Filed: 5/14/2026ACC: 0001172661-26-001936
📋 What this filing means
LBMC INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 230 equity positions with a total reported market value of $1.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
230
Positions
$1.64B
Total AUM (reported)
20.45M
Total Shares
Allocation by class
CORE S&P500 ETF$274.57M16.7%
S&P500 EQL WGT$253.98M15.5%
RUSSELL 2000 ETF$174.79M10.7%
COM$134.10M8.2%
CORE HIGH DV ETF$62.21M3.8%
CORE MSCI EAFE$53.88M3.3%
MSCI EAFE ETF$47.44M2.9%
Portfolio Concentration
Top 3$703.34M42.9%
4–10$309.28M18.9%
11–25$275.34M16.8%
Rest$351.85M21.5%
Top 3 weight
42.9%
Top 10 weight
61.8%
Voting Authority Distribution
Total shares with voting rights: 20.45M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
20.45M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole230
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings230
Rows:
ISHARES TR
SOLEShares420.34K
TypeSH
Market value$274.57M
16.74%
Sole
0.00
Shared
0.00
None
420.34K
INVESCO EXCHANGE TRADED FD T
SOLEShares1.32M
TypeSH
Market value$253.98M
15.49%
Sole
0.00
Shared
0.00
None
1.32M
ISHARES TR
SOLEShares704.81K
TypeSH
Market value$174.79M
10.66%
Sole
0.00
Shared
0.00
None
704.81K
ISHARES TR
SOLEShares458.40K
TypeSH
Market value$62.21M
3.79%
Sole
0.00
Shared
0.00
None
458.40K
ISHARES TR
SOLEShares595.16K
TypeSH
Market value$53.88M
3.29%
Sole
0.00
Shared
0.00
None
595.16K
ISHARES TR
SOLEShares488.44K
TypeSH
Market value$47.44M
2.89%
Sole
0.00
Shared
0.00
None
488.44K
ISHARES TR
SOLEShares1.74M
TypeSH
Market value$40.86M
2.49%
Sole
0.00
Shared
0.00
None
1.74M
ISHARES TR
SOLEShares1.62M
TypeSH
Market value$35.78M
2.18%
Sole
0.00
Shared
0.00
None
1.62M
ISHARES TR
SOLEShares230.71K
TypeSH
Market value$34.93M
2.13%
Sole
0.00
Shared
0.00
None
230.71K
ISHARES TR
SOLEShares1.47M
TypeSH
Market value$34.17M
2.08%
Sole
0.00
Shared
0.00
None
1.47M
VANGUARD TAX-MANAGED FDS
SOLEShares431.80K
TypeSH
Market value$27.67M
1.69%
Sole
0.00
Shared
0.00
None
431.80K
VANGUARD WHITEHALL FDS
SOLEShares175.46K
TypeSH
Market value$25.99M
1.58%
Sole
0.00
Shared
0.00
None
175.46K
ISHARES TR
SOLEShares1.12M
TypeSH
Market value$25.79M
1.57%
Sole
0.00
Shared
0.00
None
1.12M
ISHARES TR
SOLEShares933.59K
TypeSH
Market value$24.48M
1.49%
Sole
0.00
Shared
0.00
None
933.59K
ISHARES TR
SOLEShares178.76K
TypeSH
Market value$22.22M
1.36%
Sole
0.00
Shared
0.00
None
178.76K
HCA HEALTHCARE INC
SOLEShares43.30K
TypeSH
Market value$20.49M
1.25%
Sole
0.00
Shared
0.00
None
43.30K
APPLE INC
SOLEShares62.63K
TypeSH
Market value$15.89M
0.97%
Sole
0.00
Shared
0.00
None
62.63K
VANGUARD INDEX FDS
SOLEShares25.29K
TypeSH
Market value$15.11M
0.92%
Sole
0.00
Shared
0.00
None
25.29K
VANGUARD SCOTTSDALE FDS
SOLEShares149.38K
TypeSH
Market value$14.96M
0.91%
Sole
0.00
Shared
0.00
None
149.38K
ISHARES TR
SOLEShares239.25K
TypeSH
Market value$14.81M
0.90%
Sole
0.00
Shared
0.00
None
239.25K
ISHARES TR
SOLEShares566.73K
TypeSH
Market value$14.42M
0.88%
Sole
0.00
Shared
0.00
None
566.73K
ISHARES TR
SOLEShares559.68K
TypeSH
Market value$14.29M
0.87%
Sole
0.00
Shared
0.00
None
559.68K
ISHARES TR
SOLEShares525.14K
TypeSH
Market value$13.46M
0.82%
Sole
0.00
Shared
0.00
None
525.14K
ISHARES TR
SOLEShares118.01K
TypeSH
Market value$13.35M
0.81%
Sole
0.00
Shared
0.00
None
118.01K
ISHARES TR
SOLEShares106.89K
TypeSH
Market value$12.41M
0.76%
Sole
0.00
Shared
0.00
None
106.89K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE S&P500 ETF | 420.34K | SH | $274.57M 16.74% | 0.00 | 0.00 | 420.34K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 1.32M | SH | $253.98M 15.49% | 0.00 | 0.00 | 1.32M |
ISHARES TRSOLE | RUSSELL 2000 ETF | 704.81K | SH | $174.79M 10.66% | 0.00 | 0.00 | 704.81K |
ISHARES TRSOLE | CORE HIGH DV ETF | 458.40K | SH | $62.21M 3.79% | 0.00 | 0.00 | 458.40K |
ISHARES TRSOLE | CORE MSCI EAFE | 595.16K | SH | $53.88M 3.29% | 0.00 | 0.00 | 595.16K |
ISHARES TRSOLE | MSCI EAFE ETF | 488.44K | SH | $47.44M 2.89% | 0.00 | 0.00 | 488.44K |
ISHARES TRSOLE | IBONDS 28 TR HI | 1.74M | SH | $40.86M 2.49% | 0.00 | 0.00 | 1.74M |
ISHARES TRSOLE | IBONDS 2027 TERM | 1.62M | SH | $35.78M 2.18% | 0.00 | 0.00 | 1.62M |
ISHARES TRSOLE | SELECT DIVID ETF | 230.71K | SH | $34.93M 2.13% | 0.00 | 0.00 | 230.71K |
ISHARES TRSOLE | IBONDS 29 TR HI | 1.47M | SH | $34.17M 2.08% | 0.00 | 0.00 | 1.47M |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 431.80K | SH | $27.67M 1.69% | 0.00 | 0.00 | 431.80K |
VANGUARD WHITEHALL FDSSOLE | HIGH DIV YLD | 175.46K | SH | $25.99M 1.58% | 0.00 | 0.00 | 175.46K |
ISHARES TRSOLE | IBONDS 2026 TERM | 1.12M | SH | $25.79M 1.57% | 0.00 | 0.00 | 1.12M |
ISHARES TRSOLE | IBONDS 2030 TERM | 933.59K | SH | $24.48M 1.49% | 0.00 | 0.00 | 933.59K |
ISHARES TRSOLE | CORE S&P SCP ETF | 178.76K | SH | $22.22M 1.36% | 0.00 | 0.00 | 178.76K |
HCA HEALTHCARE INCSOLE | COM | 43.30K | SH | $20.49M 1.25% | 0.00 | 0.00 | 43.30K |
APPLE INCSOLE | COM | 62.63K | SH | $15.89M 0.97% | 0.00 | 0.00 | 62.63K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 25.29K | SH | $15.11M 0.92% | 0.00 | 0.00 | 25.29K |
VANGUARD SCOTTSDALE FDSSOLE | VNG RUS2000IDX | 149.38K | SH | $14.96M 0.91% | 0.00 | 0.00 | 149.38K |
ISHARES TRSOLE | SELECT US REIT | 239.25K | SH | $14.81M 0.90% | 0.00 | 0.00 | 239.25K |
ISHARES TRSOLE | IBONDS DEC 27 | 566.73K | SH | $14.42M 0.88% | 0.00 | 0.00 | 566.73K |
ISHARES TRSOLE | IBONDS DEC 28 | 559.68K | SH | $14.29M 0.87% | 0.00 | 0.00 | 559.68K |
ISHARES TRSOLE | IBONDS DEC 26 | 525.14K | SH | $13.46M 0.82% | 0.00 | 0.00 | 525.14K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 118.01K | SH | $13.35M 0.81% | 0.00 | 0.00 | 118.01K |
ISHARES TRSOLE | U.S. UTILITS ETF | 106.89K | SH | $12.41M 0.76% | 0.00 | 0.00 | 106.89K |
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