Lbmc Investment Advisors, Llc Portfolio Stock Holdings
Lbmc Investment Advisors, Llc disclosed 230 stock positions valued at approximately $1.6 billion in its latest SEC 13F filing. The largest holdings include ISHARES TR, INVESCO EXCHANGE TRADED FD T, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 230
- Portfolio Value
- $1.6B
Holdings by Sector
Lbmc Investment Advisors, Llc Portfolio Holdings in Q1 2026
220 holdings in the latest reporting period.
Page 1 of 3
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 16.74% | 420,340 | -7,073 | -1.65% | $274,569,970 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 15.49% | 1,323,360 | -8,773 | -0.66% | $253,979,319 |
| ISHARES TR | IWM | Other | 10.66% | 704,809 | -4,465 | -0.63% | $174,792,616 |
| ISHARES TR | HDV | Other | 3.79% | 458,400 | +1,624 | +0.36% | $62,214,064 |
| ISHARES TR | IEFA | Other | 3.29% | 595,160 | -2,518 | -0.42% | $53,879,855 |
| ISHARES TR | EFA | Other | 2.89% | 488,440 | -1,666 | -0.34% | $47,442,198 |
| ISHARES TR | IBHH | Other | 2.49% | 1,741,128 | +28,131 | +1.64% | $40,864,268 |
| ISHARES TR | IBHG | Other | 2.18% | 1,616,618 | +41,965 | +2.67% | $35,775,749 |
| ISHARES TR | DVY | Other | 2.13% | 230,707 | +1,594 | +0.70% | $34,931,406 |
| ISHARES TR | IBHI | Other | 2.08% | 1,467,776 | +116,195 | +8.60% | $34,174,219 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.69% | 431,796 | +14,359 | +3.44% | $27,669,513 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.58% | 175,457 | +1,827 | +1.05% | $25,985,254 |
| ISHARES TR | IBHF | Other | 1.57% | 1,123,830 | +17,634 | +1.59% | $25,791,896 |
| ISHARES TR | IBHJ | Other | 1.49% | 933,587 | +123,918 | +15.30% | $24,478,640 |
| ISHARES TR | IJR | Other | 1.36% | 178,762 | +1,947 | +1.10% | $22,221,960 |
| HCA HEALTHCARE INC | HCA | Healthcare | 1.25% | 43,300 | -699 | -1.59% | $20,491,294 |
| APPLE INC | AAPL | Technology | 0.97% | 62,625 | -1,209 | -1.89% | $15,893,481 |
| VANGUARD INDEX FDS | VOO | Other | 0.92% | 25,287 | +404 | +1.62% | $15,110,432 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.91% | 149,385 | -1,908 | -1.26% | $14,963,945 |
| ISHARES TR | ICF | Other | 0.90% | 239,252 | -14,524 | -5.72% | $14,807,279 |
| ISHARES TR | IBMP | Other | 0.88% | 566,726 | +29,083 | +5.41% | $14,417,505 |
| ISHARES TR | IBMQ | Other | 0.87% | 559,681 | +41,279 | +7.96% | $14,288,649 |
| ISHARES TR | IBMO | Other | 0.82% | 525,143 | +9,413 | +1.83% | $13,459,426 |
| ISHARES TR | IVW | Other | 0.81% | 118,008 | -9,384 | -7.37% | $13,347,939 |
| ISHARES TR | IDU | Other | 0.76% | 106,885 | -3,420 | -3.10% | $12,410,380 |
| ISHARES TR | IBMR | Other | 0.75% | 487,494 | +68,082 | +16.23% | $12,357,979 |
| VANGUARD INDEX FDS | VO | Other | 0.75% | 42,739 | -1,620 | -3.65% | $12,273,761 |
| ISHARES TR | AOA | Other | 0.68% | 126,421 | +1,597 | +1.28% | $11,187,024 |
| ISHARES TR | IVE | Other | 0.54% | 41,978 | -2,327 | -5.25% | $8,863,628 |
| VANGUARD INDEX FDS | VNQ | Other | 0.50% | 92,164 | -490 | -0.53% | $8,174,961 |
| ALPHABET INC | GOOG | Communication Services | 0.47% | 27,135 | +97 | +0.36% | $7,784,032 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.47% | 143,861 | +4,600 | +3.30% | $7,775,706 |
| ISHARES INC | IEMG | Other | 0.47% | 110,648 | +2 | +0.00% | $7,717,700 |
| ISHARES TR | IBDU | Other | 0.44% | 307,572 | +33,708 | +12.31% | $7,154,126 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.42% | 33,298 | -326 | -0.97% | $6,934,897 |
| MICROSOFT CORP | MSFT | Technology | 0.39% | 17,303 | +312 | +1.84% | $6,404,924 |
| ISHARES TR | IBDS | Other | 0.38% | 259,209 | +15,687 | +6.44% | $6,283,220 |
| ISHARES TR | IBDV | Other | 0.38% | 281,756 | +42,413 | +17.72% | $6,167,642 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.37% | 12,551 | -20 | -0.16% | $6,014,440 |
| ISHARES TR | IBDT | Other | 0.36% | 232,558 | +25,900 | +12.53% | $5,890,707 |
| AFLAC INC | AFL | Financial Services | 0.35% | 52,655 | - | - | $5,776,805 |
| ISHARES TR | EEM | Other | 0.33% | 95,465 | -2,783 | -2.83% | $5,421,457 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.33% | 118,669 | -101 | -0.09% | $5,417,224 |
| ISHARES TR | IBDR | Other | 0.31% | 211,425 | -1,313 | -0.62% | $5,124,932 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.29% | 7,250 | -49 | -0.67% | $4,715,178 |
| ALPHABET INC | GOOGL | Communication Services | 0.28% | 15,849 | -83 | -0.52% | $4,557,649 |
| ISHARES TR | AOR | Other | 0.28% | 70,497 | -2,157 | -2.97% | $4,536,457 |
| INVESCO QQQ TR | QQQ | Other | 0.24% | 6,703 | +328 | +5.15% | $3,868,706 |
| META PLATFORMS INC | META | Communication Services | 0.23% | 6,706 | +68 | +1.02% | $3,836,437 |
| GORMAN RUPP CO | GRC | Industrials | 0.23% | 61,116 | - | - | $3,797,138 |
| ISHARES TR | IJH | Other | 0.22% | 53,757 | -12,073 | -18.34% | $3,630,210 |
| SMITH A O CORP | AOS | Industrials | 0.21% | 52,918 | - | - | $3,489,389 |
| SPDR SERIES TRUST | SPYG | Other | 0.20% | 33,023 | -242 | -0.73% | $3,233,288 |
| ELI LILLY & CO | LLY | Healthcare | 0.20% | 3,494 | +24 | +0.69% | $3,213,677 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.18% | 16,357 | - | - | $2,984,008 |
| COCA COLA CO | KO | Consumer Defensive | 0.18% | 38,759 | -127 | -0.33% | $2,947,592 |
| AON PLC | AON | Financial Services | 0.18% | 9,113 | -278 | -2.96% | $2,941,495 |
| NVIDIA CORPORATION | NVDA | Technology | 0.18% | 16,535 | +966 | +6.20% | $2,883,762 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.18% | 8,764 | +858 | +10.85% | $2,882,358 |
| VANGUARD WORLD FD | VGT | Other | 0.17% | 3,888 | +1,023 | +35.71% | $2,712,852 |
| ISHARES INC | EUSA | Other | 0.16% | 25,016 | +13,729 | +121.64% | $2,545,879 |
| SOUTHERN CO | SO | Utilities | 0.16% | 26,368 | -1,450 | -5.21% | $2,545,004 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.15% | 8,546 | -192 | -2.20% | $2,513,905 |
| INVESCO EXCH TRD SLF IDX FD | BSJT | Other | 0.15% | 115,497 | +115,497 | +100.00% | $2,429,482 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 0.15% | 111,907 | +111,907 | +100.00% | $2,426,709 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 14,124 | -282 | -1.96% | $2,396,220 |
| INVESCO EXCH TRD SLF IDX FD | BSJU | Other | 0.14% | 91,089 | +91,089 | +100.00% | $2,330,959 |
| CATERPILLAR INC | CAT | Industrials | 0.14% | 3,186 | +27 | +0.85% | $2,257,154 |
| ISHARES TR | IBDW | Other | 0.13% | 105,125 | +23,258 | +28.41% | $2,200,276 |
| SPDR SERIES TRUST | QUS | Other | 0.13% | 12,145 | -304 | -2.44% | $2,084,626 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.13% | 2,078 | +37 | +1.81% | $2,070,582 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.11% | 70,093 | - | - | $1,797,194 |
| ORACLE CORP | ORCL | Technology | 0.10% | 11,545 | +576 | +5.25% | $1,698,385 |
| BROADCOM INC | AVGO | Technology | 0.10% | 5,470 | -1 | -0.02% | $1,693,159 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.10% | 12,158 | +104 | +0.86% | $1,681,640 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.10% | 6,864 | -74 | -1.07% | $1,677,905 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.10% | 58,923 | - | - | $1,641,002 |
| SPDR SERIES TRUST | SPLG | Other | 0.10% | 21,177 | +32 | +0.15% | $1,620,899 |
| INVESCO EXCH TRD SLF IDX FD | BSJR | Other | 0.10% | 71,054 | +71,054 | +100.00% | $1,589,131 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.10% | 3,141 | - | - | $1,569,601 |
| ISHARES TR | IBDX | Other | 0.09% | 59,808 | +10,663 | +21.70% | $1,511,346 |
| ISHARES TR | IJK | Other | 0.09% | 14,515 | +4 | +0.03% | $1,460,477 |
| RTX CORPORATION | RTX | Industrials | 0.09% | 7,311 | +70 | +0.97% | $1,410,302 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.09% | 6,911 | - | - | $1,405,905 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 5,688 | -30 | -0.52% | $1,378,790 |
| CHEVRON CORPORATION | CVX | Energy | 0.08% | 6,511 | +530 | +8.86% | $1,347,126 |
| GE AEROSPACE | GE | Industrials | 0.08% | 4,721 | -99 | -2.05% | $1,339,576 |
| INVESCO EXCH TRD SLF IDX FD | BSJV | Other | 0.08% | 49,726 | +49,726 | +100.00% | $1,292,630 |
| ABBVIE INC | ABBV | Healthcare | 0.08% | 5,907 | +1 | +0.02% | $1,284,765 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.08% | 26,371 | +41 | +0.16% | $1,277,917 |
| DISNEY WALT CO | DIS | Communication Services | 0.07% | 12,722 | +1 | +0.01% | $1,226,173 |
| WALMART INC | WMT | Consumer Defensive | 0.07% | 9,385 | -79 | -0.83% | $1,166,318 |
| VISA INC | V | Financial Services | 0.07% | 3,805 | +58 | +1.55% | $1,150,030 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 0.07% | 9,872 | +9,872 | +100.00% | $1,133,602 |
| CITIGROUP INC | C | Financial Services | 0.07% | 9,979 | - | - | $1,131,719 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.07% | 3,246 | - | - | $1,096,629 |
| MERCK & CO INC | MRK | Healthcare | 0.07% | 8,999 | +59 | +0.66% | $1,082,490 |
| BLACKSTONE INC | BX | Financial Services | 0.07% | 9,381 | +116 | +1.25% | $1,078,679 |
| SHOPIFY INC | SHOP | Technology | 0.06% | 8,950 | - | - | $1,061,649 |
| ISHARES TR | DGRO | Other | 0.06% | 15,000 | - | - | $1,052,700 |