LBMC INVESTMENT ADVISORS, LLC

Q2 2025 13F-HR Holdings

Location
Brentwood, TN
Holdings as of
6/30/2025
Date filed
7/9/2025
Form type
13F-HR
Num holdings
214
Total value ($000)
$1,402,272
Net value change ($000)
—
New positions
214
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/16/2014 Next filing: 10/7/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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 270,721 —
RSP 241,667 —
IWM 151,376 —
HDV 53,740 —
IEFA 47,177 —
EFA 44,331 —
DVY 30,748 —
IBHH 27,857 —
IBHG 26,273 —
VEA 23,186 —
Top Reduces (Value $000, Stocks/ETFs)
—
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