Lbmc Investment Advisors

BRENTWOOD, TNfiles as LBMC INVESTMENT ADVISORS, LLC

$1.8bn in 243 US stocks at the end of 30 June 2026. The top 10 are 62.1% of the money. It changed about 3.8% of the portfolio this quarter.

Value

$1.8bn

Stocks

243

Top 10 share

62.1%

Turnover

3.8%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRIBMU
<0.1% of the fund
Ishares TRIBHM
<0.1% of the fund
Vertiv HoldingsVRT
<0.1% of the fund
Vanguard Index FDSVTV
<0.1% of the fund
ETF SER SolutionsBGIG
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Ishares TRSUSA
<0.1% of the fund
Lumentum HoldingsLITE
<0.1% of the fund
CrowdStrike HoldingsCRWD
<0.1% of the fund
Credo Technology Group HoldingCRDO
<0.1% of the fund
Taiwan Semiconductor ManufacturingTSM
<0.1% of the fund
AirbnbABNB
<0.1% of the fund
Astera LabsALAB
<0.1% of the fund
ASML Holding NVASML
<0.1% of the fund
Vaneck ETF TrustSMH
<0.1% of the fund
BWX TechnologiesBWXT
<0.1% of the fund
Ishares TRIWD
<0.1% of the fund
ARK ETF TRARKG
<0.1% of the fund
RevvityRVTY
<0.1% of the fund
Philip Morris InternationalPM
<0.1% of the fund
WesbancoWSBC
<0.1% of the fund
ARK ETF TRARKQ
<0.1% of the fund
Marvell TechnologyMRVL
<0.1% of the fund
United Community BanksUCB
<0.1% of the fund
Schwab Strategic TRSCHE
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIEFA
3.3% of the fund
+5%
Ishares TRIBHH
2.5% of the fund
+11%
Ishares TRIBHI
2.2% of the fund
+16%
Ishares TRIBHG
2.1% of the fund
+10%
Ishares TRIBHJ
1.7% of the fund
+27%
Vanguard Whitehall FDSVYM
1.6% of the fund
+5%
Ishares TRIJR
1.5% of the fund
+6%
Ishares TRIBHF
1.4% of the fund
+3%
Ishares TRIBHK
0.9% of the fund
+37%
Ishares TRIBMP
0.8% of the fund
+3%
Ishares TRIBMQ
0.8% of the fund
+3%
Ishares TRIBMR
0.7% of the fund
+7%
AlphabetGOOG
0.6% of the fund
+5%
IsharesIEMG
0.5% of the fund
+6%
Ishares TRIBDU
0.5% of the fund
+19%
Ishares TRIBMS
0.5% of the fund
+20%
Amazon.comAMZN
0.4% of the fund
+4%
Ishares TRIBDV
0.4% of the fund
+23%
MicrosoftMSFT
0.4% of the fund
+11%
Ishares TRIBDT
0.4% of the fund
+20%
AlphabetGOOGL
0.3% of the fund
+7%
Invesco QQQ TRQQQ
0.3% of the fund
+2%
Ishares TRIJH
0.2% of the fund
+4%
Ishares TRIBHL
0.2% of the fund
+16%
Ishares TRIBMT
0.2% of the fund
+5%

Cut

Sold some of their stake.

Ishares TRIVW
0.8% of the fund
-5%
Vanguard Index FDSVNQ
0.5% of the fund
-3%
Berkshire HathawayBRK-B
0.3% of the fund
-4%
Micron TechnologyMU
0.1% of the fund
-38%
Ishares TRIBDW
0.1% of the fund
-3%
Eli LillyLLY
0.1% of the fund
-51%
Southern CompanySO
<0.1% of the fund
-30%
Pinnacle Financial PartnersPNFP
<0.1% of the fund
-18%
Costco WholesaleCOST
<0.1% of the fund
-21%
RTXRTX
<0.1% of the fund
-2%
CitigroupC
<0.1% of the fund
-15%
Advanced Micro DevicesAMD
<0.1% of the fund
-73%
BoeingBA
<0.1% of the fund
-7%
Bank of AmericaBAC
<0.1% of the fund
-8%
MerckMRK
<0.1% of the fund
-23%
WalmartWMT
<0.1% of the fund
-26%
ChevronCVX
<0.1% of the fund
-31%
EatonETN
<0.1% of the fund
-11%
ConocoPhillipsCOP
<0.1% of the fund
-4%
Schwab Strategic TRSCHF
<0.1% of the fund
-4%
Ishares Bitcoin Trust ETFIBIT
<0.1% of the fund
-20%
Royal Bank of CanadaRY
<0.1% of the fund
-3%
Vanguard BD Index FDSBSV
<0.1% of the fund
-17%
PepsiCoPEP
<0.1% of the fund
-32%
Bristol-Myers SquibbBMY
<0.1% of the fund
-23%

Sold out

Sold their entire stake.

Ishares TRIBDS
-100%
Ishares TRIBDR
-100%
Super Micro ComputerSMCI
-100%
SnowflakeSNOW
-100%
Fidelity Wise Origin BitcoinFBTC
-100%
Analog DevicesADI
-100%
Seagate Technology HoldingsSTX
-100%
Honeywell InternationalHON
-100%
Applied MaterialsAMAT
-100%
Marathon PetroleumMPC
-100%
AT&TT
-100%
FB FinancialFBK
-100%
Applied DigitalAPLD
-100%
Verizon CommunicationsVZ
-100%
Texas InstrumentsTXN
-100%
Ishares TRPFF
-100%
StrategyMSTR
-100%
Prudential FinancialPRU
-100%
Duke EnergyDUK
-100%
Listed FDS TR
-100%

Holdings

Ishares TRIVV
Share
17.0%
Value
$311m
Shares
415,571
Held
Invesco Exchange Traded FD TRSP
Share
15.3%
Value
$281m
Shares
1,319,004
Held
Ishares TRIWM
Share
11.5%
Value
$211m
Shares
702,868
Held
Ishares TRHDV
Share
3.5%
Value
$63m
Shares
2,307,284
Held
Ishares TRIEFA
Share
3.3%
Value
$60m
Shares
622,624
+5%
Ishares TREFA
Share
2.8%
Value
$51m
Shares
486,616
Held
Ishares TRIBHH
Share
2.5%
Value
$46m
Shares
1,937,560
+11%
Ishares TRIBHI
Share
2.2%
Value
$40m
Shares
1,709,445
+16%
Ishares TRIBHG
Share
2.1%
Value
$39m
Shares
1,772,416
+10%
Ishares TRDVY
Share
2.0%
Value
$36m
Shares
231,257
Held
Ishares TRIBHJ
Share
1.7%
Value
$31m
Shares
1,189,960
+27%
Vanguard Tax-Managed FDSVEA
Share
1.7%
Value
$31m
Shares
435,092
Held
Vanguard Whitehall FDSVYM
Share
1.6%
Value
$29m
Shares
184,044
+5%
Ishares TRIJR
Share
1.5%
Value
$28m
Shares
189,650
+6%
Ishares TRIBHF
Share
1.4%
Value
$26m
Shares
1,161,706
+3%
Vanguard Scottsdale FDSVTWO
Share
1.0%
Value
$18m
Shares
149,225
Held
AppleAAPL
Share
1.0%
Value
$18m
Shares
62,360
Held
Vanguard Index FDSVOO
Share
0.9%
Value
$17m
Shares
25,231
Held
Ishares TRIBHK
Share
0.9%
Value
$17m
Shares
665,633
+37%
HCA HealthcareHCA
Share
0.9%
Value
$17m
Shares
43,301
Held
Ishares TRICF
Share
0.9%
Value
$16m
Shares
238,394
Held
Ishares TRIVW
Share
0.8%
Value
$15m
Shares
112,572
-5%
Ishares TRIBMP
Share
0.8%
Value
$15m
Shares
584,924
+3%
Ishares TRIBMQ
Share
0.8%
Value
$15m
Shares
577,987
+3%
Vanguard Index FDSVO
Share
0.8%
Value
$14m
Shares
171,084
Held
Ishares TRIBMO
Share
0.7%
Value
$13m
Shares
520,304
Held
Ishares TRIBMR
Share
0.7%
Value
$13m
Shares
520,275
+7%
Ishares TRIDU
Share
0.7%
Value
$12m
Shares
107,355
Held
Ishares TRAOA
Share
0.7%
Value
$12m
Shares
125,330
Held
AlphabetGOOG
Share
0.6%
Value
$10m
Shares
28,532
+5%
IsharesIEMG
Share
0.5%
Value
$10m
Shares
117,665
+6%
Ishares TRIVE
Share
0.5%
Value
$9m
Shares
41,803
Held
Vanguard Intl Equity Index FVWO
Share
0.5%
Value
$9m
Shares
145,375
Held
Vanguard Index FDSVNQ
Share
0.5%
Value
$9m
Shares
88,993
-3%
Ishares TRIBDU
Share
0.5%
Value
$9m
Shares
367,266
+19%
Ishares TRIBMS
Share
0.5%
Value
$8m
Shares
323,023
+20%
Amazon.comAMZN
Share
0.4%
Value
$8m
Shares
34,578
+4%
Ishares TRIBDV
Share
0.4%
Value
$8m
Shares
345,712
+23%
MicrosoftMSFT
Share
0.4%
Value
$7m
Shares
19,159
+11%
Ishares TRIBDT
Share
0.4%
Value
$7m
Shares
280,115
+20%
Ishares TREEM
Share
0.4%
Value
$7m
Shares
95,835
Held
AflacAFL
Share
0.3%
Value
$6m
Shares
52,655
Held
AlphabetGOOGL
Share
0.3%
Value
$6m
Shares
16,963
+7%
Berkshire HathawayBRK-B
Share
0.3%
Value
$6m
Shares
12,026
-4%
Spdr Index SHS FDSSPDW
Share
0.3%
Value
$6m
Shares
116,875
Held
Gorman RuppGRC
Share
0.3%
Value
$6m
Shares
61,116
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$5m
Shares
7,259
Held
Invesco QQQ TRQQQ
Share
0.3%
Value
$5m
Shares
6,843
+2%
Ishares TRAOR
Share
0.3%
Value
$5m
Shares
69,427
Held
Ishares TRIJH
Share
0.2%
Value
$4m
Shares
55,708
+4%
Ishares TRIBHL
Share
0.2%
Value
$4m
Shares
164,572
+16%
Spdr Series TrustSPYG
Share
0.2%
Value
$4m
Shares
33,048
Held
Meta PlatformsMETA
Share
0.2%
Value
$4m
Shares
6,769
Held
Vanguard World FDVGT
Share
0.2%
Value
$4m
Shares
31,118
Held
Ishares TRIBMT
Share
0.2%
Value
$3m
Shares
132,100
+5%
Cisco SystemsCSCO
Share
0.2%
Value
$3m
Shares
28,898
+142%
CaterpillarCAT
Share
0.2%
Value
$3m
Shares
3,172
Held
NvidiaNVDA
Share
0.2%
Value
$3m
Shares
16,820
Held
Smith A OAOS
Share
0.2%
Value
$3m
Shares
52,918
Held
Capital One FinancialCOF
Share
0.2%
Value
$3m
Shares
16,357
Held
Home DepotHD
Share
0.2%
Value
$3m
Shares
9,043
+3%
Coca-ColaKO
Share
0.2%
Value
$3m
Shares
38,490
Held
AonAON
Share
0.2%
Value
$3m
Shares
9,127
Held
IsharesEUSA
Share
0.2%
Value
$3m
Shares
25,067
Held
JPMorgan ChaseJPM
Share
0.2%
Value
$3m
Shares
8,716
Held
BroadcomAVGO
Share
0.1%
Value
$2m
Shares
6,617
+21%
Invesco Exch TRD SLF IDX FDBSJT
Share
0.1%
Value
$2m
Shares
115,583
Held
Invesco Exch TRD SLF IDX FDBSJS
Share
0.1%
Value
$2m
Shares
111,946
Held
Tema ETF TrustDSPY
Share
0.1%
Value
$2m
Shares
36,724
+22%
Invesco Exch TRD SLF IDX FDBSJU
Share
0.1%
Value
$2m
Shares
91,126
Held
Micron TechnologyMU
Share
0.1%
Value
$2m
Shares
2,010
-38%
Spdr Series TrustQUS
Share
0.1%
Value
$2m
Shares
12,199
Held
Ishares TRIBDW
Share
0.1%
Value
$2m
Shares
101,934
-3%
Schwab Strategic TRSCHX
Share
0.1%
Value
$2m
Shares
70,093
Held
Eli LillyLLY
Share
0.1%
Value
$2m
Shares
1,708
-51%
Nebius GroupNBIS
Share
0.1%
Value
$2m
Shares
7,190
Held
ExxonMobil HoldingsXOM
Share
0.1%
Value
$2m
Shares
14,472
+2%
Vanguard Intl Equity Index FVT
Share
0.1%
Value
$2m
Shares
12,172
Held
Spdr Series TrustSPYM
Share
0.1%
Value
$2m
Shares
21,565
Held
General ElectricGE
Share
0.1%
Value
$2m
Shares
5,063
+7%
Schwab Strategic TRFNDX
Share
<0.1%
Value
$2m
Shares
58,923
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$2m
Shares
6,998
Held
Southern CompanySO
Share
<0.1%
Value
$2m
Shares
18,350
-30%
Ishares TRIJK
Share
<0.1%
Value
$2m
Shares
14,519
Held
OracleORCL
Share
<0.1%
Value
$2m
Shares
11,572
Held
GE VernovaGEV
Share
<0.1%
Value
$2m
Shares
1,425
+22%
MastercardMA
Share
<0.1%
Value
$2m
Shares
3,188
Held
Pinnacle Financial PartnersPNFP
Share
<0.1%
Value
$2m
Shares
16,010
-18%
International Business MachinesIBM
Share
<0.1%
Value
$2m
Shares
5,743
Held
Invesco Exch TRD SLF IDX FDBSJR
Share
<0.1%
Value
$2m
Shares
71,087
Held
AbbVieABBV
Share
<0.1%
Value
$2m
Shares
6,092
+3%
Costco WholesaleCOST
Share
<0.1%
Value
$2m
Shares
1,634
-21%
Ishares TRIBDX
Share
<0.1%
Value
$2m
Shares
59,937
Held
Vanguard Index FDSVTI
Share
<0.1%
Value
$1m
Shares
3,951
+38%
Dimensional ETF TrustDFUV
Share
<0.1%
Value
$1m
Shares
26,409
Held
VisaV
Share
<0.1%
Value
$1m
Shares
4,093
+8%
RTXRTX
Share
<0.1%
Value
$1m
Shares
7,157
-2%
Vanguard Admiral FDSVIOO
Share
<0.1%
Value
$1m
Shares
9,872
Held
Invesco Exch TRD SLF IDX FDBSJV
Share
<0.1%
Value
$1m
Shares
49,761
Held
Ishares TRIBMU
Share
<0.1%
Value
$1m
Shares
49,365
New

Company	Share of fund	Value	Shares	Change
Ishares TRIVV	17.0%	$311m	415,571	Held
Invesco Exchange Traded FD TRSP	15.3%	$281m	1,319,004	Held
Ishares TRIWM	11.5%	$211m	702,868	Held
Ishares TRHDV	3.5%	$63m	2,307,284	Held
Ishares TRIEFA	3.3%	$60m	622,624	+5%
Ishares TREFA	2.8%	$51m	486,616	Held
Ishares TRIBHH	2.5%	$46m	1,937,560	+11%
Ishares TRIBHI	2.2%	$40m	1,709,445	+16%
Ishares TRIBHG	2.1%	$39m	1,772,416	+10%
Ishares TRDVY	2.0%	$36m	231,257	Held
Ishares TRIBHJ	1.7%	$31m	1,189,960	+27%
Vanguard Tax-Managed FDSVEA	1.7%	$31m	435,092	Held
Vanguard Whitehall FDSVYM	1.6%	$29m	184,044	+5%
Ishares TRIJR	1.5%	$28m	189,650	+6%
Ishares TRIBHF	1.4%	$26m	1,161,706	+3%
Vanguard Scottsdale FDSVTWO	1.0%	$18m	149,225	Held
AppleAAPL	1.0%	$18m	62,360	Held
Vanguard Index FDSVOO	0.9%	$17m	25,231	Held
Ishares TRIBHK	0.9%	$17m	665,633	+37%
HCA HealthcareHCA	0.9%	$17m	43,301	Held
Ishares TRICF	0.9%	$16m	238,394	Held
Ishares TRIVW	0.8%	$15m	112,572	-5%
Ishares TRIBMP	0.8%	$15m	584,924	+3%
Ishares TRIBMQ	0.8%	$15m	577,987	+3%
Vanguard Index FDSVO	0.8%	$14m	171,084	Held
Ishares TRIBMO	0.7%	$13m	520,304	Held
Ishares TRIBMR	0.7%	$13m	520,275	+7%
Ishares TRIDU	0.7%	$12m	107,355	Held
Ishares TRAOA	0.7%	$12m	125,330	Held
AlphabetGOOG	0.6%	$10m	28,532	+5%
IsharesIEMG	0.5%	$10m	117,665	+6%
Ishares TRIVE	0.5%	$9m	41,803	Held
Vanguard Intl Equity Index FVWO	0.5%	$9m	145,375	Held
Vanguard Index FDSVNQ	0.5%	$9m	88,993	-3%
Ishares TRIBDU	0.5%	$9m	367,266	+19%
Ishares TRIBMS	0.5%	$8m	323,023	+20%
Amazon.comAMZN	0.4%	$8m	34,578	+4%
Ishares TRIBDV	0.4%	$8m	345,712	+23%
MicrosoftMSFT	0.4%	$7m	19,159	+11%
Ishares TRIBDT	0.4%	$7m	280,115	+20%
Ishares TREEM	0.4%	$7m	95,835	Held
AflacAFL	0.3%	$6m	52,655	Held
AlphabetGOOGL	0.3%	$6m	16,963	+7%
Berkshire HathawayBRK-B	0.3%	$6m	12,026	-4%
Spdr Index SHS FDSSPDW	0.3%	$6m	116,875	Held
Gorman RuppGRC	0.3%	$6m	61,116	Held
State STR Spdr S&P 500 ETF TSPY	0.3%	$5m	7,259	Held
Invesco QQQ TRQQQ	0.3%	$5m	6,843	+2%
Ishares TRAOR	0.3%	$5m	69,427	Held
Ishares TRIJH	0.2%	$4m	55,708	+4%
Ishares TRIBHL	0.2%	$4m	164,572	+16%
Spdr Series TrustSPYG	0.2%	$4m	33,048	Held
Meta PlatformsMETA	0.2%	$4m	6,769	Held
Vanguard World FDVGT	0.2%	$4m	31,118	Held
Ishares TRIBMT	0.2%	$3m	132,100	+5%
Cisco SystemsCSCO	0.2%	$3m	28,898	+142%
CaterpillarCAT	0.2%	$3m	3,172	Held
NvidiaNVDA	0.2%	$3m	16,820	Held
Smith A OAOS	0.2%	$3m	52,918	Held
Capital One FinancialCOF	0.2%	$3m	16,357	Held
Home DepotHD	0.2%	$3m	9,043	+3%
Coca-ColaKO	0.2%	$3m	38,490	Held
AonAON	0.2%	$3m	9,127	Held
IsharesEUSA	0.2%	$3m	25,067	Held
JPMorgan ChaseJPM	0.2%	$3m	8,716	Held
BroadcomAVGO	0.1%	$2m	6,617	+21%
Invesco Exch TRD SLF IDX FDBSJT	0.1%	$2m	115,583	Held
Invesco Exch TRD SLF IDX FDBSJS	0.1%	$2m	111,946	Held
Tema ETF TrustDSPY	0.1%	$2m	36,724	+22%
Invesco Exch TRD SLF IDX FDBSJU	0.1%	$2m	91,126	Held
Micron TechnologyMU	0.1%	$2m	2,010	-38%
Spdr Series TrustQUS	0.1%	$2m	12,199	Held
Ishares TRIBDW	0.1%	$2m	101,934	-3%
Schwab Strategic TRSCHX	0.1%	$2m	70,093	Held
Eli LillyLLY	0.1%	$2m	1,708	-51%
Nebius GroupNBIS	0.1%	$2m	7,190	Held
ExxonMobil HoldingsXOM	0.1%	$2m	14,472	+2%
Vanguard Intl Equity Index FVT	0.1%	$2m	12,172	Held
Spdr Series TrustSPYM	0.1%	$2m	21,565	Held
General ElectricGE	0.1%	$2m	5,063	+7%
Schwab Strategic TRFNDX	<0.1%	$2m	58,923	Held
Johnson & JohnsonJNJ	<0.1%	$2m	6,998	Held
Southern CompanySO	<0.1%	$2m	18,350	-30%
Ishares TRIJK	<0.1%	$2m	14,519	Held
OracleORCL	<0.1%	$2m	11,572	Held
GE VernovaGEV	<0.1%	$2m	1,425	+22%
MastercardMA	<0.1%	$2m	3,188	Held
Pinnacle Financial PartnersPNFP	<0.1%	$2m	16,010	-18%
International Business MachinesIBM	<0.1%	$2m	5,743	Held
Invesco Exch TRD SLF IDX FDBSJR	<0.1%	$2m	71,087	Held
AbbVieABBV	<0.1%	$2m	6,092	+3%
Costco WholesaleCOST	<0.1%	$2m	1,634	-21%
Ishares TRIBDX	<0.1%	$2m	59,937	Held
Vanguard Index FDSVTI	<0.1%	$1m	3,951	+38%
Dimensional ETF TrustDFUV	<0.1%	$1m	26,409	Held
VisaV	<0.1%	$1m	4,093	+8%
RTXRTX	<0.1%	$1m	7,157	-2%
Vanguard Admiral FDSVIOO	<0.1%	$1m	9,872	Held
Invesco Exch TRD SLF IDX FDBSJV	<0.1%	$1m	49,761	Held
Ishares TRIBMU	<0.1%	$1m	49,365	New

Showing the largest 100 of 243.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 30.7% since 30 June 2025.

Where the money is

Technology2.8%

Financial services2.1%

Health care1.5%

Industrials1.2%

Media & telecom1.2%

Retail & consumer0.8%

Everyday goods0.3%

Energy0.2%

Utilities0.2%

Materials0.1%

Other89.7%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.