LBMC INVESTMENT ADVISORS, LLC
LBMC INVESTMENT ADVISORS, LLC reported 245 positions worth $1.85B as of June 30, 2026 (13F filed August 10, 2026). Largest holding: IVV (16.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $311.2M | 16.87% | 415,571 | — | — | |
| ▸ 2 | RSP | SH | $280.6M | 15.21% | 1,319,004 | — | — | |
| ▸ 3 | IWM | SH | $211.2M | 11.44% | 702,868 | — | — | |
| ▸ 4 | HDV | SH | $63.2M | 3.43% | 2,307,284 | — | — | |
| ▸ 5 | IEFA | SH | $60.1M | 3.26% | 622,624 | — | — | |
| ▸ 6 | EFA | SH | $50.5M | 2.74% | 486,616 | — | — | |
| ▸ 7 | IBHH | SH | $45.5M | 2.47% | 1,937,560 | — | — | |
| ▸ 8 | IBHI | SH | $40.0M | 2.17% | 1,709,445 | — | — | |
| ▸ 9 | IBHG | SH | $39.1M | 2.12% | 1,772,416 | — | — | |
| ▸ 10 | DVY | SH | $36.1M | 1.96% | 231,257 | — | — |
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Frequently Asked Questions
What stocks does LBMC INVESTMENT ADVISORS, LLC hold as of Q2 2026?
LBMC INVESTMENT ADVISORS, LLC reported 245 positions worth $1.85B in its Q2 2026 13F filing. Largest positions: IVV (16.9%), RSP (15.2%), IWM (11.4%), HDV (3.4%) and IEFA (3.3%).
What did LBMC INVESTMENT ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LBMC INVESTMENT ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.