LBMC INVESTMENT ADVISORS, LLC

Est. AUM

$1.49B

13F long equity, this entity only

Positions

218

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$274.6M	420340	18.42%	SOLE
2	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$254.0M	1323360	17.04%	SOLE
3	ISHARES TR	RUSSELL 2000 ETF	$174.8M	704809	11.72%	SOLE
4	ISHARES TR	CORE HIGH DV ETF	$62.2M	458400	4.17%	SOLE
5	ISHARES TR	CORE MSCI EAFE	$53.9M	595160	3.61%	SOLE
6	ISHARES TR	MSCI EAFE ETF	$47.4M	488440	3.18%	SOLE
7	ISHARES TR	SELECT DIVID ETF	$34.9M	230707	2.34%	SOLE
8	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$27.7M	431796	1.86%	SOLE
9	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$26.0M	175457	1.74%	SOLE
10	ISHARES TR	IBONDS 2030 TERM	$24.5M	933587	1.64%	SOLE
11	ISHARES TR	CORE S&P SCP ETF	$22.2M	178762	1.49%	SOLE
12	HCA HEALTHCARE INC	COM	$20.5M	43300	1.37%	SOLE
13	APPLE INC	COM	$15.9M	62625	1.07%	SOLE
14	VANGUARD INDEX FDS	S&P 500 ETF SHS	$15.1M	25287	1.01%	SOLE
15	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$15.0M	149385	1.00%	SOLE
16	ISHARES TR	SELECT US REIT	$14.8M	239252	0.99%	SOLE
17	ISHARES TR	IBONDS DEC 27	$14.4M	566726	0.97%	SOLE
18	ISHARES TR	IBONDS DEC 28	$14.3M	559681	0.96%	SOLE
19	ISHARES TR	IBONDS DEC 26	$13.5M	525143	0.90%	SOLE
20	ISHARES TR	S&P 500 GRWT ETF	$13.3M	118008	0.90%	SOLE
21	ISHARES TR	U.S. UTILITS ETF	$12.4M	106885	0.83%	SOLE
22	ISHARES TR	IBONDS 2031 TERM	$12.4M	485609	0.83%	SOLE
23	ISHARES TR	IBONDS DEC 2029	$12.4M	487494	0.83%	SOLE
24	VANGUARD INDEX FDS	MID CAP ETF	$12.3M	42739	0.82%	SOLE
25	ISHARES TR	CORE 80/20 AGGRE	$11.2M	126421	0.75%	SOLE
26	ISHARES TR	S&P 500 VAL ETF	$8.9M	41978	0.59%	SOLE
27	VANGUARD INDEX FDS	REAL ESTATE ETF	$8.2M	92164	0.55%	SOLE
28	ALPHABET INC	CAP STK CL C	$7.8M	27135	0.52%	SOLE
29	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.8M	143861	0.52%	SOLE
30	ISHARES INC	CORE MSCI EMKT	$7.7M	110648	0.52%	SOLE
31	ISHARES TR	IBONDS DEC 29	$7.2M	307572	0.48%	SOLE
32	ISHARES TR	IBONDS DEC 2030	$7.0M	269144	0.47%	SOLE
33	AMAZON COM INC	COM	$6.9M	33298	0.47%	SOLE
34	MICROSOFT CORP	COM	$6.4M	17303	0.43%	SOLE
35	ISHARES TR	IBONDS 27 ETF	$6.3M	259209	0.42%	SOLE
36	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.0M	12551	0.40%	SOLE
37	ISHARES TR	IBDS DEC28 ETF	$5.9M	232558	0.40%	SOLE
38	AFLAC INC	COM	$5.8M	52655	0.39%	SOLE
39	ISHARES TR	MSCI EMG MKT ETF	$5.4M	95465	0.36%	SOLE
40	SPDR INDEX SHS FDS	STATE STREET SPD	$5.4M	118669	0.36%	SOLE
41	ISHARES TR	IBONDS DEC2026	$5.1M	211425	0.34%	SOLE
42	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.7M	7250	0.32%	SOLE
43	ALPHABET INC	CAP STK CL A	$4.6M	15849	0.31%	SOLE
44	ISHARES TR	CORE 60/40 BALAN	$4.5M	70497	0.30%	SOLE
45	INVESCO QQQ TR	UNIT SER 1	$3.9M	6703	0.26%	SOLE
46	META PLATFORMS INC	CL A	$3.8M	6706	0.26%	SOLE
47	GORMAN RUPP CO	COM	$3.8M	61116	0.25%	SOLE
48	ISHARES TR	CORE S&P MCP ETF	$3.6M	53757	0.24%	SOLE
49	ISHARES TR	IBONDS 2032 TERM	$3.6M	141351	0.24%	SOLE
50	SMITH A O CORP	COM	$3.5M	52918	0.23%	SOLE

1–50 of 218

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.