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LBMC INVESTMENT ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    brentwood, TN
  • Num holdings

    230

  • Value ($000)

    $1,639,809

  • Date Filed
    05/14/2026
  • Form type
    13F-HR
  • CIK
    0001536924
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$274.57M
17 %

420,340

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$253.98M
16 %

1,323,360

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$174.79M
11 %

704,809

H
HDV

ISHARES TR

CORE HIGH DV ETF
46429B663
$62.21M
4 %

458,400

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$53.88M
3 %

595,160

E
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$47.44M
3 %

488,440

I
IBHH

ISHARES TR

IBONDS 28 TR HI
46436E387
$40.86M
3 %

1,741,128

I
IBHG

ISHARES TR

IBONDS 2027 TERM
46436E478
$35.78M
2 %

1,616,618

D
DVY

ISHARES TR

SELECT DIVID ETF
464287168
$34.93M
2 %

230,707

I
IBHI

ISHARES TR

IBONDS 29 TR HI
46436E379
$34.17M
2 %

1,467,776

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