LBMC INVESTMENT ADVISORS, LLC
•CIK: 1536924•Filing: Q4 2025
LBMC INVESTMENT ADVISORS, LLC manages $1.6B across a diversified portfolio of 224 holdings. The strategy exhibits a notable tilt toward broad market and sector-specific ETFs, evidenced by top positions including IVV at $292.8M and RSP at $255.2M. Significant allocations are also directed toward the technology and real estate sectors, with IWM ($174.6M) and HDV ($55.5M) anchoring core equity exposure. This concentration suggests a systematic approach to capturing market beta while selectively overweighting established growth and defensive themes.
Total AUM
$1.6B
QoQ Performance
+2.9%
Positions
152
Top 10 Concentration
63.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
RSP
IWM
IVV18.1%
RSP15.8%
IWM10.8%
HDV3.4%
IEFA3.3%
EFA2.9%
IBHH2.5%
IBHG2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other73.1%
ETF19.5%
Technology3.4%
Financial1.5%
Consumer0.9%
Healthcare0.6%
Industrial0.4%
Consumer Staples0.2%
🚪 Exited Positionssold since Q3 2025
—
iShares iBonds Dec 2025 Term Muni Bond ETF
SOLD
$7.1M
—
iShares iBonds 2025 Term High Yield and Income ETF
SOLD
$6.9M
—
Nestle Sa Ord
SOLD
$729.2K
+31 more exited positions
Changes from Q3 2025
NEW1 new position
↑91 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023