LBMC INVESTMENT ADVISORS, LLC
Q4 2025 13F-HR Holdings
Net value change ($000)
+56,232
(3.6%)
New positions
6
Sold out positions
20
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q3 2025
Methodology:
sector metrics are equities-only;
instrument mix chart is ex-options;
options exposure is shown separately.
Why this matters.
Top Adds (Value $000, Stocks/ETFs)
| IBHI | 9,426 | 41.9% |
| IBHJ | 7,570 | 54.2% |
| IBHH | 4,384 | 12.1% |
| IVV | 4,201 | 1.5% |
| IWM | 4,192 | 2.5% |
| IBMR | 4,011 | 60.3% |
| IEFA | 3,400 | 6.8% |
| IBHK | 2,687 | 32.6% |
| IBMS | 2,486 | 86.4% |
| IBHG | 2,340 | 7.1% |
Top Reduces (Value $000, Stocks/ETFs)
| iSHARES TRUST | -7,111 | -100.0% |
| IBHE | -6,874 | -100.0% |
| IBDR | -4,642 | -100.0% |
| ORCL | -806 | -27.4% |
| XLV | -737 | -45.6% |
| Nestle SA | -729 | -100.0% |
| SMBK | -714 | -45.6% |
| Truxton Corp | -667 | -100.0% |
| NEOS ETF Trust | -652 | -100.0% |
| BSV | -556 | -100.0% |
Instrument mix + QoQ Δ (ex-options)
How this table is calculated:
SEC
VALUE ($000) is used as reported.
For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received.
Column % is bucket-based:
non-options share is calculated inside non-option total, options share is calculated inside options total.
Details.
Filter:
Instrument:
| Issuer Name | Ticker | Sector | Industry | Class | History | Value ($000) | % | Shares | Shares Δ | Shares Δ% | Value Δ ($000) | Value Δ% | Principal | Option Type |
|---|