LBMC Investment Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), LBMC Investment Advisors, LLC reported 243 stock positions worth $1.8 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 17.0% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 15.3%) and iShares Russell 2000 ETF (IWM, 11.5%). Compared with Q1 2026, it opened 33 new positions, sold out of 20, added to 98 and reduced 49. The biggest buy was Ishrs Ibds 2030 HY & Inc. ETF (IBHJ, shares +27%) and the biggest sale an exit from Ishrs Ibnds Dec 27 Corp. ETF (IBDS).
- Most Recent 13F
- Q2 2026
- Location
- BRENTWOOD, TN
- CIK
- 0001536924
- Portfolio Value
- $1.8B (Q2 2026)
- SEC Filing
- 0001172661-26-003190 ↗ filed Aug 10, 2026
Holdings Value
Holdings 243 stocks · $1.8B
| IVV iShares Core S&P 500 ETF | 16.98% | 415,571 | $311.2M | Reduce -1.1% |
| RSP Invesco S&P 500 Equal Weight | 15.31% | 1,319,004 | $280.6M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 11.52% | 702,868 | $211.2M | Reduce -0.3% |
| HDV iShares Core High Dividend E | 3.45% | 2,307,284 | $63.2M | Add +0.7% |
| IEFA iShares Core MSCI Eafe ETF | 3.28% | 622,624 | $60.1M | Add +4.6% |
| EFA iShares MSCI Eafe ETF | 2.76% | 486,616 | $50.5M | Reduce -0.4% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 2.48% | 1,937,560 | $45.5M | Add +11.3% |
| IBHI iShares Ibonds 2029 TM HY Inc. | 2.18% | 1,709,445 | $40.0M | Add +16.5% |
| IBHG iShares Ibonds 2027 HY Inc. | 2.14% | 1,772,416 | $39.1M | Add +9.6% |
| DVY iShares Select Dividend ETF | 1.97% | 231,257 | $36.1M | Add +0.2% |
| IBHJ Ishrs Ibds 2030 HY & Inc. ETF | 1.72% | 1,189,960 | $31.5M | Add +27.5% |
| VEA Vanguard Ftse Developed ETF | 1.69% | 435,092 | $31.0M | Add +0.8% |
| VYM Vanguard High DVD Yield ETF | 1.59% | 184,044 | $29.1M | Add +4.9% |
| IJR iShares Core S&P Small-Cap E | 1.53% | 189,650 | $28.1M | Add +6.1% |
| IBHF iShares Ibond 2026 HY & Inc. | 1.44% | 1,161,706 | $26.3M | Add +3.4% |
| VTWO Vanguard Russell 2000 ETF | 0.99% | 149,225 | $18.1M | Reduce -0.1% |
| AAPL Apple Inc. | 0.98% | 62,360 | $18.0M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 0.95% | 25,231 | $17.3M | Reduce -0.2% |
| IBHK ISHARESIBOND2031HIGHYLDINC | 0.94% | 665,633 | $17.2M | Add +37.1% |
| HCA HCA Healthcare Inc. | 0.92% | 43,301 | $16.9M | Add +0.0% |
| ICF iShares Select U.S. REIT ETF | 0.88% | 238,394 | $16.1M | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 0.84% | 112,572 | $15.5M | Reduce -4.6% |
| IBMP iShares Ibonds Dec 2027 Term | 0.81% | 584,924 | $14.9M | Add +3.2% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.81% | 577,987 | $14.8M | Add +3.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.75% | 171,084 | $13.8M | No change |
| IBMO iShares Ibonds Dec 2026 Term | 0.73% | 520,304 | $13.3M | Reduce -0.9% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.72% | 520,275 | $13.2M | Add +6.7% |
| IDU iShares US Utilities ETF | 0.67% | 107,355 | $12.3M | Add +0.4% |
| AOA iShares Core 80/20 Aggressiv | 0.67% | 125,330 | $12.2M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.55% | 28,532 | $10.1M | Add +5.2% |
| IEMG iShares Core MSCI Emerging | 0.53% | 117,665 | $9.7M | Add +6.3% |
| IVE iShares S&P 500 Value ETF | 0.52% | 41,803 | $9.5M | Reduce -0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.47% | 145,375 | $8.7M | Add +1.1% |
| VNQ Vanguard Real Estate ETF | 0.47% | 88,993 | $8.6M | Reduce -3.4% |
| IBDU iShares Ibonds Dec 2029 Term | 0.46% | 367,266 | $8.5M | Add +19.4% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.46% | 323,023 | $8.4M | Add +20.0% |
| AMZN Amazon.com Inc. | 0.45% | 34,578 | $8.2M | Add +3.8% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.41% | 345,712 | $7.5M | Add +22.7% |
| MSFT Microsoft Corp. | 0.39% | 19,159 | $7.1M | Add +10.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.39% | 280,115 | $7.1M | Add +20.4% |
| EEM iShares MSCI Emerging Market | 0.36% | 95,835 | $6.6M | Add +0.4% |
| AFL Aflac Inc. | 0.34% | 52,655 | $6.2M | No change |
| GOOGL Alphabet Inc. Class A | 0.33% | 16,963 | $6.1M | Add +7.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.33% | 12,026 | $6.0M | Reduce -4.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.32% | 116,875 | $5.9M | Reduce -1.5% |
| GRC Gorman-Rupp Co. | 0.31% | 61,116 | $5.6M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 7,259 | $5.4M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.28% | 6,843 | $5.0M | Add +2.1% |
| AOR iShares Core 60/40 Balanced | 0.26% | 69,427 | $4.8M | Reduce -1.5% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 55,708 | $4.3M | Add +3.6% |
| IBHL iShares Ibonds 2032 HY Inc. | 0.23% | 164,572 | $4.2M | Add +16.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.21% | 33,048 | $3.9M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.21% | 6,769 | $3.8M | Add +0.9% |
| VGT Vanguard Info Tech ETF | 0.20% | 31,118 | $3.7M | No change |
| IBMT iShares Ibonds Dec 2031 Muni | 0.19% | 132,100 | $3.4M | Add +4.8% |
| CSCO Cisco Systems Inc. | 0.19% | 28,898 | $3.4M | Add +142.0% |
| CAT Caterpillar Inc. | 0.18% | 3,172 | $3.4M | Reduce -0.4% |
| NVDA Nvidia Corp. | 0.18% | 16,820 | $3.4M | Add +1.7% |
| AOS Smith (a.o.) Corp. | 0.18% | 52,918 | $3.3M | No change |
| COF Capital One Financial Corp. | 0.18% | 16,357 | $3.3M | No change |
| HD Home Depot Inc. | 0.17% | 9,043 | $3.2M | Add +3.2% |
| KO The Coca-Cola Co. | 0.17% | 38,490 | $3.1M | Reduce -0.7% |
| AON Aon PLC Class A | 0.17% | 9,127 | $3.0M | Add +0.1% |
| EUSA iShares MSCI USA Equal Weigh | 0.16% | 25,067 | $2.9M | Add +0.2% |
| JPM JPMorgan Chase & Co. | 0.16% | 8,716 | $2.9M | Add +2.0% |
| AVGO Broadcom Inc. | 0.14% | 6,617 | $2.5M | Add +21.0% |
| BSJT Invesco Bulletshares 2029 HY | 0.13% | 115,583 | $2.4M | Add +0.1% |
| BSJS Invesco Bulletshares 2028 HY | 0.13% | 111,946 | $2.4M | Add +0.0% |
| DSPY Tema S&P 500 Hist Weight ETF | 0.13% | 36,724 | $2.4M | Add +22.4% |
| BSJU Invesco Bulletshares 2030 HY | 0.13% | 91,126 | $2.4M | Add +0.0% |
| MU Micron Technology Inc. | 0.13% | 2,010 | $2.3M | Reduce -38.1% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.12% | 12,199 | $2.3M | Add +0.4% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.12% | 101,934 | $2.1M | Reduce -3.0% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 70,093 | $2.1M | No change |
| LLY Eli Lilly & Co. | 0.11% | 1,708 | $2.0M | Reduce -51.1% |
| NBIS Nebius Group NV | 0.11% | 7,190 | $2.0M | No change |
| XOM Exxon Mobil Corp. | 0.11% | 14,472 | $2.0M | Add +2.5% |
| VT Vanguard Tot World STK ETF | 0.10% | 12,172 | $1.9M | Add +0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.10% | 21,565 | $1.9M | Add +1.8% |
| GE General Electric filed as GE AEROSPACE | 0.10% | 5,063 | $1.9M | Add +7.2% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.10% | 58,923 | $1.8M | No change |
| JNJ Johnson & Johnson | 0.10% | 6,998 | $1.8M | Add +1.9% |
| SO The Southern Co. | 0.10% | 18,350 | $1.8M | Reduce -30.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.09% | 14,519 | $1.7M | Add +0.0% |
| ORCL Oracle Corp. | 0.09% | 11,572 | $1.7M | Add +0.2% |
| GEV GE Vernova Inc. | 0.09% | 1,425 | $1.7M | Add +22.1% |
| MA Mastercard Inc. Class A | 0.09% | 3,188 | $1.6M | Add +1.5% |
| PNFP Pinnacle Financial Partners | 0.09% | 16,010 | $1.6M | Reduce -17.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 5,743 | $1.6M | Add +1.0% |
| BSJR Invesco Bulletshares 2027 HY | 0.09% | 71,087 | $1.6M | Add +0.1% |
| ABBV Abbvie Inc. | 0.08% | 6,092 | $1.5M | Add +3.1% |
| COST Costco Wholesale Corp. | 0.08% | 1,634 | $1.5M | Reduce -21.4% |
| IBDX iShares Ibonds Dec 2032 TC | 0.08% | 59,937 | $1.5M | Add +0.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.08% | 3,951 | $1.5M | Add +37.9% |
| DFUV Dimensional US Marketwide Va | 0.08% | 26,409 | $1.5M | Add +0.1% |
| V Visa Inc. Class A | 0.08% | 4,093 | $1.4M | Add +7.6% |
| RTX RTX Corp. | 0.07% | 7,157 | $1.4M | Reduce -2.1% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.07% | 9,872 | $1.4M | No change |
| BSJV Invesco Bulletshares 2031 HY | 0.07% | 49,761 | $1.3M | Add +0.1% |
| IBMU Ishrs Ibond Dec 2032 TM ETF | 0.07% | 49,365 | $1.3M | New |
Other holdings (2): bonds, preferreds, convertibles and warrants · $12.6M (not counted above)
Total filed on the 13F, all lines: $1.8B.
Portfolio Sells Q1 2026 → Q2 2026
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Sold out | 0.00% | −0.38 |
| IBDR iShares Ibonds Dec 2026 Term | Sold out | 0.00% | −0.31 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.3% | 15.31% | −0.17 |
| EFA iShares MSCI Eafe ETF | Reduce -0.4% | 2.76% | −0.13 |
| IBMO iShares Ibonds Dec 2026 Term | Reduce -0.9% | 0.73% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -51.1% | 0.11% | −0.08 |
| SO The Southern Co. | Reduce -30.4% | 0.10% | −0.06 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -21.4% | 0.08% | −0.04 |
| CVX Chevron Corp. | Reduce -31.0% | 0.04% | −0.04 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.04 |
| FBTC Fidelity Wise Origin Bitcoin | Sold out | 0.00% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.2% | 0.33% | −0.04 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -3.4% | 0.47% | −0.03 |
| WMT Walmart Inc. | Reduce -25.6% | 0.04% | −0.03 |
| AMD Advanced Micro Devices | Reduce -73.2% | 0.06% | −0.03 |
| STX Seagate Technology Holdings | Sold out | 0.00% | −0.02 |
| ICF iShares Select U.S. REIT ETF | Reduce -0.4% | 0.88% | −0.02 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -0.4% | 0.52% | −0.02 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.02 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.02 |
| T AT&T Inc. | Sold out | 0.00% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -20.0% | 0.03% | −0.02 |
| IBDW iShares Ibonds Dec 2031 Corp. | Reduce -3.0% | 0.12% | −0.02 |
| FBK FB Financial Corp. | Sold out | 0.00% | −0.02 |
| PEP Pepsico Inc. | Reduce -32.1% | 0.02% | −0.02 |
| APLD Applied Digital Corp. | Sold out | 0.00% | −0.02 |
| VZ Verizon Communications Inc. | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -22.6% | 0.05% | −0.02 |
| COP Conocophillips | Reduce -3.9% | 0.04% | −0.02 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.02 |
| AOA iShares Core 80/20 Aggressiv | Reduce -0.9% | 0.67% | −0.01 |
| PFF iShares Preferred & Income S | Sold out | 0.00% | −0.01 |
| MSTR Strategy Inc. | Sold out | 0.00% | −0.01 |
| PNFP Pinnacle Financial Partners | Reduce -17.5% | 0.09% | −0.01 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.01 |
| AOR iShares Core 60/40 Balanced | Reduce -1.5% | 0.26% | −0.01 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.01 |
| RTX RTX Corp. | Reduce -2.1% | 0.07% | −0.01 |
| PSX Phillips 66 | Reduce -27.5% | 0.02% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -22.8% | 0.02% | −0.01 |
| LISTED FDS TR | Sold out | 0.00% | −0.01 |
| PFE Pfizer Inc. | Reduce -21.6% | 0.01% | −0.01 |
| KO The Coca-Cola Co. | Reduce -0.7% | 0.17% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -1.5% | 0.32% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -17.3% | 0.02% | −0.01 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.03% | −0.01 |
| BA The Boeing Co. | Reduce -7.4% | 0.05% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| IBHJ Ishrs Ibds 2030 HY & Inc. ETF | Add +27.5% | 1.72% | +0.23 |
| IBHK ISHARESIBOND2031HIGHYLDINC | Add +37.1% | 0.94% | +0.18 |
| IJR iShares Core S&P Small-Cap E | Add +6.1% | 1.53% | +0.18 |
| CSCO Cisco Systems Inc. | Add +142.0% | 0.19% | +0.13 |
| IBHI iShares Ibonds 2029 TM HY Inc. | Add +16.5% | 2.18% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +5.2% | 0.55% | +0.08 |
| IBMU Ishrs Ibond Dec 2032 TM ETF | New | 0.07% | +0.07 |
| IEMG iShares Core MSCI Emerging | Add +6.3% | 0.53% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +7.0% | 0.33% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.1% | 0.28% | +0.04 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +22.7% | 0.41% | +0.04 |
| AVGO Broadcom Inc. | Add +21.0% | 0.14% | +0.03 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | Add +20.0% | 0.46% | +0.03 |
| GEV GE Vernova Inc. | Add +22.1% | 0.09% | +0.03 |
| IBDU iShares Ibonds Dec 2029 Term | Add +19.4% | 0.46% | +0.03 |
| DSPY Tema S&P 500 Hist Weight ETF | Add +22.4% | 0.13% | +0.03 |
| IBHM iShares Ib 2033 THY Inc. ETF | New | 0.03% | +0.03 |
| EEM iShares MSCI Emerging Market | Add +0.4% | 0.36% | +0.03 |
| AMZN Amazon.com Inc. | Add +3.8% | 0.45% | +0.03 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +20.4% | 0.39% | +0.03 |
| VRT Vertiv Holdings Co. Class A | New | 0.03% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.03% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +37.9% | 0.08% | +0.02 |
| GE General Electric | Add +7.2% | 0.10% | +0.02 |
| BGIG Bahl & Gaynor Inc. Growth ETF | New | 0.02% | +0.02 |
| SPCX Space Exploration Techn Class A | New | 0.02% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +1.1% | 0.04% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +114.1% | 0.03% | +0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +0.1% | 0.21% | +0.02 |
| SUSA iShares ESG Optimized MSCI U | New | 0.02% | +0.02 |
| LITE Lumentum Holdings Inc. | New | 0.02% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.02% | +0.02 |
| CRDO Credo Technology Group Holdi | New | 0.02% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.02% | +0.02 |
| ABNB Airbnb Inc. Class A | New | 0.02% | +0.02 |
| ALAB Astera Labs Inc. | New | 0.01% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +22.9% | 0.06% | +0.01 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.01% | +0.01 |
| SMH Vaneck Semiconductor ETF | New | 0.01% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +0.6% | 0.05% | +0.01 |
| BWXT BWX Technologies Inc. | New | 0.01% | +0.01 |
| IWD iShares Russell 1000 Value E | New | 0.01% | +0.01 |
| ARKG ARK Genomic Revolution ETF | New | 0.01% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +3.6% | 0.23% | +0.01 |
| RVTY Revvity Inc. | New | 0.01% | +0.01 |
| PM Philip Morris International | New | 0.01% | +0.01 |
| WSBC Wesbanco Inc. | New | 0.01% | +0.01 |
| ARKQ ARK Autonomous Tech & Robot | New | 0.01% | +0.01 |
| MRVL Marvell Technology Inc. | New | 0.01% | +0.01 |
| UCB United Community Banks | New | 0.01% | +0.01 |
Notes & Other Activity Q1 2026 → Q2 2026
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | New | 299,698 | $7.3M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | New | 222,321 | $5.4M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 243 | $1.8B | IVV, RSP, IWM, HDV, IEFA |
| Q1 2026 | 230 | $1.6B | IVV, RSP, IWM, HDV, IEFA |
| Q4 2025 | 222 | $1.6B | IVV, RSP, IWM, HDV, IEFA |
| Q3 2025 | 236 | $1.6B | IVV, RSP, IWM, HDV, IEFA |
| Q2 2025 | 214 | $1.4B | IVV, RSP, IWM, HDV, IEFA |
| Q1 2025 | 201 | $1.3B | IVV, RSP, IWM, HDV, IEFA |
| Q4 2024 | 198 | $1.3B | IVV, RSP, IWM, HDV, IEFA |
| Q3 2024 | 195 | $1.3B | IVV, RSP, IWM, HDV, IEFA |
| Q2 2024 | 187 | $1.2B | IVV, RSP, IWM, HDV, EFA |
| Q1 2024 | 186 | $1.2B | IVV, RSP, IWM, HDV, EFA |