Lbmc Investment Advisors, LLC Portfolio Holdings

Lbmc Investment Advisors, LLC

$1.38 Billion
Q2 2025

Lbmc Investment Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 214 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $271M, Invesco S&P 500 Equal Weight E with a value of $242M, Ishares Russell 2000 ETF with a value of $151M, Ishares Core High Dividend ETF with a value of $53.7M, and Ishares Tr with a value of $47.2M.

Examining the 13F form we can see an increase of $118M in the current position value, from $1.26B to 1.38B.

Below you can find more details about Lbmc Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.38 Billion

ETFs: $1.21 Billion

Technology: $33.4 Million

Financial Services: $30.4 Million

Healthcare: $23.3 Million

Communication Services: $14.1 Million

Consumer Cyclical: $12 Million

Industrials: $11 Million

Consumer Defensive: $6.39 Million

Other: $8.91 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$271 Million 19.64% of portfolio	436,014	Q2 2025 Reduced 0.37%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$242 Million 17.54% of portfolio	1,329,740	Q2 2025 Reduced 0.09%
IWM Ishares Russell 2000 ETF ETFs	$0	$151 Million 10.98% of portfolio	701,496	Q2 2025 Reduced 1.22%
HDV Ishares Core High Dividend ETF ETFs	$0	$53.7 Million 3.9% of portfolio	458,651	Q2 2025 Added 0.15%
IEFA Ishares Tr ETFs	$0	$47.2 Million 3.42% of portfolio	565,130	Q2 2025 Reduced 0.13%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$44.3 Million 3.22% of portfolio	495,928	Q2 2025 Reduced 0.95%
DVY Ishares Tr ETFs	$0	$30.7 Million 2.23% of portfolio	231,517	Q2 2025 Added 0.16%
IBHH Ishares Tr Ibonds 2028 Term Hi ETFs	$0	$27.9 Million 2.02% of portfolio	1,173,912	Q2 2025 Added 40.4%
IBHG Ishares Tr Ibonds 2027 Term Hi	$0	$26.3 Million 1.91% of portfolio	1,165,621	Q2 2025 Added 35.99%
VEA Vanguard Ftse Developed Market ETFs	$0	$23.2 Million 1.68% of portfolio	406,696	Q2 2025 Added 1.69%
IBHF Ishares Tr Ibonds 2026 Term Hi ETFs	$0	$19.8 Million 1.44% of portfolio	854,318	Q2 2025 Added 13.11%
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$19.5 Million 1.42% of portfolio	146,459	Q2 2025 Added 4.15%
HCA Hca Healthcare, Inc. Healthcare	$109B	$17.3 Million 1.25% of portfolio	45,138	Q2 2025 Added 0.0%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$16.9 Million 1.22% of portfolio	154,292	Q2 2025 Added 7.48%
ICF Ishares Tr ETFs	$0	$15.7 Million 1.14% of portfolio	256,086	Q2 2025 Added 0.71%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$14.7 Million 1.06% of portfolio	25,810	Q2 2025 Reduced 0.34%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$14.1 Million 1.03% of portfolio	128,432	Q2 2025 Reduced 3.56%
VTWO Vanguard Russell 2000 ETF ETFs	$0	$14.2 Million 1.03% of portfolio	162,373	Q2 2025 Added 9.0%
AAPL Apple Inc. Technology	$3.39T	$13.2 Million 0.96% of portfolio	64,302	Q2 2025 Reduced 0.71%
VO Vanguard Mid Cap ETF ETFs	$0	$12.4 Million 0.9% of portfolio	44,470	Q2 2025 Added 0.08%
IBHI Ishares Tr Ibonds 2029 Term Hi ETFs	$0	$12.1 Million 0.88% of portfolio	511,879	Q2 2025 Added 10.5%
IDU Ishares Tr U S Utils ETF ETFs	$0	$11.8 Million 0.86% of portfolio	112,844	Q2 2025 Reduced 0.86%
AOA Ishares Tr Core Aggressive All ETFs	$0	$11.2 Million 0.82% of portfolio	134,824	Q2 2025 Reduced 0.81%
IBMP Ishares Tr Ibonds December 202 ETFs	$0	$10.8 Million 0.78% of portfolio	424,215	Q2 2025 Added 13.99%
IBMO Ishares Tr Ibonds December 202 ETFs	$0	$10.6 Million 0.77% of portfolio	411,927	Q2 2025 Added 12.4%
IBMQ Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$9.55 Million 0.69% of portfolio	375,752	Q2 2025 Added 17.16%
IVE Ishares S&P 500 Value ETF ETFs	$0	$8.68 Million 0.63% of portfolio	44,413	Q2 2025 Reduced 7.35%
VNQ Vanguard Specialized Funds Van ETFs	$0	$8.04 Million 0.58% of portfolio	90,244	Q2 2025 Reduced 3.35%
MSFT Microsoft Corp Technology	$3.75T	$7.75 Million 0.56% of portfolio	15,574	Q2 2025 Reduced 2.71%
IBMN Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$7.35 Million 0.53% of portfolio	274,808	Q2 2025 Added 0.09%
AMZN Amazon Com Inc Consumer Cyclical	$2.27T	$7.03 Million 0.51% of portfolio	32,045	Q2 2025 Reduced 0.46%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$6.98 Million 0.51% of portfolio	141,046	Q2 2025 Added 2.29%
IEMG Ishares Inc ETFs	$0	$6.04 Million 0.44% of portfolio	112,692	Q2 2025 Reduced 5.51%
IBHE Ishares Ibonds 2025 Term High ETFs	$0	$5.87 Million 0.43% of portfolio	252,539	Q2 2025 Added 1.95%
AFL Aflac Inc Financial Services	$64.4B	$5.55 Million 0.4% of portfolio	52,655	Q1 2025 Reduced 0.47%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$631B	$5.32 Million 0.39% of portfolio	10,946	Q2 2025 Added 4.79%
GOOG Alphabet Inc. Communication Services	$1.08T	$5.14 Million 0.37% of portfolio	28,961	Q2 2025 Added 1.08%
EEM Ishares Msci Emerging Markets ETFs	$0	$4.88 Million 0.35% of portfolio	101,169	Q2 2025 Reduced 1.91%
SPDW Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$4.76 Million 0.35% of portfolio	117,593	Q2 2025 Added 11.81%
IBDV Ishares Tr Technology	$0	$4.71 Million 0.34% of portfolio	214,281	Q2 2025 Added 90.29%
IBDS Ishares Tr Ibonds Dec 2027 Ter ETFs	$0	$4.74 Million 0.34% of portfolio	195,185	Q2 2025 Added 58.75%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$4.62 Million 0.34% of portfolio	74,517	Q2 2025 Reduced 12.32%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$4.49 Million 0.33% of portfolio	7,274	Q2 2025 Added 0.22%
IBDU Ishares Tr Ibonds Dec 2029 Ter ETFs	$0	$4.49 Million 0.33% of portfolio	192,654	Q2 2025 Added 35.17%
AOR Ishares Tr Core Growth Allocat ETFs	$0	$4.56 Million 0.33% of portfolio	74,103	Q2 2025 Reduced 1.14%
META Meta Platforms, Inc. Communication Services	$1.62T	$4.4 Million 0.32% of portfolio	5,957	Q1 2025 Added 6.11%
IBDT Ishares Tr Ibonds Dec 2028 Ter ETFs	$0	$3.91 Million 0.28% of portfolio	153,710	Q2 2025 Added 79.95%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$3.4 Million 0.25% of portfolio	143,302	Q2 2025 Added 206.04%
AOS Smith A O Corp Industrials	$8.82B	$3.47 Million 0.25% of portfolio	52,918	Q1 2025 Reduced 9.7%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$3.47 Million 0.25% of portfolio	6,296	Q2 2025 Added 1.88%

Summary

Portfolio
No. of Stocks 214
Current Value $1.38 Billion
Prior Value $1.26 Billion
Filing
Period Q2 2025
Filing Date July 09, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 16 stocks
Additional Purchases 72 stocks
Sold out of 0 stocks
Reduced holdings in 35 stocks

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Lbmc Investment Advisors, LLC Portfolio Holdings