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LBMC INVESTMENT ADVISORS, LLC — 13F Holdings & Portfolio

CIK 1536924 · latest 13F-HR filed 2026-08-10

Backtest portfolio

LBMC INVESTMENT ADVISORS, LLC manages $1.85B in 13F-reported U.S. long-equity assets across 245 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IVV (16.87%), RSP (15.21%), IWM (11.44%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 33 new positions and exited 18; 139 existing positions rose in reported value and 26 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$1.85B

Long-equity book

Holdings
245

Distinct positions

Period
2026-06-30

Filed 2026-08-10

Q/Q Activity
+33 / −18 / ↑139 / ↓26

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
IVV16.9% · -1%RSP15.2% · -0%IWM11.4% · -0%HDV3.4% · +403%IEFA3.3% · +5%EFA2.7% · -0%IBHH2.5% · +11%IBHI2.2% · +16%IBHG2.1% · +10%DVY2.0% · +0%IBHJ1.7% · +28%VEA1.7% · +1%VYM1.6% · +5%IJR1.5% · +6%IBHF1.4% · +3%VTWO1.0% · -0%AAPL1.0% · -0%VOO0.9% · -0%IBHK0.9% · +37%HCA0.9% · 0%ICF0.9% · -0%IVW0.8% · -5%IBMP0.8% · +3%IBMQ0.8% · +3%VO0.7% · +300%IBMO0.7% · -1%IBMR0.7% · +7%IDU0.7% · +0%AOA0.7% · -1%GOOG0.5% · +5%IEMG0.5% · +6%IVE0.5% · -0%VWO0.5% · +1%VNQ0.5% · -3%IBDU0.5% · +19%IBMS0.5% · +20%AMZN0.4% · +4%IBDV0.4% · +23%IBDS0.4% · newMSFT0.4% · +11%IBDT0.4% · +20%EEM0.4% · +0%AFL0.3% · 0%GOOGL0.3% · +7%BRK.B0.3% · -4%SPDW0.3% · -2%GRC0.3% · 0%SPY0.3% · +0%IBDR0.3% · newQQQ0.3% · +2%AOR0.3% · -2%IJH0.2% · +4%IBHL0.2% · +16%SPYG0.2% · +0%META0.2% · +1%VGT0.2% · +700%IBMT0.2% · +5%CSCO0.2% · +142%CAT0.2% · -0%NVDA0.2% · +2%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 61.7%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 27, 2026.

Assets Under Management
$2.23B
Discretionary
$2.23B
Employees
8
Accounts
1,667
Address
201 FRANKLIN ROAD
SUITE 400
BRENTWOOD, TN 37027
Phone
(615) 377-4603
Website
Mailing Address
P.O. BOX 1869, BRENTWOOD, TN, 37024-1869
Name Title / Status Ownership Type
BLECHNER, MYLES, REID ControlCHIEF COMPLIANCE OFFICER
since Dec 2025
Less than 5%Individual
HERMAN, GREGORY, MICHAEL ControlPRESIDENT, DIRECTOR
since Sep 2000
10–25%Individual
LBMC FINANCIAL SERVICES, LLC ControlOWNER
since Jan 1998
50–75%Domestic Entity
LITCHFIELD, JOHN, ALFRED ControlDIRECTOR AS OF 01/2025 TREASURER AS OF 01/2022
since Jan 2022
Less than 5%Individual
MORGAN, DAVID, KENNETH ControlDIRECTOR SINCE 01/1998, SECRETARY AS OF 1/1/2025
since Jan 1998
Less than 5%Individual
BLAND, DEREK, CHRISTOPHERINVESTMENT ADVISOR, SHAREHOLDER AS OF 12/2014 DIRECTOR AS OF 01/2025
since Dec 2014
10–25%Individual
REID, ANDREW, ST. JOHNINVESTMENT ADVISOR, SHAREHOLDER AS OF 12/2019 DIRECTOR AS OF 01/2025
since Dec 2019
Less than 5%Individual
Ownership & leadership changes · 9 filings with changes since Mar 23, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 2, 2026 filing
  • No longer listedHILL, TRACEY · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Feb 2022
  • AddedBLECHNER, MYLES, REID · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
Jan 27, 2025 filing
  • No longer listedLITCHFIELD, JOHN, ALFRED · TREASURER · General partner, trustee or manager · indirect via LBMC FINANCIAL SERVICES, LLC · control person · listed since Oct 2013
  • AddedLITCHFIELD, JOHN, ALFRED · DIRECTOR AS OF 01/2025 TREASURER AS OF 01/2022 · Less than 5% · control person
  • ChangedBLAND, DEREK, CHRISTOPHER · title SHAREHOLDER- INVESTMENT ADVISER → INVESTMENT ADVISOR, SHAREHOLDER AS OF 12/2014 DIRECTOR AS OF 01/2025
  • ChangedLBMC FINANCIAL SERVICES, LLC · title PARENT COMPANY → OWNER
  • ChangedMORGAN, DAVID, KENNETH · title SECRETARY, DIRECTOR → DIRECTOR SINCE 01/1998, SECRETARY AS OF 1/1/2025
  • ChangedREID, ANDREW, ST. JOHN · title SHAREHOLDER-INVESTMENT ADVISER → INVESTMENT ADVISOR, SHAREHOLDER AS OF 12/2019 DIRECTOR AS OF 01/2025
Jun 14, 2023 filing
  • No longer listedCAIN, ROY, MICHAEL · TREASURER, DIRECTOR · Less than 5% · control person · listed since Jan 1998
Mar 21, 2022 filing
  • No longer listedJORDAN, ROBERT, ANDREW · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Oct 2004
  • AddedHILL, TRACEY · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ChangedBLAND, DEREK, CHRISTOPHER · title INVESTMENT ADVISER → SHAREHOLDER- INVESTMENT ADVISER; ownership 5–10% → 10–25%
  • ChangedREID, ANDREW, ST. JOHN · title INVESTMENT ADVISER → SHAREHOLDER-INVESTMENT ADVISER
Mar 5, 2020 filing
  • AddedREID, ANDREW, ST. JOHN · INVESTMENT ADVISER · Less than 5%
  • ChangedJORDAN, ROBERT, ANDREW · title CHIEF COMPLIANCE OFFICER/OPERATIONS → CHIEF COMPLIANCE OFFICER
Mar 7, 2019 filing
  • ChangedBLAND, DEREK, CHRISTOPHER · ownership Less than 5% → 5–10%
Mar 29, 2018 filing
  • ChangedJORDAN, ROBERT, ANDREW · title OPERATIONS MGR./CHIEF COMPLIANCE OFFICER → CHIEF COMPLIANCE OFFICER/OPERATIONS
Mar 1, 2016 filing
  • AddedLITCHFIELD, JOHN, ALFRED · TREASURER · General partner, trustee or manager · indirect via LBMC FINANCIAL SERVICES, LLC · control person
Mar 10, 2015 filing
  • AddedBLAND, DEREK, CHRISTOPHER · INVESTMENT ADVISER · Less than 5%
  • ChangedHERMAN, GREGORY, MICHAEL · ownership 25–50% → 10–25%
  • ChangedLBMC FINANCIAL SERVICES, LLC · ownership 75% or more → 50–75%
Mar 23, 2012 filing (earliest on record)
  • ListedCAIN, ROY, MICHAEL · TREASURER, DIRECTOR · Less than 5% · control person
  • ListedHERMAN, GREGORY, MICHAEL · PRESIDENT, DIRECTOR · 25–50% · control person
  • ListedJORDAN, ROBERT, ANDREW · OPERATIONS MGR./CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedLBMC FINANCIAL SERVICES, LLC · PARENT COMPANY · 75% or more · control person
  • ListedMORGAN, DAVID, KENNETH · SECRETARY, DIRECTOR · Less than 5% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 139 →

Top Trims

Show all 26 →

New Positions

Show all 33 →

Exited Positions

Show all 18 →

LBMC INVESTMENT ADVISORS, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $311.2M 16.87% 415,571 SH
2 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $280.6M 15.21% 1,319,004 SH
3 ISHARES TR IWM 464287655 $211.2M 11.44% 702,868 SH
4 ISHARES TR HDV 46429B663 $63.2M 3.43% 2,307,284 SH
5 ISHARES TR IEFA 46432F842 $60.1M 3.26% 622,624 SH
6 ISHARES TR EFA 464287465 $50.5M 2.74% 486,616 SH
7 ISHARES TR IBHH 46436E387 $45.5M 2.47% 1,937,560 SH
8 ISHARES TR IBHI 46436E379 $40.0M 2.17% 1,709,445 SH
9 ISHARES TR IBHG 46436E478 $39.1M 2.12% 1,772,416 SH
10 ISHARES TR DVY 464287168 $36.1M 1.96% 231,257 SH
11 ISHARES TR IBHJ 46436E122 $31.5M 1.71% 1,189,960 SH
12 VANGUARD TAX-MANAGED FDS VEA 921943858 $31.0M 1.68% 435,092 SH
13 VANGUARD WHITEHALL FDS VYM 921946406 $29.1M 1.58% 184,044 SH
14 ISHARES TR IJR 464287804 $28.1M 1.52% 189,650 SH
15 ISHARES TR IBHF 46436E528 $26.3M 1.43% 1,161,706 SH
16 VANGUARD SCOTTSDALE FDS VTWO 92206C664 $18.1M 0.98% 149,225 SH
17 APPLE INC AAPL 037833100 $18.0M 0.98% 62,360 SH
18 VANGUARD INDEX FDS VOO 922908363 $17.3M 0.94% 25,231 SH
19 ISHARES TR IBHK 46438G661 $17.2M 0.93% 665,633 SH
20 HCA HEALTHCARE INC HCA 40412C101 $16.9M 0.91% 43,301 SH
21 ISHARES TR ICF 464287564 $16.1M 0.87% 238,394 SH
22 ISHARES TR IVW 464287309 $15.5M 0.84% 112,572 SH
23 ISHARES TR IBMP 46435U283 $14.9M 0.81% 584,924 SH
24 ISHARES TR IBMQ 46435U325 $14.8M 0.80% 577,987 SH
25 VANGUARD INDEX FDS VO 922908629 $13.8M 0.75% 171,084 SH
26 ISHARES TR IBMO 46435U259 $13.3M 0.72% 520,304 SH
27 ISHARES TR IBMR 46436E163 $13.2M 0.72% 520,275 SH
28 ISHARES TR IDU 464287697 $12.3M 0.67% 107,355 SH
29 ISHARES TR AOA 464289859 $12.2M 0.66% 125,330 SH
30 ALPHABET INC GOOG 02079K107 $10.1M 0.55% 28,532 SH
31 ISHARES INC IEMG 46434G103 $9.7M 0.53% 117,665 SH
32 ISHARES TR IVE 464287408 $9.5M 0.51% 41,803 SH
33 VANGUARD INTL EQUITY INDEX F VWO 922042858 $8.7M 0.47% 145,375 SH
34 VANGUARD INDEX FDS VNQ 922908553 $8.6M 0.47% 88,993 SH
35 ISHARES TR IBDU 46436E205 $8.5M 0.46% 367,266 SH
36 ISHARES TR IBMS 46438G687 $8.4M 0.45% 323,023 SH
37 AMAZON COM INC AMZN 023135106 $8.2M 0.45% 34,578 SH
38 ISHARES TR IBDV 46436E726 $7.5M 0.41% 345,712 SH
39 ISHARES TR IBDS 46435UAA9 $7.3M 0.39% 299,698 PRN
40 MICROSOFT CORP MSFT 594918104 $7.1M 0.39% 19,159 SH
41 ISHARES TR IBDT 46435U515 $7.1M 0.38% 280,115 SH
42 ISHARES TR EEM 464287234 $6.6M 0.36% 95,835 SH
43 AFLAC INC AFL 001055102 $6.2M 0.33% 52,655 SH
44 ALPHABET INC GOOGL 02079K305 $6.1M 0.33% 16,963 SH
45 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $6.0M 0.33% 12,026 SH
46 SPDR INDEX SHS FDS SPDW 78463X889 $5.9M 0.32% 116,875 SH
47 GORMAN RUPP CO GRC 383082104 $5.6M 0.30% 61,116 SH
48 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $5.4M 0.29% 7,259 SH
49 ISHARES TR IBDR 46435GAA0 $5.4M 0.29% 222,321 PRN
50 INVESCO QQQ TR QQQ 46090E103 $5.0M 0.27% 6,843 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-10 $1.85B 245 0001172661-26-003190
2026-03-31 2026-05-14 $1.64B 230 0001172661-26-001936
2025-12-31 2026-02-12 $1.63B 224 0001172661-26-000676
2025-09-30 2025-10-07 $1.57B 236 0001214659-25-014727
Filer Information
Address
201 FRANKLIN ROAD
BRENTWOOD, TN 37027
Phone
(615) 377-4600
Filing Manager
LBMC INVESTMENT ADVISORS, LLC
BRENTWOOD, TN
Signatory
Myles R. Blechner
Chief Compliance Officer