§ 13F · FUND PROFILE
LBMC INVESTMENT ADVISORS, LLC.
AUM · $1.8B (13F)Positions · 245Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 416K | $311M | 16.9% | −1% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 1.32M | $281M | 15.2% | ±0% |
| 3 | IWM | ISHARES TR | 703K | $211M | 11.4% | ±0% |
| 4 | HDV | ISHARES TR | 2.31M | $63M | 3.4% | +403% |
| 5 | IEFA | ISHARES TR | 623K | $60M | 3.3% | +5% |
| 6 | EFA | ISHARES TR | 487K | $51M | 2.7% | ±0% |
| 7 | IBHH | ISHARES TR | 1.94M | $46M | 2.5% | +11% |
| 8 | IBHI | ISHARES TR | 1.71M | $40M | 2.2% | +16% |
| 9 | IBHG | ISHARES TR | 1.77M | $39M | 2.1% | +10% |
| 10 | DVY | ISHARES TR | 231K | $36M | 2.0% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LBMC SIGNAL
AC read
LBMC INVESTMENT ADVISORS, LLC is a Other fund managing $1.8 billion in assets. The fund runs a broad portfolio of 245 positions.
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