13FBOX
LBMC INVESTMENT ADVISORS, LLC · 13F Holdings
Options Calculator Rankings

LBMC INVESTMENT ADVISORS, LLC

No.1850
Latest AUM (Q2 2026)
$1.85B
QoQ Change Q1 2026
+$205.5M+12.5%
Holdings
245
New Buys
33
Adds
102
Reduces
49
Exits
18
Unchanged
61
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIVV
16.87%16.74%$311.2M415,571$274.6M420,340-4,769-1.13%Reduce
IINVESCO EXCHANGE TRADED FD TRSP
15.21%15.49%$280.6M1.3M$254.0M1.3M-4,356-0.33%Reduce
IISHARES RUSSELLIWM
11.44%10.66%$211.2M702,868$174.8M704,809-1,941-0.28%Reduce
IISHARES TRHDV
3.43%3.79%$63.2M2.3M$62.2M458,400+1.8M+403.33%Add
IISHARES TRIEFA
3.26%3.29%$60.1M622,624$53.9M595,160+27,464+4.61%Add
IISHARES MSCI EAFE ETFEFA
2.74%2.89%$50.5M486,616$47.4M488,440-1,824-0.37%Reduce
IISHARES TRIBHH
2.47%2.49%$45.5M1.9M$40.9M1.7M+196,432+11.28%Add
IISHARES TRIBHI
2.17%2.08%$40.0M1.7M$34.2M1.5M+241,669+16.46%Add
IISHARES IBONDS 2027 TERMIBHG
2.12%2.18%$39.1M1.8M$35.8M1.6M+155,798+9.64%Add
IISHARES TRDVY
1.96%2.13%$36.1M231,257$34.9M230,707+550+0.24%Add
IISHARES TRIBHJ
1.71%1.49%$31.5M1.2M$24.5M933,587+256,373+27.46%Add
VVANGUARD FTSEVEA
1.68%1.69%$31.0M435,092$27.7M431,796+3,296+0.76%Add
VVANGUARD WHITEHALL FDSVYM
1.58%1.58%$29.1M184,044$26.0M175,457+8,587+4.89%Add
IISHARES COREIJR
1.52%1.36%$28.1M189,650$22.2M178,762+10,888+6.09%Add
IISHARES TRIBHF
1.43%1.57%$26.3M1.2M$25.8M1.1M+37,876+3.37%Add
VVANGUARD SCOTTSDALE FDSVTWO
0.98%0.91%$18.1M149,225$15.0M149,385-160-0.11%Reduce
APPLE INCAAPL
0.98%0.97%$18.0M62,360$15.9M62,625-265-0.42%Reduce
VVANGUARD INDEX FDSVOO
0.94%0.92%$17.3M25,231$15.1M25,287-56-0.22%Reduce
IISHARES TRIBHK
0.93%0.75%$17.2M665,633$12.4M485,609+180,024+37.07%Add
HCA HEALTHCARE INCHCA
0.91%1.25%$16.9M43,301$20.5M43,300+1+0.00%Add
IISHARES TRICF
0.87%0.9%$16.1M238,394$14.8M239,252-858-0.36%Reduce
IISHARES TRIVW
0.84%0.81%$15.5M112,572$13.3M118,008-5,436-4.61%Reduce
IISHARES TRIBMP
0.81%0.88%$14.9M584,924$14.4M566,726+18,198+3.21%Add
IISHARES TRIBMQ
0.8%0.87%$14.8M577,987$14.3M559,681+18,306+3.27%Add
VVANGUARD MIDVO
0.75%0.75%$13.8M171,084$12.3M42,739+128,345+300.30%Add
IISHARES TRIBMO
0.72%0.82%$13.3M520,304$13.5M525,143-4,839-0.92%Reduce
IISHARES TRIBMR
0.72%0.75%$13.2M520,275$12.4M487,494+32,781+6.72%Add
IISHARES TRIDU
0.67%0.76%$12.3M107,355$12.4M106,885+470+0.44%Add
IISHARES TRAOA
0.66%0.68%$12.2M125,330$11.2M126,421-1,091-0.86%Reduce
AAlphabet Inc Class CGOOG
0.55%0.47%$10.1M28,532$7.8M27,135+1,397+5.15%Add
IISHARES INCIEMG
0.53%0.47%$9.7M117,665$7.7M110,648+7,017+6.34%Add
IISHARES S&PIVE
0.51%0.54%$9.5M41,803$8.9M41,978-175-0.42%Reduce
VVANGUARD FSTEVWO
0.47%0.47%$8.7M145,375$7.8M143,861+1,514+1.05%Add
VVANGUARD INDEX FDSVNQ
0.47%0.5%$8.6M88,993$8.2M92,164-3,171-3.44%Reduce
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
0.46%0.44%$8.5M367,266$7.2M307,572+59,694+19.41%Add
IISHARES TRIBMS
0.45%0.42%$8.4M323,023$7.0M269,144+53,879+20.02%Add
AMAZON COM INCAMZN
0.45%0.42%$8.2M34,578$6.9M33,298+1,280+3.84%Add
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
0.41%0.38%$7.5M345,712$6.2M281,756+63,956+22.70%Add
IISHARES TRIBDS
0.39%0.38%$7.3M299,698$6.3M259,209+40,489+15.62%Add
MICROSOFT CORPMSFT
0.39%0.39%$7.1M19,159$6.4M17,303+1,856+10.73%Add
IISHARES TRIBDT
0.38%0.36%$7.1M280,115$5.9M232,558+47,557+20.45%Add
IISHARES TREEM
0.36%0.33%$6.6M95,835$5.4M95,465+370+0.39%Add
AFLAC INC COMAFL
0.33%0.35%$6.2M52,655$5.8M52,65500.00%Unchanged
ALPHABET INCGOOGL
0.33%0.28%$6.1M16,963$4.6M15,849+1,114+7.03%Add
BERKSHIRE HATHAWAY INC DELBRK.B
0.33%0.37%$6.0M12,026$6.0M12,551-525-4.18%Reduce
SSPDR INDEX SHS FDSSPDW
0.32%0.33%$5.9M116,875$5.4M118,669-1,794-1.51%Reduce
GGORMAN RUPP CO EQUITY CLASS EQUITYGRC
0.3%0.23%$5.6M61,116$3.8M61,11600.00%Unchanged
SSTATE STR SPDR S&P 500 ETF TSPY
0.29%0.29%$5.4M7,259$4.7M7,250+9+0.12%Add
IISHARES TRIBDR
0.29%0.31%$5.4M222,321$5.1M211,425+10,896+5.15%Add
IINVESCO QQQ TRVOO
0.27%0.24%$5.0M6,843$3.9M6,703+140+2.09%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow