Filed: 10/7/2025ACC: 0001214659-25-014727
📋 What this filing means
LBMC INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 236 equity positions with a total reported market value of $1.57B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
236
Positions
$1.57B
Total AUM (reported)
17.91M
Total Shares
Allocation by class
COM$1.57B100.0%
Portfolio Concentration
Top 3$712.49M45.4%
4–10$277.31M17.7%
11–25$249.22M15.9%
Rest$329.87M21.0%
Top 3 weight
45.4%
Top 10 weight
63.1%
Voting Authority Distribution
Total shares with voting rights: 17.91M
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
17.91M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole236
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings236
Rows:
Ishares TRUST S&P 500
SOLEShares431.12K
TypeSH
Market value$288.55M
18.39%
Sole
0.00
Shared
0.00
None
431.12K
Invesco S&P 500 Eql Wgt
SOLEShares1.34M
TypeSH
Market value$253.54M
16.16%
Sole
0.00
Shared
0.00
None
1.34M
Ishares Russell 2000
SOLEShares704.26K
TypeSH
Market value$170.40M
10.86%
Sole
0.00
Shared
0.00
None
704.26K
Ishares Msci ETF High Dividend Equity Fund
SOLEShares455.28K
TypeSH
Market value$55.75M
3.55%
Sole
0.00
Shared
0.00
None
455.28K
Ishares Core Msci Eafe
SOLEShares573.45K
TypeSH
Market value$50.07M
3.19%
Sole
0.00
Shared
0.00
None
573.45K
Ishares Tr MSCI EAFE Fd
SOLEShares487.16K
TypeSH
Market value$45.49M
2.90%
Sole
0.00
Shared
0.00
None
487.16K
iShares iBonds 2028 Term High Yield and Income ETF
SOLEShares1.52M
TypeSH
Market value$36.17M
2.31%
Sole
0.00
Shared
0.00
None
1.52M
iShares iBonds 2027 Term High Yield and Income ETF
SOLEShares1.46M
TypeSH
Market value$32.81M
2.09%
Sole
0.00
Shared
0.00
None
1.46M
Ishares Tr Dow Jones Select Divid Index
SOLEShares228.94K
TypeSH
Market value$32.53M
2.07%
Sole
0.00
Shared
0.00
None
228.94K
Vanguard Europe Pac Etf
SOLEShares408.86K
TypeSH
Market value$24.50M
1.56%
Sole
0.00
Shared
0.00
None
408.86K
iShares iBonds 2026 Term High Yield and Income ETF
SOLEShares1.04M
TypeSH
Market value$24.29M
1.55%
Sole
0.00
Shared
0.00
None
1.04M
Vanguard High Div ETF
SOLEShares160.76K
TypeSH
Market value$22.66M
1.44%
Sole
0.00
Shared
0.00
None
160.76K
iShares iBonds 2029 Term High Yield and Income ETF
SOLEShares943.91K
TypeSH
Market value$22.51M
1.43%
Sole
0.00
Shared
0.00
None
943.91K
Ishares Tr S&P Smallcap
SOLEShares171.74K
TypeSH
Market value$20.41M
1.30%
Sole
0.00
Shared
0.00
None
171.74K
Hca The Healthcare Co
SOLEShares44.19K
TypeSH
Market value$18.83M
1.20%
Sole
0.00
Shared
0.00
None
44.19K
Apple Computer Inc
SOLEShares63.72K
TypeSH
Market value$16.22M
1.03%
Sole
0.00
Shared
0.00
None
63.72K
Vanguard S&P 500 Etf
SOLEShares25.78K
TypeSH
Market value$15.79M
1.01%
Sole
0.00
Shared
0.00
None
25.78K
Ishares Cohen Steers REIT
SOLEShares253.93K
TypeSH
Market value$15.65M
1.00%
Sole
0.00
Shared
0.00
None
253.93K
Ishares Tr S&P 500/ Barra Growth Index
SOLEShares123.14K
TypeSH
Market value$14.87M
0.95%
Sole
0.00
Shared
0.00
None
123.14K
Vanguard Russell 2000
SOLEShares151.13K
TypeSH
Market value$14.78M
0.94%
Sole
0.00
Shared
0.00
None
151.13K
iShares iBonds 2030 Term High Yield and Income ETF
SOLEShares521.45K
TypeSH
Market value$13.97M
0.89%
Sole
0.00
Shared
0.00
None
521.45K
Vanguard Mid Cap
SOLEShares44.36K
TypeSH
Market value$13.03M
0.83%
Sole
0.00
Shared
0.00
None
44.36K
Ishares Tr Dj US Utils
SOLEShares110.71K
TypeSH
Market value$12.28M
0.78%
Sole
0.00
Shared
0.00
None
110.71K
iShares iBonds Dec 2027 Term Muni Bond ETF
SOLEShares471.76K
TypeSH
Market value$12.02M
0.77%
Sole
0.00
Shared
0.00
None
471.76K
iShares iBonds Dec 2026 Term Muni Bond ETF
SOLEShares464.08K
TypeSH
Market value$11.91M
0.76%
Sole
0.00
Shared
0.00
None
464.08K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Ishares TRUST S&P 500SOLE | COM | 431.12K | SH | $288.55M 18.39% | 0.00 | 0.00 | 431.12K |
Invesco S&P 500 Eql WgtSOLE | COM | 1.34M | SH | $253.54M 16.16% | 0.00 | 0.00 | 1.34M |
Ishares Russell 2000SOLE | COM | 704.26K | SH | $170.40M 10.86% | 0.00 | 0.00 | 704.26K |
Ishares Msci ETF High Dividend Equity FundSOLE | COM | 455.28K | SH | $55.75M 3.55% | 0.00 | 0.00 | 455.28K |
Ishares Core Msci EafeSOLE | COM | 573.45K | SH | $50.07M 3.19% | 0.00 | 0.00 | 573.45K |
Ishares Tr MSCI EAFE FdSOLE | COM | 487.16K | SH | $45.49M 2.90% | 0.00 | 0.00 | 487.16K |
iShares iBonds 2028 Term High Yield and Income ETFSOLE | COM | 1.52M | SH | $36.17M 2.31% | 0.00 | 0.00 | 1.52M |
iShares iBonds 2027 Term High Yield and Income ETFSOLE | COM | 1.46M | SH | $32.81M 2.09% | 0.00 | 0.00 | 1.46M |
Ishares Tr Dow Jones Select Divid IndexSOLE | COM | 228.94K | SH | $32.53M 2.07% | 0.00 | 0.00 | 228.94K |
Vanguard Europe Pac EtfSOLE | COM | 408.86K | SH | $24.50M 1.56% | 0.00 | 0.00 | 408.86K |
iShares iBonds 2026 Term High Yield and Income ETFSOLE | COM | 1.04M | SH | $24.29M 1.55% | 0.00 | 0.00 | 1.04M |
Vanguard High Div ETFSOLE | COM | 160.76K | SH | $22.66M 1.44% | 0.00 | 0.00 | 160.76K |
iShares iBonds 2029 Term High Yield and Income ETFSOLE | COM | 943.91K | SH | $22.51M 1.43% | 0.00 | 0.00 | 943.91K |
Ishares Tr S&P SmallcapSOLE | COM | 171.74K | SH | $20.41M 1.30% | 0.00 | 0.00 | 171.74K |
Hca The Healthcare CoSOLE | COM | 44.19K | SH | $18.83M 1.20% | 0.00 | 0.00 | 44.19K |
Apple Computer IncSOLE | COM | 63.72K | SH | $16.22M 1.03% | 0.00 | 0.00 | 63.72K |
Vanguard S&P 500 EtfSOLE | COM | 25.78K | SH | $15.79M 1.01% | 0.00 | 0.00 | 25.78K |
Ishares Cohen Steers REITSOLE | COM | 253.93K | SH | $15.65M 1.00% | 0.00 | 0.00 | 253.93K |
Ishares Tr S&P 500/ Barra Growth IndexSOLE | COM | 123.14K | SH | $14.87M 0.95% | 0.00 | 0.00 | 123.14K |
Vanguard Russell 2000SOLE | COM | 151.13K | SH | $14.78M 0.94% | 0.00 | 0.00 | 151.13K |
iShares iBonds 2030 Term High Yield and Income ETFSOLE | COM | 521.45K | SH | $13.97M 0.89% | 0.00 | 0.00 | 521.45K |
Vanguard Mid CapSOLE | COM | 44.36K | SH | $13.03M 0.83% | 0.00 | 0.00 | 44.36K |
Ishares Tr Dj US UtilsSOLE | COM | 110.71K | SH | $12.28M 0.78% | 0.00 | 0.00 | 110.71K |
iShares iBonds Dec 2027 Term Muni Bond ETFSOLE | COM | 471.76K | SH | $12.02M 0.77% | 0.00 | 0.00 | 471.76K |
iShares iBonds Dec 2026 Term Muni Bond ETFSOLE | COM | 464.08K | SH | $11.91M 0.76% | 0.00 | 0.00 | 464.08K |
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