Lbmc Investment Advisors
$1.8B 13F equity value
263 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Lbmc Investment Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 415,571 | $311M | 16.9% |
| RSP | INVESCO EXCHANGE TRADED FD T | 1,319,004 | $281M | 15.2% |
| IWM | ISHARES TR | 702,868 | $211M | 11.4% |
| HDV | ISHARES TR | 2,307,284 | $63M | 3.4% |
| IEFA | ISHARES TR | 622,624 | $60M | 3.3% |
| EFA | ISHARES TR | 486,616 | $51M | 2.7% |
| IBHH | ISHARES TR | 1,937,560 | $46M | 2.5% |
| IBHI | ISHARES TR | 1,709,445 | $40M | 2.2% |
| IBHG | ISHARES TR | 1,772,416 | $39M | 2.1% |
| DVY | ISHARES TR | 231,257 | $36M | 2.0% |
Track Lbmc Investment Advisors's 13F portfolio: $1.8B in reported holdings, 263 positions. Top holdings and quarterly changes on SentiSense.
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