LBMC Investment Advisors

Lbmc Investment Advisors as of March 31, 2026

Portfolio Holdings for Lbmc Investment Advisors

Lbmc Investment Advisors holds 230 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 16.7 $275M 420k 653.21
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 15.5 $254M 1.3M 191.92
Ishares Tr Russell 2000 Etf (IWM) 10.7 $175M 705k 248.00
Ishares Tr Core High Dv Etf (HDV) 3.8 $62M 458k 135.72
Ishares Tr Core Msci Eafe (IEFA) 3.3 $54M 595k 90.53
Ishares Tr Msci Eafe Etf (EFA) 2.9 $47M 488k 97.13
Ishares Tr Ibonds 28 Tr Hi (IBHH) 2.5 $41M 1.7M 23.47
Ishares Tr Ibonds 2027 Term (IBHG) 2.2 $36M 1.6M 22.13
Ishares Tr Select Divid Etf (DVY) 2.1 $35M 231k 151.41
Ishares Tr Ibonds 29 Tr Hi (IBHI) 2.1 $34M 1.5M 23.28
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $28M 432k 64.08
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $26M 176k 148.10
Ishares Tr Ibonds 2026 Term (IBHF) 1.6 $26M 1.1M 22.95
Ishares Tr Ibonds 2030 Term (IBHJ) 1.5 $25M 934k 26.22
Ishares Tr Core S&p Scp Etf (IJR) 1.4 $22M 179k 124.31
Hca Holdings (HCA) 1.2 $21M 43k 473.24
Apple (AAPL) 1.0 $16M 63k 253.79
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $15M 25k 597.56
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.9 $15M 149k 100.17
Ishares Tr Select Us Reit (ICF) 0.9 $15M 239k 61.89
Ishares Tr Ibonds Dec 27 (IBMP) 0.9 $14M 567k 25.44
Ishares Tr Ibonds Dec 28 (IBMQ) 0.9 $14M 560k 25.53
Ishares Tr Ibonds Dec 26 (IBMO) 0.8 $14M 525k 25.63
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $13M 118k 113.11
Ishares Tr U.s. Utilits Etf (IDU) 0.8 $12M 107k 116.11
Ishares Tr Ibonds 2031 Term (IBHK) 0.8 $12M 486k 25.45
Ishares Tr Ibonds Dec 2029 (IBMR) 0.8 $12M 488k 25.35
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $12M 43k 287.18
Ishares Tr Core 80/20 Aggre (AOA) 0.7 $11M 126k 88.49
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $8.9M 42k 211.15
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $8.2M 92k 88.70
Alphabet Cap Stk Cl C (GOOG) 0.5 $7.8M 27k 286.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $7.8M 144k 54.05
Ishares Core Msci Emkt (IEMG) 0.5 $7.7M 111k 69.75
Ishares Tr Ibonds Dec 29 (IBDU) 0.4 $7.2M 308k 23.26
Ishares Tr Ibonds Dec 2030 (IBMS) 0.4 $7.0M 269k 25.83
Amazon (AMZN) 0.4 $6.9M 33k 208.27
Microsoft Corporation (MSFT) 0.4 $6.4M 17k 370.16
Ishares Tr Ibonds 27 Etf (IBDS) 0.4 $6.3M 259k 24.24
Ishares Tr Ibonds Dec 2030 (IBDV) 0.4 $6.2M 282k 21.89
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $6.0M 13k 479.20
Ishares Tr Ibds Dec28 Etf (IBDT) 0.4 $5.9M 233k 25.33
AFLAC Incorporated (AFL) 0.4 $5.8M 53k 109.71
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $5.4M 96k 56.79
Spdr Index Shs Fds State Street Spd (SPDW) 0.3 $5.4M 119k 45.65
Ishares Tr Ibonds Dec2026 (IBDR) 0.3 $5.1M 211k 24.24
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $4.7M 7.3k 650.37
Alphabet Cap Stk Cl A (GOOGL) 0.3 $4.6M 16k 287.57
Ishares Tr Core 60/40 Balan (AOR) 0.3 $4.5M 71k 64.35
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $3.9M 6.7k 577.16
Meta Platforms Cl A (META) 0.2 $3.8M 6.7k 572.09
Gorman-Rupp Company (GRC) 0.2 $3.8M 61k 62.13
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $3.6M 54k 67.53
Ishares Tr Ibonds 2032 Term (IBHL) 0.2 $3.6M 141k 25.25
A. O. Smith Corporation (AOS) 0.2 $3.5M 53k 65.94
Ishares Tr Ibonds Dec 2031 (IBMT) 0.2 $3.2M 126k 25.67
Spdr Series Trust State Street Spd (SPYG) 0.2 $3.2M 33k 97.91
Eli Lilly & Co. (LLY) 0.2 $3.2M 3.5k 919.77
Capital One Financial (COF) 0.2 $3.0M 16k 182.43
Coca-Cola Company (KO) 0.2 $2.9M 39k 76.05
Aon Shs Cl A (AON) 0.2 $2.9M 9.1k 322.78
NVIDIA Corporation (NVDA) 0.2 $2.9M 17k 174.40
Home Depot (HD) 0.2 $2.9M 8.8k 328.89
Vanguard World Inf Tech Etf (VGT) 0.2 $2.7M 3.9k 697.75
Ishares Msci Equal Weite (EUSA) 0.2 $2.5M 25k 101.77
Southern Company (SO) 0.2 $2.5M 26k 96.52
JPMorgan Chase & Co. (JPM) 0.2 $2.5M 8.5k 294.16
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $2.4M 116k 21.04
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.1 $2.4M 112k 21.69
Exxon Mobil Corporation (XOM) 0.1 $2.4M 14k 169.66
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 0.1 $2.3M 91k 25.59
Caterpillar (CAT) 0.1 $2.3M 3.2k 708.46
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $2.2M 105k 20.93
Spdr Series Trust State Street Spd (QUS) 0.1 $2.1M 12k 171.64
Costco Wholesale Corporation (COST) 0.1 $2.1M 2.1k 996.43
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $1.8M 70k 25.64
Tema Etf Trust S&p 500 Historic (DSPY) 0.1 $1.7M 30k 57.05
Oracle Corporation (ORCL) 0.1 $1.7M 12k 147.11
Broadcom (AVGO) 0.1 $1.7M 5.5k 309.54
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.7M 12k 138.32
Johnson & Johnson (JNJ) 0.1 $1.7M 6.9k 244.45
Pinnacle Finl Partners (PNFP) 0.1 $1.7M 19k 86.14
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $1.6M 59k 27.85
Spdr Series Trust State Street Spd (SPYM) 0.1 $1.6M 21k 76.54
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.1 $1.6M 71k 22.37
Mastercard Incorporated Cl A (MA) 0.1 $1.6M 3.1k 499.71
Ishares Tr Ibonds Dec 2032 (IBDX) 0.1 $1.5M 60k 25.27
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.5M 15k 100.62
Raytheon Technologies Corp (RTX) 0.1 $1.4M 7.3k 192.90
Advanced Micro Devices (AMD) 0.1 $1.4M 6.9k 203.43
International Business Machines (IBM) 0.1 $1.4M 5.7k 242.40
Chevron Corporation (CVX) 0.1 $1.3M 6.5k 206.90
Ge Aerospace Com New (GE) 0.1 $1.3M 4.7k 283.75
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSJV) 0.1 $1.3M 50k 26.00
Abbvie (ABBV) 0.1 $1.3M 5.9k 217.50
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $1.3M 26k 48.46
Walt Disney Company (DIS) 0.1 $1.2M 13k 96.38
Wal-Mart Stores (WMT) 0.1 $1.2M 9.4k 124.27
Visa Com Cl A (V) 0.1 $1.2M 3.8k 302.24
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $1.1M 9.9k 114.83
Citigroup Com New (C) 0.1 $1.1M 10k 113.41
Micron Technology (MU) 0.1 $1.1M 3.2k 337.84
Merck & Co (MRK) 0.1 $1.1M 9.0k 120.29
Blackstone Group Inc Com Cl A (BX) 0.1 $1.1M 9.4k 114.99
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.1M 9.0k 118.62
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.1M 15k 70.18
Ge Vernova (GEV) 0.1 $1.0M 1.2k 872.92
Boeing Company (BA) 0.1 $938k 4.7k 199.03
Cisco Systems (CSCO) 0.1 $927k 12k 77.59
Wells Fargo & Company (WFC) 0.1 $926k 12k 79.61
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $919k 2.9k 320.79
Smartfinancial Com New (SMBK) 0.1 $901k 23k 39.08
Super Micro Computer Com New (SMCI) 0.1 $898k 39k 22.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $869k 2.0k 426.38
ConocoPhillips (COP) 0.1 $865k 6.5k 132.00
Bank of America Corporation (BAC) 0.1 $860k 18k 48.75
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $834k 5.7k 146.62
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.1 $833k 17k 49.72
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $828k 3.8k 215.03
Tesla Motors (TSLA) 0.1 $828k 2.2k 371.75
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $799k 21k 38.42
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $799k 16k 48.93
Goldman Sachs (GS) 0.0 $757k 894.00 846.31
Nebius Group Shs Class A (NBIS) 0.0 $746k 7.2k 103.76
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.0 $742k 33k 22.28
Spdr Series Trust State Street Spd (SPYV) 0.0 $738k 13k 56.58
Regions Financial Corporation (RF) 0.0 $733k 28k 26.12
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $709k 22k 32.43
PNC Financial Services (PNC) 0.0 $687k 3.3k 208.11
Spdr Index Shs Fds State Street Spd (SPEM) 0.0 $677k 14k 46.91
Eaton Corp SHS (ETN) 0.0 $674k 1.9k 357.67
Fis Tr Fis Christian St (PRAY) 0.0 $669k 21k 32.18
Snowflake Com Shs (SNOW) 0.0 $653k 4.3k 150.82
Fidelity Wise Origin Bitcoin SHS (FBTC) 0.0 $641k 11k 59.03
Mongodb Cl A (MDB) 0.0 $612k 2.5k 244.77
Pepsi (PEP) 0.0 $609k 3.9k 155.28
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $604k 4.5k 132.90
Analog Devices (ADI) 0.0 $602k 1.9k 318.14
UnitedHealth (UNH) 0.0 $601k 2.2k 270.55
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $601k 1.3k 463.24
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $592k 26k 22.43
Palantir Technologies Cl A (PLTR) 0.0 $591k 4.0k 146.28
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $588k 2.5k 237.62
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $578k 23k 24.75
Ishares Tr Ibonds Dec 2033 (IBDY) 0.0 $552k 21k 25.85
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $548k 24k 22.91
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $548k 13k 42.56
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $538k 8.6k 62.45
Abbott Laboratories (ABT) 0.0 $529k 5.2k 102.67
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $514k 6.6k 78.41
Travelers Companies (TRV) 0.0 $510k 1.8k 291.68
Nextera Energy (NEE) 0.0 $489k 5.3k 92.88
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $467k 16k 29.08
Phillips 66 (PSX) 0.0 $463k 2.5k 182.17
Morgan Stanley Com New (MS) 0.0 $462k 2.8k 164.57
Bristol Myers Squibb (BMY) 0.0 $452k 7.5k 60.65
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $434k 7.1k 61.00
Deere & Company (DE) 0.0 $423k 751.00 563.30
Charles Schwab Corporation (SCHW) 0.0 $420k 4.5k 93.98
Ea Series Trust Us Quan Value (QVAL) 0.0 $417k 8.0k 52.14
Trane Technologies SHS (TT) 0.0 $417k 1.0k 416.74
Synopsys (SNPS) 0.0 $416k 1.0k 396.48
Atmos Energy Corporation (ATO) 0.0 $415k 2.2k 184.72
Vulcan Materials Company (VMC) 0.0 $409k 1.5k 272.30
Capital Southwest Corporation (CSWC) 0.0 $404k 18k 22.12
Us Bancorp Com New (USB) 0.0 $402k 7.7k 52.01
Hldgs (UAL) 0.0 $393k 4.3k 92.07
Seagate Technology Hldngs Pl Ord Shs (STX) 0.0 $392k 1.0k 391.76
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $391k 5.2k 75.19
Pfizer (PFE) 0.0 $391k 14k 28.08
Spdr Series Trust State Street Spd (SDY) 0.0 $388k 2.7k 145.96
FedEx Corporation (FDX) 0.0 $388k 1.1k 356.18
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.0 $381k 15k 26.06
Intel Corporation (INTC) 0.0 $378k 8.6k 44.13
Honeywell International (HON) 0.0 $374k 1.7k 226.03
Truist Financial Corp equities (TFC) 0.0 $372k 8.1k 45.97
McKesson Corporation (MCK) 0.0 $372k 430.00 865.36
Fifth Third Ban (FITB) 0.0 $372k 8.0k 46.46
Palo Alto Networks (PANW) 0.0 $370k 2.3k 160.32
General Motors Company (GM) 0.0 $365k 4.9k 74.50
Rbc Cad (RY) 0.0 $365k 2.3k 161.78
Applied Materials (AMAT) 0.0 $359k 1.1k 341.79
City Holding Company (CHCO) 0.0 $359k 3.0k 119.52
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $355k 3.6k 97.22
McDonald's Corporation (MCD) 0.0 $352k 1.1k 310.76
Main Street Capital Corporation (MAIN) 0.0 $351k 6.6k 52.96
Spdr Gold Tr Gold Shs (GLD) 0.0 $351k 815.00 430.29
Cardinal Health (CAH) 0.0 $346k 1.6k 211.31
Align Technology (ALGN) 0.0 $343k 2.0k 171.43
Ishares Gold Tr Ishares New (IAU) 0.0 $342k 3.9k 88.16
Schwab Strategic Tr Fundamental Emer (FNDE) 0.0 $334k 8.7k 38.26
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $327k 7.1k 46.36
Marathon Petroleum Corp (MPC) 0.0 $327k 1.3k 244.22
Spdr Series Trust State Street Spd (KRE) 0.0 $326k 5.0k 65.15
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $322k 15k 21.84
I3 Verticals Com Cl A (IIIV) 0.0 $320k 14k 22.36
Spdr Series Trust State Street Spd (SLYG) 0.0 $320k 3.3k 96.62
At&t (T) 0.0 $311k 11k 28.99
Procter & Gamble Company (PG) 0.0 $308k 2.1k 144.44
Enterprise Products Partners (EPD) 0.0 $301k 8.0k 37.84
Corteva (CTVA) 0.0 $300k 3.6k 83.71
Global X Fds Global X Uranium (URA) 0.0 $297k 6.1k 48.43
Fb Finl (FBK) 0.0 $292k 5.6k 51.94
Nucor Corporation (NUE) 0.0 $288k 1.7k 169.10
Select Sector Spdr Tr State Street Con (XLY) 0.0 $287k 2.6k 108.98
Global X Fds Defense Tech Etf (SHLD) 0.0 $284k 4.0k 70.85
Applied Digital Corp Com New (APLD) 0.0 $283k 12k 23.74
Verizon Communications (VZ) 0.0 $283k 5.6k 50.20
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $267k 14k 19.30
Freeport Mcmoran CL B (FCX) 0.0 $250k 4.3k 58.78
Texas Instruments Incorporated (TXN) 0.0 $250k 1.3k 194.14
Ishares Tr Pfd And Incm Sec (PFF) 0.0 $237k 7.8k 30.32
United Rentals (URI) 0.0 $237k 325.00 728.56
TJX Companies (TJX) 0.0 $234k 1.5k 159.70
Vanguard Index Fds Growth Etf (VUG) 0.0 $232k 531.00 436.79
Strategy Cl A New (MSTR) 0.0 $232k 1.9k 124.80
American Express Company (AXP) 0.0 $227k 750.00 302.48
Prudential Financial (PRU) 0.0 $224k 2.3k 97.70
RBB Motley Fol Etf (TMFC) 0.0 $222k 3.4k 65.97
Ishares Tr S&p 100 Etf (OEF) 0.0 $222k 697.00 317.88
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.0 $213k 2.9k 74.15
Qnity Electronics Common Stock (Q) 0.0 $207k 1.8k 115.38
Amphenol Corp Cl A (APH) 0.0 $205k 1.6k 126.35
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $204k 501.00 408.00
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $203k 4.3k 46.74
Duke Energy Corp Com New (DUK) 0.0 $202k 1.5k 130.98
Ishares Tr Ibond Dec 2030 (IBTK) 0.0 $199k 10k 19.72
Listed Fds Tr 21 Shares 2x Lon (TXXS) 0.0 $157k 37k 4.25
Immunitybio (IBRX) 0.0 $146k 19k 7.67
Ford Motor Company (F) 0.0 $137k 12k 11.54