LBMC Investment Advisors

Lbmc Investment Advisors as of Dec. 31, 2025

Portfolio Holdings for Lbmc Investment Advisors

Lbmc Investment Advisors holds 224 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 18.0 $293M 427k 684.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 15.7 $255M 1.3M 191.56
Ishares Tr Russell 2000 Etf (IWM) 10.7 $175M 709k 246.16
Ishares Tr Core High Dv Etf (HDV) 3.4 $56M 457k 121.61
Ishares Tr Core Msci Eafe (IEFA) 3.3 $54M 598k 89.46
Ishares Tr Msci Eafe Etf (EFA) 2.9 $47M 490k 96.03
Ishares Tr Ibonds 28 Tr Hi (IBHH) 2.5 $41M 1.7M 23.68
Ishares Tr Ibonds 2027 Term (IBHG) 2.2 $35M 1.6M 22.32
Ishares Tr Select Divid Etf (DVY) 2.0 $32M 229k 141.14
Ishares Tr Ibonds 29 Tr Hi (IBHI) 2.0 $32M 1.4M 23.63
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.6 $26M 417k 62.47
Ishares Tr Ibonds 2026 Term (IBHF) 1.6 $26M 1.1M 23.08
Vanguard Whitehall Fds High Div Yld (VYM) 1.5 $25M 174k 143.52
Ishares Tr Ibonds 2030 Term (IBHJ) 1.3 $22M 810k 26.61
Ishares Tr Core S&p Scp Etf (IJR) 1.3 $21M 177k 120.18
Hca Holdings (HCA) 1.3 $21M 44k 466.86
Apple (AAPL) 1.1 $17M 64k 271.86
Ishares Tr S&p 500 Grwt Etf (IVW) 1.0 $16M 127k 123.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $16M 25k 627.13
Ishares Tr Select Us Reit (ICF) 0.9 $15M 254k 59.67
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.9 $15M 151k 99.52
Ishares Tr Ibonds Dec 27 (IBMP) 0.8 $14M 538k 25.39
Ishares Tr Ibonds Dec 28 (IBMQ) 0.8 $13M 518k 25.57
Ishares Tr Ibonds Dec 26 (IBMO) 0.8 $13M 516k 25.64
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $13M 44k 290.22
Ishares Tr U.s. Utilits Etf (IDU) 0.7 $12M 110k 108.36
Ishares Tr Core 80/20 Aggre (AOA) 0.7 $11M 125k 89.56
Ishares Tr Ibonds 2031 Term (IBHK) 0.7 $11M 423k 25.85
Ishares Tr Ibonds Dec 2029 (IBMR) 0.7 $11M 419k 25.43
Ishares Tr S&p 500 Val Etf (IVE) 0.6 $9.4M 44k 212.07
Alphabet Cap Stk Cl C (GOOG) 0.5 $8.5M 27k 313.80
Microsoft Corporation (MSFT) 0.5 $8.2M 17k 483.63
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $8.2M 93k 88.49
Amazon (AMZN) 0.5 $7.8M 34k 230.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $7.5M 139k 53.76
Ishares Core Msci Emkt (IEMG) 0.5 $7.4M 111k 67.22
Ishares Tr Ibonds Dec 29 (IBDU) 0.4 $6.4M 274k 23.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $6.3M 13k 502.65
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.4 $5.9M 244k 24.28
AFLAC Incorporated (AFL) 0.4 $5.8M 53k 110.27
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $5.4M 98k 54.71
Ishares Tr Ibonds Dec 2030 (IBMS) 0.3 $5.4M 206k 26.06
Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $5.3M 239k 22.07
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $5.3M 119k 44.41
Ishares Tr Ibds Dec28 Etf (IBDT) 0.3 $5.3M 207k 25.45
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.3 $5.2M 213k 24.23
Alphabet Cap Stk Cl A (GOOGL) 0.3 $5.0M 16k 312.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $5.0M 7.3k 681.94
Ishares Tr Core 60/40 Balan (AOR) 0.3 $4.7M 73k 65.01
Meta Platforms Cl A (META) 0.3 $4.4M 6.6k 660.09
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $4.3M 66k 66.00
Capital One Financial (COF) 0.2 $4.0M 16k 242.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $3.9M 6.4k 614.27
Eli Lilly & Co. (LLY) 0.2 $3.7M 3.5k 1074.68
Spdr Series Trust State Street Spd (SPYG) 0.2 $3.5M 33k 106.70
A. O. Smith Corporation (AOS) 0.2 $3.5M 53k 66.88
Aon Shs Cl A (AON) 0.2 $3.3M 9.4k 352.88
Ishares Tr Ibonds 2032 Term (IBHL) 0.2 $3.1M 120k 25.73
Gorman-Rupp Company (GRC) 0.2 $2.9M 61k 47.75
NVIDIA Corporation (NVDA) 0.2 $2.9M 16k 186.50
JPMorgan Chase & Co. (JPM) 0.2 $2.8M 8.7k 322.22
Home Depot (HD) 0.2 $2.7M 7.9k 344.11
Coca-Cola Company (KO) 0.2 $2.7M 39k 69.91
Ishares Tr Ibonds Dec 2031 (IBMT) 0.2 $2.6M 98k 25.95
Southern Company (SO) 0.1 $2.4M 28k 87.20
Spdr Series Trust State Street Spd (QUS) 0.1 $2.2M 12k 174.19
Vanguard World Inf Tech Etf (VGT) 0.1 $2.2M 2.9k 753.69
Oracle Corporation (ORCL) 0.1 $2.1M 11k 194.91
Broadcom (AVGO) 0.1 $1.9M 5.5k 346.13
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.9M 70k 26.91
Caterpillar (CAT) 0.1 $1.8M 3.2k 572.87
Mastercard Incorporated Cl A (MA) 0.1 $1.8M 3.1k 570.94
Pinnacle Financial Partners 0.1 $1.8M 19k 95.41
Costco Wholesale Corporation (COST) 0.1 $1.8M 2.0k 862.34
Exxon Mobil Corporation (XOM) 0.1 $1.7M 14k 120.34
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $1.7M 82k 21.15
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.7M 12k 141.06
Spdr Series Trust State Street Spd (SPYM) 0.1 $1.7M 21k 80.22
International Business Machines (IBM) 0.1 $1.7M 5.7k 296.19
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $1.6M 59k 27.21
Ge Aerospace Com New (GE) 0.1 $1.5M 4.8k 308.05
Advanced Micro Devices (AMD) 0.1 $1.5M 6.9k 214.16
Walt Disney Company (DIS) 0.1 $1.4M 13k 113.77
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.4M 9.0k 160.97
Johnson & Johnson (JNJ) 0.1 $1.4M 6.9k 206.95
Blackstone Group Inc Com Cl A (BX) 0.1 $1.4M 9.3k 154.15
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.4M 15k 96.88
Abbvie (ABBV) 0.1 $1.3M 5.9k 228.48
Raytheon Technologies Corp (RTX) 0.1 $1.3M 7.2k 183.41
Visa Com Cl A (V) 0.1 $1.3M 3.7k 350.70
Ishares Tr Ibonds Dec 2032 (IBDX) 0.1 $1.3M 49k 25.53
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $1.2M 26k 46.59
Ishares Msci Equal Weite (EUSA) 0.1 $1.2M 11k 103.37
Citigroup Com New (C) 0.1 $1.2M 10k 116.69
Super Micro Computer Com New (SMCI) 0.1 $1.2M 39k 29.27
Bank of America Corporation (BAC) 0.1 $1.1M 21k 55.00
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $1.1M 23k 49.65
Wells Fargo & Company (WFC) 0.1 $1.1M 12k 93.20
Wal-Mart Stores (WMT) 0.1 $1.1M 9.5k 111.41
Mongodb Cl A (MDB) 0.1 $1.0M 2.5k 419.69
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.0M 15k 69.42
Boeing Company (BA) 0.1 $1.0M 4.7k 217.12
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.1 $965k 13k 76.23
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $965k 2.0k 473.27
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $961k 2.9k 335.25
Snowflake Com Shs (SNOW) 0.1 $949k 4.3k 219.36
Merck & Co (MRK) 0.1 $941k 8.9k 105.26
Micron Technology (MU) 0.1 $926k 3.2k 285.41
Cisco Systems (CSCO) 0.1 $920k 12k 77.03
Chevron Corporation (CVX) 0.1 $912k 6.0k 152.41
Tesla Motors (TSLA) 0.1 $908k 2.0k 449.72
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $880k 5.7k 154.81
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.1 $857k 17k 51.18
Smartfinancial Com New (SMBK) 0.1 $853k 23k 36.99
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $805k 3.7k 219.77
Spdr Series Trust State Street Spd (SPYV) 0.0 $773k 14k 56.81
Goldman Sachs (GS) 0.0 $769k 875.00 879.15
Ge Vernova (GEV) 0.0 $763k 1.2k 653.58
Regions Financial Corporation (RF) 0.0 $756k 28k 27.10
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $738k 16k 45.21
PNC Financial Services (PNC) 0.0 $689k 3.3k 208.75
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $689k 22k 31.51
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $655k 4.5k 143.97
Abbott Laboratories (ABT) 0.0 $652k 5.2k 125.28
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.0 $636k 14k 46.81
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.0 $623k 1.3k 480.69
Eaton Corp SHS (ETN) 0.0 $609k 1.9k 318.51
ConocoPhillips (COP) 0.0 $606k 6.5k 93.60
Nebius Group Shs Class A (NBIS) 0.0 $602k 7.2k 83.70
Palantir Technologies Cl A (PLTR) 0.0 $585k 3.3k 177.75
Ishares Tr Ibonds Dec 2033 (IBDY) 0.0 $559k 21k 26.14
Pepsi (PEP) 0.0 $549k 3.8k 143.52
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.0 $543k 24k 22.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $542k 6.9k 78.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $541k 23k 24.04
Analog Devices (ADI) 0.0 $534k 2.0k 271.20
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $529k 13k 39.45
General Motors Company (GM) 0.0 $521k 6.4k 81.32
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $512k 8.6k 59.54
Travelers Companies (TRV) 0.0 $508k 1.8k 290.06
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $501k 7.1k 70.41
Synopsys (SNPS) 0.0 $492k 1.0k 469.72
Morgan Stanley Com New (MS) 0.0 $491k 2.8k 177.53
Hldgs (UAL) 0.0 $477k 4.3k 111.82
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $458k 16k 28.48
Charles Schwab Corporation (SCHW) 0.0 $438k 4.4k 99.91
Nextera Energy (NEE) 0.0 $436k 5.4k 80.28
Vulcan Materials Company (VMC) 0.0 $428k 1.5k 285.22
Us Bancorp Del Com New (USB) 0.0 $428k 8.0k 53.36
Capital Southwest Corporation (CSWC) 0.0 $404k 18k 22.15
Main Street Capital Corporation (MAIN) 0.0 $401k 6.6k 60.39
Truist Financial Corp equities (TFC) 0.0 $399k 8.1k 49.21
Bristol Myers Squibb (BMY) 0.0 $397k 7.4k 53.94
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $393k 18k 22.47
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $391k 5.2k 75.05
Ea Series Trust Us Quan Value (QVAL) 0.0 $390k 8.0k 48.80
Trane Technologies SHS (TT) 0.0 $389k 1.0k 389.20
Palo Alto Networks (PANW) 0.0 $389k 2.1k 184.20
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.0 $385k 15k 26.37
Rbc Cad (RY) 0.0 $384k 2.3k 170.49
Atmos Energy Corporation (ATO) 0.0 $380k 2.3k 167.63
UnitedHealth (UNH) 0.0 $376k 1.1k 330.11
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $375k 1.5k 252.92
Fifth Third Ban (FITB) 0.0 $375k 8.0k 46.81
Philip Morris International (PM) 0.0 $372k 2.3k 160.38
Spdr Series Trust State Street Spd (SDY) 0.0 $370k 2.7k 139.18
City Holding Company (CHCO) 0.0 $358k 3.0k 119.20
McKesson Corporation (MCK) 0.0 $353k 430.00 820.29
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $351k 3.6k 96.26
Deere & Company (DE) 0.0 $350k 751.00 465.57
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $348k 15k 22.88
Pfizer (PFE) 0.0 $347k 14k 24.90
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $341k 11k 30.96
Cardinal Health (CAH) 0.0 $337k 1.6k 205.50
McDonald's Corporation (MCD) 0.0 $332k 1.1k 305.63
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $325k 4.3k 75.44
Spdr Series Trust State Street Spd (KRE) 0.0 $324k 5.0k 64.81
Spdr Gold Tr Gold Shs (GLD) 0.0 $323k 815.00 396.31
Honeywell International (HON) 0.0 $323k 1.7k 195.09
Procter & Gamble Company (PG) 0.0 $322k 2.3k 143.31
Phillips 66 (PSX) 0.0 $319k 2.5k 129.04
Intel Corporation (INTC) 0.0 $316k 8.6k 36.90
Duke Energy Corp Com New (DUK) 0.0 $316k 2.7k 117.23
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $315k 8.7k 36.06
FedEx Corporation (FDX) 0.0 $315k 1.1k 288.86
Ishares Gold Tr Ishares New (IAU) 0.0 $315k 3.9k 81.17
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $315k 7.1k 44.55
Select Sector Spdr Tr State Street Con (XLY) 0.0 $315k 2.6k 119.41
Fb Finl (FBK) 0.0 $313k 5.6k 55.80
Align Technology (ALGN) 0.0 $312k 2.0k 156.15
Spdr Series Trust State Street Spd (SLYG) 0.0 $311k 3.3k 94.20
Applied Digital Corp Com New (APLD) 0.0 $293k 12k 24.52
Strategy Cl A New (MSTR) 0.0 $280k 1.8k 151.95
At&t (T) 0.0 $279k 11k 24.84
American Express Company (AXP) 0.0 $278k 750.00 369.95
Nucor Corporation (NUE) 0.0 $277k 1.7k 163.11
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $275k 1.0k 275.39
salesforce (CRM) 0.0 $272k 1.0k 264.91
Applied Materials (AMAT) 0.0 $270k 1.1k 256.99
Vanguard Index Fds Growth Etf (VUG) 0.0 $264k 541.00 487.86
I3 Verticals Com Cl A (IIIV) 0.0 $263k 11k 25.19
United Rentals (URI) 0.0 $263k 325.00 809.32
Southwest Airlines (LUV) 0.0 $262k 6.3k 41.33
Prudential Financial (PRU) 0.0 $259k 2.3k 112.86
Global X Fds Defense Tech Etf (SHLD) 0.0 $259k 4.0k 64.79
Enterprise Products Partners (EPD) 0.0 $255k 8.0k 32.06
Global X Fds Global X Uranium (URA) 0.0 $243k 5.7k 42.73
RBB Motley Fol Etf (TMFC) 0.0 $241k 3.4k 71.77
Corteva (CTVA) 0.0 $240k 3.6k 67.03
Verizon Communications (VZ) 0.0 $239k 5.9k 40.73
Ishares Tr S&p 100 Etf (OEF) 0.0 $239k 697.00 342.76
Marathon Petroleum Corp (MPC) 0.0 $229k 1.4k 162.65
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $227k 14k 16.49
TJX Companies (TJX) 0.0 $225k 1.5k 153.61
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $223k 501.00 444.29
H&R Block (HRB) 0.0 $218k 5.0k 43.58
Freeport-mcmoran CL B (FCX) 0.0 $216k 4.3k 50.79
Texas Instruments Incorporated (TXN) 0.0 $215k 1.2k 173.49
Amphenol Corp Cl A (APH) 0.0 $215k 1.6k 135.14
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.0 $212k 2.9k 73.84
Ge Healthcare Technologies I Common Stock (GEHC) 0.0 $207k 2.5k 82.03
PerkinElmer (RVTY) 0.0 $206k 2.1k 96.75
Paypal Holdings (PYPL) 0.0 $204k 3.5k 58.38
Ford Motor Company (F) 0.0 $156k 12k 13.12