AiSiWhale

AI & tech investing

LBMC INVESTMENT ADVISORS, LLC

CIK 1536924

13F filing for Q2 2026・No. 1,737

Holdings
US$1.85B
Quarter change
+US$205.48M
Entries
245
Net bought (estimate)
+US$27.96M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 33
  • Sold out 20
  • Cut 47
  • Added 102
  • Corporate actions 0
  • Unchanged 61

Largest holdings

243 stocks worth US$1.83B, options and bonds left out.

StockThis quarterValueWeight
IVVISHARES TRCORE S&P500 ETFCutUS$311.22M16.98%
RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGTCutUS$280.64M15.31%
IWMISHARES TRRUSSELL 2000 ETFCutUS$211.18M11.52%
ISHARES TRCORE HIGH DV ETFAddedSplit 5:1US$63.24M3.45%
ISHARES TRCORE MSCI EAFEAddedUS$60.13M3.28%
EFAISHARES TRMSCI EAFE ETFCutUS$50.55M2.76%
ISHARES TRIBONDS 28 TR HIAddedUS$45.53M2.48%
ISHARES TRIBONDS 29 TR HIAddedUS$39.98M2.18%
ISHARES TRIBON 2027 TE ETFAddedUS$39.13M2.14%
ISHARES TRSELECT DIVID ETFAddedUS$36.15M1.97%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.