Lbmc Investment Advisors, LLC 13F Holdings · Q2 2026
Lbmc Investment Advisors, LLC reported 245 securities worth $1.85B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (16.87%), RSP (15.21%), IWM (11.44%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $311.2M | 16.87% | 415,571 | Trimmed |
| 2 | RSP | INVESCO EXCHANGE TRADED FD T | $280.6M | 15.21% | 1.3M | Trimmed |
| 3 | IWM | ISHARES TR | $211.2M | 11.44% | 702,868 | Trimmed |
| 4 | HDV | ISHARES TR | $63.2M | 3.43% | 2.3M | Added |
| 5 | IEFA | ISHARES TR | $60.1M | 3.26% | 622,624 | Added |
| 6 | EFA | ISHARES TR | $50.5M | 2.74% | 486,616 | Trimmed |
| 7 | IBHH | ISHARES TR | $45.5M | 2.47% | 1.9M | Added |
| 8 | IBHI | ISHARES TR | $40.0M | 2.17% | 1.7M | Added |
| 9 | IBHG | ISHARES TR | $39.1M | 2.12% | 1.8M | Added |
| 10 | DVY | ISHARES TR | $36.1M | 1.96% | 231,257 | Added |
| 11 | IBHJ | ISHARES TR | $31.5M | 1.71% | 1.2M | Added |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $31.0M | 1.68% | 435,092 | Added |
| 13 | VYM | VANGUARD WHITEHALL FDS | $29.1M | 1.58% | 184,044 | Added |
| 14 | IJR | ISHARES TR | $28.1M | 1.52% | 189,650 | Added |
| 15 | IBHF | ISHARES TR | $26.3M | 1.43% | 1.2M | Added |
| 16 | AAPL | APPLE INC | $18.0M | 0.98% | 62,360 | Trimmed |
| 17 | VTWO | VANGUARD SCOTTSDALE FDS | $18.1M | 0.98% | 149,225 | Trimmed |
| 18 | VOO | VANGUARD INDEX FDS | $17.3M | 0.94% | 25,231 | Trimmed |
| 19 | IBHK | ISHARES TR | $17.2M | 0.93% | 665,633 | Added |
| 20 | HCA | HCA HEALTHCARE INC | $16.9M | 0.91% | 43,301 | Added |
| 21 | ICF | ISHARES TR | $16.1M | 0.87% | 238,394 | Trimmed |
| 22 | IVW | ISHARES TR | $15.5M | 0.84% | 112,572 | Trimmed |
| 23 | IBMP | ISHARES TR | $14.9M | 0.81% | 584,924 | Added |
| 24 | IBMQ | ISHARES TR | $14.8M | 0.80% | 577,987 | Added |
| 25 | VO | VANGUARD INDEX FDS | $13.8M | 0.75% | 171,084 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR