# LBMC INVESTMENT ADVISORS, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1536924. Source: https://holderbook.com/funds/1536924-lbmc-investment-advisors-llc/

- Reported value: $1.8B
- Positions: 245
- Weight of the ten largest: 61.7%
- Filed: 2026-08-10

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $311.2M | 415,571 | 16.9% | 31 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $280.6M | 1,319,004 | 15.2% | 31 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $211.2M | 702,868 | 11.4% | 31 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $63.2M | 2,307,284 | 3.4% | 31 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $60.1M | 622,624 | 3.3% | 31 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $50.5M | 486,616 | 2.7% | 31 |
| ISHARES TR | [IBHH](https://holderbook.com/stocks/IBHH/) | $45.5M | 1,937,560 | 2.5% | 10 |
| ISHARES TR | [IBHI](https://holderbook.com/stocks/IBHI/) | $40.0M | 1,709,445 | 2.2% | 9 |
| ISHARES TR | [IBHG](https://holderbook.com/stocks/IBHG/) | $39.1M | 1,772,416 | 2.1% | 10 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $36.1M | 231,257 | 2.0% | 31 |
| ISHARES TR | [IBHJ](https://holderbook.com/stocks/IBHJ/) | $31.5M | 1,189,960 | 1.7% | 8 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $31.0M | 435,092 | 1.7% | 31 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $29.1M | 184,044 | 1.6% | 25 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $28.1M | 189,650 | 1.5% | 31 |
| ISHARES TR | [IBHF](https://holderbook.com/stocks/IBHF/) | $26.3M | 1,161,706 | 1.4% | 10 |
| VANGUARD SCOTTSDALE FDS | [VTWO](https://holderbook.com/stocks/VTWO/) | $18.1M | 149,225 | 1.0% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $18.0M | 62,360 | 1.0% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $17.3M | 25,231 | 0.9% | 31 |
| ISHARES TR | [IBHK](https://holderbook.com/stocks/IBHK/) | $17.2M | 665,633 | 0.9% | 6 |
| HCA HEALTHCARE INC | [HCA](https://holderbook.com/stocks/HCA/) | $16.9M | 43,301 | 0.9% | 31 |
| ISHARES TR | [ICF](https://holderbook.com/stocks/ICF/) | $16.1M | 238,394 | 0.9% | 31 |
| ISHARES TR | [IVW](https://holderbook.com/stocks/IVW/) | $15.5M | 112,572 | 0.8% | 31 |
| ISHARES TR | [IBMP](https://holderbook.com/stocks/IBMP/) | $14.9M | 584,924 | 0.8% | 11 |
| ISHARES TR | [IBMQ](https://holderbook.com/stocks/IBMQ/) | $14.8M | 577,987 | 0.8% | 10 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $13.8M | 171,084 | 0.7% | 25 |
| ISHARES TR | [IBMO](https://holderbook.com/stocks/IBMO/) | $13.3M | 520,304 | 0.7% | 16 |
| ISHARES TR | [IBMR](https://holderbook.com/stocks/IBMR/) | $13.2M | 520,275 | 0.7% | 7 |
| ISHARES TR | [IDU](https://holderbook.com/stocks/IDU/) | $12.3M | 107,355 | 0.7% | 31 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $12.2M | 125,330 | 0.7% | 31 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $10.1M | 28,532 | 0.5% | 31 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $9.7M | 117,665 | 0.5% | 31 |
| ISHARES TR | [IVE](https://holderbook.com/stocks/IVE/) | $9.5M | 41,803 | 0.5% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $8.7M | 145,375 | 0.5% | 31 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $8.6M | 88,993 | 0.5% | 31 |
| ISHARES TR | [IBDU](https://holderbook.com/stocks/IBDU/) | $8.5M | 367,266 | 0.5% | 6 |
| ISHARES TR | [IBMS](https://holderbook.com/stocks/IBMS/) | $8.4M | 323,023 | 0.5% | 6 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $8.2M | 34,578 | 0.4% | 31 |
| ISHARES TR | [IBDV](https://holderbook.com/stocks/IBDV/) | $7.5M | 345,712 | 0.4% | 6 |
| ISHARES TR | [IBDS](https://holderbook.com/stocks/IBDS/) | $7.3M | 299,698 | 0.4% | 8 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $7.1M | 19,159 | 0.4% | 31 |
| ISHARES TR | [IBDT](https://holderbook.com/stocks/IBDT/) | $7.1M | 280,115 | 0.4% | 8 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $6.6M | 95,835 | 0.4% | 31 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $6.2M | 52,655 | 0.3% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $6.1M | 16,963 | 0.3% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $6.0M | 12,026 | 0.3% | 31 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $5.9M | 116,875 | 0.3% | 16 |
| GORMAN RUPP CO | [GRC](https://holderbook.com/stocks/GRC/) | $5.6M | 61,116 | 0.3% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $5.4M | 7,259 | 0.3% | 31 |
| ISHARES TR | [IBDR](https://holderbook.com/stocks/IBDR/) | $5.4M | 222,321 | 0.3% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $5.0M | 6,843 | 0.3% | 25 |
| ISHARES TR | [AOR](https://holderbook.com/stocks/AOR/) | $4.8M | 69,427 | 0.3% | 31 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $4.3M | 55,708 | 0.2% | 31 |
| ISHARES TR | [IBHL](https://holderbook.com/stocks/IBHL/) | $4.2M | 164,572 | 0.2% | 4 |
| SPDR SERIES TRUST | [SPYG](https://holderbook.com/stocks/SPYG/) | $3.9M | 33,048 | 0.2% | 27 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $3.8M | 6,769 | 0.2% | 31 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $3.7M | 31,118 | 0.2% | 11 |
| ISHARES TR | [IBMT](https://holderbook.com/stocks/IBMT/) | $3.4M | 132,100 | 0.2% | 4 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $3.4M | 28,898 | 0.2% | 21 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $3.4M | 3,172 | 0.2% | 10 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.4M | 16,820 | 0.2% | 10 |
| SMITH A O CORP | [AOS](https://holderbook.com/stocks/AOS/) | $3.3M | 52,918 | 0.2% | 31 |
| CAPITAL ONE FINL CORP | [COF](https://holderbook.com/stocks/COF/) | $3.3M | 16,357 | 0.2% | 4 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $3.2M | 9,043 | 0.2% | 31 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $3.1M | 38,490 | 0.2% | 31 |
| AON PLC | [AON](https://holderbook.com/stocks/AON/) | $3.0M | 9,127 | 0.2% | 7 |
| ISHARES INC | [EUSA](https://holderbook.com/stocks/EUSA/) | $2.9M | 25,067 | 0.2% | 5 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.9M | 8,716 | 0.2% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.5M | 6,617 | 0.1% | 7 |
| INVESCO EXCH TRD SLF IDX FD | [BSJT](https://holderbook.com/stocks/BSJT/) | $2.4M | 115,583 | 0.1% | 2 |
| INVESCO EXCH TRD SLF IDX FD | [BSJS](https://holderbook.com/stocks/BSJS/) | $2.4M | 111,946 | 0.1% | 2 |
| TEMA ETF TRUST | [DSPY](https://holderbook.com/stocks/DSPY/) | $2.4M | 36,724 | 0.1% | 2 |
| INVESCO EXCH TRD SLF IDX FD | [BSJU](https://holderbook.com/stocks/BSJU/) | $2.4M | 91,126 | 0.1% | 2 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $2.3M | 2,010 | 0.1% | 13 |
| SPDR SERIES TRUST | [QUS](https://holderbook.com/stocks/QUS/) | $2.3M | 12,199 | 0.1% | 21 |
| ISHARES TR | [IBDW](https://holderbook.com/stocks/IBDW/) | $2.1M | 101,934 | 0.1% | 5 |
| SCHWAB STRATEGIC TR | [SCHX](https://holderbook.com/stocks/SCHX/) | $2.1M | 70,093 | 0.1% | 31 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $2.0M | 1,708 | 0.1% | 21 |
| NEBIUS GROUP N.V. | [NBIS](https://holderbook.com/stocks/NBIS/) | $2.0M | 7,190 | 0.1% | 5 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $2.0M | 14,472 | 0.1% | 31 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $1.9M | 12,172 | 0.1% | 31 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $1.9M | 21,565 | 0.1% | 17 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $1.9M | 5,063 | 0.1% | 11 |
| SCHWAB STRATEGIC TR | [FNDX](https://holderbook.com/stocks/FNDX/) | $1.8M | 58,923 | 0.1% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.8M | 6,998 | 0.1% | 31 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $1.8M | 18,350 | 0.1% | 31 |
| ISHARES TR | [IJK](https://holderbook.com/stocks/IJK/) | $1.7M | 14,519 | 0.1% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.7M | 11,572 | 0.1% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $1.7M | 1,425 | 0.1% | 8 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.6M | 3,188 | 0.1% | 27 |
| PINNACLE FINL PARTNERS INC | [PNFP](https://holderbook.com/stocks/PNFP/) | $1.6M | 16,010 | 0.1% | 2 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $1.6M | 5,743 | 0.1% | 31 |
| INVESCO EXCH TRD SLF IDX FD | [BSJR](https://holderbook.com/stocks/BSJR/) | $1.6M | 71,087 | 0.1% | 2 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $1.5M | 6,092 | 0.1% | 23 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.5M | 1,634 | 0.1% | 21 |
| ISHARES TR | [IBDX](https://holderbook.com/stocks/IBDX/) | $1.5M | 59,937 | 0.1% | 5 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $1.5M | 3,951 | 0.1% | 13 |
| DIMENSIONAL ETF TRUST | [DFUV](https://holderbook.com/stocks/DFUV/) | $1.5M | 26,409 | 0.1% | 17 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.4M | 4,093 | 0.1% | 23 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $1.4M | 7,157 | 0.1% | 25 |
| VANGUARD ADMIRAL FDS INC | [VIOO](https://holderbook.com/stocks/VIOO/) | $1.4M | 9,872 | 0.1% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +10.5% | +14.8% | -4.3% | 99% |
| Q1 2026 | -0.7% | -4.6% | +4.0% | 99% |
| Q4 2025 | +1.5% | +2.4% | -0.9% | 98% |
| Q3 2025 | +6.5% | +7.8% | -1.4% | 99% |
| Q2 2025 | +6.5% | +10.5% | -4.0% | 100% |
| Q1 2025 | -1.9% | -4.6% | +2.6% | 100% |
| Q4 2024 | -1.8% | +2.1% | -4.0% | 100% |
| Q3 2024 | +7.8% | +5.4% | +2.3% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $1.8B | 245 |
| Q1 2026 | $1.6B | 230 |
| Q4 2025 | $1.6B | 224 |
| Q3 2025 | $1.6B | 235 |
| Q2 2025 | $1.4B | 213 |
| Q1 2025 | $1.3B | 200 |
| Q4 2024 | $1.3B | 196 |
| Q3 2024 | $1.3B | 194 |
| Q2 2024 | $1.2B | 186 |
| Q1 2024 | $1.2B | 185 |
| Q4 2023 | $1.1B | 164 |
| Q3 2023 | $939.9M | 160 |