LBMC INVESTMENT ADVISORS, LLC

Filed: 2/12/2026ACC: 0001172661-26-000676

📋 What this filing means

LBMC INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 224 equity positions with a total reported market value of $1.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

224

Positions

$1.63B

Total AUM (reported)

19.10M

Total Shares

Allocation by class

CORE S&P500 ETF$292.75M18.0%

S&P500 EQL WGT$255.18M15.7%

RUSSELL 2000 ETF$174.59M10.7%

COM$138.72M8.5%

CORE HIGH DV ETF$55.55M3.4%

CORE MSCI EAFE$53.47M3.3%

MSCI EAFE ETF$47.06M2.9%

Portfolio Concentration

Top 3$722.53M44.5%

4–10$296.06M18.2%

11–25$271.73M16.7%

Rest$334.80M20.6%

Top 3 weight

44.5%

Top 10 weight

62.7%

Voting Authority Distribution

Total shares with voting rights: 19.10M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

19.10M

% of voting shares100.0%

Investment Discretion (by position count)

Sole224

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings224

Rows:

ISHARES TR

SOLE

CORE S&P500 ETF

Shares427.41K

TypeSH

Market value$292.75M

18.01%

Sole

0.00

Shared

0.00

None

427.41K

INVESCO EXCHANGE TRADED FD T

SOLE

S&P500 EQL WGT

Shares1.33M

TypeSH

Market value$255.18M

15.70%

Sole

0.00

Shared

0.00

None

1.33M

ISHARES TR

SOLE

RUSSELL 2000 ETF

Shares709.27K

TypeSH

Market value$174.59M

10.74%

Sole

0.00

Shared

0.00

None

709.27K

ISHARES TR

SOLE

CORE HIGH DV ETF

Shares456.78K

TypeSH

Market value$55.55M

3.42%

Sole

0.00

Shared

0.00

None

456.78K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares597.68K

TypeSH

Market value$53.47M

3.29%

Sole

0.00

Shared

0.00

None

597.68K

ISHARES TR

SOLE

MSCI EAFE ETF

Shares490.11K

TypeSH

Market value$47.06M

2.90%

Sole

0.00

Shared

0.00

None

490.11K

ISHARES TR

SOLE

IBONDS 28 TR HI

Shares1.71M

TypeSH

Market value$40.56M

2.50%

Sole

0.00

Shared

0.00

None

1.71M

ISHARES TR

SOLE

IBONDS 2027 TERM

Shares1.57M

TypeSH

Market value$35.15M

2.16%

Sole

0.00

Shared

0.00

None

1.57M

ISHARES TR

SOLE

SELECT DIVID ETF

Shares229.11K

TypeSH

Market value$32.34M

1.99%

Sole

0.00

Shared

0.00

None

229.11K

ISHARES TR

SOLE

IBONDS 29 TR HI

Shares1.35M

TypeSH

Market value$31.94M

1.97%

Sole

0.00

Shared

0.00

None

1.35M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares417.44K

TypeSH

Market value$26.08M

1.60%

Sole

0.00

Shared

0.00

None

417.44K

ISHARES TR

SOLE

IBONDS 2026 TERM

Shares1.11M

TypeSH

Market value$25.53M

1.57%

Sole

0.00

Shared

0.00

None

1.11M

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares173.63K

TypeSH

Market value$24.92M

1.53%

Sole

0.00

Shared

0.00

None

173.63K

ISHARES TR

SOLE

IBONDS 2030 TERM

Shares809.67K

TypeSH

Market value$21.54M

1.33%

Sole

0.00

Shared

0.00

None

809.67K

ISHARES TR

SOLE

CORE S&P SCP ETF

Shares176.81K

TypeSH

Market value$21.25M

1.31%

Sole

0.00

Shared

0.00

None

176.81K

HCA HEALTHCARE INC

SOLE

COM

Shares44K

TypeSH

Market value$20.54M

1.26%

Sole

0.00

Shared

0.00

None

44K

APPLE INC

SOLE

COM

Shares63.83K

TypeSH

Market value$17.35M

1.07%

Sole

0.00

Shared

0.00

None

63.83K

ISHARES TR

SOLE

S&P 500 GRWT ETF

Shares127.39K

TypeSH

Market value$15.70M

0.97%

Sole

0.00

Shared

0.00

None

127.39K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares24.88K

TypeSH

Market value$15.60M

0.96%

Sole

0.00

Shared

0.00

None

24.88K

ISHARES TR

SOLE

SELECT US REIT

Shares253.78K

TypeSH

Market value$15.14M

0.93%

Sole

0.00

Shared

0.00

None

253.78K

VANGUARD SCOTTSDALE FDS

SOLE

VNG RUS2000IDX

Shares151.29K

TypeSH

Market value$15.06M

0.93%

Sole

0.00

Shared

0.00

None

151.29K

ISHARES TR

SOLE

IBONDS DEC 27

Shares537.64K

TypeSH

Market value$13.65M

0.84%

Sole

0.00

Shared

0.00

None

537.64K

ISHARES TR

SOLE

IBONDS DEC 28

Shares518.40K

TypeSH

Market value$13.26M

0.82%

Sole

0.00

Shared

0.00

None

518.40K

ISHARES TR

SOLE

IBONDS DEC 26

Shares515.73K

TypeSH

Market value$13.22M

0.81%

Sole

0.00

Shared

0.00

None

515.73K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares44.36K

TypeSH

Market value$12.87M

0.79%

Sole

0.00

Shared

0.00

None

44.36K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES TRSOLE	CORE S&P500 ETF	427.41K	SH	$292.75M 18.01%	427.41K
INVESCO EXCHANGE TRADED FD TSOLE	S&P500 EQL WGT	1.33M	SH	$255.18M 15.70%	1.33M
ISHARES TRSOLE	RUSSELL 2000 ETF	709.27K	SH	$174.59M 10.74%	709.27K
ISHARES TRSOLE	CORE HIGH DV ETF	456.78K	SH	$55.55M 3.42%	456.78K
ISHARES TRSOLE	CORE MSCI EAFE	597.68K	SH	$53.47M 3.29%	597.68K
ISHARES TRSOLE	MSCI EAFE ETF	490.11K	SH	$47.06M 2.90%	490.11K
ISHARES TRSOLE	IBONDS 28 TR HI	1.71M	SH	$40.56M 2.50%	1.71M
ISHARES TRSOLE	IBONDS 2027 TERM	1.57M	SH	$35.15M 2.16%	1.57M
ISHARES TRSOLE	SELECT DIVID ETF	229.11K	SH	$32.34M 1.99%	229.11K
ISHARES TRSOLE	IBONDS 29 TR HI	1.35M	SH	$31.94M 1.97%	1.35M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	417.44K	SH	$26.08M 1.60%	417.44K
ISHARES TRSOLE	IBONDS 2026 TERM	1.11M	SH	$25.53M 1.57%	1.11M
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	173.63K	SH	$24.92M 1.53%	173.63K
ISHARES TRSOLE	IBONDS 2030 TERM	809.67K	SH	$21.54M 1.33%	809.67K
ISHARES TRSOLE	CORE S&P SCP ETF	176.81K	SH	$21.25M 1.31%	176.81K
HCA HEALTHCARE INCSOLE	COM	44K	SH	$20.54M 1.26%	44K
APPLE INCSOLE	COM	63.83K	SH	$17.35M 1.07%	63.83K
ISHARES TRSOLE	S&P 500 GRWT ETF	127.39K	SH	$15.70M 0.97%	127.39K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	24.88K	SH	$15.60M 0.96%	24.88K
ISHARES TRSOLE	SELECT US REIT	253.78K	SH	$15.14M 0.93%	253.78K
VANGUARD SCOTTSDALE FDSSOLE	VNG RUS2000IDX	151.29K	SH	$15.06M 0.93%	151.29K
ISHARES TRSOLE	IBONDS DEC 27	537.64K	SH	$13.65M 0.84%	537.64K
ISHARES TRSOLE	IBONDS DEC 28	518.40K	SH	$13.26M 0.82%	518.40K
ISHARES TRSOLE	IBONDS DEC 26	515.73K	SH	$13.22M 0.81%	515.73K
VANGUARD INDEX FDSSOLE	MID CAP ETF	44.36K	SH	$12.87M 0.79%	44.36K

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