LBMC INVESTMENT ADVISORS, LLC Q3 2025 Filing
Filed October 7, 2025
Portfolio Value
$1.6T
Holdings
236
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (236 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVIshares TRUST S&P 500 | 431,124 | $288.6B | 18.39% | |
| 2 | RSPInvesco S&P 500 Eql Wgt | 1,336,510 | $253.5B | 16.16% | |
| 3 | IWMIshares Russell 2000 | 704,261 | $170.4B | 10.86% | |
| 4 | HDVIshares Msci ETF High Dividend Equity Fund | 455,280 | $55.7B | 3.55% | |
| 5 | AQLTIshares Core Msci Eafe | 573,446 | $50.1B | 3.19% | |
| 6 | EFAIshares Tr MSCI EAFE Fd | 487,157 | $45.5B | 2.90% | |
| 7 | IBHHiShares iBonds 2028 Term High Yield and Income ETF | 1,515,968 | $36.2B | 2.31% | |
| 8 | IBHGiShares iBonds 2027 Term High Yield and Income ETF | 1,458,696 | $32.8B | 2.09% | |
| 9 | AQLTIshares Tr Dow Jones Select Divid Index | 228,942 | $32.5B | 2.07% | |
| 10 | VEAVanguard Europe Pac Etf | 408,861 | $24.5B | 1.56% | |
| 11 | IBHFiShares iBonds 2026 Term High Yield and Income ETF | 1,038,643 | $24.3B | 1.55% | |
| 12 | VYMVanguard High Div ETF | 160,759 | $22.7B | 1.44% | |
| 13 | IBHIiShares iBonds 2029 Term High Yield and Income ETF | 943,906 | $22.5B | 1.43% | |
| 14 | IJRIshares Tr S&P Smallcap | 171,736 | $20.4B | 1.30% | |
| 15 | HCAHca The Healthcare Co | 44,188 | $18.8B | 1.20% | |
| 16 | AAPLApple Computer Inc | 63,716 | $16.2B | 1.03% | |
| 17 | VOOVanguard S&P 500 Etf | 25,777 | $15.8B | 1.01% | |
| 18 | ICFIshares Cohen Steers REIT | 253,930 | $15.6B | 1.00% | |
| 19 | IVWIshares Tr S&P 500/ Barra Growth Index | 123,137 | $14.9B | 0.95% | |
| 20 | VTWOVanguard Russell 2000 | 151,127 | $14.8B | 0.94% | |
| 21 | IBHJiShares iBonds 2030 Term High Yield and Income ETF | 521,450 | $14.0B | 0.89% | |
| 22 | VOVanguard Mid Cap | 44,357 | $13.0B | 0.83% | |
| 23 | IDUIshares Tr Dj US Utils | 110,709 | $12.3B | 0.78% | |
| 24 | IBMPiShares iBonds Dec 2027 Term Muni Bond ETF | 471,757 | $12.0B | 0.77% | |
| 25 | IBMOiShares iBonds Dec 2026 Term Muni Bond ETF | 464,080 | $11.9B | 0.76% | |
| 26 | AOAIshares Tr S&P Aggressive | 131,605 | $11.6B | 0.74% | |
| 27 | IBMQiShares iBonds Dec 2028 Term Muni Bond ETF | 438,507 | $11.2B | 0.72% | |
| 28 | IVEIshares Tr S&P 500/ Value Index Fd | 44,269 | $9.1B | 0.58% | |
| 29 | MSFTMicrosoft Corp | 16,934 | $8.8B | 0.56% | |
| 30 | VNQVanguard REIT | 90,830 | $8.3B | 0.53% | |
| 31 | IBHKiShares iBonds 2031 Term High Yield and Income ETF | 316,062 | $8.3B | 0.53% | |
| 32 | VWOVanguard Emerging Market | 140,801 | $7.6B | 0.49% | |
| 33 | IEMGIshares Core Msci | 112,066 | $7.4B | 0.47% | |
| 34 | AMZNAmazon Com Inc | 33,624 | $7.4B | 0.47% | |
| 35 | IAUiShares iBonds Dec 2025 Term Muni Bond ETF | 265,437 | $7.1B | 0.45% | |
| 36 | IBHEiShares iBonds 2025 Term High Yield and Income ETF | 296,042 | $6.9B | 0.44% | |
| 37 | IBMRiShares iBonds Dec 2029 Term Muni Bond ETF | 260,666 | $6.7B | 0.42% | |
| 38 | GOOGGoogle Inc Class C | 26,536 | $6.5B | 0.41% | |
| 39 | AFLA F L A C Inc | 52,655 | $5.9B | 0.37% | |
| 40 | BRK/BBerkshire Hathaway Cl B | 11,571 | $5.8B | 0.37% | |
| 41 | IBDUiShares iBonds Dec 2029 Term Corporate ETF | 242,055 | $5.7B | 0.36% | |
| 42 | IBDSiShares iBonds Dec 2027 Term Corp ETF | 226,281 | $5.5B | 0.35% | |
| 43 | EEMIshares MSCI Emrg Mkt Fd | 99,262 | $5.3B | 0.34% | |
| 44 | SPDWSPDR Portfolio Developed Wld ex-US ETF | 117,593 | $5.0B | 0.32% | |
| 45 | SPYS P D R TRUST Unit SR | 7,287 | $4.9B | 0.31% | |
| 46 | AORIshares Tr S&P Allocation Fd | 74,707 | $4.8B | 0.31% | |
| 47 | IBDTiShares iBonds Dec 2028 Term Corp ETF | 186,751 | $4.8B | 0.30% | |
| 48 | IBDVISHARES IBND DEC 2030 TRM CORP ETF | 214,641 | $4.8B | 0.30% | |
| 49 | IBDRiShares iBonds Dec 2026 Term Corp ETF | 191,031 | $4.6B | 0.30% | |
| 50 | IJHIshares Tr S&P Midcap | 66,990 | $4.4B | 0.28% | |
| 51 | METAFacebook Inc Class A | 5,907 | $4.3B | 0.28% | |
| 52 | AOSSmith A O | 52,918 | $3.9B | 0.25% | |
| 53 | GOOGLGoogle Inc Cl A | 15,552 | $3.8B | 0.24% | |
| 54 | NDQNasdaq 100 Shares | 6,296 | $3.8B | 0.24% | |
| 55 | COFCapital One Financial Cp | 16,457 | $3.5B | 0.22% | |
| 56 | SPYGSpdr S&P 500 Growth Etf | 33,236 | $3.5B | 0.22% | |
| 57 | AONA O N Plc | 9,391 | $3.3B | 0.21% | |
| 58 | HDHome Depot Inc | 7,692 | $3.1B | 0.20% | |
| 59 | ORCLOracle Corporation | 10,469 | $2.9B | 0.19% | |
| 60 | NVDANVIDIA Corp | 15,574 | $2.9B | 0.19% | |
| 61 | IBMSiShares iBonds Dec 2030 Term Muni Bond ETF | 110,333 | $2.9B | 0.18% | |
| 62 | GRCGorman Rupp Co Com | 61,116 | $2.8B | 0.18% | |
| 63 | JPMJ P Morgan Chase & Co | 8,650 | $2.7B | 0.17% | |
| 64 | SOThe Southern Company | 28,396 | $2.7B | 0.17% | |
| 65 | LLYLilly Eli & Company | 3,470 | $2.6B | 0.17% | |
| 66 | KOCoca Cola Company | 38,743 | $2.6B | 0.16% | |
| 67 | VGTVanguard Information Technology ETF | 2,864 | $2.1B | 0.14% | |
| 68 | QUSSPDR MSCI USA StrategicFactors ETF | 12,367 | $2.1B | 0.13% | |
| 69 | COSTCostco Whsl Corp New | 2,031 | $1.9B | 0.12% | |
| 70 | SCHXSchw US Lcap Etf | 70,093 | $1.8B | 0.12% | |
| 71 | PNFPPinnancle Finl Partners Inc | 19,123 | $1.8B | 0.11% | |
| 72 | MAMastercard Inc | 3,141 | $1.8B | 0.11% | |
| 73 | AVGOBroadcom Ltd | 5,354 | $1.8B | 0.11% | |
| 74 | IBMIntl Business Machines | 6,178 | $1.7B | 0.11% | |
| 75 | IBDWiShares iBonds Dec 2031 Term Corp ETF | 81,785 | $1.7B | 0.11% | |
| 76 | SPYMSPDR Portfolio S&P 500 ETF | 21,138 | $1.7B | 0.11% | |
| 77 | BXBlackstone Group LP | 9,493 | $1.6B | 0.10% | |
| 78 | XLVSector Spdr Health Fund | 11,622 | $1.6B | 0.10% | |
| 79 | XOMExxon Mobil Corporation | 14,146 | $1.6B | 0.10% | |
| 80 | VTVanguard Total World | 11,543 | $1.6B | 0.10% | |
| 81 | SMBKSmartfinancial Inc | 43,865 | $1.6B | 0.10% | |
| 82 | FNDXSchwab Fundamental US | 58,923 | $1.5B | 0.10% | |
| 83 | CATCaterpillar Inc | 3,159 | $1.5B | 0.10% | |
| 84 | DISDisney Walt Hldg Co | 12,722 | $1.5B | 0.09% | |
| 85 | GEGeneral Electric Company | 4,820 | $1.4B | 0.09% | |
| 86 | IBITiShares Bitcoin Trust ETF | 21,610 | $1.4B | 0.09% | |
| 87 | IJKIshares S&P Midcap | 14,502 | $1.4B | 0.09% | |
| 88 | AMDAdvanced Micro Devic | 8,441 | $1.4B | 0.09% | |
| 89 | ABBVAbbvie Inc | 5,845 | $1.4B | 0.09% | |
| 90 | SHOPShopify Inc | 8,950 | $1.3B | 0.08% | |
| 91 | FBTCFIDELITY WISE ORIGIN BITCOIN FUND | 12,655 | $1.3B | 0.08% | |
| 92 | VVisa Inc Cl A | 3,692 | $1.3B | 0.08% | |
| 93 | JNJJohnson & Johnson | 6,796 | $1.3B | 0.08% | |
| 94 | RTXRaytheon Technologies Ord | 7,240 | $1.2B | 0.08% | |
| 95 | SMCISuper Micro Computer Inc | 24,985 | $1.2B | 0.08% | |
| 96 | BACBank Of America Corp | 22,782 | $1.2B | 0.07% | |
| 97 | DFUVDFA Tax-Managed US Marketwide Value II | 26,290 | $1.2B | 0.07% | |
| 98 | IBDXiShares iBonds Dec 2032 Term Corp ETF | 43,495 | $1.1B | 0.07% | |
| 99 | DGROIshares TRUST Core Divid Gwth | 15,000 | $1.0B | 0.07% | |
| 100 | BABoeing Co | 4,715 | $1.0B | 0.06% |
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