV | TRAVELERS COMPANIES, INC. | $577,710 | 0.0% | +0% | 75.9 |
| 149 |  $IBIT | iShares Bitcoin Trust ETF | $553,280 | 0.0% | -20% | — |
| 150 | — | ISHARES TR - IBONDS DEC 2033 | $550,171 | 0.0% | +0% | — |
New Positions (33)
ISHARES TR - IBONDS DEC 2032$1.3M
ISHARES TR - IBON 2033 TE HI$500,577
$VRT Vertiv Holdings Co$478,152 VANGUARD INDEX FDS - VALUE ETF$457,767
ETF SER SOLUTIONS - BAHL GA GROW ETF$394,719
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$394,394 ISHARES TR - ESG OPTIMIZED$307,699
$LITE Lumentum Holdings Inc.$305,470
$CRWD CrowdStrike Holdings, Inc.$304,493
$CRDO Credo Technology Group Holding Ltd$299,417
$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$297,049
$ABNB Airbnb, Inc.$291,638
$ALAB Astera Labs, Inc.$274,356
$ASML ASML HOLDING NV$266,585 VANECK ETF TRUST - SEMICONDUCTR ETF$262,356
Exited Positions (18)
$SMCI Super Micro Computer, Inc.
$SNOW Snowflake Inc.
$FBTC Fidelity Wise Origin Bitcoin Fund
$ADI ANALOG DEVICES INC
$STX Seagate Technology Holdings plc
$HON HONEYWELL INTERNATIONAL INC
$AMAT APPLIED MATERIALS INC /DE
$MPC Marathon Petroleum Corp
$T AT&T INC.
$FBK FB Financial Corp
$APLD Applied Digital Corp.
$VZ VERIZON COMMUNICATIONS INC
$TXN TEXAS INSTRUMENTS INC ISHARES TR
$MSTR Strategy IncBrowse Top Institutional Investors
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