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Lbmc Investment Advisors, LLC

CIK 1536924 · latest 13F filed 10 August 2026 · Read the filing on EDGAR

Lbmc Investment Advisors, LLC reported 243 US-listed holdings worth $1.83 billion in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: iShares Core S&P 500 ETF (17.0%), Invesco Exchange Traded FD T (15.3%) and iShares Russell 2000 ETF (11.5%). Against the quarter before, it opened 33 positions, added to 90, trimmed 48 and sold out of 20.

Reported holdings$1.83B+11.8% on Q1 2026
Positions243+13 on Q1 2026
The largest ten62.1%of its reported holdings
Latest 13FQ2 2026filed 10 August 2026
Where the money is
Added toTrimmed
IVV17.0%RSP15.3%IWM11.5%HDV3.5%IEFA3.3%EFA2.8%IBHH2.5%IBHI2.2%IBHG2.1%DVY2.0%IBHJ1.7%VEA1.7%VYM1.6%IJR1.5%229 more31.4%

The 14 largest of its 243 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $1.27 billion in 195 positions$1.27BQ3 24Q4 2024: $1.27 billion in 198 positions$1.27BQ4 24Q1 2025: $1.28 billion in 201 positions$1.28BQ1 25Q2 2025: $1.40 billion in 214 positions$1.40BQ2 25Q3 2025: $1.57 billion in 236 positions$1.57BQ3 25Q4 2025: $1.61 billion in 222 positions$1.61BQ4 25Q1 2026: $1.64 billion in 230 positions$1.64BQ1 26Q2 2026: $1.83 billion in 243 positions$1.83BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 33Added 90Held 72Trimmed 48Sold out 20
Opened: 33Added: 90Held: 72Trimmed: 48Sold out: 20

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 33

  1. iShares Trust IBMU$1.3 million
  2. iShares Trust IBHM$500,577
  3. Vertiv Holdings Co. VRT$478,152
  4. Vanguard Value ETF VTV$457,767
  5. ETF Ser Solutions BGIG$394,719
  6. Space Exploration Techn Corp. Class A Com STK SPCX$394,394
  7. iShares Trust SUSA$307,699
  8. Lumentum Holdings Inc. LITE$305,470

and 25 more in the table below

Added to 90

  1. iShares Trust HDV+1.8 million shares · +403%
  2. Vanguard Mid Cap Index ETF VO+128,345 shares · +300%
  3. Ishares Ibonds 2030 Term High Yield And Income Etf IBHJ+256,373 shares · +27%
  4. iShares Trust IBHI+241,669 shares · +16%
  5. iShares Trust IBHK+180,024 shares · +37%
  6. iShares Trust IBHH+196,432 shares · +11%
  7. iShares Trust IBHG+155,798 shares · +10%
  8. Vanguard World FD VGT+27,230 shares · +700%

and 82 more in the table below

Trimmed 48

  1. iShares Core S&P 500 ETF IVV-4,769 shares · -1%
  2. Advanced Micro Devices Inc. AMD-5,056 shares · -73%
  3. Eli Lilly & Co. LLY-1,786 shares · -51%
  4. Micron Technology Inc. MU-1,236 shares · -38%
  5. Invesco Exchange Traded FD T RSP-4,356 shares · -0%
  6. Southern Co. SO-8,018 shares · -30%
  7. iShares S&P Growth Index FD IVW-5,436 shares · -5%
  8. iShares Russell 2000 ETF IWM-1,941 shares · -0%

and 40 more in the table below

Sold out of 20

  1. iShares Trust IBDS$6.3 million last quarter
  2. iShares Trust IBDR$5.1 million last quarter
  3. Super Micro Computer, Inc. SMCI$897,548 last quarter
  4. Snowflake Inc. SNOW$652,749 last quarter
  5. Fidelity Wise Origin Bitcoin FBTC$640,476 last quarter
  6. Analog Devices Inc. ADI$601,921 last quarter
  7. Seagate Technology Holdings plc STX$391,760 last quarter
  8. Honeywell International Inc. HON$373,854 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
iShares Core S&P 500 ETF IVV415,571$311.2 million16.98%-4,769
Invesco Exchange Traded FD T RSP1,319,004$280.6 million15.31%-4,356
iShares Russell 2000 ETF IWM702,868$211.2 million11.52%-1,941
iShares Trust HDV2,307,284$63.2 million3.45%+1,848,884
iShares Core MSCI Eafe ETF IEFA622,624$60.1 million3.28%+27,464
iShares Trust EFA486,616$50.5 million2.76%-1,824
iShares Trust IBHH1,937,560$45.5 million2.48%+196,432
iShares Trust IBHI1,709,445$40.0 million2.18%+241,669
iShares Trust IBHG1,772,416$39.1 million2.14%+155,798
iShares Select Dividend ETF DVY231,257$36.1 million1.97%+550
Ishares Ibonds 2030 Term High Yield And Income Etf IBHJ1,189,960$31.5 million1.72%+256,373
Vanguard Ftse Developed Markets VEA435,092$31.0 million1.69%+3,296
Vanguard Whitehall FDS VYM184,044$29.1 million1.59%+8,587
iShares Core S&P Small-Cap ETF IJR189,650$28.1 million1.53%+10,888
iShares Trust IBHF1,161,706$26.3 million1.44%+37,876
Vanguard Scottsdale FDS VTWO149,225$18.1 million0.99%-160
Apple Inc. AAPL62,360$18.0 million0.98%-265
Vanguard S&P 500 VOO25,231$17.3 million0.95%-56
iShares Trust IBHK665,633$17.2 million0.94%+180,024
HCA Healthcare, Inc. HCA43,301$16.9 million0.92%+1
iShares Trust ICF238,394$16.1 million0.88%-858
iShares S&P Growth Index FD IVW112,572$15.5 million0.84%-5,436
iShares Trust IBMP584,924$14.9 million0.81%+18,198
iShares Trust IBMQ577,987$14.8 million0.81%+18,306
Vanguard Mid Cap Index ETF VO171,084$13.8 million0.75%+128,345
iShares Trust IBMO520,304$13.3 million0.73%-4,839
iShares Trust IBMR520,275$13.2 million0.72%+32,781
iShares Trust IDU107,355$12.3 million0.67%+470
iShares Trust AOA125,330$12.2 million0.67%-1,091
Alphabet Inc. GOOG28,532$10.1 million0.55%+1,397
iShares Core MSCI Emerging Mark IEMG117,665$9.7 million0.53%+7,017
iShares S&P 500 Value ETF IVE41,803$9.5 million0.52%-175
Vanguard Ftse Emerging Markets VWO145,375$8.7 million0.47%+1,514
Vanguard Real Estate ETF VNQ88,993$8.6 million0.47%-3,171
iShares Trust IBDU367,266$8.5 million0.46%+59,694
iShares Trust IBMS323,023$8.4 million0.46%+53,879
Amazon.com Inc. AMZN34,578$8.2 million0.45%+1,280
iShares Trust IBDV345,712$7.5 million0.41%+63,956
Microsoft Corp. MSFT19,159$7.1 million0.39%+1,856
iShares Trust IBDT280,115$7.1 million0.39%+47,557
iShares Trust EEM95,835$6.6 million0.36%+370
Aflac Inc. AFL52,655$6.2 million0.34%no change
Alphabet Inc. GOOGL16,963$6.1 million0.33%+1,114
Berkshire Hathaway Inc. Class B BRKB12,026$6.0 million0.33%-525
SPDR Portfolio Developed World SPDW116,875$5.9 million0.32%-1,794
Gorman Rupp Co. GRC61,116$5.6 million0.31%no change
SPDR S&P 500 SPY7,259$5.4 million0.30%+9
Invesco QQQ Trust QQQ6,843$5.0 million0.27%+140
iShares Trust AOR69,427$4.8 million0.26%-1,070
iShares Core S&P Mid-Cap ETF IJH55,708$4.3 million0.23%+1,951
iShares Trust IBHL164,572$4.2 million0.23%+23,221
SPDR S&P 500 Growth ETF SPYG33,048$3.9 million0.21%+25
Meta Platforms, Inc. META6,769$3.8 million0.21%+63
Vanguard World FD VGT31,118$3.7 million0.20%+27,230
iShares Trust IBMT132,100$3.4 million0.19%+6,064
Cisco Systems, Inc. CSCO28,898$3.4 million0.19%+16,955
Caterpillar Inc. CAT3,172$3.4 million0.18%-14
NVIDIA Corp. NVDA16,820$3.4 million0.18%+285
A. O. Smith Corp. AOS52,918$3.3 million0.18%no change
Capital One Financial Corp. COF16,357$3.3 million0.18%no change
Home Depot, Inc. HD9,043$3.2 million0.17%+279
Coca-Cola Co. KO38,490$3.1 million0.17%-269
Aon plc AON9,127$3.0 million0.17%+14
iShares Inc. EUSA25,067$2.9 million0.16%+51
JPMorgan Chase & Co. JPM8,716$2.9 million0.16%+170
Broadcom Inc. AVGO6,617$2.5 million0.14%+1,147
Invesco Exch TRD SLF Idx FD BSJT115,583$2.4 million0.13%+86
Invesco Bulletshares 2028 High Yield Corporate Bond ETF BSJS111,946$2.4 million0.13%+39
Tema ETF Trust DSPY36,724$2.4 million0.13%+6,725
Invesco Exch TRD SLF Idx FD BSJU91,126$2.4 million0.13%+37
Micron Technology Inc. MU2,010$2.3 million0.13%-1,236
SPDR Ser Trust QUS12,199$2.3 million0.12%+54
iShares Trust IBDW101,934$2.1 million0.12%-3,191
Schwab US Large Cap SCHX70,093$2.1 million0.11%no change
Eli Lilly & Co. LLY1,708$2.0 million0.11%-1,786
Yandex N V NBIS7,190$2.0 million0.11%no change
ExxonMobil Holdings Corp. XOM14,472$2.0 million0.11%+348
Vanguard Intl Equity Index F VT12,172$1.9 million0.10%+14
SPDR Ser Trust SPYM21,565$1.9 million0.10%+388
General Electric Co. GE5,063$1.9 million0.10%+342
Schwab Fundamental US Large Com FNDX58,923$1.8 million0.10%no change
Johnson & Johnson JNJ6,998$1.8 million0.10%+134
Southern Co. SO18,350$1.8 million0.10%-8,018
iShares Trust IJK14,519$1.7 million0.09%+4
Oracle Corp. ORCL11,572$1.7 million0.09%+27
GE Vernova Inc. GEV1,425$1.7 million0.09%+258
Mastercard Inc. MA3,188$1.6 million0.09%+47
Pinnacle Financial Partners, Inc. PNFP16,010$1.6 million0.09%-3,400
International Business Machines Corp. IBM5,743$1.6 million0.09%+55
Invesco Bulletshares 2027 High Yield Corporate Bond ETF BSJR71,087$1.6 million0.09%+33
AbbVie Inc. ABBV6,092$1.5 million0.08%+185
Costco Wholesale Corp. COST1,634$1.5 million0.08%-444
iShares Trust IBDX59,937$1.5 million0.08%+129
VG Totl STK Vprs VTI3,951$1.5 million0.08%+1,085
Dimensional ETF Trust DFUV26,409$1.5 million0.08%+38
Visa Inc. V4,093$1.4 million0.08%+288
RTX Corp. RTX7,157$1.4 million0.07%-154
Vanguard Admiral FDS Inc. VIOO9,872$1.4 million0.07%no change
Invesco Exch TRD SLF Idx FD BSJV49,761$1.3 million0.07%+35
iShares Trust IBMU49,365$1.3 million0.07%new
Walt Disney Co. DIS12,877$1.2 million0.07%+155
Intel Corp. INTC8,571$1.2 million0.07%no change
Citigroup Inc. C8,479$1.2 million0.06%-1,500
iShares Core Dividend Growth DGRO15,000$1.1 million0.06%no change
Blackstone Inc. BX9,487$1.1 million0.06%+106
Goldman Sachs Group Inc. GS1,099$1.1 million0.06%+205
Tesla, Inc. TSLA2,633$1.1 million0.06%+407
Shopify Inc. SHOP9,618$1.1 million0.06%+668
Smartfinancial Inc. SMBK23,048$1.1 million0.06%no change
Advanced Micro Devices Inc. AMD1,855$1.1 million0.06%-5,056
iShares Trust IWF8,373$1.0 million0.06%+6,335
Wells Fargo & Company WFC11,626$960,8140.05%no change
Boeing Co. BA4,365$944,8920.05%-350
UnitedHealth Group Inc. UNH2,235$928,8180.05%+13
Bank of America Corp. BAC16,280$927,6500.05%-1,367
First Trust Exchng Traded FD Vi FDEC16,748$912,2190.05%no change
Select Sector SPDR Trust XLV5,687$902,3350.05%no change
Vanguard Specialized Funds VIG3,808$901,1570.05%-41
Merck & Co., Inc. MRK6,967$895,2600.05%-2,032
Technology Select Sector SPDR ETF XLK4,583$873,1540.05%+35
Invesco Exch Traded FD Trust II QQQM2,854$864,6770.05%+380
Schwab Fundamental Internationa FNDF16,321$861,0960.05%no change
Mongodb Inc. MDB2,500$839,7500.05%no change
Regions Financial Corp. RF27,765$838,5020.05%-310
Schwab Strategic Trust FNDA21,854$831,7640.05%no change
PNC Financial Services Group, Inc. PNC3,302$813,1040.04%no change
SPDR Ser Trust SPYV13,105$796,6570.04%+55
Palo Alto Networks Inc. PANW2,335$796,2820.04%+26
Walmart Inc. WMT6,986$791,2300.04%-2,399
SPDR Index SHS FDS SPEM14,435$747,4400.04%+6
Chevron Corp. CVX4,491$744,4290.04%-2,020
iShares Trust IBTI33,384$739,1220.04%+86
Fis Christian Stock Fund PRAY20,780$736,6100.04%no change
Palantir Technologies Inc. PLTR6,293$734,2050.04%+2,251
Eaton Corp. plc ETN1,684$717,5870.04%-200
ProShares Trust QLD7,112$688,1860.04%no change
SPDR Dow Jones Indl Average DIA1,298$677,9590.04%+1
ConocoPhillips COP6,297$654,6100.04%-252
Schwab Strategic Trust SCHF22,484$622,8070.03%-862
Dimensional ETF Trust DFAT8,626$602,9590.03%+16
iShares Trust IBTH26,400$590,5680.03%no change
Vanguard Growth ETF VUG6,821$587,5610.03%+6,290
Morgan Stanley MS2,806$586,5670.03%-1
Schwab Strategic Trust SCHA16,070$580,6150.03%no change
United Airlines Holdings, Inc. UAL4,267$580,2700.03%no change
Travelers Companies, Inc. TRV1,750$577,7100.03%no change
iShares Bitcoin Trust ETF IBIT16,620$553,2800.03%-4,166
iShares Trust IBDY21,370$550,1710.03%no change
iShares Trust IBTG23,920$547,5290.03%no change
iShares Trust IDV13,095$542,5140.03%+229
iShares Trust IBHM19,700$500,5770.03%new
Trane Technologies plc TT1,000$491,1600.03%no change
Vertiv Holdings Co. VRT1,428$478,1520.03%new
Deere & Co. DE751$476,3820.03%no change
Invesco Exchange Traded FD T SPHQ5,205$468,9710.03%no change
Synopsys Inc. SNPS1,048$467,4820.03%no change
U.S. Bancorp USB7,720$466,3140.03%no change
Abbott Laboratories ABT5,128$465,2840.03%-24
NextEra Energy Inc. NEE5,218$457,9840.02%-51
Vanguard Value ETF VTV2,101$457,7670.02%new
Fifth Third Bancorp FITB8,000$450,9600.02%no change
Royal Bank of Canada RY2,176$450,3670.02%-78
Ea Series Trust QVAL8,000$443,6000.02%no change
Vulcan Materials Co. VMC1,500$442,5150.02%no change
Charles Schwab Corp. SCHW4,728$436,2530.02%+256
Capital Southwest Corp. CSWC18,250$433,8030.02%no change
Vanguard BD Index FDS BSV5,416$421,9760.02%-1,136
Truist Financial Corp. TFC8,160$406,5310.02%+62
SPDR S&P Dividend ETF SDY2,664$405,3390.02%+3
iShares Trust IWR3,649$402,5350.02%no change
City Holding Co. CHCO3,000$397,9200.02%no change
SPDR Ser Trust SLYG3,314$394,7890.02%+4
ETF Ser Solutions BGIG10,998$394,7190.02%new
Space Exploration Techn Corp. Class A Com STK SPCX2,308$394,3940.02%new
Atmos Energy Corp. ATO2,282$393,1210.02%+35
Cardinal Health Inc. CAH1,638$389,1240.02%no change
iShares Gold Trust IAU5,078$383,4400.02%+1,200
iShares Trust IBDZ14,600$380,3300.02%no change
Nucor Corp. NUE1,700$378,6750.02%no change
TJX Companies Inc. TJX2,494$377,8410.02%+1,030
General Motors Co. GM4,900$377,6920.02%no change
United Rentals, Inc. URI331$374,9870.02%+6
SPDR Ser Trust KRE5,000$374,2500.02%no change
Freeport-McMoRan Inc. FCX5,835$366,9640.02%+1,585
PepsiCo Inc. PEP2,663$360,5110.02%-1,259
Schwab Strategic Trust FNDE8,735$346,6050.02%no change
Align Technology Inc. ALGN2,045$344,9100.02%+45
Main STR Cap Corp. MAIN6,636$344,2760.02%no change
Schwab Fundamental International Small Equity ETF FNDC7,061$342,8830.02%no change
FedEx Corp. FDX1,090$341,3120.02%no change
Bristol-Myers Squibb Co. BMY5,755$331,5930.02%-1,700
Enterprise Products Partners LP EPD8,888$326,7280.02%+927
McKesson Corp. MCK430$324,9080.02%no change
iShares Ibonds Dec 2029 Term Treasury ETF IBTJ14,726$318,8180.02%no change
Phillips 66 PSX1,840$310,9780.02%-699
Select Sector SPDR Trust XLY2,634$308,9160.02%no change
iShares Trust SUSA1,994$307,6990.02%new
I3 Verticals Inc. IIIV14,326$306,0040.02%no change
McDonald's Corp. MCD1,131$305,7060.02%-3
Lumentum Holdings Inc. LITE356$305,4700.02%new
CrowdStrike Holdings, Inc. CRWD399$304,4930.02%new
Corteva, Inc. CTVA3,587$303,7840.02%no change
SPDR Gold Trust GLD815$300,2300.02%no change
Credo Technology Group Holdi CRDO1,101$299,4170.02%new
Taiwan Semiconductor Manufacturing Company Limited TSM622$297,0490.02%new
Energy Transfer LP ET15,406$294,5630.02%+1,561
Qnity Electronics, Inc. Q1,793$292,8150.02%no change
Airbnb, Inc. ABNB2,038$291,6380.02%new
Amphenol Corp. APH1,647$290,4000.02%+27
Procter & Gamble Co. PG1,969$288,7730.02%-163
Astera Labs Inc. ALAB568$274,3560.01%new
Global X FDS URA6,250$273,1250.01%+112
ASML Holding N.V. ASML134$266,5850.01%new
Pfizer Inc. PFE10,922$262,9960.01%-3,000
Vaneck ETF Trust SMH400$262,3560.01%new
RBB FD Inc. TMFC3,364$256,2030.01%no change
iShares Trust OEF697$254,8580.01%no change
American Express Co. AXP750$253,6880.01%no change
Vanguard S&P 500 Growth ETF VOOG3,011$248,7420.01%+2,510
BWX Technologies, Inc. BWXT1,261$245,4540.01%new
iShares Russell 1000 Value Inde IWD1,009$244,7110.01%new
ARK Investment Management LLC ARKG5,805$244,1590.01%new
Global X FDS SHLD4,008$239,3430.01%no change
Revvity, Inc. RVTY2,133$237,3180.01%new
Victoryshares US 500 Enhanced Volatility WTD ETF CFO2,872$229,9850.01%no change
Philip Morris International Inc. PM1,265$228,7940.01%new
Wesbanco Inc. WSBC5,768$225,1260.01%new
ARK ETF Trust ARKQ1,685$222,7910.01%new
Marvell Technology, Inc. MRVL724$215,6730.01%new
United Community Banks Inc. UCB6,107$214,2950.01%new
Schwab Strategic Trust SCHE5,810$210,6710.01%new
Schwab International Small-Cap Equity ETF SCHC4,339$208,7930.01%no change
J P Morgan Exchange-Traded FD Trust JPMorgan Intl Value ETF JIVE2,213$203,4950.01%new
iShares Trust IYR1,990$203,4780.01%new
JP Morgan Ultra Short Income Et JPST4,000$202,2800.01%new
Select Sector SPDR Trust XLI1,092$202,1850.01%new
United Parcel Service Inc. UPS1,863$200,2660.01%new
iShares Ibonds Dec 2030 Term Treasury ETF IBTK10,090$197,1590.01%no change
Eaton Vance Tax-Managed Buy- ETV12,000$178,5600.01%new
Immunitybio Inc. IBRX19,000$166,3450.01%no change
Ford Motor Co. F11,955$166,1800.01%+44
21Shares Sui ETF TSUI11,302$157,0580.01%new
Ardent Health Partners Inc. ARDT10,000$98,4000.01%new
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 20 it sold out of are in the box above.