13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001536924
Total reported value
$1.8B
$1.8B
224 檔
45.1%
During the Q4 2025 filing period, Lbmc Investment Advisors, LLC (CIK: 0001536924) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 224 reported positions.
In Q4 2025, Lbmc Investment Advisors, LLC displayed an active expansion posture, initiating 1 new positions and adding to 32 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 224 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 18.01% | +0.13% | -0.86% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 15.70% | -0.28% | -0.33% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.74% | +0.78% | +0.71% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-Other | 3.42% | -0.36% | +0.33% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.29% | -0.03% | +4.23% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.90% | -0.15% | +0.61% | |
| 7 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 2.50% | -0.02% | +13.00% | |
| 8 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 2.16% | -0.06% | +7.95% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 1.99% | -0.17% | +0.07% | |
| 10 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 1.97% | +0.09% | +43.19% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.60% | -0.01% | +2.10% | |
| 12 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 1.57% | -0.14% | +6.50% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.53% | — | +8.01% | |
| 14 | IBHJ | Ishrs Ibds 2030 Hy & Inc ETF | ETF-Other | 1.33% | +0.22% | +55.27% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.31% | +0.16% | +2.96% | |
| 16 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.26% | -0.34% | -0.43% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.07% | +0.01% | +0.19% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +0.03% | +3.46% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.02% | -3.47% | |
| 20 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.93% | -0.03% | -0.06% | |
| 21 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.93% | +0.07% | +0.11% | |
| 22 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.84% | -0.07% | +13.97% | |
| 23 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.82% | -0.07% | +18.22% | |
| 24 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.81% | -0.10% | +11.13% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | — | +0.00% | |
| 26 | IDU | Ishares US Utilities ETF | ETF-Other | 0.74% | -0.09% | -0.36% | |
| 27 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.69% | -0.02% | -5.15% | |
| 28 | IBHK | Isharesibond2031highyldinc | ETF-Other | 0.67% | +0.18% | +33.88% | |
| 29 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.66% | -0.03% | +60.90% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.58% | -0.03% | +0.08% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | +0.08% | +1.89% | |
| 32 | MSFT | Microsoft CORP | Stock-Tech | 0.51% | — | +0.34% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.03% | +2.01% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.03% | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.46% | — | -1.09% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.46% | +0.06% | -1.27% | |
| 37 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.39% | +0.02% | +13.14% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.04% | +8.64% | |
| 39 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.36% | +0.01% | +7.62% | |
| 40 | AFL | Aflac Inc | Stock-Financials | 0.36% | -0.02% | — | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.33% | +0.03% | -1.02% | |
| 42 | IBMS | Isharesibonddec2030munibdetf | ETF-Other | 0.33% | +0.03% | +86.52% | |
| 43 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.33% | +0.03% | +11.51% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.32% | -0.01% | +1.00% | |
| 45 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.32% | +0.02% | +10.66% | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.32% | -0.02% | +11.36% | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.31% | +0.05% | +2.44% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | — | +0.16% | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.29% | -0.02% | -2.75% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.27% | -0.02% | +12.38% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBHI | Ishares Ibonds 2029 Tm Hy In | +0.5% | +43.19% | Add |
| 2 | IBHJ | Ishrs Ibds 2030 Hy & Inc ETF | +0.4% | +55.27% | Add |
| 3 | IBMR | Ishares Ibonds Dec 2029 M Bd | +0.2% | +60.90% | Add |
| 4 | IBHH | Ishares Ibonds 2028 Tm Hy In | +0.2% | +13.00% | Add |
| 5 | IBMS | Isharesibonddec2030munibdetf | +0.2% | +86.52% | Add |
| 6 | IBHK | Isharesibond2031highyldinc | +0.1% | +33.88% | Add |
| 7 | IBHL | Ishares Ibonds 2032 Hy Inc | +0.1% | +272.80% | Add |
| 8 | IBMT | Ishares Ibonds Dec 2031 Muni | +0.1% | +528.32% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.1% | +1.89% | Add |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +4.23% | Add |
| 11 | IBMQ | Ishares Ibonds Dec 2028 Muni | +0.1% | +18.22% | Add |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +8.01% | Add |
| 13 | IBHG | Ishares Ibonds 2027 Hy Inc | +0.1% | +7.95% | Add |
| 14 | IBMP | Ishares Ibonds Dec 2027 Term | +0.1% | +13.97% | Add |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.44% | Add |
| 16 | HCA | Hca Healthcare Inc | +0.1% | -0.43% | Trim |
| 17 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 18 | IBMO | Ishares Ibonds Dec 2026 Term | +0.1% | +11.13% | Add |
| 19 | VEA | Vanguard Ftse Developed ETF | 0% | +2.10% | Add |
| 20 | AAPL | Apple Inc | 0% | +0.19% | Add |
| 21 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +13.14% | Add |
| 22 | IBHF | Ishares Ibond 2026 Hy & Inc | 0% | +6.50% | Add |
| 23 | IVW | Ishares S&p 500 Growth ETF | 0% | +3.46% | Add |
| 24 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +11.51% | Add |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | 0% | +11.36% | Add |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +8.64% | Add |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +10.66% | Add |
| 28 | COF | Capital One Financial CORP | 0% | -0.61% | Trim |
| 29 | IJR | Ishares Core S&p Small-cap E | 0% | +2.96% | Add |
| 30 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +7.62% | Add |
| 31 | EFA | Ishares Msci Eafe ETF | — | +0.61% | Add |
| 32 | HD | Home Depot Inc | 0% | +2.78% | Add |
| 33 | XLV | Ss Health Care Select Sector | -0.1% | -51.07% | Trim |
| 34 | SMBK | Smartfinancial Inc | -0.1% | -47.46% | Trim |
| 35 | MSFT | Microsoft CORP | -0.1% | +0.34% | Add |
| 36 | AOA | Ishares Core 80/20 Aggressiv | -0.1% | -5.15% | Trim |
| 37 | ORCL | Oracle CORP | -0.1% | +4.78% | Add |
| 38 | ICF | Ishares Select U.s. Reit ETF | -0.1% | -0.06% | Trim |
| 39 | IWM | Ishares Russell 2000 ETF | -0.1% | +0.71% | Add |
| 40 | IVV | Ishares Core S&p 500 ETF | -0.4% | -0.86% | Trim |
| 41 | RSP | Invesco S&p 500 Equal Weight | -0.5% | -0.33% | Trim |
| 42 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | Sold out |
| 43 | IBHE | Ishares Ibonds 2025 H/y Inc | — | EXIT | Sold out |
| 44 | ✓ | Nestle SA Nom | — | EXIT | Sold out |
| 45 | TRUX | Truxton CORP | — | EXIT | Sold out |
| 46 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 47 | ✓ | Neos ETF Trust | — | EXIT | Sold out |
| 48 | BR | Broadridge Financial Solutio | — | EXIT | Sold out |
| 49 | MMM | 3m Co | — | EXIT | Sold out |
| 50 | ✓ | Novo-Nordisk A-S Ord | — | EXIT | Sold out |
According to official SEC Form 13F filings, Lbmc Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 224 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 45.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLK
市值: $654.8K
Top Position Liquidated / Trimmed
TLT
前期市值: $7.1M
During Q4 2025, Lbmc Investment Advisors, LLC's top holdings by market value included IVV (18.0%)、RSP (15.7%)、IWM (10.7%). The largest single position, IVV, represented 18.0% of total portfolio value.
In Q4 2025, Lbmc Investment Advisors, LLC made 49 total portfolio adjustments, initiating 1 new buys, adding to 32 positions, trimming 8 holdings, and fully liquidating 8 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.