Lbmc Investment Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 10, 2026, Lbmc Investment Advisors, Llc disclosed 231 stock positions valued at approximately $1.85B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, INVESCO EXCHANGE TRADED FD T, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 231
- Portfolio Value
- $1.85B
Holdings by Sector
Lbmc Investment Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 16.87% | 415,571 | -4,769 | -1.13% | $311,216,755 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 15.21% | 1,319,004 | -4,356 | -0.33% | $280,644,409 |
| ISHARES TR | IWM | Other | 11.44% | 702,868 | -1,941 | -0.28% | $211,176,801 |
| ISHARES TR | HDV | Other | 3.43% | 2,307,284 | +1,848,884 | +403.33% | $63,242,663 |
| ISHARES TR | IEFA | Other | 3.26% | 622,624 | +27,464 | +4.61% | $60,133,028 |
| ISHARES TR | EFA | Other | 2.74% | 486,616 | -1,824 | -0.37% | $50,549,683 |
| ISHARES TR | IBHH | Other | 2.47% | 1,937,560 | +196,432 | +11.28% | $45,532,670 |
| ISHARES TR | IBHI | Other | 2.17% | 1,709,445 | +241,669 | +16.46% | $39,983,908 |
| ISHARES TR | IBHG | Other | 2.12% | 1,772,416 | +155,798 | +9.64% | $39,134,946 |
| ISHARES TR | DVY | Other | 1.96% | 231,257 | +550 | +0.24% | $36,145,493 |
| ISHARES TR | IBHJ | Other | 1.71% | 1,189,960 | +256,373 | +27.46% | $31,492,290 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 1.68% | 435,092 | +3,296 | +0.76% | $31,000,272 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.58% | 184,044 | +8,587 | +4.89% | $29,084,470 |
| ISHARES TR | IJR | Other | 1.52% | 189,650 | +10,888 | +6.09% | $28,126,962 |
| ISHARES TR | IBHF | Other | 1.43% | 1,161,706 | +37,876 | +3.37% | $26,312,637 |
| VANGUARD SCOTTSDALE FDS | VTWO | Other | 0.98% | 149,225 | -160 | -0.11% | $18,118,955 |
| APPLE INC | AAPL | Technology | 0.98% | 62,360 | -265 | -0.42% | $18,044,468 |
| VANGUARD INDEX FDS | VOO | Other | 0.94% | 25,231 | -56 | -0.22% | $17,329,047 |
| HCA HEALTHCARE INC | HCA | Healthcare | 0.91% | 43,301 | +1 | +0.00% | $16,882,776 |
| ISHARES TR | ICF | Other | 0.87% | 238,394 | -858 | -0.36% | $16,122,581 |
| ISHARES TR | IVW | Other | 0.84% | 112,572 | -5,436 | -4.61% | $15,482,006 |
| ISHARES TR | IBMP | Other | 0.81% | 584,924 | +18,198 | +3.21% | $14,868,761 |
| ISHARES TR | IBMQ | Other | 0.80% | 577,987 | +18,306 | +3.27% | $14,784,915 |
| VANGUARD INDEX FDS | VO | Other | 0.75% | 171,084 | +128,345 | +300.30% | $13,784,275 |
| ISHARES TR | IBMO | Other | 0.72% | 520,304 | -4,839 | -0.92% | $13,340,649 |
| ISHARES TR | IBMR | Other | 0.72% | 520,275 | +32,781 | +6.72% | $13,209,788 |
| ISHARES TR | IDU | Other | 0.67% | 107,355 | +470 | +0.44% | $12,303,942 |
| ISHARES TR | AOA | Other | 0.66% | 125,330 | -1,091 | -0.86% | $12,232,253 |
| ALPHABET INC | GOOG | Communication Services | 0.55% | 28,532 | +1,397 | +5.15% | $10,081,052 |
| ISHARES INC | IEMG | Other | 0.53% | 117,665 | +7,017 | +6.34% | $9,747,401 |
Showing 30 of 231 holdings in the latest reporting period.