LBMC Investment Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 9, 2025), LBMC Investment Advisors, LLC reported 201 stock positions worth $1.3 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 19.2% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 18.0%) and iShares Russell 2000 ETF (IWM, 11.1%). Compared with Q4 2024, it opened 12 new positions, sold out of 9, added to 80 and reduced 48. The biggest buy was iShares Ibonds 2028 TM HY (IBHH, shares +95%) and the biggest sale iShares Russell 2000 ETF (IWM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BRENTWOOD, TN
- CIK
- 0001536924
- Portfolio Value
- $1.3B (Q1 2025)
- SEC Filing
- 0001214659-25-005648 ↗ filed Apr 9, 2025
Holdings Value
Holdings 201 stocks · $1.3B
| IVV iShares Core S&P 500 ETF | 19.22% | 437,632 | $245.9M | Reduce -1.1% |
| RSP Invesco S&P 500 Equal Weight | 18.02% | 1,330,882 | $230.5M | Reduce -0.9% |
| IWM iShares Russell 2000 ETF | 11.07% | 710,187 | $141.7M | Reduce -0.7% |
| HDV iShares Core High Dividend E | 4.33% | 457,980 | $55.5M | Reduce -1.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.35% | 565,881 | $42.8M | Add +0.9% |
| EFA iShares MSCI Eafe ETF | 3.20% | 500,675 | $40.9M | Reduce -0.7% |
| DVY iShares Select Dividend ETF | 2.43% | 231,157 | $31.0M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 1.59% | 399,918 | $20.3M | Add +0.4% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 1.53% | 836,135 | $19.5M | Add +95.3% |
| IBHG iShares Ibonds 2027 HY Inc. | 1.50% | 857,119 | $19.1M | Add +58.6% |
| VYM Vanguard High DVD Yield ETF | 1.42% | 140,619 | $18.1M | Add +0.6% |
| IBHF iShares Ibond 2026 HY & Inc. | 1.37% | 755,309 | $17.5M | Add +75.7% |
| ICF iShares Select U.S. REIT ETF | 1.22% | 254,275 | $15.6M | Reduce -7.0% |
| HCA HCA Healthcare Inc. | 1.22% | 45,136 | $15.6M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 1.17% | 143,551 | $15.0M | Reduce -6.7% |
| AAPL Apple Inc. | 1.12% | 64,765 | $14.4M | Add +5.1% |
| VOO Vanguard S&P 500 ETF | 1.04% | 25,898 | $13.3M | Reduce -2.0% |
| IVW iShares S&P 500 Growth ETF | 0.97% | 133,175 | $12.4M | Reduce -5.8% |
| VTWO Vanguard Russell 2000 ETF | 0.94% | 148,965 | $12.0M | Add +0.0% |
| IDU iShares US Utilities ETF | 0.90% | 113,827 | $11.5M | Add +0.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.90% | 44,433 | $11.5M | Reduce -0.2% |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.84% | 463,248 | $10.8M | Add +61.4% |
| AOA iShares Core 80/20 Aggressiv | 0.81% | 135,926 | $10.4M | Reduce -1.3% |
| IBMP iShares Ibonds Dec 2027 Term | 0.74% | 372,141 | $9.4M | Add +25.2% |
| IBMO iShares Ibonds Dec 2026 Term | 0.73% | 366,493 | $9.4M | Add +11.1% |
| IVE iShares S&P 500 Value ETF | 0.71% | 47,934 | $9.1M | Reduce -5.3% |
| VNQ Vanguard Real Estate ETF | 0.66% | 93,371 | $8.5M | Reduce -0.1% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.63% | 320,704 | $8.1M | Add +36.4% |
| IBMN iShares Ibonds Dec 2025 Term | 0.57% | 274,556 | $7.3M | Add +1.8% |
| IEMG iShares Core MSCI Emerging | 0.50% | 119,268 | $6.4M | Reduce -4.0% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 137,884 | $6.2M | Reduce -2.0% |
| IBHJ Ishrs Ibds 2030 HY & Inc. ETF | 0.48% | 237,614 | $6.2M | Add +137.0% |
| AMZN Amazon.com Inc. | 0.48% | 32,193 | $6.1M | Add +1.6% |
| MSFT Microsoft Corp. | 0.47% | 16,007 | $6.0M | Add +5.6% |
| AFL Aflac Inc. | 0.46% | 52,655 | $5.9M | Reduce -0.5% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.45% | 247,698 | $5.8M | Add +13.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 10,446 | $5.6M | Add +2.4% |
| IJH iShares Core S&P Midcap ETF | 0.39% | 84,984 | $5.0M | Reduce -2.0% |
| EEM iShares MSCI Emerging Market | 0.35% | 103,138 | $4.5M | Reduce -5.5% |
| GOOG Alphabet Inc. Class C | 0.35% | 28,652 | $4.5M | Add +1.4% |
| AOR iShares Core 60/40 Balanced | 0.34% | 74,955 | $4.3M | Reduce -3.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 7,258 | $4.1M | Reduce -5.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.30% | 105,168 | $3.8M | Reduce -1.9% |
| AON Aon PLC Class A | 0.29% | 9,391 | $3.7M | Reduce -54.7% |
| AOS Smith (a.o.) Corp. | 0.27% | 52,918 | $3.5M | Reduce -9.7% |
| META Meta Platforms Inc. Class A | 0.27% | 5,957 | $3.4M | Add +6.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.26% | 142,530 | $3.3M | New |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.23% | 122,953 | $3.0M | Add +77.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 6,180 | $2.9M | Add +1.6% |
| SO The Southern Co. | 0.23% | 31,461 | $2.9M | Add +33.7% |
| KO The Coca-Cola Co. | 0.22% | 39,890 | $2.9M | Add +3.9% |
| HD Home Depot Inc. | 0.22% | 7,695 | $2.8M | Add +0.6% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.22% | 112,413 | $2.8M | Add +67.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.21% | 33,187 | $2.7M | Add +0.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.19% | 112,605 | $2.4M | New |
| XOM Exxon Mobil Corp. | 0.17% | 18,157 | $2.2M | Add +0.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.17% | 85,416 | $2.2M | Add +32.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.17% | 32,769 | $2.2M | Add +11.8% |
| GOOGL Alphabet Inc. Class A | 0.17% | 13,922 | $2.2M | Add +4.4% |
| GRC Gorman-Rupp Co. | 0.17% | 61,116 | $2.1M | No change |
| QUS SS SPDR MSCI U Stratfact ETF | 0.15% | 12,305 | $1.9M | No change |
| VT Vanguard Tot World STK ETF | 0.15% | 16,551 | $1.9M | Add +2.4% |
| PNFP Pinnacle Financial Partners | 0.14% | 17,141 | $1.8M | Add +10.1% |
| SCHX Schwab US Large-Cap ETF | 0.14% | 80,995 | $1.8M | Reduce -0.5% |
| IBHK ISHARESIBOND2031HIGHYLDINC | 0.14% | 67,940 | $1.7M | New |
| JPM JPMorgan Chase & Co. | 0.13% | 6,781 | $1.7M | Add +0.8% |
| LLY Eli Lilly & Co. | 0.12% | 1,800 | $1.5M | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.12% | 62,929 | $1.5M | Reduce -8.3% |
| NVDA Nvidia Corp. | 0.11% | 12,969 | $1.4M | Add +11.6% |
| COST Costco Wholesale Corp. | 0.11% | 1,481 | $1.4M | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.11% | 33,820 | $1.4M | No change |
| SMBK Smartfinancial Inc. | 0.11% | 43,865 | $1.4M | Reduce -1.0% |
| BX Blackstone Inc. | 0.11% | 9,659 | $1.4M | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 5,325 | $1.3M | Add +0.2% |
| JNJ Johnson & Johnson | 0.10% | 7,630 | $1.3M | Add +12.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.10% | 12,772 | $1.3M | Add +0.0% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.09% | 14,489 | $1.2M | Add +0.0% |
| XLV SS Health Care Select Sector | 0.09% | 8,122 | $1.2M | No change |
| V Visa Inc. Class A | 0.09% | 3,245 | $1.1M | Add +10.9% |
| IBDR iShares Ibonds Dec 2026 Term | 0.09% | 46,825 | $1.1M | Add +65.2% |
| DFUV Dimensional US Marketwide Va | 0.09% | 26,518 | $1.1M | Add +0.2% |
| ORCL Oracle Corp. | 0.08% | 7,263 | $1.0M | No change |
| CVX Chevron Corp. | 0.08% | 5,983 | $1.0M | Add +2.4% |
| MA Mastercard Inc. Class A | 0.07% | 1,736 | $952K | No change |
| GE General Electric filed as GE AEROSPACE | 0.07% | 4,694 | $940K | Add +2.7% |
| SMCI Super Micro Computer Inc. | 0.07% | 24,985 | $855K | Add +121.1% |
| SHOP Shopify Inc. Class A | 0.07% | 8,950 | $855K | No change |
| WMT Walmart Inc. | 0.06% | 9,233 | $811K | No change |
| BA The Boeing Co. | 0.06% | 4,715 | $804K | Reduce -2.9% |
| NSRGF Nestle SA-Reg | 0.06% | 7,945 | $803K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 2,894 | $795K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.06% | 8,786 | $789K | No change |
| CSCO Cisco Systems Inc. | 0.06% | 12,126 | $748K | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 0.06% | 1,358 | $737K | Add +145.6% |
| IWF iShares Russell 1000 Growth | 0.06% | 2,038 | $736K | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.06% | 17,393 | $726K | Reduce -18.7% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.06% | 19,697 | $712K | Reduce -0.9% |
| PFF iShares Preferred & Income S | 0.06% | 22,916 | $704K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.05% | 3,621 | $702K | Reduce -1.3% |
| COP Conocophillips | 0.05% | 6,590 | $692K | Add +8.7% |
Portfolio Sells Q4 2024 → Q1 2025
| IWM iShares Russell 2000 ETF | Reduce -0.7% | 11.07% | −1.38 |
| IVV iShares Core S&P 500 ETF | Reduce -1.1% | 19.22% | −1.32 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.9% | 18.02% | −0.53 |
| AON Aon PLC Class A | Reduce -54.7% | 0.29% | −0.29 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.7% | 1.17% | −0.22 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.8% | 0.97% | −0.16 |
| VOO Vanguard S&P 500 ETF | Reduce -2.0% | 1.04% | −0.08 |
| ICF iShares Select U.S. REIT ETF | Reduce -7.0% | 1.22% | −0.08 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.06 |
| IVE iShares S&P 500 Value ETF | Reduce -5.3% | 0.71% | −0.05 |
| AOS Smith (a.o.) Corp. | Reduce -9.7% | 0.27% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.0% | 0.39% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.1% | 0.32% | −0.04 |
| NONOF Novo Nordisk A/S-B | Reduce -29.0% | 0.04% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.2% | 0.90% | −0.03 |
| XYZ Block Inc. | Sold out | 0.00% | −0.03 |
| MU Micron Technology Inc. | Reduce -52.2% | 0.02% | −0.02 |
| TSLA Tesla Inc. | Reduce -2.1% | 0.04% | −0.02 |
| CRM Salesforce Inc. | Reduce -31.9% | 0.02% | −0.02 |
| AOA iShares Core 80/20 Aggressiv | Reduce -1.3% | 0.81% | −0.02 |
| BAC Bank of America Corp. | Reduce -18.7% | 0.06% | −0.02 |
| FBK FB Financial Corp. | Sold out | 0.00% | −0.02 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.02 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.02 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.02 |
| TMFC Motley Fool 100 Index ETF | Sold out | 0.00% | −0.02 |
| FNDA Schwab Fndmntl US SM Co. ETF | Reduce -18.0% | 0.05% | −0.02 |
| AOR iShares Core 60/40 Balanced | Reduce -3.1% | 0.34% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -8.3% | 0.12% | −0.01 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.5% | 0.14% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -4.0% | 0.50% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -5.5% | 0.35% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -0.6% | 0.06% | −0.01 |
| BA The Boeing Co. | Reduce -2.9% | 0.06% | −0.00 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.9% | 0.04% | −0.00 |
| TFC Truist Financial Corp. | Reduce -3.8% | 0.03% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.3% | 0.05% | −0.00 |
| SMBK Smartfinancial Inc. | Reduce -1.0% | 0.11% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -3.6% | 0.05% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.0% | 0.49% | −0.00 |
| 0 | Sold out | 0.00% | −0.00 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -2.2% | 0.02% | −0.00 |
| SCHR Schwab Intermediate-Term US | Reduce -1.4% | 0.02% | 0.00 |
| IIIV I3 Verticals Inc. Class A | Reduce -2.3% | 0.02% | +0.00 |
| IDV iShares International Select | Reduce -8.3% | 0.04% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 0.06% | +0.00 |
| SCHF Schwab Intl Equity ETF | Reduce -0.7% | 0.04% | +0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.1% | 0.04% | +0.00 |
| T AT&T Inc. | Reduce -7.3% | 0.02% | +0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IBHH iShares Ibonds 2028 TM HY Inc. | Add +95.3% | 1.53% | +0.74 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +75.7% | 1.37% | +0.59 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +58.6% | 1.50% | +0.55 |
| IBHI iShares Ibonds 2029 TM HY Inc. | Add +61.4% | 0.84% | +0.31 |
| IBHJ Ishrs Ibds 2030 HY & Inc. ETF | Add +137.0% | 0.48% | +0.28 |
| IBDU iShares Ibonds Dec 2029 Term | New | 0.26% | +0.26 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.9% | 3.35% | +0.24 |
| IBDV iShares Ibonds Dec 2030 Corp. | New | 0.19% | +0.19 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +36.4% | 0.63% | +0.17 |
| HCA HCA Healthcare Inc. | Add +0.0% | 1.22% | +0.15 |
| IBMP iShares Ibonds Dec 2027 Term | Add +25.2% | 0.74% | +0.15 |
| IBHK ISHARESIBOND2031HIGHYLDINC | New | 0.14% | +0.14 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +77.2% | 0.23% | +0.10 |
| VEA Vanguard Ftse Developed ETF | Add +0.4% | 1.59% | +0.09 |
| IBMR iShares Ibonds Dec 2029 M BD | Add +67.0% | 0.22% | +0.09 |
| SO The Southern Co. | Add +33.7% | 0.23% | +0.07 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.4% | 0.43% | +0.07 |
| IBMO iShares Ibonds Dec 2026 Term | Add +11.1% | 0.73% | +0.07 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Add +13.6% | 0.45% | +0.05 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +32.7% | 0.17% | +0.04 |
| IDU iShares US Utilities ETF | Add +0.2% | 0.90% | +0.04 |
| SMCI Super Micro Computer Inc. | Add +121.1% | 0.07% | +0.04 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | New | 0.04% | +0.04 |
| KO The Coca-Cola Co. | Add +3.9% | 0.22% | +0.03 |
| IBDR iShares Ibonds Dec 2026 Term | Add +65.2% | 0.09% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +145.6% | 0.06% | +0.03 |
| JEPI JPMorgan Equity Premium Inco | New | 0.03% | +0.03 |
| JNJ Johnson & Johnson | Add +12.8% | 0.10% | +0.02 |
| ET Energy Transfer LP | New | 0.02% | +0.02 |
| GLD SPDR Gold Shares | New | 0.02% | +0.02 |
| IAU iShares Gold Trust | New | 0.02% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| V Visa Inc. Class A | Add +10.9% | 0.09% | +0.02 |
| SCHP Schwab U.S. Tips ETF | New | 0.02% | +0.02 |
| XOM Exxon Mobil Corp. | Add +0.3% | 0.17% | +0.02 |
| GE General Electric | Add +2.7% | 0.07% | +0.01 |
| CVX Chevron Corp. | Add +2.4% | 0.08% | +0.01 |
| IBM Intl Business Machines Corp. | Add +0.2% | 0.10% | +0.01 |
| PM Philip Morris International | Add +0.1% | 0.05% | +0.01 |
| SNOW Snowflake Inc. | Add +37.0% | 0.05% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +0.6% | 1.42% | +0.01 |
| ABBV Abbvie Inc. | Add +6.1% | 0.05% | +0.01 |
| META Meta Platforms Inc. Class A | Add +6.1% | 0.27% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +11.8% | 0.17% | +0.01 |
| IBMN iShares Ibonds Dec 2025 Term | Add +1.8% | 0.57% | +0.01 |
| COP Conocophillips | Add +8.7% | 0.05% | +0.01 |
| RTX RTX Corp. | Add +3.0% | 0.04% | +0.01 |
| TRUX Truxton Corp. | Add +13.8% | 0.05% | +0.01 |
| APLD Applied Digital Corp. | New | 0.01% | +0.01 |
| ABT Abbott Laboratories | Add +4.4% | 0.03% | +0.01 |
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 |