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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, exited 18, added to 139, and trimmed 26.

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.

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
Loading holdings…
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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$36.6M +13.3%
  • ISHARES TR$36.4M +20.8%
  • INVESCO EXCHANGE TRADED FD T$26.7M +10.5%
  • ISHARES TR$7.0M +28.7%
  • ISHARES TR$6.3M +11.6%
Show all 139 →

Top Trims

  • HCA HEALTHCARE INC-$3.6M -17.6%
  • ELI LILLY & CO-$1.2M -36.3%
  • SOUTHERN CO-$788.7K -31.0%
  • CHEVRON CORPORATION-$602.7K -44.7%
  • COSTCO WHOLESALE CORPORATION-$542.0K -26.2%
Show all 26 →

New Positions

  • ISHARES TR$1.3M
  • ISHARES TR$500.6K
  • VERTIV HOLDINGS CO$478.2K
  • VANGUARD INDEX FDS$457.8K
  • ETF SER SOLUTIONS$394.7K
Show all 33 →

Exited Positions

  • SUPER MICRO COMPUTER INC$897.5K
  • SNOWFLAKE INC$652.7K
  • FIDELITY WISE ORIGIN BITCOIN$640.5K
  • ANALOG DEVICES INC$601.9K
  • SEAGATE TECHNOLOGY HLDNGS PL$391.8K
Show all 18 →
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 $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