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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

LBMC INVESTMENT ADVISORS, LLC

Quarter ended Q3 2025 · Filed October 7, 2025 · Accession 0001214659-25-014727

Total Value
$1.57B
Positions
236
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (236)

#IssuerTicker / CUSIPSharesValue% of Filing
1Ishares TRUST S&P 500464287200431,124$288.6M18.39%
2Invesco S&P 500 Eql WgtIVZ1,336,510$253.5M16.16%
3Ishares Russell 2000464287655704,261$170.4M10.86%
4Ishares Msci ETF High Dividend Equity Fund46429B663455,280$55.7M3.55%
5Ishares Core Msci Eafe46432F842573,446$50.1M3.19%
6Ishares Tr MSCI EAFE Fd464287465487,157$45.5M2.90%
7iShares iBonds 2028 Term High Yield and Income ETF46436E3871,515,968$36.2M2.31%
8iShares iBonds 2027 Term High Yield and Income ETF46436E4781,458,696$32.8M2.09%
9Ishares Tr Dow Jones Select Divid Index464287168228,942$32.5M2.07%
10Vanguard Europe Pac Etf921943858408,861$24.5M1.56%
11iShares iBonds 2026 Term High Yield and Income ETF46436E5281,038,643$24.3M1.55%
12Vanguard High Div ETF921946406160,759$22.7M1.44%
13iShares iBonds 2029 Term High Yield and Income ETF46436E379943,906$22.5M1.43%
14Ishares Tr S&P Smallcap464287804171,736$20.4M1.30%
15Hca The Healthcare CoHCA44,188$18.8M1.20%
16Apple Computer IncAAPL63,716$16.2M1.03%
17Vanguard S&P 500 Etf92290836325,777$15.8M1.01%
18Ishares Cohen Steers REIT464287564253,930$15.6M1.00%
19Ishares Tr S&P 500/ Barra Growth Index464287309123,137$14.9M0.95%
20Vanguard Russell 200092206C664151,127$14.8M0.94%
21iShares iBonds 2030 Term High Yield and Income ETF46436E122521,450$14.0M0.89%
22Vanguard Mid Cap92290862944,357$13.0M0.83%
23Ishares Tr Dj US Utils464287697110,709$12.3M0.78%
24iShares iBonds Dec 2027 Term Muni Bond ETF46435U283471,757$12.0M0.77%
25iShares iBonds Dec 2026 Term Muni Bond ETF46435U259464,080$11.9M0.76%
26Ishares Tr S&P Aggressive464289859131,605$11.6M0.74%
27iShares iBonds Dec 2028 Term Muni Bond ETF46435U325438,507$11.2M0.72%
28Ishares Tr S&P 500/ Value Index Fd46428740844,269$9.1M0.58%
29Microsoft CorpMSFT16,934$8.8M0.56%
30Vanguard REIT92290855390,830$8.3M0.53%
31iShares iBonds 2031 Term High Yield and Income ETF46438G661316,062$8.3M0.53%
32Vanguard Emerging Market922042858140,801$7.6M0.49%
33Ishares Core Msci46434G103112,066$7.4M0.47%
34Amazon Com IncAMZN33,624$7.4M0.47%
35iShares iBonds Dec 2025 Term Muni Bond ETF46435U432265,437$7.1M0.45%
36iShares iBonds 2025 Term High Yield and Income ETF46435U168296,042$6.9M0.44%
37iShares iBonds Dec 2029 Term Muni Bond ETF46436E163260,666$6.7M0.42%
38Google Inc Class CGOOG26,536$6.5M0.41%
39A F L A C IncAFL52,655$5.9M0.37%
40Berkshire Hathaway Cl BBRK-A11,571$5.8M0.37%
41iShares iBonds Dec 2029 Term Corporate ETF46436E205242,055$5.7M0.36%
42iShares iBonds Dec 2027 Term Corp ETF46435UAA9226,281$5.5M0.35%
43Ishares MSCI Emrg Mkt Fd46428723499,262$5.3M0.34%
44SPDR Portfolio Developed Wld ex-US ETF78463X889117,593$5.0M0.32%
45S P D R TRUST Unit SRSPY7,287$4.9M0.31%
46Ishares Tr S&P Allocation Fd46428986774,707$4.8M0.31%
47iShares iBonds Dec 2028 Term Corp ETF46435U515186,751$4.8M0.30%
48ISHARES IBND DEC 2030 TRM CORP ETF46436E726214,641$4.8M0.30%
49iShares iBonds Dec 2026 Term Corp ETF46435GAA0191,031$4.6M0.30%
50Ishares Tr S&P Midcap46428750766,990$4.4M0.28%
51Facebook Inc Class AMETA5,907$4.3M0.28%
52Smith A OAOS52,918$3.9M0.25%
53Google Inc Cl AGOOG15,552$3.8M0.24%
54Nasdaq 100 SharesIVZ6,296$3.8M0.24%
55Capital One Financial Cp14040H10516,457$3.5M0.22%
56Spdr S&P 500 Growth Etf78464A40933,236$3.5M0.22%
57A O N PlcAON9,391$3.3M0.21%
58Home Depot IncHD7,692$3.1M0.20%
59Oracle CorporationORCL-PD10,469$2.9M0.19%
60NVIDIA CorpNVDA15,574$2.9M0.19%
61iShares iBonds Dec 2030 Term Muni Bond ETF46438G687110,333$2.9M0.18%
62Gorman Rupp Co ComGRC61,116$2.8M0.18%
63J P Morgan Chase & CoVYLD8,650$2.7M0.17%
64The Southern CompanySOMN28,396$2.7M0.17%
65Lilly Eli & CompanyLLY3,470$2.6M0.17%
66Coca Cola CompanyKO38,743$2.6M0.16%
67Vanguard Information Technology ETF92204A7022,864$2.1M0.14%
68SPDR MSCI USA StrategicFactors ETF78468R81212,367$2.1M0.13%
69Costco Whsl Corp New22160K1052,031$1.9M0.12%
70Schw US Lcap Etf80852420170,093$1.8M0.12%
71Pinnancle Finl Partners Inc72346Q10419,123$1.8M0.11%
72Mastercard IncMA3,141$1.8M0.11%
73Broadcom LtdAVGO5,354$1.8M0.11%
74Intl Business MachinesINTR6,178$1.7M0.11%
75iShares iBonds Dec 2031 Term Corp ETF46436E48681,785$1.7M0.11%
76SPDR Portfolio S&P 500 ETF78464A85421,138$1.7M0.11%
77Blackstone Group LPBX9,493$1.6M0.10%
78Sector Spdr Health Fund81369Y20911,622$1.6M0.10%
79Exxon Mobil CorporationXOM14,146$1.6M0.10%
80Vanguard Total World92204274211,543$1.6M0.10%
81Smartfinancial IncSMBK43,865$1.6M0.10%
82Schwab Fundamental US80852477158,923$1.5M0.10%
83Caterpillar IncCAT3,159$1.5M0.10%
84Disney Walt Hldg Co25468710612,722$1.5M0.09%
85General Electric Company3696043014,820$1.4M0.09%
86iShares Bitcoin Trust ETFIBIT21,610$1.4M0.09%
87Ishares S&P Midcap46428760614,502$1.4M0.09%
88Advanced Micro DevicAMD8,441$1.4M0.09%
89Abbvie IncABBV5,845$1.4M0.09%
90Shopify IncSHOP8,950$1.3M0.08%
91FIDELITY WISE ORIGIN BITCOIN FUNDFBTC12,655$1.3M0.08%
92Visa Inc Cl AV3,692$1.3M0.08%
93Johnson & JohnsonJNJ6,796$1.3M0.08%
94Raytheon Technologies OrdRTX7,240$1.2M0.08%
95Super Micro Computer IncSMCI24,985$1.2M0.08%
96Bank Of America Corp06050510422,782$1.2M0.07%
97DFA Tax-Managed US Marketwide Value II25434V72426,290$1.2M0.07%
98iShares iBonds Dec 2032 Term Corp ETF46436E31243,495$1.1M0.07%
99Ishares TRUST Core Divid Gwth46434V62115,000$1.0M0.07%
100Boeing CoBA-PA4,715$1.0M0.06%
101Citigroup IncC-PR9,979$1.0M0.06%
102Snowflake Cl A OrdSNOW4,328$976,1800.06%
103Wells Fargo & Co New94974610111,626$974,5330.06%
104Ishares Tr Russell4642876142,038$954,5640.06%
105Wal-Mart Stores IncWMT9,234$951,6840.06%
106Vanguard Total Stock Mkt9229087692,895$949,9950.06%
107Chevrontexaco CorpCVX5,968$926,7710.06%
108Tesla Motors IncTSLA2,019$897,8900.06%
109iShares MSCI USA Equal Weighted ETF4642866818,400$864,9480.06%
110Cisco Systems IncCSCO12,136$830,3780.05%
111iShares iBonds 2032 Term HY and Inc ETF46438G36432,167$830,2210.05%
112FT Vest US Equity Buffer ETF Dec33740U50516,748$824,6720.05%
113Nebius Group NVNBIS7,190$807,2210.05%
114Vanguard Div Appreciation9219088443,651$787,8810.05%
115Mongodb Inc Cl AMDB2,500$775,9500.05%
116Merck & Co IncMRK9,060$760,4060.05%
117SPDR Portfolio S&P 500 Value ETF78464A50813,535$748,9000.05%
118Regions Financial Cp NewRF-PF27,703$730,5280.05%
119Nestle Sa OrdH573126497,945$729,2320.05%
120Ge Vernova Llc ComGEV1,167$717,5960.05%
121Schwab Fundamental Inl80852475516,321$701,1500.04%
122Abbott LaboratoriesABLZF5,203$696,9540.04%
123Goldman Sachs Group IncGSCE875$696,7950.04%
124Eaton CorporationETN1,851$692,7370.04%
125Sch Fnd US Sm Etf80852476321,854$680,9710.04%
126Truxton Corp89845Y1078,339$667,1200.04%
127Pnc Finl Services Gp Inc6934751053,302$663,5400.04%
128FIS CHRISTIAN STOCK FUND ETF78433H20420,780$651,7480.04%
129SPDR S&P Emerging Markets ETF78463X50913,580$635,6760.04%
130ConocophillipsCOP6,559$620,4420.04%
131Microstrategy Inc Cl ASTRK1,891$609,2990.04%
132Spdr Dow Jones78467X1091,295$600,7120.04%
133Ishares Tr Dow Jones46428844815,775$576,5920.04%
134Deere & CoDE1,250$571,5750.04%
135Vanguard Short Term Bd Index9219378277,043$555,7590.04%
136Palantir Technologies IncPLTR3,042$554,9220.04%
137Micron Technology IncMU3,246$543,1210.03%
138Pepsico IncorporatedPEP3,851$540,8510.03%
139Duke Energy CorporationDUKB4,235$524,1280.03%
140Schw Intl Eq Etf80852480522,484$523,4280.03%
141Synopsys IncSNPS1,048$517,0730.03%
142Dfa Tax Managed US Small25434V6098,573$499,0570.03%
143Travelers Companies IncTRV1,750$488,6350.03%
144ProShares Ultra QQQ74347R2063,556$487,9240.03%
145Analog Devices IncADI1,892$464,8640.03%
146Vulcan Materials Company9291601091,500$461,4300.03%
147Schw US Scap Etf80852460716,070$448,3570.03%
148Morgan StanleyMS-PQ2,764$439,3650.03%
149Honeywell International4385161062,061$433,8410.03%
150Palo Alto NetworksPANW2,109$429,4350.03%
151Trane Technologies PLCTT1,000$421,9600.03%
152Main Street Capital Corp56035L1046,630$421,6020.03%
153Broadridge Financial Solutions Inc.11133T1031,767$420,8460.03%
154The Charles Schwab CorpSCHW-PJ4,388$418,9220.03%
155United Continental Holdings Inc Com Usd0UNTCW4,267$411,7660.03%
156iShares iBonds Dec 2031 Term Muni Bd ETF46438G35615,640$404,8410.03%
157iShares iBonds Dec 2033 Term Corp ETF46436E13015,310$401,5810.03%
1583M CompanyMMM2,587$401,4660.03%
159Capital Southwest CorpCSWC18,250$398,9450.03%
160Nextera Energy IncNEE-PW5,218$393,9070.03%
161Novo Nordisk A/S BNONOF7,250$392,8050.03%
162General Motors Corp37045V1006,404$390,4520.02%
163U S Bancorp Del NewUSB-PS8,011$387,1920.02%
164iShares iBonds Dec 2034 Term Corp ETF46438G65314,600$386,4620.02%
165Unitedhealth Group IncUNH1,119$386,3910.02%
166Ishares S&P U S Pfd Fund46428868712,142$383,9320.02%
167Atmos Energy CorpATO2,247$383,6750.02%
168Invesco S&P 500 Quality ETFIVZ5,230$383,3070.02%
169Fedex CorporationFDX1,593$375,6650.02%
170Alpha Architect US Quantitative Val ETF02072L1028,000$373,2000.02%
171Spdr S&P Dividend Etf78464A7632,657$372,0970.02%
172City Holding CoCHCO3,000$371,6100.02%
173iShares iBonds Dec 2028 Term Treasury ETF46436E83316,569$370,8860.02%
174Truist Finl Corp Com89832Q1098,098$370,2400.02%
175Invesco NASDAQ 100 ETFIVZ1,483$366,4790.02%
176Pfizer IncorporatedPFE14,205$361,9370.02%
177Fifth Third BancorpFITBM8,000$356,4000.02%
178Procter & Gamble Co7427181092,318$356,1610.02%
179Ishares Russell Index Fd4642874993,658$353,1600.02%
180Philip Morris Intl Inc7181721092,141$347,2220.02%
181i3 Verticals IncIIIV10,450$339,2070.02%
182PhillipsPSX2,473$336,3850.02%
183Mckesson CorporationMCK430$332,1920.02%
184Royal Bk Cda Montreal7800871022,254$332,0590.02%
185Bristol-Myers Squibb CoCELG-RI7,358$331,8380.02%
186Mc Donalds CorpMCD1,084$329,4380.02%
187Sector Spdr Consumer Fd81369Y4071,366$327,3480.02%
188Spdr S&P Regional78464A6985,000$316,5000.02%
189Vanguard Total International Stock ETF9219097684,307$316,3920.02%
190Schwab Funda Emg Mkts8085247308,735$315,8580.02%
191Schwab Fundamental Intl8085247487,061$314,2850.02%
192FB Financial Corp30257X1045,605$312,4130.02%
193Freeport Mcmoran CopperFCX7,950$311,7990.02%
194SPDR S&P 600 Small Cap Growth ETF78464A2013,304$311,5650.02%
195United Rentals IncURI325$310,2650.02%
196A T & T CorpT-PC10,915$308,2480.02%
197Nucor CorpNUE2,200$297,9460.02%
198Spdr Gold TRUSTGLD815$289,7080.02%
199Intel CorpINTC8,604$288,6530.02%
200Ishares Gold Trust ETFIAU3,878$282,2020.02%
201Cintas CorpCTAS1,374$282,0270.02%
202Global X Defense ETF37960A5293,995$280,6090.02%
203Dupont De Nemours IncDD3,587$279,4270.02%
204Applied Digital CorpAPLD11,930$273,6740.02%
205Vanguard Growth922908736541$259,4690.02%
206Marathon Pete CorpMARA1,338$257,9260.02%
207Cardinal Health IncCAH1,638$257,1000.02%
208Block H & R IncorporatedBSQKZ5,000$252,8500.02%
209Align Technology IncALGN2,000$250,4400.02%
210American Express CompanyAXP750$249,1200.02%
211Enterprise Products Pptns Lp2937921077,924$247,7980.02%
212Salesforce ComCRM1,028$243,6360.02%
213Corteva Inc comCTVA3,587$242,5890.02%
214Darden Restaurants IncDRI1,269$241,5670.02%
215Prudential Financial IncPUKPF2,296$238,2180.02%
216Rbb Fd Inc Motley Fol Etf74933W6013,364$237,2630.02%
217Seagate TechnologySE1,000$236,0600.02%
218Paypal Holdings IncoPYPL3,500$234,7100.01%
219Verizon CommunicationsVZ5,300$232,9260.01%
220Ishares Tr S&P 100 Index464287101697$231,8500.01%
221Energy Transfer Equity LPET-PI13,494$231,5570.01%
222Texas Instruments Inc8825081041,241$228,0090.01%
223iShares iBonds Dec 2027 Term Treasury ETF46436E8419,930$223,6240.01%
224Houlihan Lokey Inc Cl AHLI1,068$219,3310.01%
225Vanguard S&P 500 Growth ETF921932505500$217,7350.01%
226Applied Materials Inc0382221051,050$214,9770.01%
227Select Sector Spdr Tr Communication81369Y8521,815$214,8420.01%
228VictoryShares US 500 Enh Vol Wtd ETF92647N7822,872$211,9260.01%
229iShares iBonds Dec 2026 Term Treasury ETF46436E8589,070$208,1570.01%
230Southwest Airlines Co8447411086,336$202,1690.01%
231Ford Motor Company34537086011,798$141,1090.01%
232Highlands Reit Inc Real Estate Invst Trust Marylan00218239620,616$6,3910.00%
233ATLAS SALT ORD04943J10010,000$5,1800.00%
234Provectus Pharmaceutical IncPVCT20,000$1,7800.00%
235Icon Media Holdings IncICLR100,000$200.00%
236MSGI Security Solutions Inc (NV)55357010250,000$00.00%