LBMC Investment Advisors

Lbmc Investment Advisors as of June 30, 2026

Portfolio Holdings for Lbmc Investment Advisors

Lbmc Investment Advisors holds 245 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 16.9 $311M 416k 748.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 15.2 $281M 1.3M 212.77
Ishares Tr Russell 2000 Etf (IWM) 11.4 $211M 703k 300.45
Ishares Tr Core High Dv Etf (HDV) 3.4 $63M 2.3M 27.41
Ishares Tr Core Msci Eafe (IEFA) 3.3 $60M 623k 96.58
Ishares Tr Msci Eafe Etf (EFA) 2.7 $51M 487k 103.88
Ishares Tr Ibonds 28 Tr Hi (IBHH) 2.5 $46M 1.9M 23.50
Ishares Tr Ibonds 29 Tr Hi (IBHI) 2.2 $40M 1.7M 23.39
Ishares Tr Ibon 2027 Te Etf (IBHG) 2.1 $39M 1.8M 22.08
Ishares Tr Select Divid Etf (DVY) 2.0 $36M 231k 156.30
Ishares Tr Ibon 2030 Te Etf (IBHJ) 1.7 $32M 1.2M 26.46
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.7 $31M 435k 71.25
Vanguard Whitehall Fds High Div Yld (VYM) 1.6 $29M 184k 158.03
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $28M 190k 148.31
Ishares Tr Ibon 2026 Te Etf (IBHF) 1.4 $26M 1.2M 22.65
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.0 $18M 149k 121.42
Apple (AAPL) 1.0 $18M 62k 289.36
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.9 $17M 25k 686.82
Ishares Tr Ibon 2031 Te Etf (IBHK) 0.9 $17M 666k 25.77
Hca Holdings (HCA) 0.9 $17M 43k 389.89
Ishares Tr Select Us Reit (ICF) 0.9 $16M 238k 67.63
Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $16M 113k 137.53
Ishares Tr Ibonds Dec 27 (IBMP) 0.8 $15M 585k 25.42
Ishares Tr Ibonds Dec 28 (IBMQ) 0.8 $15M 578k 25.58
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $14M 171k 80.57
Ishares Tr Ibonds Dec 26 (IBMO) 0.7 $13M 520k 25.64
Ishares Tr Ibonds Dec 2029 (IBMR) 0.7 $13M 520k 25.39
Ishares Tr U.s. Utilits Etf (IDU) 0.7 $12M 107k 114.61
Ishares Tr Core 80 20 Etf (AOA) 0.7 $12M 125k 97.60
Alphabet Cap Stk Cl C (GOOG) 0.5 $10M 29k 353.32
Ishares Core Msci Emkt (IEMG) 0.5 $9.7M 118k 82.84
Ishares Tr S&p 500 Val Etf (IVE) 0.5 $9.5M 42k 227.06
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $8.7M 145k 59.69
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $8.6M 89k 96.43
Ishares Tr Ibonds Dec 29 (IBDU) 0.5 $8.5M 367k 23.16
Ishares Tr Ibonds Dec 2030 (IBMS) 0.5 $8.4M 323k 25.87
Amazon (AMZN) 0.4 $8.2M 35k 238.34
Ishares Tr Ibonds Dec 2030 (IBDV) 0.4 $7.5M 346k 21.80
Ishares Tr Ibonds 27 Etf (Principal) (IBDS) 0.4 $7.3M 300k 24.22
Microsoft Corporation (MSFT) 0.4 $7.1M 19k 373.02
Ishares Tr Ibds Dec28 Etf (IBDT) 0.4 $7.1M 280k 25.25
Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $6.6M 96k 68.41
AFLAC Incorporated (AFL) 0.3 $6.2M 53k 117.25
Alphabet Cap Stk Cl A (GOOGL) 0.3 $6.1M 17k 357.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $6.0M 12k 500.39
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.3 $5.9M 117k 50.39
Gorman-Rupp Company (GRC) 0.3 $5.6M 61k 91.74
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $5.4M 7.3k 746.80
Ishares Tr Ibonds Dec2026 (Principal) (IBDR) 0.3 $5.4M 222k 24.23
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $5.0M 6.8k 736.38
Ishares Tr Core 60 Bala Etf (AOR) 0.3 $4.8M 69k 69.50
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $4.3M 56k 77.11
Ishares Tr Ibon 2032 Te Etf (IBHL) 0.2 $4.2M 165k 25.42
Spdr Series Trust ST STR P500GRW (SPYG) 0.2 $3.9M 33k 118.99
Meta Platforms Cl A (META) 0.2 $3.8M 6.8k 563.27
Vanguard World Inf Tech Etf (VGT) 0.2 $3.7M 31k 119.52
Ishares Tr Ibonds Dec 2031 (IBMT) 0.2 $3.4M 132k 25.80
Cisco Systems (CSCO) 0.2 $3.4M 29k 117.46
Caterpillar (CAT) 0.2 $3.4M 3.2k 1064.90
NVIDIA Corporation (NVDA) 0.2 $3.4M 17k 200.09
A. O. Smith Corporation (AOS) 0.2 $3.3M 53k 62.72
Capital One Financial (COF) 0.2 $3.3M 16k 200.62
Home Depot (HD) 0.2 $3.2M 9.0k 352.68
Coca-Cola Company (KO) 0.2 $3.1M 39k 81.27
Aon Shs Cl A (AON) 0.2 $3.0M 9.1k 331.69
Ishares Msci Equal Weite (EUSA) 0.2 $2.9M 25k 114.19
JPMorgan Chase & Co. (JPM) 0.2 $2.9M 8.7k 327.32
Broadcom (AVGO) 0.1 $2.5M 6.6k 377.73
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT) 0.1 $2.4M 116k 21.13
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) 0.1 $2.4M 112k 21.74
Tema Etf Trust S&p 500 Hi We Et (DSPY) 0.1 $2.4M 37k 65.83
Invesco Exch Trd Slf Idx Bulletshs 2030 (BSJU) 0.1 $2.4M 91k 25.81
Micron Technology (MU) 0.1 $2.3M 2.0k 1154.29
Spdr Series Trust St Str Msci Usaq (QUS) 0.1 $2.3M 12k 186.86
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $2.1M 102k 20.84
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $2.1M 70k 29.43
Eli Lilly & Co. (LLY) 0.1 $2.0M 1.7k 1199.43
Nebius Group Shs Class A (NBIS) 0.1 $2.0M 7.2k 276.17
Exxon Mobil Corporation (XOM) 0.1 $2.0M 15k 136.72
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.9M 12k 156.95
Spdr Series Trust St Str P500etf (SPYM) 0.1 $1.9M 22k 87.88
Ge Aerospace Com New (GE) 0.1 $1.9M 5.1k 373.73
Schwab Strategic Tr Fundamental Us L (FNDX) 0.1 $1.8M 59k 31.10
Johnson & Johnson (JNJ) 0.1 $1.8M 7.0k 253.95
Southern Company (SO) 0.1 $1.8M 18k 95.71
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $1.7M 15k 117.50
Oracle Corporation (ORCL) 0.1 $1.7M 12k 146.55
Ge Vernova (GEV) 0.1 $1.7M 1.4k 1174.88
Mastercard Incorporated Cl A (MA) 0.1 $1.6M 3.2k 513.65
Pinnacle Finl Partners (PNFP) 0.1 $1.6M 16k 100.88
International Business Machines (IBM) 0.1 $1.6M 5.7k 281.21
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) 0.1 $1.6M 71k 22.35
Abbvie (ABBV) 0.1 $1.5M 6.1k 251.65
Costco Wholesale Corporation (COST) 0.1 $1.5M 1.6k 935.47
Ishares Tr Ibonds Dec 2032 (IBDX) 0.1 $1.5M 60k 25.19
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $1.5M 4.0k 370.02
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.1 $1.5M 26k 55.01
Visa Com Cl A (V) 0.1 $1.4M 4.1k 343.10
Raytheon Technologies Corp (RTX) 0.1 $1.4M 7.2k 189.73
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.1 $1.4M 9.9k 137.54
Invesco Exch Trd Slf Idx Bull 2031 Hi Etf (BSJV) 0.1 $1.3M 50k 26.25
Ishares Tr Ibonds Dec 2032 (IBMU) 0.1 $1.3M 49k 25.43
Walt Disney Company (DIS) 0.1 $1.2M 13k 96.25
Intel Corporation (INTC) 0.1 $1.2M 8.6k 139.64
Citigroup Com New (C) 0.1 $1.2M 8.5k 139.96
Ishares Tr Core Div Grwth (DGRO) 0.1 $1.1M 15k 75.79
Blackstone Group Inc Com Cl A (BX) 0.1 $1.1M 9.5k 117.68
Goldman Sachs (GS) 0.1 $1.1M 1.1k 1011.83
Tesla Motors (TSLA) 0.1 $1.1M 2.6k 420.60
Shopify Cl A Sub Vtg Shs (SHOP) 0.1 $1.1M 9.6k 114.18
Smartfinancial Com New (SMBK) 0.1 $1.1M 23k 46.92
Advanced Micro Devices (AMD) 0.1 $1.1M 1.9k 580.91
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $1.0M 8.4k 124.18
Wells Fargo & Company (WFC) 0.1 $961k 12k 82.64
Boeing Company (BA) 0.1 $945k 4.4k 216.47
UnitedHealth (UNH) 0.1 $929k 2.2k 415.58
Bank of America Corporation (BAC) 0.1 $928k 16k 56.98
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC) 0.0 $912k 17k 54.47
Select Sector Spdr Tr St Str Care Etf (XLV) 0.0 $902k 5.7k 158.67
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $901k 3.8k 236.65
Merck & Co (MRK) 0.0 $895k 7.0k 128.50
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.0 $873k 4.6k 190.52
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.0 $865k 2.9k 302.97
Schwab Strategic Tr Fundamental Intl (FNDF) 0.0 $861k 16k 52.76
Mongodb Cl A (MDB) 0.0 $840k 2.5k 335.90
Regions Financial Corporation (RF) 0.0 $839k 28k 30.20
Schwab Strategic Tr Fundamental Us S (FNDA) 0.0 $832k 22k 38.06
PNC Financial Services (PNC) 0.0 $813k 3.3k 246.25
Spdr Series Trust St Str P500val (SPYV) 0.0 $797k 13k 60.79
Palo Alto Networks (PANW) 0.0 $796k 2.3k 341.02
Wal-Mart Stores (WMT) 0.0 $791k 7.0k 113.26
Spdr Index Shs Fds St Port Mark Etf (SPEM) 0.0 $747k 14k 51.78
Chevron Corporation (CVX) 0.0 $744k 4.5k 165.76
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.0 $739k 33k 22.14
Fis Tr Christian Stk Fd (PRAY) 0.0 $737k 21k 35.45
Palantir Technologies Cl A (PLTR) 0.0 $734k 6.3k 116.67
Eaton Corp SHS (ETN) 0.0 $718k 1.7k 426.12
Proshares Tr Pshs Ultra Qqq (QLD) 0.0 $688k 7.1k 96.76
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.0 $678k 1.3k 522.31
ConocoPhillips (COP) 0.0 $655k 6.3k 103.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.0 $623k 23k 27.70
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.0 $603k 8.6k 69.90
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.0 $591k 26k 22.37
Vanguard Index Fds Growth Etf (VUG) 0.0 $588k 6.8k 86.14
Morgan Stanley Com New (MS) 0.0 $587k 2.8k 209.04
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.0 $581k 16k 36.13
Hldgs (UAL) 0.0 $580k 4.3k 135.99
Travelers Companies (TRV) 0.0 $578k 1.8k 330.12
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $553k 17k 33.29
Ishares Tr Ibonds Dec 2033 (IBDY) 0.0 $550k 21k 25.75
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $548k 24k 22.89
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $543k 13k 41.43
Ishares Tr Ibon 2033 Te Hi (IBHM) 0.0 $501k 20k 25.41
Trane Technologies SHS (TT) 0.0 $491k 1.0k 491.16
Vertiv Holdings Com Cl A (VRT) 0.0 $478k 1.4k 334.84
Deere & Company (DE) 0.0 $476k 751.00 634.33
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.0 $469k 5.2k 90.10
Synopsys (SNPS) 0.0 $468k 1.0k 446.07
Us Bancorp Com New (USB) 0.0 $466k 7.7k 60.40
Abbott Laboratories (ABT) 0.0 $465k 5.1k 90.73
Nextera Energy (NEE) 0.0 $458k 5.2k 87.77
Vanguard Index Fds Value Etf (VTV) 0.0 $458k 2.1k 217.88
Fifth Third Ban (FITB) 0.0 $451k 8.0k 56.37
Rbc Cad (RY) 0.0 $450k 2.2k 206.97
Ea Series Trust Us Quan Value (QVAL) 0.0 $444k 8.0k 55.45
Vulcan Materials Company (VMC) 0.0 $443k 1.5k 295.01
Charles Schwab Corporation (SCHW) 0.0 $436k 4.7k 92.27
Capital Southwest Corporation (CSWC) 0.0 $434k 18k 23.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.0 $422k 5.4k 77.91
Truist Financial Corp equities (TFC) 0.0 $407k 8.2k 49.82
Spdr Series Trust St Str Sp Div (SDY) 0.0 $405k 2.7k 152.15
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $403k 3.6k 110.31
City Holding Company (CHCO) 0.0 $398k 3.0k 132.64
Spdr Series Trust St Str Sp600grwo (SLYG) 0.0 $395k 3.3k 119.13
Etf Ser Solutions Bahl Ga Grow Etf (BGIG) 0.0 $395k 11k 35.89
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.0 $394k 2.3k 170.88
Atmos Energy Corporation (ATO) 0.0 $393k 2.3k 172.27
Cardinal Health (CAH) 0.0 $389k 1.6k 237.56
Ishares Gold Tr Ishares New (IAU) 0.0 $383k 5.1k 75.51
Ishares Tr Ibonds Dec 2034 (IBDZ) 0.0 $380k 15k 26.05
Nucor Corporation (NUE) 0.0 $379k 1.7k 222.75
TJX Companies (TJX) 0.0 $378k 2.5k 151.50
General Motors Company (GM) 0.0 $378k 4.9k 77.08
United Rentals (URI) 0.0 $375k 331.00 1132.89
Spdr Series Trust St Str Sp Regbnk (KRE) 0.0 $374k 5.0k 74.85
Freeport Mcmoran CL B (FCX) 0.0 $367k 5.8k 62.89
Pepsi (PEP) 0.0 $361k 2.7k 135.38
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 0.0 $347k 8.7k 39.68
Align Technology (ALGN) 0.0 $345k 2.0k 168.66
Main Street Capital Corporation (MAIN) 0.0 $344k 6.6k 51.88
Schwab Strategic Tr Fundamental Intl (FNDC) 0.0 $343k 7.1k 48.56
FedEx Corporation (FDX) 0.0 $341k 1.1k 313.13
Bristol Myers Squibb (BMY) 0.0 $332k 5.8k 57.62
Enterprise Products Partners (EPD) 0.0 $327k 8.9k 36.76
McKesson Corporation (MCK) 0.0 $325k 430.00 755.60
Ishares Tr Ibonds 29 Trm Ts (IBTJ) 0.0 $319k 15k 21.65
Phillips 66 (PSX) 0.0 $311k 1.8k 169.01
Select Sector Spdr Tr St Str Discr Etf (XLY) 0.0 $309k 2.6k 117.28
Ishares Tr Esg Optimized (SUSA) 0.0 $308k 2.0k 154.31
I3 Verticals Com Cl A (IIIV) 0.0 $306k 14k 21.36
McDonald's Corporation (MCD) 0.0 $306k 1.1k 270.30
Lumentum Hldgs (LITE) 0.0 $306k 356.00 858.06
Crowdstrike Hldgs Cl A (CRWD) 0.0 $305k 399.00 763.14
Corteva (CTVA) 0.0 $304k 3.6k 84.69
Spdr Gold Tr Gold Shs (GLD) 0.0 $300k 815.00 368.38
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $299k 1.1k 271.95
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $297k 622.00 477.57
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $295k 15k 19.12
Qnity Electronics Common Stock (Q) 0.0 $293k 1.8k 163.31
Airbnb Com Cl A (ABNB) 0.0 $292k 2.0k 143.10
Amphenol Corp Cl A (APH) 0.0 $290k 1.6k 176.32
Procter & Gamble Company (PG) 0.0 $289k 2.0k 146.66
Astera Labs (ALAB) 0.0 $274k 568.00 483.02
Global X Fds Global X Uranium (URA) 0.0 $273k 6.3k 43.70
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $267k 134.00 1989.44
Pfizer (PFE) 0.0 $263k 11k 24.08
Vaneck Etf Trust Semiconductr Etf (SMH) 0.0 $262k 400.00 655.89
RBB Motley Fol Etf (TMFC) 0.0 $256k 3.4k 76.16
Ishares Tr S&p 100 Etf (OEF) 0.0 $255k 697.00 365.65
American Express Company (AXP) 0.0 $254k 750.00 338.25
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.0 $249k 3.0k 82.61
Bwx Technologies (BWXT) 0.0 $246k 1.3k 194.65
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $245k 1.0k 242.53
Ark Etf Tr Genomic Rev Etf (ARKG) 0.0 $244k 5.8k 42.06
Global X Fds Defense Tech Etf (SHLD) 0.0 $239k 4.0k 59.72
PerkinElmer (RVTY) 0.0 $237k 2.1k 111.26
Victory Portfolios Ii Vcshs Us 500 Enh (CFO) 0.0 $230k 2.9k 80.08
Philip Morris International (PM) 0.0 $229k 1.3k 180.86
WesBan (WSBC) 0.0 $225k 5.8k 39.03
Ark Etf Tr Autnmus Technlgy (ARKQ) 0.0 $223k 1.7k 132.22
Marvell Technology (MRVL) 0.0 $216k 724.00 297.89
United Cmnty Bks Ga Cap Stk (UCB) 0.0 $214k 6.1k 35.09
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $211k 5.8k 36.26
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.0 $209k 4.3k 48.12
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) 0.0 $204k 2.2k 91.95
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $204k 2.0k 102.25
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.0 $202k 4.0k 50.57
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.0 $202k 1.1k 185.15
United Parcel Svcs CL B (UPS) 0.0 $200k 1.9k 107.50
Ishares Tr Ibond Dec 2030 (IBTK) 0.0 $197k 10k 19.54
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.0 $179k 12k 14.88
Immunitybio (IBRX) 0.0 $166k 19k 8.76
Ford Motor Company (F) 0.0 $166k 12k 13.90
21shares Sui Etf Sh Ben Int (TSUI) 0.0 $157k 11k 13.90
Ardent Health Partners (ARDT) 0.0 $98k 10k 9.84