LBMC Investment Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), LBMC Investment Advisors, LLC reported 230 stock positions worth $1.6 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 16.7% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 15.5%) and iShares Russell 2000 ETF (IWM, 10.7%). Compared with Q4 2025, it opened 17 new positions, sold out of 9, added to 85 and reduced 55. The biggest buy was a new position in Ishrs Ibnds Dec 27 Corp. ETF (IBDS) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- BRENTWOOD, TN
- CIK
- 0001536924
- Portfolio Value
- $1.6B (Q1 2026)
- SEC Filing
- 0001172661-26-001936 ↗ filed May 14, 2026
Holdings Value
Holdings 230 stocks · $1.6B
| IVV iShares Core S&P 500 ETF | 16.74% | 420,340 | $274.6M | Reduce -1.6% |
| RSP Invesco S&P 500 Equal Weight | 15.49% | 1,323,360 | $254.0M | Reduce -0.7% |
| IWM iShares Russell 2000 ETF | 10.66% | 704,809 | $174.8M | Reduce -0.6% |
| HDV iShares Core High Dividend E | 3.79% | 458,400 | $62.2M | Add +0.4% |
| IEFA iShares Core MSCI Eafe ETF | 3.29% | 595,160 | $53.9M | Reduce -0.4% |
| EFA iShares MSCI Eafe ETF | 2.89% | 488,440 | $47.4M | Reduce -0.3% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 2.49% | 1,741,128 | $40.9M | Add +1.6% |
| IBHG iShares Ibonds 2027 HY Inc. | 2.18% | 1,616,618 | $35.8M | Add +2.7% |
| DVY iShares Select Dividend ETF | 2.13% | 230,707 | $34.9M | Add +0.7% |
| IBHI iShares Ibonds 2029 TM HY Inc. | 2.08% | 1,467,776 | $34.2M | Add +8.6% |
| VEA Vanguard Ftse Developed ETF | 1.69% | 431,796 | $27.7M | Add +3.4% |
| VYM Vanguard High DVD Yield ETF | 1.58% | 175,457 | $26.0M | Add +1.1% |
| IBHF iShares Ibond 2026 HY & Inc. | 1.57% | 1,123,830 | $25.8M | Add +1.6% |
| IBHJ Ishrs Ibds 2030 HY & Inc. ETF | 1.49% | 933,587 | $24.5M | Add +15.3% |
| IJR iShares Core S&P Small-Cap E | 1.36% | 178,762 | $22.2M | Add +1.1% |
| HCA HCA Healthcare Inc. | 1.25% | 43,300 | $20.5M | Reduce -1.6% |
| AAPL Apple Inc. | 0.97% | 62,625 | $15.9M | Reduce -1.9% |
| VOO Vanguard S&P 500 ETF | 0.92% | 25,287 | $15.1M | Add +1.6% |
| VTWO Vanguard Russell 2000 ETF | 0.91% | 149,385 | $15.0M | Reduce -1.3% |
| ICF iShares Select U.S. REIT ETF | 0.90% | 239,252 | $14.8M | Reduce -5.7% |
| IBMP iShares Ibonds Dec 2027 Term | 0.88% | 566,726 | $14.4M | Add +5.4% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.87% | 559,681 | $14.3M | Add +8.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.82% | 525,143 | $13.5M | Add +1.8% |
| IVW iShares S&P 500 Growth ETF | 0.81% | 118,008 | $13.3M | Reduce -7.4% |
| IDU iShares US Utilities ETF | 0.76% | 106,885 | $12.4M | Reduce -3.1% |
| IBHK ISHARESIBOND2031HIGHYLDINC | 0.75% | 485,609 | $12.4M | Add +14.8% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.75% | 487,494 | $12.4M | Add +16.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.75% | 42,739 | $12.3M | Reduce -3.6% |
| AOA iShares Core 80/20 Aggressiv | 0.68% | 126,421 | $11.2M | Add +1.3% |
| IVE iShares S&P 500 Value ETF | 0.54% | 41,978 | $8.9M | Reduce -5.3% |
| VNQ Vanguard Real Estate ETF | 0.50% | 92,164 | $8.2M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 0.47% | 27,135 | $7.8M | Add +0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.47% | 143,861 | $7.8M | Add +3.3% |
| IEMG iShares Core MSCI Emerging | 0.47% | 110,648 | $7.7M | Add +0.0% |
| IBDU iShares Ibonds Dec 2029 Term | 0.44% | 307,572 | $7.2M | Add +12.3% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.42% | 269,144 | $7.0M | Add +30.8% |
| AMZN Amazon.com Inc. | 0.42% | 33,298 | $6.9M | Reduce -1.0% |
| MSFT Microsoft Corp. | 0.39% | 17,303 | $6.4M | Add +1.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.38% | 259,209 | $6.3M | New |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.38% | 281,756 | $6.2M | Add +17.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 12,551 | $6.0M | Reduce -0.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.36% | 232,558 | $5.9M | Add +12.5% |
| AFL Aflac Inc. | 0.35% | 52,655 | $5.8M | No change |
| EEM iShares MSCI Emerging Market | 0.33% | 95,465 | $5.4M | Reduce -2.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.33% | 118,669 | $5.4M | Reduce -0.1% |
| IBDR iShares Ibonds Dec 2026 Term | 0.31% | 211,425 | $5.1M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.29% | 7,250 | $4.7M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.28% | 15,849 | $4.6M | Reduce -0.5% |
| AOR iShares Core 60/40 Balanced | 0.28% | 70,497 | $4.5M | Reduce -3.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 6,703 | $3.9M | Add +5.2% |
| META Meta Platforms Inc. Class A | 0.23% | 6,706 | $3.8M | Add +1.0% |
| GRC Gorman-Rupp Co. | 0.23% | 61,116 | $3.8M | No change |
| IJH iShares Core S&P Midcap ETF | 0.22% | 53,757 | $3.6M | Reduce -18.3% |
| IBHL iShares Ibonds 2032 HY Inc. | 0.22% | 141,351 | $3.6M | Add +17.9% |
| AOS Smith (a.o.) Corp. | 0.21% | 52,918 | $3.5M | No change |
| IBMT iShares Ibonds Dec 2031 Muni | 0.20% | 126,036 | $3.2M | Add +28.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.20% | 33,023 | $3.2M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.20% | 3,494 | $3.2M | Add +0.7% |
| COF Capital One Financial Corp. | 0.18% | 16,357 | $3.0M | No change |
| KO The Coca-Cola Co. | 0.18% | 38,759 | $2.9M | Reduce -0.3% |
| AON Aon PLC Class A | 0.18% | 9,113 | $2.9M | Reduce -3.0% |
| NVDA Nvidia Corp. | 0.18% | 16,535 | $2.9M | Add +6.2% |
| HD Home Depot Inc. | 0.18% | 8,764 | $2.9M | Add +10.8% |
| VGT Vanguard Info Tech ETF | 0.17% | 3,888 | $2.7M | Add +35.7% |
| EUSA iShares MSCI USA Equal Weigh | 0.16% | 25,016 | $2.5M | Add +121.6% |
| SO The Southern Co. | 0.16% | 26,368 | $2.5M | Reduce -5.2% |
| JPM JPMorgan Chase & Co. | 0.15% | 8,546 | $2.5M | Reduce -2.2% |
| BSJT Invesco Bulletshares 2029 HY | 0.15% | 115,497 | $2.4M | New |
| BSJS Invesco Bulletshares 2028 HY | 0.15% | 111,907 | $2.4M | New |
| XOM Exxon Mobil Corp. | 0.15% | 14,124 | $2.4M | Reduce -2.0% |
| BSJU Invesco Bulletshares 2030 HY | 0.14% | 91,089 | $2.3M | New |
| CAT Caterpillar Inc. | 0.14% | 3,186 | $2.3M | Add +0.8% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.13% | 105,125 | $2.2M | Add +28.4% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.13% | 12,145 | $2.1M | Reduce -2.4% |
| COST Costco Wholesale Corp. | 0.13% | 2,078 | $2.1M | Add +1.8% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 70,093 | $1.8M | No change |
| DSPY Tema S&P 500 Hist Weight ETF | 0.10% | 29,999 | $1.7M | New |
| ORCL Oracle Corp. | 0.10% | 11,545 | $1.7M | Add +5.3% |
| AVGO Broadcom Inc. | 0.10% | 5,470 | $1.7M | Reduce -0.0% |
| VT Vanguard Tot World STK ETF | 0.10% | 12,158 | $1.7M | Add +0.9% |
| JNJ Johnson & Johnson | 0.10% | 6,864 | $1.7M | Reduce -1.1% |
| PNFP Pinnacle Financial Partners | 0.10% | 19,410 | $1.7M | New |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.10% | 58,923 | $1.6M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.10% | 21,177 | $1.6M | Add +0.1% |
| BSJR Invesco Bulletshares 2027 HY | 0.10% | 71,054 | $1.6M | New |
| MA Mastercard Inc. Class A | 0.10% | 3,141 | $1.6M | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.09% | 59,808 | $1.5M | Add +21.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.09% | 14,515 | $1.5M | Add +0.0% |
| RTX RTX Corp. | 0.09% | 7,311 | $1.4M | Add +1.0% |
| AMD Advanced Micro Devices | 0.09% | 6,911 | $1.4M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 5,688 | $1.4M | Reduce -0.5% |
| CVX Chevron Corp. | 0.08% | 6,511 | $1.3M | Add +8.9% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 4,721 | $1.3M | Reduce -2.0% |
| BSJV Invesco Bulletshares 2031 HY | 0.08% | 49,726 | $1.3M | New |
| ABBV Abbvie Inc. | 0.08% | 5,907 | $1.3M | Add +0.0% |
| DFUV Dimensional US Marketwide Va | 0.08% | 26,371 | $1.3M | Add +0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.07% | 12,722 | $1.2M | Add +0.0% |
| WMT Walmart Inc. | 0.07% | 9,385 | $1.2M | Reduce -0.8% |
| V Visa Inc. Class A | 0.07% | 3,805 | $1.2M | Add +1.6% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.07% | 9,872 | $1.1M | New |
Portfolio Sells Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Reduce -1.6% | 16.74% | −1.39 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.7% | 15.49% | −0.32 |
| IVW iShares S&P 500 Growth ETF | Reduce -7.4% | 0.81% | −0.16 |
| IWM iShares Russell 2000 ETF | Reduce -0.6% | 10.66% | −0.16 |
| PNFP Pinnacle Financial Partners | Sold out | 0.00% | −0.11 |
| AAPL Apple Inc. | Reduce -1.9% | 0.97% | −0.11 |
| AMZN Amazon.com Inc. | Reduce -1.0% | 0.42% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.6% | 0.75% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -18.3% | 0.22% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -5.3% | 0.54% | −0.04 |
| ICF iShares Select U.S. REIT ETF | Reduce -5.7% | 0.90% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 0.28% | −0.03 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.4% | 3.29% | −0.03 |
| AON Aon PLC Class A | Reduce -3.0% | 0.18% | −0.03 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 0.37% | −0.02 |
| HCA HCA Healthcare Inc. | Reduce -1.6% | 1.25% | −0.02 |
| PM Philip Morris International | Sold out | 0.00% | −0.02 |
| EFA iShares MSCI Eafe ETF | Reduce -0.3% | 2.89% | −0.02 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -0.7% | 0.20% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 0.15% | −0.02 |
| IBIT iShares Bitcoin Trust ETF | Reduce -8.2% | 0.05% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 0.08% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.7% | 0.29% | −0.02 |
| FBTC Fidelity Wise Origin Bitcoin | Reduce -14.3% | 0.04% | −0.02 |
| VTWO Vanguard Russell 2000 ETF | Reduce -1.3% | 0.91% | −0.02 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.02 |
| BAC Bank of America Corp. | Reduce -14.2% | 0.05% | −0.02 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.02 |
| LUV Southwest Airlines Co. | Sold out | 0.00% | −0.02 |
| AOR iShares Core 60/40 Balanced | Reduce -3.0% | 0.28% | −0.02 |
| AVGO Broadcom Inc. | Reduce -0.0% | 0.10% | −0.01 |
| HRB H&R Block Inc. | Sold out | 0.00% | −0.01 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.01 |
| RVTY Revvity Inc. | Sold out | 0.00% | −0.01 |
| PYPL PayPal Holdings Inc. | Sold out | 0.00% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -0.9% | 0.06% | −0.01 |
| GE General Electric | Reduce -2.0% | 0.08% | −0.01 |
| GM General Motors Co. | Reduce -23.5% | 0.02% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -0.5% | 0.50% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.0% | 0.03% | −0.01 |
| DUK Duke Energy Corp. | Reduce -42.8% | 0.01% | −0.01 |
| QUS SS SPDR MSCI U Stratfact ETF | Reduce -2.4% | 0.13% | −0.01 |
| PFF iShares Preferred & Income S | Reduce -29.0% | 0.01% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -4.1% | 0.04% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -2.8% | 0.33% | −0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -4.7% | 0.03% | −0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.9% | 0.01% | −0.00 |
| USB US Bancorp | Reduce -3.6% | 0.02% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -5.2% | 0.02% | −0.00 |
| IDV iShares International Select | Reduce -4.0% | 0.03% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | New | 0.38% | +0.38 |
| HDV iShares Core High Dividend E | Add +0.4% | 3.79% | +0.35 |
| IBDR iShares Ibonds Dec 2026 Term | New | 0.31% | +0.31 |
| IBHJ Ishrs Ibds 2030 HY & Inc. ETF | Add +15.3% | 1.49% | +0.16 |
| BSJT Invesco Bulletshares 2029 HY | New | 0.15% | +0.15 |
| BSJS Invesco Bulletshares 2028 HY | New | 0.15% | +0.15 |
| BSJU Invesco Bulletshares 2030 HY | New | 0.14% | +0.14 |
| DVY iShares Select Dividend ETF | Add +0.7% | 2.13% | +0.13 |
| IBHI iShares Ibonds 2029 TM HY Inc. | Add +8.6% | 2.08% | +0.11 |
| DSPY Tema S&P 500 Hist Weight ETF | New | 0.10% | +0.10 |
| PNFP Pinnacle Financial Partners | New | 0.10% | +0.10 |
| BSJR Invesco Bulletshares 2027 HY | New | 0.10% | +0.10 |
| IBMR iShares Ibonds Dec 2029 M BD | Add +16.2% | 0.75% | +0.09 |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | Add +30.8% | 0.42% | +0.09 |
| EUSA iShares MSCI USA Equal Weigh | Add +121.6% | 0.16% | +0.08 |
| BSJV Invesco Bulletshares 2031 HY | New | 0.08% | +0.08 |
| IBHK ISHARESIBOND2031HIGHYLDINC | Add +14.8% | 0.75% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +3.4% | 1.69% | +0.07 |
| VIOO Vanguard S&P Small-Cap 600 E | New | 0.07% | +0.07 |
| IBMQ iShares Ibonds Dec 2028 Muni | Add +8.0% | 0.87% | +0.05 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +17.7% | 0.38% | +0.05 |
| PRAY Fis Trust - Fis Christian St | New | 0.04% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +1.1% | 1.58% | +0.04 |
| IBMT iShares Ibonds Dec 2031 Muni | Add +28.3% | 0.20% | +0.04 |
| IBDU iShares Ibonds Dec 2029 Term | Add +12.3% | 0.44% | +0.04 |
| IJR iShares Core S&P Small-Cap E | Add +1.1% | 1.36% | +0.04 |
| IBMP iShares Ibonds Dec 2027 Term | Add +5.4% | 0.88% | +0.03 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +12.5% | 0.36% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +35.7% | 0.17% | +0.03 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +28.4% | 0.13% | +0.03 |
| IBHL iShares Ibonds 2032 HY Inc. | Add +17.9% | 0.22% | +0.03 |
| CVX Chevron Corp. | Add +8.9% | 0.08% | +0.03 |
| CAT Caterpillar Inc. | Add +0.8% | 0.14% | +0.03 |
| IBTJ iShares Ibonds Dec 2029 Term | New | 0.02% | +0.02 |
| COST Costco Wholesale Corp. | Add +1.8% | 0.13% | +0.02 |
| COP Conocophillips | Add +1.2% | 0.05% | +0.02 |
| IBDX iShares Ibonds Dec 2032 TC | Add +21.7% | 0.09% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +95.1% | 0.04% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | Add +66.8% | 0.04% | +0.01 |
| Q Qnity Electronics Inc. | New | 0.01% | +0.01 |
| SCHC Schwab Intl Small-Cap Equity | New | 0.01% | +0.01 |
| IBTK iShares Ibonds Dec 2030 Trea | New | 0.01% | +0.01 |
| IBTG iShares Ibonds Dec 2026 Term | Add +57.5% | 0.03% | +0.01 |
| IBTH iShares Ibonds Dec 2027 Term | Add +50.8% | 0.04% | +0.01 |
| IBTI iShares Ibonds Dec 2028 Term | Add +37.1% | 0.05% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +3.3% | 0.47% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +0.0% | 0.47% | +0.01 |
| LISTED FDS TR | New | 0.01% | +0.01 |
| IBRX Immunitybio Inc. | New | 0.01% | +0.01 |
| PSX Phillips 66 | Add +2.6% | 0.03% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Sold out | 243,522 | $5.9Mbefore exit |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Sold out | 212,738 | $5.2Mbefore exit |
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 |