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Filers›Family Office›LBMC INVESTMENT ADVISORS, LLC
DOSSIER · 13F-HR · Q1 2026

LBMC INVESTMENT ADVISORS, LLC

LBMC INVESTMENT's family office based in Greenwich, CT — $1.6B in tracked AUM across 230 positions as of Q1 2026.

LI
LBMC INVESTMENT·Greenwich, CT·Family Office
CIK 0001536924 · last filed Mar 31, 2026
Total AUM
$1.6B
▼ 12.7%
vs prior
Holdings
230
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LBMC INVESTMENT ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$275M420K16.7%
02
RSP
INVESCO EXCHANGE TRADED FD T
$254M1.3M15.5%
03
IWM
ISHARES TR
$175M705K10.7%
04
HDV
ISHARES TR
$62M458K3.8%
05
IEFA
ISHARES TR
$54M595K3.3%
06
EFA
ISHARES TR
$47M488K2.9%
07
IBHH
ISHARES TR
$41M1.7M2.5%
08
IBHG
ISHARES TR
$36M1.6M2.2%
09
DVY
ISHARES TR
$35M231K2.1%
10
IBHI
ISHARES TR
$34M1.5M2.1%

Filing history

Filing history loading…
AI Agent · grounded in LBMC
haiku-4-5 · 230 positions indexed
Sector mix
  • Tech8%
  • Financials7%
  • Cons. Disc.4%
  • Communications13%
  • Industrials48%
  • Other20%
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