Filed: 7/9/2025ACC: 0001214659-25-010206
📋 What this filing means
LBMC INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 214 equity positions with a total reported market value of $1.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
214
Positions
$1.40B
Total AUM (reported)
15.60M
Total Shares
Allocation by class
COM$1.40B100.0%
Portfolio Concentration
Top 3$663.76M47.3%
4–10$253.31M18.1%
11–25$214.27M15.3%
Rest$270.93M19.3%
Top 3 weight
47.3%
Top 10 weight
65.4%
Voting Authority Distribution
Total shares with voting rights: 15.60M
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
15.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole214
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings214
Rows:
Ishares TRUST S&P 500
SOLEShares436.01K
TypeSH
Market value$270.72M
19.31%
Sole
0.00
Shared
0.00
None
436.01K
Invesco S&P 500 Eql Wgt
SOLEShares1.33M
TypeSH
Market value$241.67M
17.23%
Sole
0.00
Shared
0.00
None
1.33M
Ishares Russell 2000
SOLEShares701.50K
TypeSH
Market value$151.38M
10.80%
Sole
0.00
Shared
0.00
None
701.50K
Ishares Msci ETF High Dividend Equity Fund
SOLEShares458.65K
TypeSH
Market value$53.74M
3.83%
Sole
0.00
Shared
0.00
None
458.65K
Ishares Core Msci Eafe
SOLEShares565.13K
TypeSH
Market value$47.18M
3.36%
Sole
0.00
Shared
0.00
None
565.13K
Ishares Tr MSCI EAFE Fd
SOLEShares495.93K
TypeSH
Market value$44.33M
3.16%
Sole
0.00
Shared
0.00
None
495.93K
Ishares Tr Dow Jones Select Divid Index
SOLEShares231.52K
TypeSH
Market value$30.75M
2.19%
Sole
0.00
Shared
0.00
None
231.52K
iShares iBonds 2028 Term High Yield and Income ETF
SOLEShares1.17M
TypeSH
Market value$27.86M
1.99%
Sole
0.00
Shared
0.00
None
1.17M
iShares iBonds 2027 Term High Yield and Income ETF
SOLEShares1.17M
TypeSH
Market value$26.27M
1.87%
Sole
0.00
Shared
0.00
None
1.17M
Vanguard Europe Pac Etf
SOLEShares406.70K
TypeSH
Market value$23.19M
1.65%
Sole
0.00
Shared
0.00
None
406.70K
iShares iBonds 2026 Term High Yield and Income ETF
SOLEShares854.32K
TypeSH
Market value$19.85M
1.42%
Sole
0.00
Shared
0.00
None
854.32K
Vanguard High Div ETF
SOLEShares146.46K
TypeSH
Market value$19.52M
1.39%
Sole
0.00
Shared
0.00
None
146.46K
Hca The Healthcare Co
SOLEShares45.14K
TypeSH
Market value$17.29M
1.23%
Sole
0.00
Shared
0.00
None
45.14K
Ishares Tr S&P Smallcap
SOLEShares154.29K
TypeSH
Market value$16.86M
1.20%
Sole
0.00
Shared
0.00
None
154.29K
Ishares Cohen Steers REIT
SOLEShares256.09K
TypeSH
Market value$15.66M
1.12%
Sole
0.00
Shared
0.00
None
256.09K
Vanguard S&P 500 Etf
SOLEShares25.81K
TypeSH
Market value$14.66M
1.05%
Sole
0.00
Shared
0.00
None
25.81K
Vanguard Russell 2000
SOLEShares162.37K
TypeSH
Market value$14.16M
1.01%
Sole
0.00
Shared
0.00
None
162.37K
Ishares Tr S&P 500/ Barra Growth Index
SOLEShares128.43K
TypeSH
Market value$14.14M
1.01%
Sole
0.00
Shared
0.00
None
128.43K
Apple Computer Inc
SOLEShares64.30K
TypeSH
Market value$13.19M
0.94%
Sole
0.00
Shared
0.00
None
64.30K
Vanguard Mid Cap
SOLEShares44.47K
TypeSH
Market value$12.44M
0.89%
Sole
0.00
Shared
0.00
None
44.47K
iShares iBonds 2029 Term High Yield and Income ETF
SOLEShares511.88K
TypeSH
Market value$12.13M
0.86%
Sole
0.00
Shared
0.00
None
511.88K
Ishares Tr Dj US Utils
SOLEShares112.84K
TypeSH
Market value$11.80M
0.84%
Sole
0.00
Shared
0.00
None
112.84K
Ishares Tr S&P Aggressive
SOLEShares134.82K
TypeSH
Market value$11.24M
0.80%
Sole
0.00
Shared
0.00
None
134.82K
iShares iBonds Dec 2027 Term Muni Bond ETF
SOLEShares424.21K
TypeSH
Market value$10.75M
0.77%
Sole
0.00
Shared
0.00
None
424.21K
iShares iBonds Dec 2026 Term Muni Bond ETF
SOLEShares411.93K
TypeSH
Market value$10.55M
0.75%
Sole
0.00
Shared
0.00
None
411.93K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Ishares TRUST S&P 500SOLE | COM | 436.01K | SH | $270.72M 19.31% | 0.00 | 0.00 | 436.01K |
Invesco S&P 500 Eql WgtSOLE | COM | 1.33M | SH | $241.67M 17.23% | 0.00 | 0.00 | 1.33M |
Ishares Russell 2000SOLE | COM | 701.50K | SH | $151.38M 10.80% | 0.00 | 0.00 | 701.50K |
Ishares Msci ETF High Dividend Equity FundSOLE | COM | 458.65K | SH | $53.74M 3.83% | 0.00 | 0.00 | 458.65K |
Ishares Core Msci EafeSOLE | COM | 565.13K | SH | $47.18M 3.36% | 0.00 | 0.00 | 565.13K |
Ishares Tr MSCI EAFE FdSOLE | COM | 495.93K | SH | $44.33M 3.16% | 0.00 | 0.00 | 495.93K |
Ishares Tr Dow Jones Select Divid IndexSOLE | COM | 231.52K | SH | $30.75M 2.19% | 0.00 | 0.00 | 231.52K |
iShares iBonds 2028 Term High Yield and Income ETFSOLE | COM | 1.17M | SH | $27.86M 1.99% | 0.00 | 0.00 | 1.17M |
iShares iBonds 2027 Term High Yield and Income ETFSOLE | COM | 1.17M | SH | $26.27M 1.87% | 0.00 | 0.00 | 1.17M |
Vanguard Europe Pac EtfSOLE | COM | 406.70K | SH | $23.19M 1.65% | 0.00 | 0.00 | 406.70K |
iShares iBonds 2026 Term High Yield and Income ETFSOLE | COM | 854.32K | SH | $19.85M 1.42% | 0.00 | 0.00 | 854.32K |
Vanguard High Div ETFSOLE | COM | 146.46K | SH | $19.52M 1.39% | 0.00 | 0.00 | 146.46K |
Hca The Healthcare CoSOLE | COM | 45.14K | SH | $17.29M 1.23% | 0.00 | 0.00 | 45.14K |
Ishares Tr S&P SmallcapSOLE | COM | 154.29K | SH | $16.86M 1.20% | 0.00 | 0.00 | 154.29K |
Ishares Cohen Steers REITSOLE | COM | 256.09K | SH | $15.66M 1.12% | 0.00 | 0.00 | 256.09K |
Vanguard S&P 500 EtfSOLE | COM | 25.81K | SH | $14.66M 1.05% | 0.00 | 0.00 | 25.81K |
Vanguard Russell 2000SOLE | COM | 162.37K | SH | $14.16M 1.01% | 0.00 | 0.00 | 162.37K |
Ishares Tr S&P 500/ Barra Growth IndexSOLE | COM | 128.43K | SH | $14.14M 1.01% | 0.00 | 0.00 | 128.43K |
Apple Computer IncSOLE | COM | 64.30K | SH | $13.19M 0.94% | 0.00 | 0.00 | 64.30K |
Vanguard Mid CapSOLE | COM | 44.47K | SH | $12.44M 0.89% | 0.00 | 0.00 | 44.47K |
iShares iBonds 2029 Term High Yield and Income ETFSOLE | COM | 511.88K | SH | $12.13M 0.86% | 0.00 | 0.00 | 511.88K |
Ishares Tr Dj US UtilsSOLE | COM | 112.84K | SH | $11.80M 0.84% | 0.00 | 0.00 | 112.84K |
Ishares Tr S&P AggressiveSOLE | COM | 134.82K | SH | $11.24M 0.80% | 0.00 | 0.00 | 134.82K |
iShares iBonds Dec 2027 Term Muni Bond ETFSOLE | COM | 424.21K | SH | $10.75M 0.77% | 0.00 | 0.00 | 424.21K |
iShares iBonds Dec 2026 Term Muni Bond ETFSOLE | COM | 411.93K | SH | $10.55M 0.75% | 0.00 | 0.00 | 411.93K |
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