§ 13F · FUND PROFILE
LBMC INVESTMENT ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1402.3T (13F)Positions · 214Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 427K | $292.8T | 18.0% | −1% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 1.33M | $255.2T | 15.7% | ±0% |
| 3 | IWM | ISHARES TR | 709K | $174.6T | 10.7% | +1% |
| 4 | HDV | ISHARES TR | 457K | $55.5T | 3.4% | ±0% |
| 5 | IEFA | ISHARES TR | 598K | $53.5T | 3.3% | +4% |
| 6 | EFA | ISHARES TR | 490K | $47.1T | 2.9% | +1% |
| 7 | IBHH | ISHARES TR | 1.71M | $40.6T | 2.5% | +13% |
| 8 | IBHG | ISHARES TR | 1.57M | $35.1T | 2.2% | +8% |
| 9 | DVY | ISHARES TR | 229K | $32.3T | 2.0% | ±0% |
| 10 | IBHI | ISHARES TR | 1.35M | $31.9T | 2.0% | +43% |
§ 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 $1402272.2 trillion in assets. The fund runs a broad portfolio of 214 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed