Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LBMC INVESTMENT ADVISORS, LLC (CIK 1536924) reported $1.64B across 227 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($274.6M, 16.74%), RSP ($254.0M, 15.49%), IWM ($174.8M, 10.66%), HDV ($62.2M, 3.79%), IEFA ($53.9M, 3.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $274.6M | 16.74% | 420,340 | Trimmed |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $254.0M | 15.49% | 1.3M | Trimmed |
| 3 | IWM | ISHARES TR | $174.8M | 10.66% | 704,809 | Trimmed |
| 4 | HDV | ISHARES TR | $62.2M | 3.79% | 458,400 | Added |
| 5 | IEFA | ISHARES TR | $53.9M | 3.29% | 595,160 | Trimmed |
| 6 | EFA | ISHARES TR | $47.4M | 2.89% | 488,440 | Trimmed |
| 7 | IBHH | ISHARES TR | $40.9M | 2.49% | 1.7M | Added |
| 8 | IBHG | ISHARES TR | $35.8M | 2.18% | 1.6M | Added |
| 9 | DVY | ISHARES TR | $34.9M | 2.13% | 230,707 | Added |
| 10 | IBHI | ISHARES TR | $34.2M | 2.08% | 1.5M | Added |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $27.7M | 1.69% | 431,796 | Added |
| 12 | VYM | VANGUARD WHITEHALL FDS | $26.0M | 1.58% | 175,457 | Added |
| 13 | IBHF | ISHARES TR | $25.8M | 1.57% | 1.1M | Added |
| 14 | IBHJ | ISHARES TR | $24.5M | 1.49% | 933,587 | Added |
| 15 | IJR | ISHARES TR | $22.2M | 1.36% | 178,762 | Added |
| 16 | HCA | HCA HEALTHCARE INC | $20.5M | 1.25% | 43,300 | Trimmed |
| 17 | AAPL | APPLE INC | $15.9M | 0.97% | 62,625 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $15.1M | 0.92% | 25,287 | Added |
| 19 | VTWO | VANGUARD SCOTTSDALE FDS | $15.0M | 0.91% | 149,385 | Trimmed |
| 20 | ICF | ISHARES TR | $14.8M | 0.90% | 239,252 | Trimmed |
| 21 | IBMP | ISHARES TR | $14.4M | 0.88% | 566,726 | Added |
| 22 | IBMQ | ISHARES TR | $14.3M | 0.87% | 559,681 | Added |
| 23 | IBMO | ISHARES TR | $13.5M | 0.82% | 525,143 | Added |
| 24 | IVW | ISHARES TR | $13.3M | 0.81% | 118,008 | Trimmed |
| 25 | IDU | ISHARES TR | $12.4M | 0.76% | 106,885 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31