LBMC INVESTMENT ADVISORS, LLC
All 13F Filings
- Location
- Brentwood, TN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,845,290
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 245 | 1,845,290 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
| Q1 2026 | 5/14/2026 | 230 | 1,639,809 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
| Q4 2025 | 2/12/2026 | 224 | 1,625,117 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
| Q3 2025 | 10/7/2025 | 236 | 1,568,885 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
| Q2 2025 | 7/9/2025 | 214 | 1,402,272 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
| Q2 2014 | 7/16/2014 | 46 | 370,069 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
| Q1 2014 | 5/1/2014 | 47 | 397,289 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
| Q4 2013 | 1/16/2014 | 52 | 381,923 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 192.1 K | 10.4% | 14.95 K | 0 | 14.95 K |
| ETFs | 1.462 M | 79.3% | 273.7 K | 0 | 273.7 K |
| Debt | 190.8 K | 10.3% | 0 | 83.2 K | -83.2 K |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
1,845,290
Holdings
245
QoQ value change ($000)
205,481
(12.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.