LBMC INVESTMENT ADVISORS, LLC
Q3 2025 13F-HR Holdings
Net value change ($000)
+166,613
(11.9%)
New positions
29
Sold out positions
7
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Snapshot: Change Analysis
Compared to Q2 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)
| IWM | 19,027 | 12.6% |
| IVV | 17,830 | 6.6% |
| RSP | 11,869 | 4.9% |
| IBHI | 10,386 | 85.7% |
| IBHH | 8,314 | 29.8% |
| IBHJ | 6,593 | 89.3% |
| IBHG | 6,533 | 24.9% |
| IBHK | 6,488 | 368.0% |
| IBHF | 4,448 | 22.4% |
| IJR | 3,544 | 21.0% |
Top Reduces (Value $000, Stocks/ETFs)
| VT | -475 | -23.0% |
| XOM | -364 | -18.6% |
| VMBS | -306 | -100.0% |
| CCL | -301 | -100.0% |
| CRWD | -255 | -100.0% |
| IJH | -250 | -5.4% |
| iSHARES TRUST | -244 | -3.3% |
| SCHR | -230 | -100.0% |
| PINNACLE FINANCIAL PARTNERS INC | -209 | -10.4% |
| RVTY | -206 | -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 |
|---|