LBMC Investment Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 7, 2025), LBMC Investment Advisors, LLC reported 236 stock positions worth $1.6 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 18.4% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 16.2%) and iShares Russell 2000 ETF (IWM, 10.9%). Compared with Q2 2025, it opened 29 new positions, sold out of 7, added to 76 and reduced 56. The biggest buy was iShares Ibonds 2029 TM HY (IBHI, shares +84%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- BRENTWOOD, TN
- CIK
- 0001536924
- Portfolio Value
- $1.6B (Q3 2025)
- SEC Filing
- 0001214659-25-014727 ↗ filed Oct 7, 2025
Holdings Value
Holdings 236 stocks · $1.6B
| IVV iShares Core S&P 500 ETF | 18.39% | 431,124 | $288.6M | Reduce -1.1% |
| RSP Invesco S&P 500 Equal Weight | 16.16% | 1,336,510 | $253.5M | Add +0.5% |
| IWM iShares Russell 2000 ETF | 10.86% | 704,261 | $170.4M | Add +0.4% |
| HDV iShares Core High Dividend E | 3.55% | 455,280 | $55.7M | Reduce -0.7% |
| IEFA iShares Core MSCI Eafe ETF | 3.19% | 573,446 | $50.1M | Add +1.5% |
| EFA iShares MSCI Eafe ETF | 2.90% | 487,157 | $45.5M | Reduce -1.8% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 2.31% | 1,515,968 | $36.2M | Add +29.1% |
| IBHG iShares Ibonds 2027 HY Inc. | 2.09% | 1,458,696 | $32.8M | Add +25.1% |
| DVY iShares Select Dividend ETF | 2.07% | 228,942 | $32.5M | Reduce -1.1% |
| VEA Vanguard Ftse Developed ETF | 1.56% | 408,861 | $24.5M | Add +0.5% |
| IBHF iShares Ibond 2026 HY & Inc. | 1.55% | 1,038,643 | $24.3M | Add +21.6% |
| VYM Vanguard High DVD Yield ETF | 1.44% | 160,759 | $22.7M | Add +9.8% |
| IBHI iShares Ibonds 2029 TM HY Inc. | 1.43% | 943,906 | $22.5M | Add +84.4% |
| IJR iShares Core S&P Small-Cap E | 1.30% | 171,736 | $20.4M | Add +11.3% |
| HCA HCA Healthcare Inc. | 1.20% | 44,188 | $18.8M | Reduce -2.1% |
| AAPL Apple Inc. | 1.03% | 63,716 | $16.2M | Reduce -0.9% |
| VOO Vanguard S&P 500 ETF | 1.01% | 25,777 | $15.8M | Reduce -0.1% |
| ICF iShares Select U.S. REIT ETF | 1.00% | 253,930 | $15.6M | Reduce -0.8% |
| IVW iShares S&P 500 Growth ETF | 0.95% | 123,137 | $14.9M | Reduce -4.1% |
| VTWO Vanguard Russell 2000 ETF | 0.94% | 151,127 | $14.8M | Reduce -6.9% |
| IBHJ Ishrs Ibds 2030 HY & Inc. ETF | 0.89% | 521,450 | $14.0M | Add +88.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.83% | 44,357 | $13.0M | Reduce -0.3% |
| IDU iShares US Utilities ETF | 0.78% | 110,709 | $12.3M | Reduce -1.9% |
| IBMP iShares Ibonds Dec 2027 Term | 0.77% | 471,757 | $12.0M | Add +11.2% |
| IBMO iShares Ibonds Dec 2026 Term | 0.76% | 464,080 | $11.9M | Add +12.7% |
| AOA iShares Core 80/20 Aggressiv | 0.74% | 131,605 | $11.6M | Reduce -2.4% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.72% | 438,507 | $11.2M | Add +16.7% |
| IVE iShares S&P 500 Value ETF | 0.58% | 44,269 | $9.1M | Reduce -0.3% |
| MSFT Microsoft Corp. | 0.56% | 16,934 | $8.8M | Add +8.7% |
| VNQ Vanguard Real Estate ETF | 0.53% | 90,830 | $8.3M | Add +0.7% |
| IBHK ISHARESIBOND2031HIGHYLDINC | 0.53% | 316,062 | $8.3M | Add +365.2% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 140,801 | $7.6M | Reduce -0.2% |
| IEMG iShares Core MSCI Emerging | 0.47% | 112,066 | $7.4M | Reduce -0.6% |
| AMZN Amazon.com Inc. | 0.47% | 33,624 | $7.4M | Add +4.9% |
| IBMN iShares Ibonds Dec 2025 Term | 0.45% | 265,437 | $7.1M | Reduce -3.4% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.44% | 296,042 | $6.9M | Add +17.2% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.42% | 260,666 | $6.7M | Add +15.9% |
| GOOG Alphabet Inc. Class C | 0.41% | 26,536 | $6.5M | Reduce -8.4% |
| AFL Aflac Inc. | 0.37% | 52,655 | $5.9M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 11,571 | $5.8M | Add +5.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.36% | 242,055 | $5.7M | Add +25.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.35% | 226,281 | $5.5M | Add +15.9% |
| EEM iShares MSCI Emerging Market | 0.34% | 99,262 | $5.3M | Reduce -1.9% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.32% | 117,593 | $5.0M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.31% | 7,287 | $4.9M | Add +0.2% |
| AOR iShares Core 60/40 Balanced | 0.31% | 74,707 | $4.8M | Add +0.8% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.30% | 186,751 | $4.8M | Add +21.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.30% | 214,641 | $4.8M | Add +0.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.30% | 191,031 | $4.6M | Add +33.3% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 66,990 | $4.4M | Reduce -10.1% |
| META Meta Platforms Inc. Class A | 0.28% | 5,907 | $4.3M | Reduce -0.8% |
| AOS Smith (a.o.) Corp. | 0.25% | 52,918 | $3.9M | No change |
| GOOGL Alphabet Inc. Class A | 0.24% | 15,552 | $3.8M | Add +13.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 6,296 | $3.8M | No change |
| COF Capital One Financial Corp. | 0.22% | 16,457 | $3.5M | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.22% | 33,236 | $3.5M | Add +0.1% |
| AON Aon PLC Class A | 0.21% | 9,391 | $3.3M | No change |
| HD Home Depot Inc. | 0.20% | 7,692 | $3.1M | Reduce -0.1% |
| ORCL Oracle Corp. | 0.19% | 10,469 | $2.9M | Add +44.1% |
| NVDA Nvidia Corp. | 0.19% | 15,574 | $2.9M | Add +22.3% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.18% | 110,333 | $2.9M | Add +83.4% |
| GRC Gorman-Rupp Co. | 0.18% | 61,116 | $2.8M | No change |
| JPM JPMorgan Chase & Co. | 0.17% | 8,650 | $2.7M | Add +27.6% |
| SO The Southern Co. | 0.17% | 28,396 | $2.7M | Reduce -3.0% |
| LLY Eli Lilly & Co. | 0.17% | 3,470 | $2.6M | Add +92.8% |
| KO The Coca-Cola Co. | 0.16% | 38,743 | $2.6M | Reduce -0.4% |
| VGT Vanguard Info Tech ETF | 0.14% | 2,864 | $2.1M | No change |
| QUS SS SPDR MSCI U Stratfact ETF | 0.14% | 12,367 | $2.1M | No change |
| COST Costco Wholesale Corp. | 0.12% | 2,031 | $1.9M | Add +37.1% |
| SCHX Schwab US Large-Cap ETF | 0.12% | 70,093 | $1.8M | Reduce -11.7% |
| PNFP Pinnacle Financial Partners | 0.11% | 19,123 | $1.8M | Add +5.4% |
| MA Mastercard Inc. Class A | 0.11% | 3,141 | $1.8M | Add +80.9% |
| AVGO Broadcom Inc. | 0.11% | 5,354 | $1.8M | Add +258.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 6,178 | $1.7M | Add +15.8% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.11% | 81,785 | $1.7M | Add +0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.11% | 21,138 | $1.7M | Add +0.5% |
| BX Blackstone Inc. | 0.10% | 9,493 | $1.6M | Reduce -1.7% |
| XLV SS Health Care Select Sector | 0.10% | 11,622 | $1.6M | Add +43.1% |
| XOM Exxon Mobil Corp. | 0.10% | 14,146 | $1.6M | Reduce -22.1% |
| VT Vanguard Tot World STK ETF | 0.10% | 11,543 | $1.6M | Reduce -28.2% |
| SMBK Smartfinancial Inc. | 0.10% | 43,865 | $1.6M | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.10% | 58,923 | $1.5M | Reduce -6.4% |
| CAT Caterpillar Inc. | 0.10% | 3,159 | $1.5M | Add +204.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 12,722 | $1.5M | Reduce -0.4% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 4,820 | $1.4M | Add +2.7% |
| IBIT iShares Bitcoin Trust ETF | 0.09% | 21,610 | $1.4M | Add +0.4% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.09% | 14,502 | $1.4M | Add +0.1% |
| AMD Advanced Micro Devices | 0.09% | 8,441 | $1.4M | Add +48.3% |
| ABBV Abbvie Inc. | 0.09% | 5,845 | $1.4M | Add +90.3% |
| SHOP Shopify Inc. Class A | 0.08% | 8,950 | $1.3M | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.08% | 12,655 | $1.3M | No change |
| V Visa Inc. Class A | 0.08% | 3,692 | $1.3M | Add +13.8% |
| JNJ Johnson & Johnson | 0.08% | 6,796 | $1.3M | Reduce -5.2% |
| RTX RTX Corp. | 0.08% | 7,240 | $1.2M | Add +89.9% |
| SMCI Super Micro Computer Inc. | 0.08% | 24,985 | $1.2M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.07% | 22,782 | $1.2M | Add +30.6% |
| DFUV Dimensional US Marketwide Va | 0.07% | 26,290 | $1.2M | Add +3.8% |
| IBDX iShares Ibonds Dec 2032 TC | 0.07% | 43,495 | $1.1M | No change |
| DGRO iShares Core Dividend Growth | 0.07% | 15,000 | $1.0M | New |
| BA The Boeing Co. | 0.06% | 4,715 | $1.0M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| IVV iShares Core S&P 500 ETF | Reduce -1.1% | 18.39% | −0.91 |
| HDV iShares Core High Dividend E | Reduce -0.7% | 3.55% | −0.28 |
| EFA iShares MSCI Eafe ETF | Reduce -1.8% | 2.90% | −0.26 |
| ICF iShares Select U.S. REIT ETF | Reduce -0.8% | 1.00% | −0.12 |
| DVY iShares Select Dividend ETF | Reduce -1.1% | 2.07% | −0.12 |
| IBMN iShares Ibonds Dec 2025 Term | Reduce -3.4% | 0.45% | −0.07 |
| VTWO Vanguard Russell 2000 ETF | Reduce -6.9% | 0.94% | −0.07 |
| AOA iShares Core 80/20 Aggressiv | Reduce -2.4% | 0.74% | −0.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -4.1% | 0.95% | −0.06 |
| IDU iShares US Utilities ETF | Reduce -1.9% | 0.78% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.3% | 0.83% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -10.1% | 0.28% | −0.05 |
| VT Vanguard Tot World STK ETF | Reduce -28.2% | 0.10% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -0.1% | 1.01% | −0.04 |
| XOM Exxon Mobil Corp. | Reduce -22.1% | 0.10% | −0.04 |
| META Meta Platforms Inc. Class A | Reduce -0.8% | 0.28% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -0.3% | 0.58% | −0.04 |
| HCA HCA Healthcare Inc. | Reduce -2.1% | 1.20% | −0.03 |
| KO The Coca-Cola Co. | Reduce -0.4% | 0.16% | −0.03 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.02 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -11.7% | 0.12% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.4% | 0.09% | −0.02 |
| SO The Southern Co. | Reduce -3.0% | 0.17% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.02 |
| MCD McDonald's Corp. | Reduce -39.8% | 0.02% | −0.02 |
| SCHR Schwab Intermediate-Term US | Sold out | 0.00% | −0.02 |
| RVTY Revvity Inc. | Sold out | 0.00% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Sold out | 0.00% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.6% | 0.47% | −0.01 |
| FNDF Schwab Fndmn Intl LRG Co. ETF | Reduce -17.1% | 0.04% | −0.01 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -6.4% | 0.10% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.2% | 0.49% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -24.5% | 0.02% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -1.9% | 0.34% | −0.01 |
| ATO Atmos Energy Corp. | Reduce -25.0% | 0.02% | −0.01 |
| SCHF Schwab Intl Equity ETF | Reduce -15.1% | 0.03% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -18.7% | 0.03% | −0.01 |
| CTVA Corteva Inc. | Reduce -15.2% | 0.02% | −0.01 |
| SNPS Synopsys Inc. | Reduce -3.2% | 0.03% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Reduce -6.1% | 0.05% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Reduce -5.0% | 0.04% | −0.01 |
| IDV iShares International Select | Reduce -9.1% | 0.04% | −0.01 |
| CRM Salesforce Inc. | Reduce -3.6% | 0.02% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.4% | 0.02% | −0.00 |
| T AT&T Inc. | Reduce -0.1% | 0.02% | −0.00 |
| DD Dupont DE Nemours Inc. | Reduce -15.2% | 0.02% | −0.00 |
| PFE Pfizer Inc. | Reduce -5.6% | 0.02% | −0.00 |
| COP Conocophillips | Reduce -0.5% | 0.04% | −0.00 |
| HD Home Depot Inc. | Reduce -0.1% | 0.20% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| IBHI iShares Ibonds 2029 TM HY Inc. | Add +84.4% | 1.43% | +0.57 |
| IBHK ISHARESIBOND2031HIGHYLDINC | Add +365.2% | 0.53% | +0.40 |
| IBHJ Ishrs Ibds 2030 HY & Inc. ETF | Add +88.2% | 0.89% | +0.36 |
| IBHH iShares Ibonds 2028 TM HY Inc. | Add +29.1% | 2.31% | +0.32 |
| COF Capital One Financial Corp. | New | 0.22% | +0.22 |
| IBHG iShares Ibonds 2027 HY Inc. | Add +25.1% | 2.09% | +0.22 |
| IBHF iShares Ibond 2026 HY & Inc. | Add +21.6% | 1.55% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +11.3% | 1.30% | +0.10 |
| AVGO Broadcom Inc. | Add +258.4% | 0.11% | +0.08 |
| ORCL Oracle Corp. | Add +44.1% | 0.19% | +0.07 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | Add +83.4% | 0.18% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +13.6% | 0.24% | +0.07 |
| LLY Eli Lilly & Co. | Add +92.8% | 0.17% | +0.07 |
| CAT Caterpillar Inc. | Add +204.9% | 0.10% | +0.07 |
| IWM iShares Russell 2000 ETF | Add +0.4% | 10.86% | +0.07 |
| DGRO iShares Core Dividend Growth | New | 0.07% | +0.07 |
| C Citigroup Inc. | New | 0.06% | +0.06 |
| IBHL iShares Ibonds 2032 HY Inc. | New | 0.05% | +0.05 |
| FDEC FT Vest U.S. Equity Buffer E | New | 0.05% | +0.05 |
| VYM Vanguard High DVD Yield ETF | Add +9.8% | 1.44% | +0.05 |
| IBDR iShares Ibonds Dec 2026 Term | Add +33.3% | 0.30% | +0.05 |
| ABBV Abbvie Inc. | Add +90.3% | 0.09% | +0.05 |
| GS Goldman Sachs Group Inc. | New | 0.04% | +0.04 |
| MA Mastercard Inc. Class A | Add +80.9% | 0.11% | +0.04 |
| ETN Eaton Corp. PLC | New | 0.04% | +0.04 |
| NVDA Nvidia Corp. | Add +22.3% | 0.19% | +0.04 |
| IBDU iShares Ibonds Dec 2029 Term | Add +25.6% | 0.36% | +0.04 |
| MSTR Strategy Inc. | New | 0.04% | +0.04 |
| RTX RTX Corp. | Add +89.9% | 0.08% | +0.04 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +16.7% | 0.72% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | New | 0.04% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +27.6% | 0.17% | +0.03 |
| TRV The Travelers Cos Inc. | New | 0.03% | +0.03 |
| AMD Advanced Micro Devices | Add +48.3% | 0.09% | +0.03 |
| VMC Vulcan Materials Co. | New | 0.03% | +0.03 |
| MS Morgan Stanley | New | 0.03% | +0.03 |
| PANW Palo Alto Networks Inc. | New | 0.03% | +0.03 |
| BR Broadridge Financial Solutio | New | 0.03% | +0.03 |
| IBMT iShares Ibonds Dec 2031 Muni | New | 0.03% | +0.03 |
| MMM 3M Co. | New | 0.03% | +0.03 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +21.5% | 0.30% | +0.03 |
| XLV SS Health Care Select Sector | Add +43.1% | 0.10% | +0.03 |
| WFC Wells Fargo & Co. | Add +63.0% | 0.06% | +0.02 |
| VXUS Vanguard Total Intl Stock | New | 0.02% | +0.02 |
| FCX Freeport-McMoran Inc. | New | 0.02% | +0.02 |
| URI United Rentals Inc. | New | 0.02% | +0.02 |
| IBMR iShares Ibonds Dec 2029 M BD | Add +15.9% | 0.42% | +0.02 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Add +17.2% | 0.44% | +0.02 |
| NUE Nucor Corp. | New | 0.02% | +0.02 |
| ABT Abbott Laboratories | Add +90.7% | 0.04% | +0.02 |
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 |