Lbmc Investment Advisors Increases Holdings in High-Growth ETFs During Q2 2026

As reported by insiderset.com, Lbmc Investment Advisors, a prominent investment firm, saw substantial changes in its portfolio holdings during the period ending June 30th, 2026. The analysis of their disclosed transactions reveals significant buying activity focused on specific exchange-traded funds (ETFs).

The most notable purchase was ISHARES TR (HDV), which experienced a staggering increase in its position with both share count and portfolio weight rising significantly. HDV gained 403.33% in shares during the quarter, contributing to its current allocation of $63.2 million or approximately 3.43% of Lbmc's total portfolio value.

Other ETFs also showed strong buying interest from this investor. ISHARES TR (IBHI), part of the iShares Inflation Protection series, saw its share count increase by 16.46%, boosting its weight within Lbmc's portfolio to about $39.9 million or 2.17%. Similarly, ISHARES TR (IBHH) gained a substantial 11.28% in shares ($196k increase), now holding around $45.5 million or 2.47% of the portfolio.

The investor also showed significant interest in expanding their exposure to US market broad-market index funds and international equities. VANGUARD INDEX FDS (VO) increased by a large 300.3%, adding $13.8 million worth, now representing about $13.7 million or 0.75% of the assets under management. Furthermore, VANGUARD WORLD FD (VGT) saw its share count jump by an impressive 700.36%, contributing $3.7 million or about 0.2% to the portfolio.

In addition to these major additions, smaller but still significant purchases were noted in other ETFs such as ISHARES TR (IBHG), which gained around $9.6k in shares ($155k increase), and ISHARES TR (IEFA), an international equity fund that increased by 4.61% ($270k). The iShares Healthcare ETF (IBHG) also gained weight, increasing from $391m to approximately $395m in value.