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CIK: 0001536924
Total reported value
$1.8B
$1.8B
236 檔
44.3%
The Q3 2025 SEC filing reveals that Lbmc Investment Advisors, LLC held a total portfolio value of $1.8B, covering 236 public equity positions.
In Q3 2025, Lbmc Investment Advisors, LLC displayed an active expansion posture, initiating 3 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 236 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.39% | +0.13% | -1.12% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 16.16% | -0.28% | +0.51% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.86% | +0.78% | +0.39% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-Other | 3.55% | -0.36% | -0.73% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.19% | -0.03% | +1.47% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.90% | -0.15% | -1.77% | |
| 7 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 2.31% | -0.02% | +29.14% | |
| 8 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 2.09% | -0.06% | +25.14% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.07% | -0.17% | -1.11% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.56% | -0.01% | +0.53% | |
| 11 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 1.55% | -0.14% | +21.58% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.44% | — | +9.76% | |
| 13 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 1.43% | +0.09% | +84.40% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.30% | +0.16% | +11.31% | |
| 15 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.20% | -0.34% | -2.10% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.03% | +0.01% | -0.91% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.02% | -0.13% | |
| 18 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 1.00% | -0.03% | -0.84% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | +0.03% | -4.12% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.94% | +0.07% | -6.93% | |
| 21 | IBHJ | Ishrs Ibds 2030 Hy & Inc ETF | ETF-Other | 0.89% | +0.22% | +88.17% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.83% | — | -0.25% | |
| 23 | IDU | Ishares US Utilities ETF | ETF-Other | 0.78% | -0.09% | -1.89% | |
| 24 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.77% | -0.07% | +11.21% | |
| 25 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.76% | -0.10% | +12.66% | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.74% | -0.02% | -2.39% | |
| 27 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.72% | -0.07% | +16.70% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.03% | -0.32% | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | — | +8.73% | |
| 30 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.53% | -0.03% | +0.65% | |
| 31 | IBHK | Isharesibond2031highyldinc | ETF-Other | 0.53% | +0.18% | +365.21% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.49% | — | -0.17% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.47% | +0.06% | -0.56% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | +0.03% | +4.93% | |
| 35 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.45% | — | -3.41% | |
| 36 | IBHE | Ishares Ibonds 2025 H/y Inc | ETF-Other | 0.44% | — | +17.23% | |
| 37 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.42% | -0.03% | +15.94% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.41% | +0.08% | -8.37% | |
| 39 | AFL | Aflac Inc | Stock-Financials | 0.37% | -0.02% | — | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.04% | +5.71% | |
| 41 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.36% | +0.02% | +25.64% | |
| 42 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.35% | +0.01% | +15.93% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.34% | +0.03% | -1.89% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.32% | -0.01% | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | — | +0.18% | |
| 46 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.31% | -0.02% | +0.82% | |
| 47 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.30% | +0.02% | +21.50% | |
| 48 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.30% | +0.03% | +0.17% | |
| 49 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.30% | -0.02% | +33.31% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.28% | +0.01% | -10.10% |
According to official SEC Form 13F filings, Lbmc Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 236 disclosed positions in Q3 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, RSP, IWM) accounted for 44.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
COF
市值: $3.5M
Top Position Liquidated / Trimmed
SPSM
前期市值: $1.4M
During Q3 2025, Lbmc Investment Advisors, LLC's top holdings by market value included IVV (18.4%)、RSP (16.2%)、IWM (10.9%). The largest single position, IVV, represented 18.4% of total portfolio value.
In Q3 2025, Lbmc Investment Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 35 positions, trimming 11 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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