LBMC INVESTMENT ADVISORS, LLC
CIK: 0001536924Latest portfolio: $1.6B · Q4 2025
Holdings
224
Total Value
$1.6B
New Positions
6
Closed Positions
14
Top Holdings
View All 224 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 427,413 | $292.8M | 18.01% | -3,711 | |
| 2 | RSPINVESCO EXCHANGE TRADED FD T | 1,332,133 | $255.2M | 15.70% | -4,377 | |
| 3 | IWMISHARES TR | 709,274 | $174.6M | 10.74% | +5K | |
| 4 | HDVISHARES TR | 456,776 | $55.5M | 3.42% | +1K | |
| 5 | AQLTISHARES TR | 597,678 | $53.5M | 3.29% | +24K | |
| 6 | EFAISHARES TR | 490,106 | $47.1M | 2.90% | +3K | |
| 7 | IBHHISHARES TR | 1,712,997 | $40.6M | 2.50% | +197K | |
| 8 | IBHGISHARES TR | 1,574,653 | $35.1M | 2.16% | +116K | |
| 9 | AQLTISHARES TR | 229,113 | $32.3M | 1.99% | +171 | |
| 10 | IBHIISHARES TR | 1,351,581 | $31.9M | 1.97% | +408K | |
| 11 | VEAVANGUARD TAX-MANAGED FDS | 417,437 | $26.1M | 1.60% | +9K | |
| 12 | IBHFISHARES TR | 1,106,196 | $25.5M | 1.57% | +68K | |
| 13 | VYMVANGUARD WHITEHALL FDS | 173,630 | $24.9M | 1.53% | +13K | |
| 14 | IBHJISHARES TR | 809,669 | $21.5M | 1.33% | +288K | |
| 15 | IJRISHARES TR | 176,815 | $21.2M | 1.31% | +5K | |
| 16 | HCAHCA HEALTHCARE INC | 43,999 | $20.5M | 1.26% | -189 | |
| 17 | AAPLAPPLE INC | 63,834 | $17.4M | 1.07% | +118 | |
| 18 | IVWISHARES TR | 127,392 | $15.7M | 0.97% | +4K | |
| 19 | VOOVANGUARD INDEX FDS | 24,883 | $15.6M | 0.96% | -894 | |
| 20 | ICFISHARES TR | 253,776 | $15.1M | 0.93% | -154 | |
| 21 | VTWOVANGUARD SCOTTSDALE FDS | 151,293 | $15.1M | 0.93% | +166 | |
| 22 | IBMPISHARES TR | 537,643 | $13.7M | 0.84% | +66K | |
| 23 | IBMQISHARES TR | 518,402 | $13.3M | 0.82% | +80K | |
| 24 | IBMOISHARES TR | 515,730 | $13.2M | 0.81% | +52K | |
| 25 | VOVANGUARD INDEX FDS | 44,359 | $12.9M | 0.79% | +2 |
Quarterly Changes
Increased Positions
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.7353821729032133e+76T)
Unknown0.0% ($5.346832337109386e+56T)
Industrials0.0% ($3.5392918180914845e+38T)
Healthcare0.0% ($2.054137291435135e+31T)
Consumer Cyclical0.0% ($77612720907520336.0T)
Communication Services0.0% ($8484498643811.4T)
Energy0.0% ($1733911605319.3T)
Consumer Defensive0.0% ($271817601.1T)
Utilities0.0% ($2425762.4T)
Basic Materials0.0% ($427.3T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 12, 2026 | $1.6B | 224 |
| Q3 2025 | Oct 7, 2025 | $1.6T | 236 |
| Q2 2025 | Jul 9, 2025 | $1.4T | 214 |
| Q1 2025 | Apr 9, 2025 | $1.3T | 201 |
| Q4 2024 | Jan 16, 2025 | $1268.9T | 198 |
| Q3 2024 | Oct 8, 2024 | $1265.6T | 195 |
| Q2 2024 | Jul 11, 2024 | $1153.5T | 187 |
| Q1 2024 | Apr 12, 2024 | $1153.3T | 186 |
| Q4 2023 | Jan 16, 2024 | $1051.9T | 164 |
| Q3 2023 | Oct 5, 2023 | $939.9T | 160 |
| Q2 2023 | Jul 17, 2023 | $1017.2T | 164 |
| Q1 2023 | Apr 10, 2023 | $989.5T | 164 |
| Q4 2022 | Jan 10, 2023 | $947.7T | 158 |
| Q3 2022 | Oct 7, 2022 | $868.7B | 152 |
| Q2 2022 | Jul 7, 2022 | $921.2B | 149 |
| Q1 2022 | Apr 11, 2022 | $1.1T | 159 |
| Q4 2021 | Mar 17, 2022 | $1.2T | 167 |
| Q3 2021 | Nov 15, 2021 | $1.1T | 162 |
| Q2 2021 | Aug 2, 2021 | $1.1T | 165 |
| Q1 2021 | Apr 20, 2021 | $949.0B | 135 |
| Q4 2020 | Jan 21, 2021 | $848.7B | 131 |
| Q3 2020 | Oct 20, 2020 | $720.8B | 117 |
| Q2 2020 | Jul 14, 2020 | $634.8B | 104 |
| Q1 2020 | Apr 21, 2020 | $536.7B | 90 |
| Q4 2019 | Jan 22, 2020 | $708.5B | 105 |
| Q3 2019 | Oct 24, 2019 | $659.0B | 100 |
| Q2 2019 | Jul 18, 2019 | $660.9B | 97 |
| Q1 2019 | Apr 26, 2019 | $630.5B | 99 |
| Q4 2018 | Feb 1, 2019 | $542.9B | 92 |
| Q3 2018 | Nov 8, 2018 | $627.6B | 101 |
| Q2 2018 | Aug 3, 2018 | $606.0B | 101 |
| Q1 2018 | May 4, 2018 | $577.7B | 84 |
| Q4 2017 | Feb 8, 2018 | $613.2B | 88 |
| Q3 2017 | Nov 8, 2017 | $579.2B | 80 |
| Q2 2017 | Aug 8, 2017 | $569.3B | 74 |
| Q1 2017 | May 5, 2017 | $558.8B | 76 |
| Q4 2016 | Feb 6, 2017 | $533.9B | 72 |
| Q3 2016 | Nov 7, 2016 | $521.1B | 75 |
| Q2 2016 | Aug 5, 2016 | $498.8B | 67 |
| Q1 2016 | May 10, 2016 | $483.8B | 66 |
Fund Information
LBMC INVESTMENT ADVISORS, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.6B across 224 holdings. The largest position is ISHARES TR (IVV), representing 18.0% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 18 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.