LBMC INVESTMENT ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, LBMC INVESTMENT ADVISORS, LLC held in its portfolio 213 assets valued at $1,625,116,597 (i.e. $1.63B).
The most valuable assets in the portfolio included: ISHARES TR ($292.75M), INVESCO EXCHANGE TRADED FD T ($255.18M), and ISHARES TR ($174.60M).
The chart below shows the top 10 valuable assets, and the table below shows the top 213 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LBMC INVESTMENT ADVISORS, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 427413 | 292752301 | CORE S&P500 ETF |
| INVESCO EXCHANGE TRADED FD T | 1332133 | 255183318 | S&P500 EQL WGT |
| ISHARES TR | 709274 | 174594860 | RUSSELL 2000 ETF |
| ISHARES TR | 456776 | 55548476 | CORE HIGH DV ETF |
| ISHARES TR | 597678 | 53468286 | CORE MSCI EAFE |
| ISHARES TR | 490106 | 47064909 | MSCI EAFE ETF |
| ISHARES TR | 1712997 | 40555208 | IBONDS 28 TR HI |
| ISHARES TR | 1574653 | 35146252 | IBONDS 2027 TERM |
| ISHARES TR | 229113 | 32337031 | SELECT DIVID ETF |
| ISHARES TR | 1351581 | 31937860 | IBONDS 29 TR HI |
| VANGUARD TAX-MANAGED FDS | 417437 | 26077283 | VAN FTSE DEV MKT |
| ISHARES TR | 1106196 | 25531000 | IBONDS 2026 TERM |
| VANGUARD WHITEHALL FDS | 173630 | 24919400 | HIGH DIV YLD |
| ISHARES TR | 809669 | 21544795 | IBONDS 2030 TERM |
| ISHARES TR | 176815 | 21249623 | CORE S&P SCP ETF |
| HCA HEALTHCARE INC | 43999 | 20541308 | COM |
| APPLE INC | 63834 | 17353916 | COM |
| ISHARES TR | 127392 | 15702328 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 24883 | 15604938 | S&P 500 ETF SHS |
| ISHARES TR | 253776 | 15142823 | SELECT US REIT |
| VANGUARD SCOTTSDALE FDS | 151293 | 15056677 | VNG RUS2000IDX |
| ISHARES TR | 537643 | 13650763 | IBONDS DEC 27 |
| ISHARES TR | 518402 | 13258127 | IBONDS DEC 28 |
| ISHARES TR | 515730 | 13221775 | IBONDS DEC 26 |
| VANGUARD INDEX FDS | 44359 | 12873894 | MID CAP ETF |
| ISHARES TR | 110305 | 11952597 | U.S. UTILITS ETF |
| ISHARES TR | 124824 | 11179204 | CORE 80/20 AGGRE |
| ISHARES TR | 423136 | 10938077 | IBONDS 2031 TERM |
| ISHARES TR | 419412 | 10665643 | IBONDS DEC 2029 |
| ISHARES TR | 445134 | 10645224 | IBONDS DEC 2030 |
| ISHARES TR | 44305 | 9395833 | S&P 500 VAL ETF |
| SPDR SERIES TRUST | 91431 | 9192657 | STATE STREET SPD |
| ALPHABET INC | 27038 | 8484425 | CAP STK CL C |
| MICROSOFT CORP | 16991 | 8217421 | COM |
| VANGUARD INDEX FDS | 92654 | 8198941 | REAL ESTATE ETF |
| AMAZON COM INC | 33624 | 7761006 | COM |
| VANGUARD INTL EQUITY INDEX F | 139261 | 7486681 | FTSE EMR MKT ETF |
| ISHARES INC | 110646 | 7437598 | CORE MSCI EMKT |
| ISHARES TR | 273864 | 6409777 | IBONDS DEC 29 |
| BERKSHIRE HATHAWAY INC DEL | 12571 | 6318814 | CL B NEW |
| AFLAC INC | 52655 | 5806292 | COM |
| ISHARES TR | 98248 | 5375127 | MSCI EMG MKT ETF |
| SPDR INDEX SHS FDS | 118770 | 5274560 | PORTFOLIO DEVLPD |
| ISHARES TR | 206658 | 5260478 | IBDS DEC28 ETF |
| ALPHABET INC | 15932 | 4986584 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 7299 | 4977454 | TR UNIT |
| ISHARES TR | 72654 | 4723226 | CORE 60/40 BALAN |
| META PLATFORMS INC | 6638 | 4381660 | CL A |
| ISHARES TR | 65830 | 4344788 | CORE S&P MCP ETF |
| ISHARES TR | 180137 | 4281596 | IBONDS DEC 2031 |
| CAPITAL ONE FINL CORP | 16357 | 3964283 | COM |
| INVESCO QQQ TR | 6375 | 3915956 | UNIT SER 1 |
| ELI LILLY & CO | 3470 | 3729140 | COM |
| SMITH A O CORP | 52918 | 3539131 | COM |
| AON PLC | 9391 | 3313897 | SHS CL A |
| ISHARES TR | 119920 | 3085447 | IBONDS 2032 TERM |
| GORMAN RUPP CO | 61116 | 2918289 | COM |
| NVIDIA CORPORATION | 15569 | 2903681 | COM |
| JPMORGAN CHASE & CO. | 8738 | 2815573 | COM |
| HOME DEPOT INC | 7906 | 2720519 | COM |
| COCA COLA CO | 38886 | 2718493 | COM |
| SOUTHERN CO | 27818 | 2425696 | COM |
| VANGUARD WORLD FD | 2865 | 2159314 | INF TECH ETF |
| ORACLE CORP | 10969 | 2137968 | COM |
| BROADCOM INC | 5471 | 1893669 | COM |
| SCHWAB STRATEGIC TR | 70093 | 1886213 | US LRG CAP ETF |
| CATERPILLAR INC | 3159 | 1809697 | COM |
| MASTERCARD INCORPORATED | 3141 | 1793326 | CL A |
| PINNACLE FINL PARTNERS INC | 18463 | 1761508 | COM |
| COSTCO WHSL CORP NEW | 2041 | 1760036 | COM |
| EXXON MOBIL CORP | 14406 | 1733637 | COM |
| VANGUARD INTL EQUITY INDEX F | 12054 | 1700341 | TT WRLD ST ETF |
| INTERNATIONAL BUSINESS MACHS | 5718 | 1693587 | COM |
| SCHWAB STRATEGIC TR | 58923 | 1603291 | FUNDAMENTAL US L |
| GE AEROSPACE | 4820 | 1484812 | COM NEW |
| ADVANCED MICRO DEVICES INC | 6911 | 1480060 | COM |
| DISNEY WALT CO | 12721 | 1447292 | COM |
| SHOPIFY INC | 8950 | 1440682 | CL A SUB VTG SHS |
| JOHNSON & JOHNSON | 6938 | 1435840 | COM |
| BLACKSTONE INC | 9265 | 1428153 | COM |
| ISHARES TR | 14511 | 1405792 | S&P MC 400GR ETF |
| ABBVIE INC | 5906 | 1349374 | COM |
| RTX CORPORATION | 7241 | 1328088 | COM |
| VISA INC | 3747 | 1314070 | COM CL A |
| ISHARES TR | 49145 | 1254672 | IBONDS DEC 2032 |
| DIMENSIONAL ETF TRUST | 26330 | 1226701 | US MKTWIDE VALUE |
| ISHARES INC | 11287 | 1166738 | MSCI EQUAL WEITE |
| CITIGROUP INC | 9979 | 1164450 | COM NEW |
| SUPER MICRO COMPUTER INC | 39418 | 1153765 | COM NEW |
| BANK AMERICA CORP | 20557 | 1130621 | COM |
| ISHARES BITCOIN TRUST ETF | 22631 | 1123630 | SHS BEN INT |
| WELLS FARGO CO NEW | 11727 | 1093003 | COM |
| WALMART INC | 9464 | 1054415 | COM |
| SCHWAB STRATEGIC TR | 23382 | 1052441 | FUNDAMENTAL INTL |
| MONGODB INC | 2500 | 1049225 | CL A |
| ISHARES TR | 15000 | 1041300 | CORE DIV GRWTH |
| BOEING CO | 4715 | 1023721 | COM |
| FIDELITY WISE ORIGIN BITCOIN | 12655 | 964691 | SHS |
| ISHARES TR | 2038 | 964530 | RUS 1000 GRW ETF |
| VANGUARD INDEX FDS | 2865 | 960480 | TOTAL STK MKT |
| SNOWFLAKE INC | 4328 | 949391 | COM SHS |
| MERCK & CO INC | 8940 | 941025 | COM |
| MICRON TECHNOLOGY INC | 3246 | 926441 | COM |
| CISCO SYS INC | 11939 | 919661 | COM |
| CHEVRON CORP NEW | 5981 | 911565 | COM |
| TESLA INC | 2019 | 907985 | COM |
| SELECT SECTOR SPDR TR | 5687 | 880382 | STATE STREET HEA |
| FIRST TR EXCHNG TRADED FD VI | 16748 | 857210 | FT VEST UQ EQT |
| SMARTFINANCIAL INC | 23048 | 852546 | COM NEW |
| VANGUARD SPECIALIZED FUNDS | 3661 | 804566 | DIV APP ETF |
| GOLDMAN SACHS GROUP INC | 875 | 769252 | COM |
| GE VERNOVA INC | 1167 | 762726 | COM |
| REGIONS FINANCIAL CORP NEW | 27890 | 755832 | COM |
| PNC FINL SVCS GROUP INC | 3302 | 689299 | COM |
| SCHWAB STRATEGIC TR | 21854 | 688620 | FUNDAMENTAL US S |
| SELECT SECTOR SPDR TR | 4548 | 654776 | STATE STREET TEC |
| ABBOTT LABS | 5204 | 651982 | COM |
| SPDR INDEX SHS FDS | 13589 | 636105 | PORTFOLIO EMG MK |
| SPDR DOW JONES INDL AVERAGE | 1296 | 622971 | UT SER 1 |
| EATON CORP PLC | 1911 | 608673 | SHS |
| CONOCOPHILLIPS | 6471 | 605712 | COM |
| NEBIUS GROUP N.V. | 7190 | 601839 | SHS CLASS A |
| PALANTIR TECHNOLOGIES INC | 3292 | 585153 | CL A |
| ISHARES TR | 21370 | 558612 | IBONDS DEC 2033 |
| PEPSICO INC | 3828 | 549412 | COM |
| ISHARES TR | 24293 | 543311 | IBONDS 28 TRM TS |
| VANGUARD BD INDEX FDS | 6875 | 541787 | SHORT TRM BOND |
| SCHWAB STRATEGIC TR | 22484 | 540516 | INTL EQTY ETF |
| ANALOG DEVICES INC | 1969 | 533993 | COM |
| ISHARES TR | 13397 | 528517 | INTL SEL DIV ETF |
| GENERAL MTRS CO | 6404 | 520774 | COM |
| DIMENSIONAL ETF TRUST | 8593 | 511633 | US TARGETED VLU |
| TRAVELERS COMPANIES INC | 1750 | 507605 | COM |
| PROSHARES TR | 7112 | 500777 | PSHS ULTRA QQQ |
| SYNOPSYS INC | 1048 | 492267 | COM |
| MORGAN STANLEY | 2764 | 490693 | COM NEW |
| UNITED AIRLS HLDGS INC | 4267 | 477136 | COM |
| SCHWAB STRATEGIC TR | 16070 | 457678 | US SML CAP ETF |
| SCHWAB CHARLES CORP | 4388 | 438406 | COM |
| NEXTERA ENERGY INC | 5432 | 436081 | COM |
| VULCAN MATLS CO | 1500 | 427830 | COM |
| US BANCORP DEL | 8011 | 427490 | COM NEW |
| CAPITAL SOUTHWEST CORP | 18250 | 404238 | COM |
| MAIN STR CAP CORP | 6636 | 400749 | COM |
| TRUIST FINL CORP | 8098 | 398502 | COM |
| BRISTOL-MYERS SQUIBB CO | 7358 | 396881 | COM |
| ISHARES TR | 17510 | 393450 | IBONDS 27 TRM TS |
| INVESCO EXCHANGE TRADED FD T | 5205 | 390636 | S&P500 QUALITY |
| EA SERIES TRUST | 8000 | 390360 | US QUAN VALUE |
| TRANE TECHNOLOGIES PLC | 1000 | 389200 | SHS |
| PALO ALTO NETWORKS INC | 2109 | 388478 | COM |
| ISHARES TR | 14600 | 385002 | IBONDS DEC 2034 |
| ROYAL BK CDA | 2254 | 384285 | COM |
| ATMOS ENERGY CORP | 2269 | 380353 | COM |
| UNITEDHEALTH GROUP INC | 1139 | 375996 | COM |
| INVESCO EXCH TRADED FD TR II | 1483 | 375081 | NASDAQ 100 ETF |
| FIFTH THIRD BANCORP | 8000 | 374480 | COM |
| PHILIP MORRIS INTL INC | 2318 | 371766 | COM |
| CITY HLDG CO | 3000 | 357600 | COM |
| MCKESSON CORP | 430 | 352725 | COM |
| ISHARES TR | 3649 | 351270 | RUS MID CAP ETF |
| DEERE & CO | 751 | 349644 | COM |
| ISHARES TR | 15190 | 347472 | IBONDS 26 TRM TS |
| PFIZER INC | 13922 | 346652 | COM |
| ISHARES TR | 11006 | 340748 | PFD AND INCM SEC |
| CARDINAL HEALTH INC | 1638 | 336609 | COM |
| MCDONALDS CORP | 1085 | 331610 | COM |
| VANGUARD STAR FDS | 4307 | 324921 | VG TL INTL STK F |
| SPDR GOLD TR | 815 | 322993 | GOLD SHS |
| HONEYWELL INTL INC | 1654 | 322679 | COM |
| PROCTER AND GAMBLE CO | 2250 | 322448 | COM |
| PHILLIPS 66 | 2474 | 319240 | COM |
| INTEL CORP | 8571 | 316287 | COM |
| DUKE ENERGY CORP NEW | 2695 | 315938 | COM NEW |
| SCHWAB STRATEGIC TR | 8735 | 314985 | FUNDAMENTAL EMER |
| FEDEX CORP | 1090 | 314858 | COM |
| ISHARES GOLD TR | 3878 | 314778 | ISHARES NEW |
| SELECT SECTOR SPDR TR | 2634 | 314526 | STATE STREET CON |
| FB FINL CORP | 5609 | 313004 | COM |
| ALIGN TECHNOLOGY INC | 2000 | 312300 | COM |
| APPLIED DIGITAL CORP | 11930 | 292524 | COM NEW |
| STRATEGY INC | 1840 | 279588 | CL A NEW |
| AT&T INC | 11226 | 278858 | COM |
| AMERICAN EXPRESS CO | 750 | 277463 | COM |
| NUCOR CORP | 1700 | 277287 | COM |
| SEAGATE TECHNOLOGY HLDNGS PL | 1000 | 275390 | ORD SHS |
| SALESFORCE INC | 1028 | 272328 | COM |
| APPLIED MATLS INC | 1050 | 269840 | COM |
| VANGUARD INDEX FDS | 541 | 263933 | GROWTH ETF |
| I3 VERTICALS INC | 10450 | 263236 | COM CL A |
| UNITED RENTALS INC | 325 | 263029 | COM |
| SOUTHWEST AIRLS CO | 6336 | 261850 | COM |
| PRUDENTIAL FINL INC | 2297 | 259249 | COM |
| GLOBAL X FDS | 3995 | 258837 | DEFENSE TECH ETF |
| ENTERPRISE PRODS PARTNERS L | 7961 | 255245 | COM |
| GLOBAL X FDS | 5676 | 242536 | GLOBAL X URANIUM |
| RBB FD INC | 3364 | 241435 | MOTLEY FOL ETF |
| CORTEVA INC | 3587 | 240437 | COM |
| VERIZON COMMUNICATIONS INC | 5877 | 239362 | COM |
| ISHARES TR | 697 | 238907 | S&P 100 ETF |
| MARATHON PETE CORP | 1409 | 229180 | COM |
| ENERGY TRANSFER L P | 13776 | 227160 | COM UT LTD PTN |
| TJX COS INC NEW | 1464 | 224886 | COM |
| VANGUARD ADMIRAL FDS INC | 501 | 222588 | 500 GRTH IDX F |
| BLOCK H & R INC | 5000 | 217900 | COM |
| FREEPORT-MCMORAN INC | 4250 | 215858 | CL B |
| TEXAS INSTRS INC | 1241 | 215302 | COM |
| AMPHENOL CORP NEW | 1592 | 215143 | CL A |
| VICTORY PORTFOLIOS II | 2872 | 212080 | VCSHS US 500 ENH |
| GE HEALTHCARE TECHNOLOGIES I | 2518 | 206541 | COMMON STOCK |
| REVVITY INC | 2133 | 206368 | COM |
| PAYPAL HLDGS INC | 3500 | 204330 | COM |
| FORD MTR CO | 11856 | 155553 | COM |
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