Institutional Manager · CIK 0001536924
LBMC INVESTMENT ADVISORS, LLC
BRENTWOOD, TN · File #028-14681
Latest AUM
$1.63B
Positions
224
Top-10 Concentration
69.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025224 pos · $1.63B
- 13F HOLDINGS REPORTQ/E Sep 2025236 pos · $1.57B
- 13F HOLDINGS REPORTQ/E Jun 2025214 pos · $1.40B
- 13F HOLDINGS REPORTQ/E Mar 2025201 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Dec 2024198 pos · $1.27B
- 13F HOLDINGS REPORTQ/E Sep 2024195 pos · $1.27B
- 13F HOLDINGS REPORTQ/E Jun 2024187 pos · $1.15B
- 13F HOLDINGS REPORTQ/E Mar 2024186 pos · $1.15B
- 13F HOLDINGS REPORTQ/E Dec 2023160 pos · $939.9M
- 13F HOLDINGS REPORTQ/E Sep 2023164 pos · $1.02B
- 13F HOLDINGS REPORTQ/E Jun 2023164 pos · $989.5M
- 13F HOLDINGS REPORTQ/E Mar 2023158 pos · $947.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 427,413 | $292.8M | 19.95% |
| 2 | INVESCO EXCHANGE TRADED FD T | IVZ | 1,332,133 | $255.2M | 17.39% |
| 3 | ISHARES TR | 464287655 | 709,274 | $174.6M | 11.90% |
| 4 | ISHARES TR | 46429B663 | 456,776 | $55.5M | 3.79% |
| 5 | ISHARES TR | 46432F842 | 597,678 | $53.5M | 3.64% |
| 6 | ISHARES TR | 464287465 | 490,106 | $47.1M | 3.21% |
| 7 | ISHARES TR | 46436E387 | 1,712,997 | $40.6M | 2.76% |
| 8 | ISHARES TR | 46436E478 | 1,574,653 | $35.1M | 2.40% |
| 9 | ISHARES TR | 464287168 | 229,113 | $32.3M | 2.20% |
| 10 | ISHARES TR | 46436E379 | 1,351,581 | $31.9M | 2.18% |
| 11 | VANGUARD TAX-MANAGED FDS | 921943858 | 417,437 | $26.1M | 1.78% |
| 12 | ISHARES TR | 46436E528 | 1,106,196 | $25.5M | 1.74% |
| 13 | VANGUARD WHITEHALL FDS | 921946406 | 173,630 | $24.9M | 1.70% |
| 14 | ISHARES TR | 46436E122 | 809,669 | $21.5M | 1.47% |
| 15 | ISHARES TR | 464287804 | 176,815 | $21.2M | 1.45% |
| 16 | HCA HEALTHCARE INC | HCA | 43,999 | $20.5M | 1.40% |
| 17 | APPLE INC | AAPL | 63,834 | $17.4M | 1.18% |
| 18 | ISHARES TR | 464287309 | 127,392 | $15.7M | 1.07% |
| 19 | VANGUARD INDEX FDS | 922908363 | 24,883 | $15.6M | 1.06% |
| 20 | ISHARES TR | 464287564 | 253,776 | $15.1M | 1.03% |