13F Insight
DOSSIER · 13F-HR · Q1 2026

LBMC INVESTMENT ADVISORS, LLC

$1.6B in tracked AUM across 230 positions as of Q1 2026.

LI
CIK 0001536924 · last filed Mar 31, 2026
Total AUM
$1.6B
as of Q1 2026
Holdings
230
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$1.6B▲ 0.9%
230 positionsView →2025Q4Dec 31
$1.6B▲ 3.6%
224 positionsView →2025Q3Sep 30
$1.6B▲ 11.9%
236 positionsView →2025Q2Jun 30
$1.4B▲ 9.6%
214 positionsLocked2025Q1Mar 31
$1.3B▲ 0.9%
201 positionsLocked2024Q4Dec 31
$1.3B▲ 0.3%
197 positionsLocked2024Q3Sep 30
$1.3B▲ 9.7%
195 positionsLocked2024Q2Jun 30
$1.2B▲ 0.0%
187 positionsLocked2024Q1Mar 31
$1.2B▲ 9.6%
186 positionsLocked2023Q4Dec 31
$1.1B▲ 11.9%
164 positionsLocked2023Q3Sep 30
$940M▼ 7.6%
160 positionsLocked2023Q2Jun 30
$1.0B▲ 2.8%
164 positionsLocked
Showing 12 of 55