LBMC Investment Advisors, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 9, 2025), LBMC Investment Advisors, LLC reported 214 stock positions worth $1.4 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 19.3% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 17.2%) and iShares Russell 2000 ETF (IWM, 10.8%). Compared with Q1 2025, it opened 16 new positions, sold out of 3, added to 72 and reduced 35. The biggest buy was iShares Ibonds 2028 TM HY (IBHH, shares +40%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −0%).

Most Recent 13F
Q2 2026
Location
BRENTWOOD, TN
CIK
0001536924
Portfolio Value
$1.4B (Q2 2025)
SEC Filing
0001214659-25-010206 ↗ filed Jul 9, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.2B Q2 2024 Q3 2024: $1.3B Q3 2024 Q4 2024: $1.3B Q4 2024 Q1 2025: $1.3B Q1 2025 Q2 2025: $1.4B $1.4B Q2 2025 Q3 2025: $1.6B Q3 2025 Q4 2025: $1.6B Q4 2025 Q1 2026: $1.6B Q1 2026 Q2 2026: $1.8B Q2 2026

Holdings 214 stocks · $1.4B
IVV iShares Core S&P 500 ETF 19.31% 436,014 $270.7M Reduce -0.4%
RSP Invesco S&P 500 Equal Weight 17.23% 1,329,740 $241.7M Reduce -0.1%
IWM iShares Russell 2000 ETF 10.79% 701,496 $151.4M Reduce -1.2%
HDV iShares Core High Dividend E 3.83% 458,651 $53.7M Add +0.1%
IEFA iShares Core MSCI Eafe ETF 3.36% 565,130 $47.2M Reduce -0.1%
EFA iShares MSCI Eafe ETF 3.16% 495,928 $44.3M Reduce -0.9%
DVY iShares Select Dividend ETF 2.19% 231,517 $30.7M Add +0.2%
IBHH iShares Ibonds 2028 TM HY Inc. 1.99% 1,173,912 $27.9M Add +40.4%
IBHG iShares Ibonds 2027 HY Inc. 1.87% 1,165,621 $26.3M Add +36.0%
VEA Vanguard Ftse Developed ETF 1.65% 406,696 $23.2M Add +1.7%
IBHF iShares Ibond 2026 HY & Inc. 1.42% 854,318 $19.8M Add +13.1%
VYM Vanguard High DVD Yield ETF 1.39% 146,459 $19.5M Add +4.2%
HCA HCA Healthcare Inc. 1.23% 45,138 $17.3M Add +0.0%
IJR iShares Core S&P Small-Cap E 1.20% 154,292 $16.9M Add +7.5%
ICF iShares Select U.S. REIT ETF 1.12% 256,086 $15.7M Add +0.7%
VOO Vanguard S&P 500 ETF 1.05% 25,810 $14.7M Reduce -0.3%
VTWO Vanguard Russell 2000 ETF 1.01% 162,373 $14.2M Add +9.0%
IVW iShares S&P 500 Growth ETF 1.01% 128,432 $14.1M Reduce -3.6%
AAPL Apple Inc. 0.94% 64,302 $13.2M Reduce -0.7%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.89% 44,470 $12.4M Add +0.1%
IBHI iShares Ibonds 2029 TM HY Inc. 0.86% 511,879 $12.1M Add +10.5%
IDU iShares US Utilities ETF 0.84% 112,844 $11.8M Reduce -0.9%
AOA iShares Core 80/20 Aggressiv 0.80% 134,824 $11.2M Reduce -0.8%
IBMP iShares Ibonds Dec 2027 Term 0.77% 424,215 $10.8M Add +14.0%
IBMO iShares Ibonds Dec 2026 Term 0.75% 411,927 $10.6M Add +12.4%
IBMQ iShares Ibonds Dec 2028 Muni 0.68% 375,752 $9.5M Add +17.2%
IVE iShares S&P 500 Value ETF 0.62% 44,413 $8.7M Reduce -7.3%
VNQ Vanguard Real Estate ETF 0.57% 90,244 $8.0M Reduce -3.4%
MSFT Microsoft Corp. 0.55% 15,574 $7.7M Reduce -2.7%
IBHJ Ishrs Ibds 2030 HY & Inc. ETF 0.53% 277,111 $7.4M Add +16.6%
IBMN iShares Ibonds Dec 2025 Term 0.52% 274,808 $7.4M Add +0.1%
AMZN Amazon.com Inc. 0.50% 32,045 $7.0M Reduce -0.5%
VWO Vanguard Ftse Emerging Marke 0.50% 141,046 $7.0M Add +2.3%
IEMG iShares Core MSCI Emerging 0.48% 112,692 $6.8M Reduce -5.5%
IBHE iShares Ibonds 2025 H/Y Inc. 0.42% 252,539 $5.9M Add +1.9%
IBMR iShares Ibonds Dec 2029 M BD 0.40% 224,821 $5.7M Add +100.0%
AFL Aflac Inc. 0.40% 52,655 $5.6M No change
BRK.B Berkshire Hathaway Inc. Class B 0.38% 10,946 $5.3M Add +4.8%
GOOG Alphabet Inc. Class C 0.37% 28,961 $5.1M Add +1.1%
EEM iShares MSCI Emerging Market 0.35% 101,169 $4.9M Reduce -1.9%
SPDW Ste STR SPDR PT DW Eu ETF 0.34% 117,593 $4.8M Add +11.8%
IBDS Ishrs Ibnds Dec 27 Corp. ETF 0.34% 195,185 $4.7M Add +58.8%
IBDV iShares Ibonds Dec 2030 Corp. 0.34% 214,281 $4.7M Add +90.3%
IJH iShares Core S&P Midcap ETF 0.33% 74,517 $4.6M Reduce -12.3%
AOR iShares Core 60/40 Balanced 0.33% 74,103 $4.6M Reduce -1.1%
IBDU iShares Ibonds Dec 2029 Term 0.32% 192,654 $4.5M Add +35.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.32% 7,274 $4.5M Add +0.2%
META Meta Platforms Inc. Class A 0.31% 5,957 $4.4M No change
IBDT iShares Ibonds Dec 2028 ETF 0.28% 153,710 $3.9M Add +80.0%
IBDR iShares Ibonds Dec 2026 Term 0.25% 143,302 $3.5M Add +206.0%
QQQ Invesco QQQ Trust Series 1 0.25% 6,296 $3.5M Add +1.9%
AOS Smith (a.o.) Corp. 0.25% 52,918 $3.5M No change
AON Aon PLC Class A 0.24% 9,391 $3.4M No change
SPYG SS SPDR P S&P 500 Growth ETF 0.23% 33,210 $3.2M Add +0.1%
HD Home Depot Inc. 0.20% 7,698 $2.8M Add +0.0%
KO The Coca-Cola Co. 0.20% 38,897 $2.8M Reduce -2.5%
SO The Southern Co. 0.19% 29,269 $2.7M Reduce -7.0%
GOOGL Alphabet Inc. Class A 0.17% 13,690 $2.4M Reduce -1.7%
GRC Gorman-Rupp Co. 0.16% 61,116 $2.2M No change
VT Vanguard Tot World STK ETF 0.15% 16,076 $2.1M Reduce -2.9%
QUS SS SPDR MSCI U Stratfact ETF 0.14% 12,367 $2.0M Add +0.5%
NVDA Nvidia Corp. 0.14% 12,737 $2.0M Reduce -1.8%
PNFP Pinnacle Financial Partners 0.14% 18,146 $2.0M Add +5.9%
JPM JPMorgan Chase & Co. 0.14% 6,781 $2.0M No change
XOM Exxon Mobil Corp. 0.14% 18,172 $2.0M Add +0.1%
SCHX Schwab US Large-Cap ETF 0.14% 79,388 $1.9M Reduce -2.0%
VGT Vanguard Info Tech ETF 0.14% 2,864 $1.9M Add +110.9%
IBHK ISHARESIBOND2031HIGHYLDINC 0.13% 67,940 $1.8M No change
IBDW iShares Ibonds Dec 2031 Corp. 0.12% 81,724 $1.7M New
ORCL Oracle Corp. 0.11% 7,263 $1.6M No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.11% 12,772 $1.6M No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.11% 5,334 $1.6M Add +0.2%
FNDX Schwab Fndmntl US LRG Co. ETF 0.11% 62,929 $1.5M No change
IBMS ISHARESIBONDDEC2030MUNIBDETF 0.11% 60,174 $1.5M Add +222.1%
SPYM Ste STR SPDR PT S&P 500 ETF 0.11% 21,036 $1.5M Reduce -35.8%
SMBK Smartfinancial Inc. 0.11% 43,865 $1.5M No change
COST Costco Wholesale Corp. 0.10% 1,481 $1.5M No change
BX Blackstone Inc. 0.10% 9,661 $1.4M Add +0.0%
LLY Eli Lilly & Co. 0.10% 1,800 $1.4M No change
IJK iShares S&P Mid-Cap 400 Grow 0.09% 14,495 $1.3M Add +0.0%
IBIT iShares Bitcoin Trust ETF 0.09% 21,530 $1.3M Add +53.8%
SMCI Super Micro Computer Inc. 0.09% 24,985 $1.2M No change
GE General Electric filed as GE AEROSPACE 0.09% 4,695 $1.2M Add +0.0%
FBTC Fidelity Wise Origin Bitcoin 0.08% 12,655 $1.2M Add +63.4%
V Visa Inc. Class A 0.08% 3,245 $1.2M No change
IBDX iShares Ibonds Dec 2032 TC 0.08% 43,495 $1.1M New
JNJ Johnson & Johnson 0.08% 7,171 $1.1M Reduce -6.0%
XLV SS Health Care Select Sector 0.08% 8,122 $1.1M No change
DFUV Dimensional US Marketwide Va 0.08% 25,330 $1.1M Reduce -4.5%
SHOP Shopify Inc. Class A 0.07% 8,950 $1.0M No change
BA The Boeing Co. 0.07% 4,715 $988K No change
MA Mastercard Inc. Class A 0.07% 1,736 $976K No change
SNOW Snowflake Inc. 0.07% 4,328 $968K No change
WMT Walmart Inc. 0.06% 9,234 $903K Add +0.0%
VTI VG Morningstar TS MKT ETF-US 0.06% 2,894 $879K No change
IWF iShares Russell 1000 Growth 0.06% 2,038 $865K No change
CVX Chevron Corp. 0.06% 5,983 $857K No change
CSCO Cisco Systems Inc. 0.06% 12,132 $842K Add +0.1%
EUSA iShares MSCI USA Equal Weigh 0.06% 8,400 $833K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 17,446 $826K Add +0.3%

Show all 214 holdings

Portfolio Sells Q1 2025 → Q2 2025
RSP Invesco S&P 500 Equal Weight Reduce -0.1% 17.23% −0.78
IWM iShares Russell 2000 ETF Reduce -1.2% 10.79% −0.28
AAPL Apple Inc. Reduce -0.7% 0.94% −0.18
SPSM SS SPDR P S&P 600 Small Cap Sold out 0.00% −0.11
IVE iShares S&P 500 Value ETF Reduce -7.3% 0.62% −0.09
VNQ Vanguard Real Estate ETF Reduce -3.4% 0.57% −0.09
IDU iShares US Utilities ETF Reduce -0.9% 0.84% −0.06
SPYM Ste STR SPDR PT S&P 500 ETF Reduce -35.8% 0.11% −0.06
IJH iShares Core S&P Midcap ETF Reduce -12.3% 0.33% −0.06
EFA iShares MSCI Eafe ETF Reduce -0.9% 3.16% −0.04
SO The Southern Co. Reduce -7.0% 0.19% −0.03
KO The Coca-Cola Co. Reduce -2.5% 0.20% −0.03
JEPI JPMorgan Equity Premium Inco Sold out 0.00% −0.03
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.02
JNJ Johnson & Johnson Reduce -6.0% 0.08% −0.02
IEMG iShares Core MSCI Emerging Reduce -5.5% 0.48% −0.02
PFF iShares Preferred & Income S Reduce -29.8% 0.04% −0.02
PM Philip Morris International Reduce -43.9% 0.03% −0.02
BMY Bristol-Myers Squibb Co. Reduce -11.4% 0.02% −0.01
AOR iShares Core 60/40 Balanced Reduce -1.1% 0.33% −0.01
AOA iShares Core 80/20 Aggressiv Reduce -0.8% 0.80% −0.01
PEP Pepsico Inc. Reduce -1.7% 0.04% −0.01
DFUV Dimensional US Marketwide Va Reduce -4.5% 0.08% −0.01
EEM iShares MSCI Emerging Market Reduce -1.9% 0.35% −0.00
ALGN Align Technology Inc. Reduce -20.0% 0.03% −0.00
VT Vanguard Tot World STK ETF Reduce -2.9% 0.15% −0.00
SCHX Schwab US Large-Cap ETF Reduce -2.0% 0.14% −0.00
F Ford Motor Co. Reduce -3.1% 0.01% −0.00
GOOGL Alphabet Inc. Class A Reduce -1.7% 0.17% +0.00
TSLA Tesla Inc. Reduce -0.6% 0.04% +0.00
VOO Vanguard S&P 500 ETF Reduce -0.3% 1.05% +0.01
GEV GE Vernova Inc. Reduce -0.1% 0.04% +0.02
IEFA iShares Core MSCI Eafe ETF Reduce -0.1% 3.36% +0.02
AMZN Amazon.com Inc. Reduce -0.5% 0.50% +0.02
NVDA Nvidia Corp. Reduce -1.8% 0.14% +0.03
IVW iShares S&P 500 Growth ETF Reduce -3.6% 1.01% +0.04
MSFT Microsoft Corp. Reduce -2.7% 0.55% +0.08
IVV iShares Core S&P 500 ETF Reduce -0.4% 19.31% +0.09

Portfolio Buys Q1 2025 → Q2 2025
IBHH iShares Ibonds 2028 TM HY Inc. Add +40.4% 1.99% +0.46
IBHG iShares Ibonds 2027 HY Inc. Add +36.0% 1.87% +0.38
IBMR iShares Ibonds Dec 2029 M BD Add +100.0% 0.40% +0.18
IBDR iShares Ibonds Dec 2026 Term Add +206.0% 0.25% +0.16
IBDV iShares Ibonds Dec 2030 Corp. Add +90.3% 0.34% +0.14
IBDW iShares Ibonds Dec 2031 Corp. New 0.12% +0.12
IBDT iShares Ibonds Dec 2028 ETF Add +80.0% 0.28% +0.11
IBDS Ishrs Ibnds Dec 27 Corp. ETF Add +58.8% 0.34% +0.11
IBDX iShares Ibonds Dec 2032 TC New 0.08% +0.08
VGT Vanguard Info Tech ETF Add +110.9% 0.14% +0.08
IBMS ISHARESIBONDDEC2030MUNIBDETF Add +222.1% 0.11% +0.07
VTWO Vanguard Russell 2000 ETF Add +9.0% 1.01% +0.07
VEA Vanguard Ftse Developed ETF Add +1.7% 1.65% +0.07
IBDU iShares Ibonds Dec 2029 Term Add +35.2% 0.32% +0.06
EUSA iShares MSCI USA Equal Weigh New 0.06% +0.06
IBMQ iShares Ibonds Dec 2028 Muni Add +17.2% 0.68% +0.05
IBHF iShares Ibond 2026 HY & Inc. Add +13.1% 1.42% +0.04
IBIT iShares Bitcoin Trust ETF Add +53.8% 0.09% +0.04
IBHJ Ishrs Ibds 2030 HY & Inc. ETF Add +16.6% 0.53% +0.04
FBTC Fidelity Wise Origin Bitcoin Add +63.4% 0.08% +0.04
SPDW Ste STR SPDR PT DW Eu ETF Add +11.8% 0.34% +0.04
IBMP iShares Ibonds Dec 2027 Term Add +14.0% 0.77% +0.03
IJR iShares Core S&P Small-Cap E Add +7.5% 1.20% +0.03
NBIS Nebius Group NV New 0.03% +0.03
IBDY iShares Ibonds Dec 2033 Corp. New 0.03% +0.03
IBDZ ISHARESIBONDSDEC2034TMCORP New 0.03% +0.03
IBHI iShares Ibonds 2029 TM HY Inc. Add +10.5% 0.86% +0.02
QQQ Invesco QQQ Trust Series 1 Add +1.9% 0.25% +0.02
IBMO iShares Ibonds Dec 2026 Term Add +12.4% 0.75% +0.02
CRWD CrowdStrike Holdings Inc. Class A New 0.02% +0.02
FBK FB Financial Corp. New 0.02% +0.02
SPYG SS SPDR P S&P 500 Growth ETF Add +0.1% 0.23% +0.02
VUG Vanguard Mrngstar GR ETF-Sui New 0.02% +0.02
GOOG Alphabet Inc. Class C Add +1.1% 0.37% +0.02
IBTH iShares Ibonds Dec 2027 Term New 0.02% +0.02
MPC Marathon Petroleum Corp. New 0.02% +0.02
TMFC Motley Fool 100 Index ETF New 0.02% +0.02
OEF iShares S&P 100 ETF New 0.02% +0.02
IBTG iShares Ibonds Dec 2026 Term New 0.01% +0.01
CTAS Cintas Corp. New 0.01% +0.01
CFO Victoryshares US 500 Enhance New 0.01% +0.01
HCA HCA Healthcare Inc. Add +0.0% 1.23% +0.01
GE General Electric Add +0.0% 0.09% +0.01
VWO Vanguard Ftse Emerging Marke Add +2.3% 0.50% +0.01
SPEM State Street SP PTF Em ETF Add +37.1% 0.04% +0.01
IBM Intl Business Machines Corp. Add +0.2% 0.11% +0.01
IBTI iShares Ibonds Dec 2028 Term Add +56.2% 0.03% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.2% 0.32% +0.00
WFC Wells Fargo & Co. Add +4.9% 0.04% +0.00
BAC Bank of America Corp. Add +0.3% 0.06% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 243$1.8BIVV, RSP, IWM, HDV, IEFA
Q1 2026 230$1.6BIVV, RSP, IWM, HDV, IEFA
Q4 2025 222$1.6BIVV, RSP, IWM, HDV, IEFA
Q3 2025 236$1.6BIVV, RSP, IWM, HDV, IEFA
Q2 2025 214$1.4BIVV, RSP, IWM, HDV, IEFA
Q1 2025 201$1.3BIVV, RSP, IWM, HDV, IEFA
Q4 2024 198$1.3BIVV, RSP, IWM, HDV, IEFA
Q3 2024 195$1.3BIVV, RSP, IWM, HDV, IEFA
Q2 2024 187$1.2BIVV, RSP, IWM, HDV, EFA
Q1 2024 186$1.2BIVV, RSP, IWM, HDV, EFA