Q2 2026 13F · SEC CIK 1536924

Lbmc Investment Advisors, LLC

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.8B
Reported positions: 243
Top holdings a year, 3 yrs: +15.7%
Assets under management: $2.2B

Lbmc Investment Advisors, LLC is a wealth manager that reported 243 positions worth $1.8B in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 17.0%), Invesco S&p 500 Equal Weight ETF (RSP, 15.3%), Ishares (IWM, 11.5%). A portfolio copying its top holdings returned 15.7% a year over the last 3 years, against 20.4% for the S&P 500.

Lbmc Investment Advisors, LLC holdings largest 50 of 243 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Lbmc Investment Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IVVIshares Core S&p 500 ETF	17.0%	16.7%	415,571	-1.1%	$311.2M
RSPInvesco S&p 500 Equal Weight ETF	15.3%	15.5%	1,319,004	-0.3%	$280.6M
IWMIshares	11.5%	10.7%	702,868	-0.3%	$211.2M
HDVIshares Tr	3.5%	3.8%	2,307,284	+403.3%	$63.2M
IEFAIshares Core Msci Eafe ETF	3.3%	3.3%	622,624	+4.6%	$60.1M
EFAiShs MSCI EAFE	2.8%	2.9%	486,616	-0.4%	$50.5M
IBHHIshares Ibonds 2028 Term High Yield and	2.5%	2.5%	1,937,560	+11.3%	$45.5M
IBHIIshares Tr	2.2%	2.1%	1,709,445	+16.5%	$40.0M
IBHGIshares Ibonds 2027 Term High Yield and	2.1%	2.2%	1,772,416	+9.6%	$39.1M
DVYiShares Select Dividend ETF Total	2.0%	2.1%	231,257	+0.2%	$36.1M
IBHJIshares Tr	1.7%	1.5%	1,189,960	+27.5%	$31.5M
VEAVanguard Tax-Managed Fds	1.7%	1.7%	435,092	+0.8%	$31.0M
VYMVym	1.6%	1.6%	184,044	+4.9%	$29.1M
IJRIshares Core S&p Small Cap ETF	1.5%	1.4%	189,650	+6.1%	$28.1M
IBHFIshares Ibonds 2026 Term High Yield and	1.4%	1.6%	1,161,706	+3.4%	$26.3M
VTWOVanguard Scottsdale Fds	1.0%	0.9%	149,225	-0.1%	$18.1M
AAPLApple Inc	1.0%	1.0%	62,360	-0.4%	$18.0M
VOOVanguard S&p 500 ETF	0.9%	0.9%	25,231	-0.2%	$17.3M
IBHKIshares Tr	0.9%	0.8%	665,633	+37.1%	$17.2M
HCAHCA Healthcare Inc	0.9%	1.3%	43,301	+0.0%	$16.9M
ICFIshares Tr	0.9%	0.9%	238,394	-0.4%	$16.1M
IVWIshares	0.8%	0.8%	112,572	-4.6%	$15.5M
IBMPIshares Tr	0.8%	0.9%	584,924	+3.2%	$14.9M
IBMQIshares Tr	0.8%	0.9%	577,987	+3.3%	$14.8M
VOVanguard Index Fds	0.8%	0.7%	171,084	+300.3%	$13.8M
IBMOIshares Ibonds Dec 2026 Term Muni Bond E	0.7%	0.8%	520,304	-0.9%	$13.3M
IBMRIshares Ibonds Dec 2029 Term Muni Bond E	0.7%	0.8%	520,275	+6.7%	$13.2M
IDUIshares Tr	0.7%	0.8%	107,355	+0.4%	$12.3M
AOAiShares Core Aggressive Allocation ETF	0.7%	0.7%	125,330	-0.9%	$12.2M
GOOGAlphabet Inc	0.6%	0.5%	28,532	+5.1%	$10.1M
IEMGIshares	0.5%	0.5%	117,665	+6.3%	$9.7M
IVEIshares S&p 500 Value ETF	0.5%	0.5%	41,803	-0.4%	$9.5M
VWOVanguard Intl Equity Index F	0.5%	0.5%	145,375	+1.1%	$8.7M
VNQVanguard Real Estate ETF	0.5%	0.5%	88,993	-3.4%	$8.6M
IBDUIshares Tr ETF Ibonds Dec 2029 Term Corp	0.5%	0.4%	367,266	+19.4%	$8.5M
IBMSIshares Tr	0.5%	0.4%	323,023	+20.0%	$8.4M
AMZNAmazon Com Inc Com	0.5%	0.4%	34,578	+3.8%	$8.2M
IBDVIshares Tr ETF Ibonds Dec 2030 Term Corp	0.4%	0.4%	345,712	+22.7%	$7.5M
MSFTMicrosoft Corp	0.4%	0.4%	19,159	+10.7%	$7.1M
IBDTIshares Tr	0.4%	0.4%	280,115	+20.4%	$7.1M
EEMIshares	0.4%	0.3%	95,835	+0.4%	$6.6M
AFLAflac Inc	0.3%	0.4%	52,655	+0.0%	$6.2M
GOOGLAlphabet Inc	0.3%	0.3%	16,963	+7.0%	$6.1M
BRK-BBerkshire Hathaway Inc Del	0.3%	0.4%	12,026	-4.2%	$6.0M
SPDWSPDR Portfolio Developed World	0.3%	0.3%	116,875	-1.5%	$5.9M
GRCGorman Rupp Co	0.3%	—	61,116	—	$5.6M
SPYSpdr S&p 500 ETF Tr	0.3%	0.3%	7,259	+0.1%	$5.4M
QQQInvesco Qqq Tr	0.3%	0.2%	6,843	+2.1%	$5.0M
AORIshares Tr	0.3%	0.3%	69,427	-1.5%	$4.8M
IJHIshares Tr	0.2%	—	55,708	—	$4.3M

What Lbmc Investment Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

HDV Ishares Tr+403.3% shares
VO Vanguard Index Fds+300.3% shares
IBHK Ishares Tr+37.1% shares
IBHJ Ishares Tr+27.5% shares
IBDV Ishares Tr ETF Ibonds Dec 2030 Term Corp+22.7% shares
IBDT Ishares Tr+20.4% shares
IBMS Ishares Tr+20.0% shares
IBDU Ishares Tr ETF Ibonds Dec 2029 Term Corp+19.4% shares

Reduced

No position shrank by more than 5%.

Left the top 50

IBDS Ishares Trwas 0.4%
IBDR Ishares Tr ETF Ibonds Dec 2026 Term Corpwas 0.3%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +19.3% /yr; S&P 500 +20.1%
3 years: +15.7% /yr; S&P 500 +20.4%
5 years: +7.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.8B	243
Q1 2026	$1.6B	230
Q4 2025	$1.6B	222
Q3 2025	$1.6B	235
Q2 2025	$1.4B	213
Q1 2025	$1.3B	200
Q4 2024	$1.3B	197
Q3 2024	$1.3B	194
Q2 2024	$1.2B	186
Q1 2024	$1.2B	185
Q4 2023	$1.1B	164
Q3 2023	$939.9M	160

Questions about Lbmc Investment Advisors, LLC's portfolio

What stocks does Lbmc Investment Advisors, LLC own?

Lbmc Investment Advisors, LLC's latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 243 positions worth $1.8B. The largest are Ishares Core S&p 500 ETF (IVV) at 17.0%, Invesco S&p 500 Equal Weight ETF (RSP) at 15.3%, Ishares (IWM) at 11.5%, Ishares Tr (HDV) at 3.5% and Ishares Core Msci Eafe ETF (IEFA) at 3.3%.

What did Lbmc Investment Advisors, LLC buy last quarter?

In Q2 2026, Lbmc Investment Advisors, LLC added Ishares Tr (HDV) (+403.3% shares), Vanguard Index Fds (VO) (+300.3% shares) and Ishares Tr (IBHK) (+37.1% shares), compared with its Q1 2026 filing.

What did Lbmc Investment Advisors, LLC sell last quarter?

In Q2 2026, Lbmc Investment Advisors, LLC cut from its top 50 Ishares Tr (IBDS) and cut from its top 50 Ishares Tr ETF Ibonds Dec 2026 Term Corp (IBDR), compared with its Q1 2026 filing.

How has Lbmc Investment Advisors, LLC's portfolio performed?

A portfolio copying Lbmc Investment Advisors, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +19.3% against +20.1%. Over 5 years: +7.5% a year against +11.6%.

When is Lbmc Investment Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Lbmc Investment Advisors, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Lbmc Investment Advisors, LLC manage?

Lbmc Investment Advisors, LLC reported $2.2B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.8B.