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CIK: 0001536924
Total reported value
$1.8B
$1.8B
230 檔
44.4%
At the close of Q1 2026, Lbmc Investment Advisors, LLC disclosed equity holdings valued at approximately $1.8B, spread across 230 reported holdings.
In Q1 2026, Lbmc Investment Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 74 existing holdings, outstripping position reductions.
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% | +0.13% | -1.65% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 15.49% | -0.28% | -0.66% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.66% | +0.78% | -0.63% | |
| 4 | HDV | Ishares Core High Dividend E | ETF-Other | 3.79% | -0.36% | +0.36% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.29% | -0.03% | -0.42% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.89% | -0.15% | -0.34% | |
| 7 | IBHH | Ishares Ibonds 2028 Tm Hy In | ETF-Other | 2.49% | -0.02% | +1.64% | |
| 8 | IBHG | Ishares Ibonds 2027 Hy Inc | ETF-Other | 2.18% | -0.06% | +2.67% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.13% | -0.17% | +0.70% | |
| 10 | IBHI | Ishares Ibonds 2029 Tm Hy In | ETF-Other | 2.08% | +0.09% | +8.60% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.69% | -0.01% | +3.44% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.58% | — | +1.05% | |
| 13 | IBHF | Ishares Ibond 2026 Hy & Inc | ETF-Other | 1.57% | -0.14% | +1.59% | |
| 14 | IBHJ | Ishrs Ibds 2030 Hy & Inc ETF | ETF-Other | 1.49% | +0.22% | +15.30% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.36% | +0.16% | +1.10% | |
| 16 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.25% | -0.34% | -1.59% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.01% | -1.89% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.92% | +0.02% | +1.62% | |
| 19 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.91% | +0.07% | -1.26% | |
| 20 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.90% | -0.03% | -5.72% | |
| 21 | IBMP | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.88% | -0.07% | +5.41% | |
| 22 | IBMQ | Ishares Ibonds Dec 2028 Muni | ETF-Other | 0.87% | -0.07% | +7.96% | |
| 23 | IBMO | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.82% | -0.10% | +1.83% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | +0.03% | -7.37% | |
| 25 | IDU | Ishares US Utilities ETF | ETF-Other | 0.76% | -0.09% | -3.10% | |
| 26 | IBHK | Isharesibond2031highyldinc | ETF-Other | 0.75% | +0.18% | +14.76% | |
| 27 | IBMR | Ishares Ibonds Dec 2029 M Bd | ETF-Other | 0.75% | -0.03% | +16.23% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | — | -3.65% | |
| 29 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.68% | -0.02% | +1.28% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.54% | -0.03% | -5.25% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.50% | -0.03% | -0.53% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | +0.08% | +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% | +0.06% | +0.00% | |
| 35 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.44% | +0.02% | +12.31% | |
| 36 | IBMS | Isharesibonddec2030munibdetf | ETF-Other | 0.42% | +0.03% | +30.79% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.03% | -0.97% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | — | +1.84% | |
| 39 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.38% | +0.01% | +6.44% | |
| 40 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 0.38% | +0.03% | +17.72% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.04% | -0.16% | |
| 42 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.36% | +0.02% | +12.53% | |
| 43 | AFL | Aflac Inc | Stock-Financials | 0.35% | -0.02% | — | |
| 44 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.33% | +0.03% | -2.83% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.33% | -0.01% | -0.09% | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.31% | -0.02% | -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% | +0.05% | -0.52% | |
| 49 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.28% | -0.02% | -2.97% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.03% | +5.15% |
According to official SEC Form 13F filings, Lbmc Investment Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 230 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, RSP, IWM) accounted for 44.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
BSJT
市值: $2.4M
Top Position Liquidated / Trimmed
PNW
前期市值: $1.8M
During Q1 2026, Lbmc Investment Advisors, LLC's top holdings by market value included IVV (16.7%)、RSP (15.5%)、IWM (10.7%). The largest single position, IVV, represented 16.7% of total portfolio value.
In Q1 2026, Lbmc Investment Advisors, LLC made 152 total portfolio adjustments, initiating 15 new buys, adding to 74 positions, trimming 54 holdings, and fully liquidating 9 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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