LBMC INVESTMENT ADVISORS, LLC
Sector Allocation
- Other74.3%$1.4B
- Financials17.4%$321.9M
- Technology4.2%$76.8M
- Healthcare1.4%$26.0M
- Industrials1.1%$19.7M
- Consumer Discretionary0.8%$13.8M
- Consumer Staples0.4%$7.3M
- Energy0.3%$4.7M
- Utilities0.1%$2.2M
- Communication Services0.1%$1.2M
AUM History
13fpro.ai/research/fund/lbmc-investment-advisors-llc-1536924
Conviction and streaks
Stable · top 10 = 61.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$311.2M
IVZ
$280.6M- ISHARES$211.2M
- ISHARES$63.2M
- ISHARES$60.1M
- ISHARES$50.5M
- ISHARES$45.5M
- ISHARES$40.0M
- ISHARES$39.1M
- ISHARES$36.1M
- ISHARES$31.5M
- VANGUARD$31.0M
- VANGUARD$29.1M
- ISHARES$28.1M
- ISHARES$26.3M
- VANGUARD$18.1M
AAPL
$18.0M- VANGUARD$17.3M
- ISHARES$17.2M
HCA
$16.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lbmc-investment-advisors-llc-1536924
LBMC INVESTMENT ADVISORS, LLC 13F holdings — Q2 2026
$1.8B portfolio (+12.5% QoQ) · 245 holdings · Q2 2026 13F · top 10 are 62% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$311.2M
16.9% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $280.6M
15.2% of stocks
-0.3%This quarter-10.1%Since filed10+ qtrsHeld- 3
ISHARES TR - RUSSELL 2000 ETF
$211.2M
11.4% of stocks
-0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
ISHARES TR - CORE HIGH DV ETF
$63.2M
3.4% of stocks
+403%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
ISHARES TR - CORE MSCI EAFE
$60.1M
3.3% of stocks
+5%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
ISHARES TR - MSCI EAFE ETF
$50.5M
2.7% of stocks
-0.4%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - IBONDS 28 TR HI
$45.5M
2.5% of stocks
+11%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
ISHARES TR - IBONDS 29 TR HI
$40.0M
2.2% of stocks
+16%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - IBON 2027 TE ETF
$39.1M
2.1% of stocks
+10%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - SELECT DIVID ETF
$36.1M
2.0% of stocks
+0.2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $311.2M | 16.9% | -1% | — | — | — | — | |
| 2 | $280.6M | 15.2% | -0.3% | -10.1% | 10+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 3 | ISHARES TR - RUSSELL 2000 ETF | $211.2M | 11.4% | -0.3% | — | — | — | — | |
| 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% | -0.4% | — | — | — | — | |
| 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% | +0.2% | — | — | — | — |
All holdings — LBMC INVESTMENT ADVISORS, LLC (Q2 2026)
245 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - IBON 2030 TE ETFetf/fund | — | $31.5M | 1.7% | 1.19M | +27% | — | — | 13F |
| 12 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKTetf/fund | — | $31.0M | 1.7% | 435K | +0.8% | — | — | 13F |
| 13 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $29.1M | 1.6% | 184K | +5% | — | — | 13F |
| 14 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $28.1M | 1.5% | 190K | +6% | — | — | 13F |
| 15 | — | ISHARES TR - IBON 2026 TE ETFetf/fund | — | $26.3M | 1.4% | 1.16M | +3% | — | — | 13F |
| 16 | — | VANGUARD SCOTTSDALE FDS - VNG RUS2000IDXetf/fund | — | $18.1M | 1.0% | 149K | -0.1% | — | — | 13F |
| 17 | Apple Inc. | Technology | $18.0M | 1.0% | 62K | -0.4% | 10+ qtrs | 75.7 | 13F | |
| 18 | — | VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund | — | $17.3M | 0.9% | 25K | -0.2% | — | — | 13F |
| 19 | — | ISHARES TR - IBON 2031 TE ETFetf/fund | — | $17.2M | 0.9% | 666K | +37% | — | — | 13F |
| 20 | HCA Healthcare, Inc. | Healthcare | $16.9M | 0.9% | 43K | +0.0% | 10+ qtrs | 67.6 | 13F | |
| 21 | — | ISHARES TR - SELECT US REITetf/fund | — | $16.1M | 0.9% | 238K | -0.4% | — | — | 13F |
| 22 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $15.5M | 0.8% | 113K | -5% | — | — | 13F |
| 23 | — | ISHARES TR - IBONDS DEC 27etf/fund | — | $14.9M | 0.8% | 585K | +3% | — | — | 13F |
| 24 | — | ISHARES TR - IBONDS DEC 28etf/fund | — | $14.8M | 0.8% | 578K | +3% | — | — | 13F |
| 25 | — | VANGUARD INDEX FDS - MID CAP ETFetf/fund | — | $13.8M | 0.8% | 171K | +300% | — | — | 13F |
| 26 | — | ISHARES TR - IBONDS DEC 26 | — | $13.3M | 0.7% | 520K | -0.9% | |||
| 27 | — | ISHARES TR - IBONDS DEC 2029 | — | $13.2M | 0.7% | 520K | +7% | |||
| 28 | — | ISHARES TR - U.S. UTILITS ETF | — | $12.3M | 0.7% | 107K | +0.4% | |||
| 29 | — | ISHARES TR - CORE 80 20 ETF | — | $12.2M | 0.7% | 125K | -0.9% | |||
| 30 | $GOOG | Alphabet Inc. | Technology | $10.1M | 0.6% | 29K | +5% | |||
| 31 | — | ISHARES INC - CORE MSCI EMKT | — | $9.7M | 0.5% | 118K | +6% | |||
| 32 | — | ISHARES TR - S&P 500 VAL ETF | — | $9.5M | 0.5% | 42K | -0.4% | |||
| 33 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $8.7M | 0.5% | 145K | +1% | |||
| 34 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $8.6M | 0.5% | 89K | -3% | |||
| 35 | — | ISHARES TR - IBONDS DEC 29 | — | $8.5M | 0.5% | 367K | +19% | |||
| 36 | — | ISHARES TR - IBONDS DEC 2030 | — | $8.4M | 0.5% | 323K | +20% | |||
| 37 | $AMZN | AMAZON COM INC | Consumer Discretionary | $8.2M | 0.5% | 35K | +4% | |||
| 38 | — | ISHARES TR - IBONDS DEC 2030 | — | $7.5M | 0.4% | 346K | +23% | |||
| 39 | — | ISHARES TR - IBONDS 27 ETF | — | $7.3M | 0.4% | 300K | +16% | |||
| 40 | $MSFT | MICROSOFT CORP | Technology | $7.1M | 0.4% | 19K | +11% | |||
| 41 | — | ISHARES TR - IBDS DEC28 ETF | — | $7.1M | 0.4% | 280K | +20% | |||
| 42 | — | ISHARES TR - MSCI EMG MKT ETF | — | $6.6M | 0.4% | 96K | +0.4% | |||
| 43 | $AFL | AFLAC INC | Financials | $6.2M | 0.3% | 53K | — | |||
| 44 | $GOOGL | Alphabet Inc. | Technology | $6.1M | 0.3% | 17K | +7% | |||
| 45 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $6.0M | 0.3% | 12K | -4% | |||
| 46 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | — | $5.9M | 0.3% | 117K | -2% | |||
| 47 | $GRC | GORMAN RUPP CO | Industrials | $5.6M | 0.3% | 61K | — | |||
| 48 | $SPY | SPDR S&P 500 ETF TRUST | — | $5.4M | 0.3% | 7,259 | +0.1% | |||
| 49 | — | ISHARES TR - IBONDS DEC2026 | — | $5.4M | 0.3% | 222K | +5% | |||
| 50 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $5.0M | 0.3% | 6,843 | +2% | |||
| 51 | — | ISHARES TR - CORE 60 BALA ETF | — | $4.8M | 0.3% | 69K | -2% | |||
| 52 | — | ISHARES TR - CORE S&P MCP ETF | — | $4.3M | 0.2% | 56K | +4% | |||
| 53 | — | ISHARES TR - IBON 2032 TE ETF | — | $4.2M | 0.2% | 165K | +16% | |||
| 54 | — | SPDR SERIES TRUST - ST STR P500GRW | — | $3.9M | 0.2% | 33K | +0.1% | |||
| 55 | $META | Meta Platforms, Inc. | Technology | $3.8M | 0.2% | 6,769 | +0.9% | |||
| 56 | — | VANGUARD WORLD FD - INF TECH ETF | — | $3.7M | 0.2% | 31K | +700% | |||
| 57 | — | ISHARES TR - IBONDS DEC 2031 | — | $3.4M | 0.2% | 132K | +5% | |||
| 58 | $CSCO | CISCO SYSTEMS, INC. | Technology | $3.4M | 0.2% | 29K | +142% | |||
| 59 | $CAT | CATERPILLAR INC | Industrials | $3.4M | 0.2% | 3,172 | -0.4% | |||
| 60 | $NVDA | NVIDIA CORP | Technology | $3.4M | 0.2% | 17K | +2% | |||
| 61 | $AOS | SMITH A O CORP | Technology | $3.3M | 0.2% | 53K | — | |||
| 62 | $COF | CAPITAL ONE FINANCIAL CORP | Financials | $3.3M | 0.2% | 16K | — | |||
| 63 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $3.2M | 0.2% | 9,043 | +3% | |||
| 64 | $KO | COCA COLA CO | Consumer Staples | $3.1M | 0.2% | 38K | -0.7% | |||
| 65 | $AON | Aon plc | Financials | $3.0M | 0.2% | 9,127 | +0.2% | |||
| 66 | — | ISHARES INC - MSCI EQUAL WEITE | — | $2.9M | 0.2% | 25K | +0.2% | |||
| 67 | $JPM | JPMORGAN CHASE & CO | Financials | $2.9M | 0.1% | 8,716 | +2% | |||
| 68 | $AVGO | Broadcom Inc. | Technology | $2.5M | 0.1% | 6,617 | +21% | |||
| 69 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2029 HG | — | $2.4M | 0.1% | 116K | +0.1% | |||
| 70 | — | INVESCO EXCH TRD SLF IDX FD - INVSCO 28 HYCORP | — | $2.4M | 0.1% | 112K | +0.0% | |||
| 71 | — | TEMA ETF TRUST - S&P 500 HI WE ET | — | $2.4M | 0.1% | 37K | +22% | |||
| 72 | — | INVESCO EXCH TRD SLF IDX FD - BULLETSHS 2030 | — | $2.4M | 0.1% | 91K | +0.0% | |||
| 73 | $MU | MICRON TECHNOLOGY INC | Technology | $2.3M | 0.1% | 2,010 | -38% | |||
| 74 | — | SPDR SERIES TRUST - ST STR MSCI USAQ | — | $2.3M | 0.1% | 12K | +0.4% | |||
| 75 | — | ISHARES TR - IBONDS DEC 2031 | — | $2.1M | 0.1% | 102K | -3% | |||
| 76 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $2.1M | 0.1% | 70K | — | |||
| 77 | $LLY | ELI LILLY & Co | Healthcare | $2.0M | 0.1% | 1,708 | -51% | |||
| 78 | $NBIS | Nebius Group N.V. | Technology | $2.0M | 0.1% | 7,190 | — | |||
| 79 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $2.0M | 0.1% | 14K | +2% | |||
| 80 | $DOV | DOVER Corp | Industrials | $1.9M | 0.1% | 12K | +0.1% | |||
| 81 | — | SPDR SERIES TRUST - ST STR P500ETF | — | $1.9M | 0.1% | 22K | +2% | |||
| 82 | $GE | GENERAL ELECTRIC CO | Industrials | $1.9M | 0.1% | 5,063 | +7% | |||
| 83 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | — | $1.8M | 0.1% | 59K | — | |||
| 84 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.8M | 0.1% | 6,998 | +2% | |||
| 85 | $SO | SOUTHERN CO | Utilities | $1.8M | 0.1% | 18K | -30% | |||
| 86 | — | ISHARES TR - S&P MC 400GR ETF | — | $1.7M | 0.1% | 15K | +0.0% | |||
| 87 | $ORCL | ORACLE CORP | Technology | $1.7M | 0.1% | 12K | +0.2% | |||
| 88 | $GEV | GE Vernova Inc. | Industrials | $1.7M | 0.1% | 1,425 | +22% | |||
| 89 | $MA | Mastercard Inc | Financials | $1.6M | 0.1% | 3,188 | +1% | |||
| 90 | $PNFP | Pinnacle Financial Partners, Inc. | Financials | $1.6M | 0.1% | 16K | -18% | |||
| 91 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.6M | 0.1% | 5,743 | +1.0% | |||
| 92 | — | INVESCO EXCH TRD SLF IDX FD - BULETSHS 2027 | — | $1.6M | 0.1% | 71K | +0.0% | |||
| 93 | $ABBV | AbbVie Inc. | Healthcare | $1.5M | 0.1% | 6,092 | +3% | |||
| 94 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.5M | 0.1% | 1,634 | -21% | |||
| 95 | — | ISHARES TR - IBONDS DEC 2032 | — | $1.5M | 0.1% | 60K | +0.2% | |||
| 96 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $1.5M | 0.1% | 3,951 | +38% | |||
| 97 | — | DIMENSIONAL ETF TRUST - US MKTWIDE VALUE | — | $1.5M | 0.1% | 26K | +0.1% | |||
| 98 | $V | VISA INC. | Financials | $1.4M | 0.1% | 4,093 | +8% | |||
| 99 | $RTX | RTX Corp | Industrials | $1.4M | 0.1% | 7,157 | -2% | |||
| 100 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | — | $1.4M | 0.1% | 9,872 | — | |||
| 101 | — | INVESCO EXCH TRD SLF IDX FD - BULL 2031 HI ETF | — | $1.3M | 0.1% | 50K | +0.1% | |||
| 102 | — | ISHARES TR - IBONDS DEC 2032 | — | $1.3M | 0.1% | 49K | New | |||
| 103 | $DIS | Walt Disney Co | Communication Services | $1.2M | 0.1% | 13K | +1% | |||
| 104 | $INTC | INTEL CORP | Technology | $1.2M | 0.1% | 8,571 | — | |||
| 105 | $C | CITIGROUP INC | Financials | $1.2M | 0.1% | 8,479 | -15% | |||
| 106 | — | ISHARES TR - CORE DIV GRWTH | — | $1.1M | 0.1% | 15K | — | |||
| 107 | $BX | Blackstone Inc. | Financials | $1.1M | 0.1% | 9,487 | +1% | |||
| 108 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.1M | 0.1% | 1,099 | +23% | |||
| 109 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.1M | 0.1% | 2,633 | +18% | |||
| 110 | $SHOP | SHOPIFY INC. | Technology | $1.1M | 0.1% | 9,618 | +7% | |||
| 111 | $SMBK | SMARTFINANCIAL INC. | Financials | $1.1M | 0.1% | 23K | — | |||
| 112 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.1M | 0.1% | 1,855 | -73% | |||
| 113 | — | ISHARES TR - RUS 1000 GRW ETF | — | $1.0M | 0.1% | 8,373 | +311% | |||
| 114 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $961K | 0.1% | 12K | — | |||
| 115 | $BA | BOEING CO | Industrials | $945K | 0.1% | 4,365 | -7% | |||
| 116 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $929K | 0.1% | 2,235 | +0.6% | |||
| 117 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $928K | 0.1% | 16K | -8% | |||
| 118 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT | — | $912K | 0.1% | 17K | — | |||
| 119 | — | SELECT SECTOR SPDR TR - ST STR CARE ETF | — | $902K | 0.1% | 5,687 | — | |||
| 120 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $901K | 0.1% | 3,808 | -1% | |||
| 121 | $MRK | Merck & Co., Inc. | Healthcare | $895K | 0.1% | 6,967 | -23% | |||
| 122 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $873K | 0.1% | 4,583 | +0.8% | |||
| 123 | $IVZ | Invesco Ltd. | Financials | $865K | 0.1% | 2,854 | +15% | |||
| 124 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL INTL | — | $861K | 0.1% | 16K | — | |||
| 125 | $MDB | MongoDB, Inc. | Technology | $840K | 0.1% | 2,500 | — | |||
| 126 | $RF | REGIONS FINANCIAL CORP | Financials | $839K | 0.1% | 28K | -1% | |||
| 127 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US S | — | $832K | 0.1% | 22K | — | |||
| 128 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $813K | 0.0% | 3,302 | — | |||
| 129 | — | SPDR SERIES TRUST - ST STR P500VAL | — | $797K | 0.0% | 13K | +0.4% | |||
| 130 | $PANW | Palo Alto Networks Inc | Technology | $796K | 0.0% | 2,335 | +1% | |||
| 131 | $WMT | Walmart Inc. | Consumer Staples | $791K | 0.0% | 6,986 | -26% | |||
| 132 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | — | $747K | 0.0% | 14K | +0.0% | |||
| 133 | $CVX | CHEVRON CORP | Energy | $744K | 0.0% | 4,491 | -31% | |||
| 134 | — | ISHARES TR - IBONDS 28 TRM TS | — | $739K | 0.0% | 33K | +0.3% | |||
| 135 | — | FIS TR - CHRISTIAN STK FD | — | $737K | 0.0% | 21K | — | |||
| 136 | $PLTR | Palantir Technologies Inc. | Technology | $734K | 0.0% | 6,293 | +56% | |||
| 137 | $ETN | Eaton Corp plc | Industrials | $718K | 0.0% | 1,684 | -11% | |||
| 138 | — | PROSHARES TR - PSHS ULTRA QQQ | — | $688K | 0.0% | 7,112 | — | |||
| 139 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $678K | 0.0% | 1,298 | +0.1% | |||
| 140 | $COP | CONOCOPHILLIPS | Energy | $655K | 0.0% | 6,297 | -4% | |||
| 141 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $623K | 0.0% | 22K | -4% | |||
| 142 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | — | $603K | 0.0% | 8,626 | +0.2% | |||
| 143 | — | ISHARES TR - IBONDS 27 TRM TS | — | $591K | 0.0% | 26K | — | |||
| 144 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $588K | 0.0% | 6,821 | +1185% | |||
| 145 | $MS | MORGAN STANLEY | Financials | $587K | 0.0% | 2,806 | -0.0% | |||
| 146 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | — | $581K | 0.0% | 16K | — | |||
| 147 | $UAL | United Airlines Holdings, Inc. | Industrials | $580K | 0.0% | 4,267 | — | |||
| 148 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $578K | 0.0% | 1,750 | — | |||
| 149 | $IBIT | iShares Bitcoin Trust ETF | Financials | $553K | 0.0% | 17K | -20% | |||
| 150 | — | ISHARES TR - IBONDS DEC 2033 | — | $550K | 0.0% | 21K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 33 new, 102 added to, 49 trimmed, 18 sold out. Share-count changes; largest moves by dollar size first.
New positions (33)
- ISHARES TR - IBONDS DEC 2032$1.3M
first bought this quarter
- ISHARES TR - IBON 2033 TE HI$501K
first bought this quarter
$VRTVertiv Holdings Co$478K
first bought this quarter
- VANGUARD INDEX FDS - VALUE ETF$458K
first bought this quarter
- ETF SER SOLUTIONS - BAHL GA GROW ETF$395K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$394Kfirst bought this quarter
+27 more in the Excel export
Added to (102)
- ISHARES TR - CORE HIGH DV ETF+403%
now $63.2M
- VANGUARD INDEX FDS - MID CAP ETF+300%
now $13.8M
- ISHARES TR - IBON 2030 TE ETF+27%
now $31.5M
- ISHARES TR - IBONDS 29 TR HI+16%
now $40.0M
- ISHARES TR - IBON 2031 TE ETF+37%
now $17.2M
- ISHARES TR - IBONDS 28 TR HI+11%
now $45.5M
+96 more in the Excel export
Trimmed (49)
- ISHARES TR - CORE S&P500 ETF-1%
now $311.2M
$AMDADVANCED MICRO DEVICES INC-73%
now $1.1M · held 10+ qtrs
$LLYELI LILLY & Co-51%
now $2.0M · held 10+ qtrs
$MUMICRON TECHNOLOGY INC-38%
now $2.3M · held 10+ qtrs
now $280.6M · held 10+ qtrs
$SOSOUTHERN CO-30%
now $1.8M · held 10+ qtrs, 5 trims in a row
+43 more in the Excel export
Sold out (18)
$SMCISuper Micro Computer, Inc.was $898K
held 6 qtrs
$SNOWSnowflake Inc.was $653K
held 6 qtrs
$FBTCFidelity Wise Origin Bitcoin Fundwas $640K
held 7 qtrs
$ADIANALOG DEVICES INCwas $602K
held 9+ qtrs
$STXSeagate Technology Holdings plcwas $392K
held 3 qtrs
$HONHONEYWELL INTERNATIONAL INCwas $374K
+12 more in the Excel export
Holdings by quarter
Every 13F LBMC INVESTMENT ADVISORS, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LBMC INVESTMENT ADVISORS's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
-7.6%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 5% over the last 4
Top 10 weight
62%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: LBMC INVESTMENT ADVISORS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For LBMC INVESTMENT ADVISORS, LLC (SEC CIK: 1536924), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LBMC INVESTMENT ADVISORS, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.