LBMC INVESTMENT ADVISORS, LLC

Q1 2026 13F-HR Holdings

Location
Brentwood, TN
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
230
Total value ($000)
$1,639,809
Net value change ($000)
+14,692 (0.9%)
New positions
16
Sold out positions
9
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
HDV 6,666 12.0%
IBDR 5,125 NEW
IBHJ 2,934 13.6%
DVY 2,594 8.0%
BSJT 2,429 NEW
BSJS 2,427 NEW
BSJU 2,331 NEW
IBHI 2,236 7.0%
DSPY 1,711 NEW
IBMR 1,692 15.9%
Top Reduces (Value $000, Stocks/ETFs)
IVV -18,182 -6.2%
IVW -2,354 -15.0%
MSFT -1,812 -22.1%
PINNACLE FINANCIAL PARTNERS INC -1,762 -100.0%
AAPL -1,461 -8.4%
RSP -1,204 -0.5%
COF -980 -24.7%
AMZN -826 -10.6%
IJH -715 -16.5%
GOOGL -700 -8.3%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type