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.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IVVISHARES TRCORE S&P500 ETF | Cut | 415,571 | US$311.22M | 16.98% |
| RSPINVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | Cut | 1,319,004 | US$280.64M | 15.31% |
| IWMISHARES TRRUSSELL 2000 ETF | Cut | 702,868 | US$211.18M | 11.52% |
| ISHARES TRCORE HIGH DV ETF | AddedSplit 5:1 | 2,307,284 | US$63.24M | 3.45% |
| ISHARES TRCORE MSCI EAFE | Added | 622,624 | US$60.13M | 3.28% |
| EFAISHARES TRMSCI EAFE ETF | Cut | 486,616 | US$50.55M | 2.76% |
| ISHARES TRIBONDS 28 TR HI | Added | 1,937,560 | US$45.53M | 2.48% |
| ISHARES TRIBONDS 29 TR HI | Added | 1,709,445 | US$39.98M | 2.18% |
| ISHARES TRIBON 2027 TE ETF | Added | 1,772,416 | US$39.13M | 2.14% |
| ISHARES TRSELECT DIVID ETF | Added | 231,257 | US$36.15M | 1.97% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 10, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.