LBMC INVESTMENT ADVISORS, LLC — 13F Holdings & Portfolio
CIK 1536924 · latest 13F-HR filed 2026-05-14
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
$1.64B
Long-equity book
Holdings
230
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+15 / −9 / ↑78 / ↓62
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$6.7M +12.0%
- ISHARES TR$2.9M +13.6%
- ISHARES TR$2.6M +8.0%
- ISHARES TR$2.2M +7.0%
- ISHARES TR$1.7M +15.9%
Top Trims
- ISHARES TR-$18.2M -6.2%
- ISHARES TR-$2.4M -15.0%
- MICROSOFT CORP-$1.8M -22.1%
- APPLE INC-$1.5M -8.4%
- CAPITAL ONE FINL CORP-$980.3K -24.7%
New Positions
- INVESCO EXCH TRD SLF IDX FD$2.4M
- INVESCO EXCH TRD SLF IDX FD$2.4M
- INVESCO EXCH TRD SLF IDX FD$2.3M
- TEMA ETF TRUST$1.7M
- PINNACLE FINL PARTNERS INC$1.7M
Exited Positions
- PINNACLE FINL PARTNERS INC$1.8M
- PHILIP MORRIS INTL INC$371.8K
- VANGUARD STAR FDS$324.9K
- SALESFORCE INC$272.3K
- SOUTHWEST AIRLS CO$261.9K
All Holdings
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 | $274.6M | 16.74% | 420,340 | SH |
| 2 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $254.0M | 15.49% | 1,323,360 | SH |
| 3 | ISHARES TR | IWM | 464287655 | $174.8M | 10.66% | 704,809 | SH |
| 4 | ISHARES TR | HDV | 46429B663 | $62.2M | 3.79% | 458,400 | SH |
| 5 | ISHARES TR | IEFA | 46432F842 | $53.9M | 3.29% | 595,160 | SH |
| 6 | ISHARES TR | EFA | 464287465 | $47.4M | 2.89% | 488,440 | SH |
| 7 | ISHARES TR | IBHH | 46436E387 | $40.9M | 2.49% | 1,741,128 | SH |
| 8 | ISHARES TR | IBHG | 46436E478 | $35.8M | 2.18% | 1,616,618 | SH |
| 9 | ISHARES TR | DVY | 464287168 | $34.9M | 2.13% | 230,707 | SH |
| 10 | ISHARES TR | IBHI | 46436E379 | $34.2M | 2.08% | 1,467,776 | SH |
| 11 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $27.7M | 1.69% | 431,796 | SH |
| 12 | VANGUARD WHITEHALL FDS | VYM | 921946406 | $26.0M | 1.58% | 175,457 | SH |
| 13 | ISHARES TR | IBHF | 46436E528 | $25.8M | 1.57% | 1,123,830 | SH |
| 14 | ISHARES TR | IBHJ | 46436E122 | $24.5M | 1.49% | 933,587 | SH |
| 15 | ISHARES TR | IJR | 464287804 | $22.2M | 1.36% | 178,762 | SH |
| 16 | HCA HEALTHCARE INC | HCA | 40412C101 | $20.5M | 1.25% | 43,300 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $15.9M | 0.97% | 62,625 | SH |
| 18 | VANGUARD INDEX FDS | VOO | 922908363 | $15.1M | 0.92% | 25,287 | SH |
| 19 | VANGUARD SCOTTSDALE FDS | VTWO | 92206C664 | $15.0M | 0.91% | 149,385 | SH |
| 20 | ISHARES TR | ICF | 464287564 | $14.8M | 0.90% | 239,252 | SH |
| 21 | ISHARES TR | IBMP | 46435U283 | $14.4M | 0.88% | 566,726 | SH |
| 22 | ISHARES TR | IBMQ | 46435U325 | $14.3M | 0.87% | 559,681 | SH |
| 23 | ISHARES TR | IBMO | 46435U259 | $13.5M | 0.82% | 525,143 | SH |
| 24 | ISHARES TR | IVW | 464287309 | $13.3M | 0.81% | 118,008 | SH |
| 25 | ISHARES TR | IDU | 464287697 | $12.4M | 0.76% | 106,885 | SH |
| 26 | ISHARES TR | IBHK | 46438G661 | $12.4M | 0.75% | 485,609 | SH |
| 27 | ISHARES TR | IBMR | 46436E163 | $12.4M | 0.75% | 487,494 | SH |
| 28 | VANGUARD INDEX FDS | VO | 922908629 | $12.3M | 0.75% | 42,739 | SH |
| 29 | ISHARES TR | AOA | 464289859 | $11.2M | 0.68% | 126,421 | SH |
| 30 | ISHARES TR | IVE | 464287408 | $8.9M | 0.54% | 41,978 | SH |
| 31 | VANGUARD INDEX FDS | VNQ | 922908553 | $8.2M | 0.50% | 92,164 | SH |
| 32 | ALPHABET INC | GOOG | 02079K107 | $7.8M | 0.47% | 27,135 | SH |
| 33 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $7.8M | 0.47% | 143,861 | SH |
| 34 | ISHARES INC | IEMG | 46434G103 | $7.7M | 0.47% | 110,648 | SH |
| 35 | ISHARES TR | IBDU | 46436E205 | $7.2M | 0.44% | 307,572 | SH |
| 36 | ISHARES TR | IBMS | 46438G687 | $7.0M | 0.42% | 269,144 | SH |
| 37 | AMAZON COM INC | AMZN | 023135106 | $6.9M | 0.42% | 33,298 | SH |
| 38 | MICROSOFT CORP | MSFT | 594918104 | $6.4M | 0.39% | 17,303 | SH |
| 39 | ISHARES TR | IBDS | 46435UAA9 | $6.3M | 0.38% | 259,209 | SH |
| 40 | ISHARES TR | IBDV | 46436E726 | $6.2M | 0.38% | 281,756 | SH |
| 41 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $6.0M | 0.37% | 12,551 | SH |
| 42 | ISHARES TR | IBDT | 46435U515 | $5.9M | 0.36% | 232,558 | SH |
| 43 | AFLAC INC | AFL | 001055102 | $5.8M | 0.35% | 52,655 | SH |
| 44 | ISHARES TR | EEM | 464287234 | $5.4M | 0.33% | 95,465 | SH |
| 45 | SPDR INDEX SHS FDS | SPDW | 78463X889 | $5.4M | 0.33% | 118,669 | SH |
| 46 | ISHARES TR | IBDR | 46435GAA0 | $5.1M | 0.31% | 211,425 | SH |
| 47 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $4.7M | 0.29% | 7,250 | SH |
| 48 | ALPHABET INC | GOOGL | 02079K305 | $4.6M | 0.28% | 15,849 | SH |
| 49 | ISHARES TR | AOR | 464289867 | $4.5M | 0.28% | 70,497 | SH |
| 50 | INVESCO QQQ TR | QQQ | 46090E103 | $3.9M | 0.24% | 6,703 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |