CIK: 0001536924
Total reported value
$1.6B
Reporting period: 2026-03-31 · Number of holdings: 230
LBMC INVESTMENT ADVISORS, LLC disclosed 230 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $1.6B and a quarterly turnover rate of 6.3%.
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Lbmc Investment Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.071 — mathematically equivalent to about 14 equally-sized positions, well below its 230 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 3.94), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 10% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim IVV
-1.7% -$18.2M
Add HDV
+0.4% $6.7M
Trim RSP
-0.7% -$1.2M
Add IBHJ
+15.3% $2.9M
Trim IVW
-7.4% -$2.4M
Add DVY
+0.7% $2.6M
Showing top 200 holdings (of 230 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.74% | -1.27% | -1.65% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 15.49% | -0.21% | -0.66% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.66% | — | -0.63% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-Other | 3.79% | +0.37% | +0.36% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.29% | — | -0.42% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.89% | — | -0.34% | |
| 7 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 2.49% | — | +1.64% | |
| 8 | IBHG | Ishares Ibonds 2027 Hy INC | ETF-Other | 2.18% | +0.02% | +2.67% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.13% | +0.14% | +0.70% | |
| 10 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 2.08% | +0.11% | +8.60% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.69% | +0.09% | +3.44% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.58% | +0.05% | +1.05% | |
| 13 | IBHF | Ishares Ibond 2026 Hy & INC | ETF-Other | 1.57% | — | +1.59% | |
| 14 | IBHJ | Ishrs Ibds 2030 Hy & INC ETF | ETF-Other | 1.49% | +0.16% | +15.30% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.36% | +0.05% | +1.10% | |
| 16 | HCA | Hca Healthcare INC | Stock-Healthcare | 1.25% | — | -1.59% | |
| 17 | AAPL | Apple INC | Stock-Tech | 0.97% | -0.10% | -1.89% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | -0.04% | +1.62% | |
| 19 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.91% | — | -1.26% | |
| 20 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.90% | — | -5.72% | |
| 21 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.88% | +0.04% | +5.41% | |
| 22 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.87% | +0.05% | +7.96% | |
| 23 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.82% | — | +1.83% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | -0.16% | -7.37% | |
| 25 | IDU | Ishares US Utilities ETF | ETF-Other | 0.76% | +0.02% | -3.10% | |
| 26 | IBHK | Isharesibond2031highyldinc | ETF-Other | 0.75% | +0.08% | +14.76% | |
| 27 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.75% | +0.09% | +16.23% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | -0.04% | -3.65% | |
| 29 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.68% | — | +1.28% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.04% | -5.25% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | — | -0.53% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | -0.05% | +0.36% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.47% | — | +3.30% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.47% | — | +0.00% | |
| 35 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.44% | +0.05% | +12.31% | |
| 36 | IBMS | Isharesibonddec2030munibdetf | ETF-Other | 0.42% | +0.09% | +30.79% | |
| 37 | AMZN | Amazon.com INC | Stock-Consumer Disc | 0.42% | -0.06% | -0.97% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.12% | +1.84% | |
| 39 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.38% | — | +6.44% | |
| 40 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.38% | +0.06% | +17.72% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | — | -0.16% | |
| 42 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.36% | +0.04% | +12.53% | |
| 43 | AFL | Aflac INC | Stock-Financials | 0.35% | — | — | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.33% | — | -2.83% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.33% | — | -0.09% | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.31% | — | -0.62% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.29% | — | -0.67% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.28% | — | -0.52% | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.28% | — | -2.97% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | — | +5.15% |
Performance for Q3 2026
+3.4%
Performance Last 4 Quarters
+19.8%
Based on 70% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 230 | $1.6B | 6 | |
| 2025-12-31 | 224 | $1.6B | 7 | |
| 2025-09-30 | 236 | $1.6B | 21 | |
| 2025-06-30 | 214 | $1.4B | 0 | |
| 2025-03-31 | 201 | $1.3B | 100 | |
| 2024-12-31 | 198 | $1.3B | 0 | |
| 2024-09-30 | 195 | $1.3B | 0 | |
| 2024-06-30 | 187 | $1.2B | 0 | |
| 2024-03-31 | 186 | $1.2B | 0 | |
| 2023-12-31 | 164 | $1.1B | 0 | |
| 2023-09-30 | 160 | $939.9M | 0 | |
| 2023-06-30 | 164 | $1.0B | 0 | |
| 2023-03-31 | 164 | $989.5M | 0 | |
| 2022-12-31 | 158 | $947.7M | 0 | |
| 2022-09-30 | 152 | $868.7M | 0 | |
| 2022-06-30 | 149 | $921.2M | 0 | |
| 2022-03-31 | 159 | $1.1B | 0 | |
| 2021-12-31 | 167 | $1.2B | 0 | |
| 2021-09-30 | 162 | $1.1B | 0 | |
| 2021-06-30 | 165 | $1.1B | 95 | |
| 2021-03-31 | 135 | $949.0M | 12 | |
| 2020-12-31 | 131 | $848.7M | 17 | |
| 2020-09-30 | 117 | $720.8M | 13 | |
| 2020-06-30 | 104 | $634.8M | 18 | |
| 2020-03-31 | 90 | $536.7M | 28 | |
| 2019-12-31 | 105 | $708.5M | 8 | |
| 2019-09-30 | 100 | $659.0M | 4 | |
| 2019-06-30 | 97 | $660.9M | 6 | |
| 2019-03-31 | 99 | $630.5M | 15 | |
| 2018-12-31 | 92 | $542.9M | 17 | |
| 2018-09-30 | 101 | $627.6M | 6 | |
| 2018-06-30 | 101 | $606.0M | 46 | |
| 2018-03-31 | 84 | $577.7M | 8 | |
| 2017-12-31 | 88 | $613.2M | 9 | |
| 2017-09-30 | 80 | $579.2M | 6 | |
| 2017-06-30 | 74 | $569.3M | 5 | |
| 2017-03-31 | 76 | $558.8M | 8 | |
| 2016-12-31 | 72 | $533.9M | 6 | |
| 2016-09-30 | 75 | $521.1M | 7 | |
| 2016-06-30 | 67 | $498.8M | 5 | |
| 2016-03-31 | 66 | $483.8M | 5 | |
| 2015-12-31 | 62 | $463.3M | 10 | |
| 2015-09-30 | 60 | $442.1M | 9 | |
| 2015-06-30 | 57 | $471.3M | 7 | |
| 2015-03-31 | 59 | $447.5M | 5 | |
| 2014-12-31 | 59 | $430.7M | 10 | |
| 2014-09-30 | 54 | $412.4M | 21 | |
| 2014-06-30 | 46 | $370.1M | 17 | |
| 2014-03-31 | 47 | $397.3M | 7 | |
| 2013-12-31 | 52 | $381.9M | 21 | |
| 2013-09-30 | 49 | $338.7M | 18 | |
| 2013-06-30 | 48 | $288.3M | 0 |
Lbmc Investment Advisors, LLC's most significant position changes for 2026-03-31: New buy: Invesco Bulletshares 2029 Hy (BSJT); New buy: Invesco Bulletshares 2028 Hy (BSJS); New buy: Invesco Bulletshares 2030 Hy (BSJU); Sold out: Pinnacle Financial Partners, Inc. (PNW); New buy: Tema S&p 500 Hist Weight ETF (DSPY).
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-12 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-10-07 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-09 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-09 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-16 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-08 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-07-11 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-12 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-16 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-05 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-17 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-04-10 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-01-10 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-07 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-07 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-04-11 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-03-17 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-02 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-20 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-21 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-20 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-21 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-22 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-24 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-18 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-26 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-01 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-08 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-03 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-04 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-08 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-08 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-08 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-05 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-06 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-07 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-05 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-10 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-02 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-06 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-04 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-04-29 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-01-15 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-10-22 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-07-16 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-01 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-01-16 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-10-30 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-07-31 | 13F-HR | View on EDGAR |
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