LBMC INVESTMENT ADVISORS, LLC

Q2 2026 13F-HR Holdings

Location
Brentwood, TN
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
245
Total value ($000)
$1,845,290
Net value change ($000)
+205,481 (12.5%)
New positions
33
Sold out positions
19
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 36,647 13.3%
IWM 36,384 20.8%
RSP 26,665 10.5%
IBHJ 7,013 28.6%
IEFA 6,253 11.6%
IJR 5,905 26.6%
IBHI 5,810 17.0%
IBHK 4,794 38.8%
IBHH 4,669 11.4%
IBHG 3,359 9.4%
Top Reduces (Value $000, Stocks/ETFs)
IBDR -5,125 -100.0%
HCA -3,608 -17.6%
LLY -1,165 -36.2%
SMCI -898 -100.0%
SO -789 -31.0%
SNOW -653 -100.0%
FBTC -640 -100.0%
CVX -603 -44.8%
ADI -602 -100.0%
COST -542 -26.2%
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