§ 13F · FUND PROFILE
LBMC INVESTMENT ADVISORS, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.6B (13F)Positions · 236Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 420K | $275M | 16.7% | −2% |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | 1.32M | $254M | 15.5% | −1% |
| 3 | IWM | ISHARES TR | 705K | $175M | 10.7% | −1% |
| 4 | HDV | ISHARES TR | 458K | $62M | 3.8% | ±0% |
| 5 | IEFA | ISHARES TR | 595K | $54M | 3.3% | ±0% |
| 6 | EFA | ISHARES TR | 488K | $47M | 2.9% | ±0% |
| 7 | IBHH | ISHARES TR | 1.74M | $41M | 2.5% | +2% |
| 8 | IBHG | ISHARES TR | 1.62M | $36M | 2.2% | +3% |
| 9 | DVY | ISHARES TR | 231K | $35M | 2.1% | +1% |
| 10 | IBHI | ISHARES TR | 1.47M | $34M | 2.1% | +9% |
§ 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 $1.6 billion in assets. The fund runs a broad portfolio of 236 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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