Lbmc Investment Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.64B
Q ending 2026-03-31
Prior quarter
$1.63B
Q ending 2025-12-31
Change
+0.9% QoQ · +28.1% YoY
Positions
230
reported holdings
Largest positions
Top 100 of 230 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IVV | Shares | $274.6M | 420K |
| Invesco Exchange Traded Fd T | RSP | Shares | $254.0M | 1.3M |
| Ishares Tr | IWM | Shares | $174.8M | 705K |
| Ishares Tr | HDV | Shares | $62.2M | 458K |
| Ishares Tr | IEFA | Shares | $53.9M | 595K |
| Ishares Tr | EFA | Shares | $47.4M | 488K |
| Ishares Tr | IBHH | Shares | $40.9M | 1.7M |
| Ishares Tr | IBHG | Shares | $35.8M | 1.6M |
| Ishares Tr | DVY | Shares | $34.9M | 231K |
| Ishares Tr | IBHI | Shares | $34.2M | 1.5M |
| Vanguard Tax-Managed Fds | VEA | Shares | $27.7M | 432K |
| Vanguard Whitehall Fds | VYM | Shares | $26.0M | 175K |
| Ishares Tr | IBHF | Shares | $25.8M | 1.1M |
| Ishares Tr | IBHJ | Shares | $24.5M | 934K |
| Ishares Tr | IJR | Shares | $22.2M | 179K |
| Hca Healthcare Inc | HCA | Shares | $20.5M | 43K |
| Apple Inc | AAPL | Shares | $15.9M | 63K |
| Vanguard Index Fds | VOO | Shares | $15.1M | 25K |
| Vanguard Scottsdale Fds | VTWO | Shares | $15.0M | 149K |
| Ishares Tr | ICF | Shares | $14.8M | 239K |
| Ishares Tr | IBMP | Shares | $14.4M | 567K |
| Ishares Tr | IBMQ | Shares | $14.3M | 560K |
| Ishares Tr | IBMO | Shares | $13.5M | 525K |
| Ishares Tr | IVW | Shares | $13.3M | 118K |
| Ishares Tr | IDU | Shares | $12.4M | 107K |
| Ishares Tr | IBHK | Shares | $12.4M | 486K |
| Ishares Tr | IBMR | Shares | $12.4M | 487K |
| Vanguard Index Fds | VO | Shares | $12.3M | 43K |
| Ishares Tr | AOA | Shares | $11.2M | 126K |
| Ishares Tr | IVE | Shares | $8.9M | 42K |
| Vanguard Index Fds | VNQ | Shares | $8.2M | 92K |
| Alphabet Inc | GOOG | Shares | $7.8M | 27K |
| Vanguard Intl Equity Index F | VWO | Shares | $7.8M | 144K |
| Ishares Inc | IEMG | Shares | $7.7M | 111K |
| Ishares Tr | IBDU | Shares | $7.2M | 308K |
| Ishares Tr | IBMS | Shares | $7.0M | 269K |
| Amazon Com Inc | AMZN | Shares | $6.9M | 33K |
| Microsoft Corp | MSFT | Shares | $6.4M | 17K |
| Ishares Tr | IBDS | Shares | $6.3M | 259K |
| Ishares Tr | IBDV | Shares | $6.2M | 282K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $6.0M | 13K |
| Ishares Tr | IBDT | Shares | $5.9M | 233K |
| Aflac Inc | AFL | Shares | $5.8M | 53K |
| Ishares Tr | EEM | Shares | $5.4M | 95K |
| Spdr Index Shs Fds | SPDW | Shares | $5.4M | 119K |
| Ishares Tr | IBDR | Shares | $5.1M | 211K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $4.7M | 7K |
| Alphabet Inc | GOOGL | Shares | $4.6M | 16K |
| Ishares Tr | AOR | Shares | $4.5M | 70K |
| Invesco Qqq Tr | QQQ | Shares | $3.9M | 7K |
| Meta Platforms Inc | META | Shares | $3.8M | 7K |
| Gorman Rupp Co | GRC | Shares | $3.8M | 61K |
| Ishares Tr | IJH | Shares | $3.6M | 54K |
| Ishares Tr | IBHL | Shares | $3.6M | 141K |
| Smith A O Corp | AOS | Shares | $3.5M | 53K |
| Ishares Tr | IBMT | Shares | $3.2M | 126K |
| Spdr Series Trust | SPYG | Shares | $3.2M | 33K |
| Eli Lilly & Co | LLY | Shares | $3.2M | 3K |
| Capital One Finl Corp | COF | Shares | $3.0M | 16K |
| Coca Cola Co | KO | Shares | $2.9M | 39K |
| Aon Plc | Shares | $2.9M | 9K | |
| Nvidia Corporation | NVDA | Shares | $2.9M | 17K |
| Home Depot Inc | HD | Shares | $2.9M | 9K |
| Vanguard World Fd | VGT | Shares | $2.7M | 4K |
| Ishares Inc | EUSA | Shares | $2.5M | 25K |
| Southern Co | SO | Shares | $2.5M | 26K |
| Jpmorgan Chase & Co | JPM | Shares | $2.5M | 9K |
| Invesco Exch Trd Slf Idx Fd | BSJT | Shares | $2.4M | 115K |
| Invesco Exch Trd Slf Idx Fd | BSJS | Shares | $2.4M | 112K |
| Exxon Mobil Corp | XOM | Shares | $2.4M | 14K |
| Invesco Exch Trd Slf Idx Fd | BSJU | Shares | $2.3M | 91K |
| Caterpillar Inc | CAT | Shares | $2.3M | 3K |
| Ishares Tr | IBDW | Shares | $2.2M | 105K |
| Spdr Series Trust | QUS | Shares | $2.1M | 12K |
| Costco Wholesale Corporation | COST | Shares | $2.1M | 2K |
| Schwab Strategic Tr | SCHX | Shares | $1.8M | 70K |
| Tema Etf Trust | DSPY | Shares | $1.7M | 30K |
| Oracle Corp | ORCL | Shares | $1.7M | 12K |
| Broadcom Inc | AVGO | Shares | $1.7M | 5K |
| Vanguard Intl Equity Index F | VT | Shares | $1.7M | 12K |
| Johnson & Johnson | JNJ | Shares | $1.7M | 7K |
| Pinnacle Finl Partners Inc | PNFP | Shares | $1.7M | 19K |
| Schwab Strategic Tr | FNDX | Shares | $1.6M | 59K |
| Spdr Series Trust | SPYM | Shares | $1.6M | 21K |
| Invesco Exch Trd Slf Idx Fd | BSJR | Shares | $1.6M | 71K |
| Mastercard Incorporated | MA | Shares | $1.6M | 3K |
| Ishares Tr | IBDX | Shares | $1.5M | 60K |
| Ishares Tr | IJK | Shares | $1.5M | 15K |
| Rtx Corporation | RTX | Shares | $1.4M | 7K |
| Advanced Micro Devices Inc | AMD | Shares | $1.4M | 7K |
| International Business Machs | IBM | Shares | $1.4M | 6K |
| Chevron Corporation | CVX | Shares | $1.3M | 7K |
| Ge Aerospace | GE | Shares | $1.3M | 5K |
| Invesco Exch Trd Slf Idx Fd | BSJV | Shares | $1.3M | 50K |
| Abbvie Inc | ABBV | Shares | $1.3M | 6K |
| Dimensional Etf Trust | DFUV | Shares | $1.3M | 26K |
| Disney Walt Co | DIS | Shares | $1.2M | 13K |
| Walmart Inc | WMT | Shares | $1.2M | 9K |
| Visa Inc | V | Shares | $1.2M | 4K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $1.1M | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.