LBMC INVESTMENT ADVISORS, LLC

CIK 0001536924 • 6 13F filings • Apr 9, 2025 – Aug 10, 2026

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Filer information

Filed by: LBMC INVESTMENT ADVISORS, LLC, Chief Compliance Officer
Address: 201 FRANKLIN ROAD, BRENTWOOD, TN, 37027
Phone: 603-216-8977
AUM: $1.63B

AUM over time

$1.85B latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $1.63B215 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$652K	0.0%	5,204 SH	New
ABBVIE INC	COM	$1.3M	0.1%Prev: 0.1%	5,906 SH	Decreased+61 SH
ADVANCED MICRO DEVICES INC	COM	$1.5M	0.1%	6,911 SH	New
AFLAC INC	COM	$5.8M	0.4%	52,655 SH	New
ALIGN TECHNOLOGY INC	COM	$312K	0.0%Prev: 0.0%	2,000 SH	Increased
ALPHABET INC	CAP STK CL A	$5.0M	0.3%	15,932 SH	New
ALPHABET INC	CAP STK CL C	$8.5M	0.5%	27,038 SH	New
AMAZON COM INC	COM	$7.8M	0.5%Prev: 0.5%	33,624 SH	Increased
AMERICAN EXPRESS CO	COM	$277K	0.0%	750 SH	New
AMPHENOL CORP NEW	CL A	$215K	0.0%	1,592 SH	New
ANALOG DEVICES INC	COM	$534K	0.0%Prev: 0.0%	1,969 SH	Increased+77 SH
AON PLC	SHS CL A	$3.3M	0.2%	9,391 SH	New
APPLE INC	COM	$17.4M	1.1%	63,834 SH	New
APPLIED DIGITAL CORP	COM NEW	$293K	0.0%	11,930 SH	New
APPLIED MATLS INC	COM	$270K	0.0%	1,050 SH	New
AT&T INC	COM	$279K	0.0%	11,226 SH	New
ATMOS ENERGY CORP	COM	$380K	0.0%Prev: 0.0%	2,269 SH	Decreased+22 SH
BANK AMERICA CORP	COM	$1.1M	0.1%	20,557 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.3M	0.4%	12,571 SH	New
BLACKSTONE INC	COM	$1.4M	0.1%	9,265 SH	New
BLOCK H & R INC	COM	$218K	0.0%	5,000 SH	New
BOEING CO	COM	$1.0M	0.1%Prev: 0.1%	4,715 SH	Increased
BRISTOL-MYERS SQUIBB CO	COM	$397K	0.0%Prev: 0.0%	7,358 SH	Increased
BROADCOM INC	COM	$1.9M	0.1%	5,471 SH	New
CAPITAL ONE FINL CORP	COM	$4.0M	0.2%	16,357 SH	New
CAPITAL SOUTHWEST CORP	COM	$404K	0.0%Prev: 0.0%	18,250 SH	Increased
CARDINAL HEALTH INC	COM	$337K	0.0%Prev: 0.0%	1,638 SH	Increased
CATERPILLAR INC	COM	$1.8M	0.1%Prev: 0.1%	3,159 SH	Increased
CHEVRON CORP NEW	COM	$912K	0.1%	5,981 SH	New
CISCO SYS INC	COM	$920K	0.1%	11,939 SH	New
CITIGROUP INC	COM NEW	$1.2M	0.1%	9,979 SH	New
CITY HLDG CO	COM	$358K	0.0%	3,000 SH	New
COCA COLA CO	COM	$2.7M	0.2%	38,886 SH	New
CONOCOPHILLIPS	COM	$606K	0.0%Prev: 0.0%	6,471 SH	Decreased-88 SH
CORTEVA INC	COM	$240K	0.0%	3,587 SH	New
COSTCO WHSL CORP NEW	COM	$1.8M	0.1%Prev: 0.1%	2,041 SH	Decreased+10 SH
DEERE & CO	COM	$350K	0.0%Prev: 0.0%	751 SH	Decreased-499 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.2M	0.1%	26,330 SH	New
DIMENSIONAL ETF TRUST	US TARGETED VLU	$512K	0.0%	8,593 SH	New
DISNEY WALT CO	COM	$1.4M	0.1%	12,721 SH	New
DUKE ENERGY CORP NEW	COM NEW	$316K	0.0%	2,695 SH	New
EA SERIES TRUST	US QUAN VALUE	$390K	0.0%	8,000 SH	New
EATON CORP PLC	SHS	$609K	0.0%	1,911 SH	New
ELI LILLY & CO	COM	$3.7M	0.2%	3,470 SH	New
ENERGY TRANSFER L P	COM UT LTD PTN	$227K	0.0%	13,776 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$255K	0.0%	7,961 SH	New
EXXON MOBIL CORP	COM	$1.7M	0.1%	14,406 SH	New
FB FINL CORP	COM	$313K	0.0%	5,609 SH	New
FEDEX CORP	COM	$315K	0.0%	1,090 SH	New
FIDELITY WISE ORIGIN BITCOIN	SHS	$965K	0.1%	12,655 SH	New
FIFTH THIRD BANCORP	COM	$374K	0.0%Prev: 0.0%	8,000 SH	Increased
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$857K	0.1%	16,748 SH	New
FORD MTR CO	COM	$156K	0.0%	11,856 SH	New
FREEPORT-MCMORAN INC	CL B	$216K	0.0%	4,250 SH	New
GE AEROSPACE	COM NEW	$1.5M	0.1%	4,820 SH	New
GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$207K	0.0%	2,518 SH	New
GE VERNOVA INC	COM	$763K	0.0%	1,167 SH	New
GENERAL MTRS CO	COM	$521K	0.0%	6,404 SH	New
GLOBAL X FDS	DEFENSE TECH ETF	$259K	0.0%	3,995 SH	New
GLOBAL X FDS	GLOBAL X URANIUM	$243K	0.0%	5,676 SH	New
GOLDMAN SACHS GROUP INC	COM	$769K	0.0%Prev: 0.0%	875 SH	Increased
GORMAN RUPP CO	COM	$2.9M	0.2%	61,116 SH	New
HCA HEALTHCARE INC	COM	$20.5M	1.3%	43,999 SH	New
HOME DEPOT INC	COM	$2.7M	0.2%Prev: 0.2%	7,906 SH	Decreased+214 SH
HONEYWELL INTL INC	COM	$323K	0.0%	1,654 SH	New
I3 VERTICALS INC	COM CL A	$263K	0.0%	10,450 SH	New
INTEL CORP	COM	$316K	0.0%Prev: 0.0%	8,571 SH	Increased-33 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.7M	0.1%	5,718 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$375K	0.0%	1,483 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$255.2M	15.7%	1,332,133 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$391K	0.0%	5,205 SH	New
INVESCO QQQ TR	UNIT SER 1	$3.9M	0.2%	6,375 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.1M	0.1%	22,631 SH	New
ISHARES GOLD TR	ISHARES NEW	$315K	0.0%	3,878 SH	New
ISHARES INC	CORE MSCI EMKT	$7.4M	0.5%	110,646 SH	New
ISHARES INC	MSCI EQUAL WEITE	$1.2M	0.1%	11,287 SH	New
ISHARES TR	CORE 60/40 BALAN	$4.7M	0.3%	72,654 SH	New
ISHARES TR	CORE 80/20 AGGRE	$11.2M	0.7%	124,824 SH	New
ISHARES TR	CORE DIV GRWTH	$1.0M	0.1%	15,000 SH	New
ISHARES TR	CORE HIGH DV ETF	$55.5M	3.4%	456,776 SH	New
ISHARES TR	CORE MSCI EAFE	$53.5M	3.3%	597,678 SH	New
ISHARES TR	CORE S&P MCP ETF	$4.3M	0.3%	65,830 SH	New
ISHARES TR	CORE S&P SCP ETF	$21.2M	1.3%	176,815 SH	New
ISHARES TR	CORE S&P500 ETF	$292.8M	18.0%	427,413 SH	New
ISHARES TR	IBDS DEC28 ETF	$5.3M	0.3%	206,658 SH	New
ISHARES TR	IBONDS 2026 TERM	$25.5M	1.6%	1,106,196 SH	New
ISHARES TR	IBONDS 2027 TERM	$35.1M	2.2%	1,574,653 SH	New
ISHARES TR	IBONDS 2030 TERM	$21.5M	1.3%	809,669 SH	New
ISHARES TR	IBONDS 2031 TERM	$10.9M	0.7%	423,136 SH	New
ISHARES TR	IBONDS 2032 TERM	$3.1M	0.2%	119,920 SH	New
ISHARES TR	IBONDS 26 TRM TS	$347K	0.0%	15,190 SH	New
ISHARES TR	IBONDS 27 ETF	$5.9M	0.4%	243,522 PRN	New
ISHARES TR	IBONDS 27 TRM TS	$393K	0.0%	17,510 SH	New
ISHARES TR	IBONDS 28 TR HI	$40.6M	2.5%	1,712,997 SH	New
ISHARES TR	IBONDS 28 TRM TS	$543K	0.0%	24,293 SH	New
ISHARES TR	IBONDS 29 TR HI	$31.9M	2.0%	1,351,581 SH	New
ISHARES TR	IBONDS DEC 2029	$10.7M	0.7%	419,412 SH	New
ISHARES TR	IBONDS DEC 2030	$10.6M	0.7%	445,134 SH	New
ISHARES TR	IBONDS DEC 2031	$4.3M	0.3%	180,137 SH	New
ISHARES TR	IBONDS DEC 2032	$1.3M	0.1%	49,145 SH	New
ISHARES TR	IBONDS DEC 2033	$559K	0.0%	21,370 SH	New
ISHARES TR	IBONDS DEC 2034	$385K	0.0%	14,600 SH	New
ISHARES TR	IBONDS DEC 26	$13.2M	0.8%	515,730 SH	New
ISHARES TR	IBONDS DEC 27	$13.7M	0.8%	537,643 SH	New
ISHARES TR	IBONDS DEC 28	$13.3M	0.8%	518,402 SH	New
ISHARES TR	IBONDS DEC 29	$6.4M	0.4%	273,864 SH	New
ISHARES TR	IBONDS DEC2026	$5.2M	0.3%	212,738 PRN	New
ISHARES TR	INTL SEL DIV ETF	$529K	0.0%	13,397 SH	New
ISHARES TR	MSCI EAFE ETF	$47.1M	2.9%	490,106 SH	New
ISHARES TR	MSCI EMG MKT ETF	$5.4M	0.3%	98,248 SH	New
ISHARES TR	PFD AND INCM SEC	$341K	0.0%	11,006 SH	New
ISHARES TR	RUS 1000 GRW ETF	$965K	0.1%	2,038 SH	New
ISHARES TR	RUS MID CAP ETF	$351K	0.0%	3,649 SH	New
ISHARES TR	RUSSELL 2000 ETF	$174.6M	10.7%	709,274 SH	New
ISHARES TR	S&P 100 ETF	$239K	0.0%	697 SH	New
ISHARES TR	S&P 500 GRWT ETF	$15.7M	1.0%	127,392 SH	New
ISHARES TR	S&P 500 VAL ETF	$9.4M	0.6%	44,305 SH	New
ISHARES TR	S&P MC 400GR ETF	$1.4M	0.1%	14,511 SH	New
ISHARES TR	SELECT DIVID ETF	$32.3M	2.0%	229,113 SH	New
ISHARES TR	SELECT US REIT	$15.1M	0.9%	253,776 SH	New
ISHARES TR	U.S. UTILITS ETF	$12.0M	0.7%	110,305 SH	New
JOHNSON & JOHNSON	COM	$1.4M	0.1%Prev: 0.1%	6,938 SH	Increased+142 SH
JPMORGAN CHASE & CO.	COM	$2.8M	0.2%	8,738 SH	New
MAIN STR CAP CORP	COM	$401K	0.0%	6,636 SH	New
MARATHON PETE CORP	COM	$229K	0.0%Prev: 0.0%	1,409 SH	Decreased+71 SH
MASTERCARD INCORPORATED	CL A	$1.8M	0.1%	3,141 SH	New
MCDONALDS CORP	COM	$332K	0.0%	1,085 SH	New
MCKESSON CORP	COM	$353K	0.0%	430 SH	New
MERCK & CO INC	COM	$941K	0.1%Prev: 0.0%	8,940 SH	Increased-120 SH
META PLATFORMS INC	CL A	$4.4M	0.3%	6,638 SH	New
MICRON TECHNOLOGY INC	COM	$926K	0.1%Prev: 0.0%	3,246 SH	Increased
MICROSOFT CORP	COM	$8.2M	0.5%Prev: 0.6%	16,991 SH	Decreased+57 SH
MONGODB INC	CL A	$1.0M	0.1%	2,500 SH	New
MORGAN STANLEY	COM NEW	$491K	0.0%	2,764 SH	New
NEBIUS GROUP N.V.	SHS CLASS A	$602K	0.0%	7,190 SH	New
NEXTERA ENERGY INC	COM	$436K	0.0%Prev: 0.0%	5,432 SH	Increased+214 SH
NUCOR CORP	COM	$277K	0.0%Prev: 0.0%	1,700 SH	Decreased-500 SH
NVIDIA CORPORATION	COM	$2.9M	0.2%	15,569 SH	New
ORACLE CORP	COM	$2.1M	0.1%	10,969 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$585K	0.0%	3,292 SH	New
PALO ALTO NETWORKS INC	COM	$388K	0.0%	2,109 SH	New
PAYPAL HLDGS INC	COM	$204K	0.0%	3,500 SH	New
PEPSICO INC	COM	$549K	0.0%	3,828 SH	New
PFIZER INC	COM	$347K	0.0%	13,922 SH	New
PHILIP MORRIS INTL INC	COM	$372K	0.0%Prev: 0.0%	2,318 SH	Increased+177 SH
PHILLIPS 66	COM	$319K	0.0%	2,474 SH	New
PINNACLE FINL PARTNERS INC	COM	$1.8M	0.1%	18,463 SH	New
PNC FINL SVCS GROUP INC	COM	$689K	0.0%	3,302 SH	New
PROCTER AND GAMBLE CO	COM	$322K	0.0%	2,250 SH	New
PROSHARES TR	PSHS ULTRA QQQ	$501K	0.0%	7,112 SH	New
PRUDENTIAL FINL INC	COM	$259K	0.0%	2,297 SH	New
RBB FD INC	MOTLEY FOL ETF	$241K	0.0%	3,364 SH	New
REGIONS FINANCIAL CORP NEW	COM	$756K	0.0%	27,890 SH	New
REVVITY INC	COM	$206K	0.0%	2,133 SH	New
ROYAL BK CDA	COM	$384K	0.0%	2,254 SH	New
RTX CORPORATION	COM	$1.3M	0.1%	7,241 SH	New
SALESFORCE INC	COM	$272K	0.0%	1,028 SH	New
SCHWAB CHARLES CORP	COM	$438K	0.0%	4,388 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$315K	0.0%	8,735 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.1M	0.1%	23,382 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.6M	0.1%	58,923 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$689K	0.0%	21,854 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$541K	0.0%	22,484 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.9M	0.1%	70,093 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$458K	0.0%	16,070 SH	New
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$275K	0.0%	1,000 SH	New
SELECT SECTOR SPDR TR	STATE STREET CON	$315K	0.0%	2,634 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$880K	0.1%	5,687 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$655K	0.0%	4,548 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$1.4M	0.1%	8,950 SH	New
SMARTFINANCIAL INC	COM NEW	$853K	0.1%	23,048 SH	New
SMITH A O CORP	COM	$3.5M	0.2%	52,918 SH	New
SNOWFLAKE INC	COM SHS	$949K	0.1%	4,328 SH	New
SOUTHERN CO	COM	$2.4M	0.1%	27,818 SH	New
SOUTHWEST AIRLS CO	COM	$262K	0.0%	6,336 SH	New
SPDR DOW JONES INDL AVERAGE	UT SER 1	$623K	0.0%	1,296 SH	New
SPDR GOLD TR	GOLD SHS	$323K	0.0%	815 SH	New
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$5.3M	0.3%	118,770 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$636K	0.0%	13,589 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$5.0M	0.3%	7,299 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$9.2M	0.6%	91,431 SH	New
STRATEGY INC	CL A NEW	$280K	0.0%	1,840 SH	New
SUPER MICRO COMPUTER INC	COM NEW	$1.2M	0.1%	39,418 SH	New
SYNOPSYS INC	COM	$492K	0.0%Prev: 0.0%	1,048 SH	Decreased
TESLA INC	COM	$908K	0.1%	2,019 SH	New
TEXAS INSTRS INC	COM	$215K	0.0%	1,241 SH	New
TJX COS INC NEW	COM	$225K	0.0%	1,464 SH	New
TRANE TECHNOLOGIES PLC	SHS	$389K	0.0%	1,000 SH	New
TRAVELERS COMPANIES INC	COM	$508K	0.0%Prev: 0.0%	1,750 SH	Increased
TRUIST FINL CORP	COM	$399K	0.0%	8,098 SH	New
UNITED AIRLS HLDGS INC	COM	$477K	0.0%	4,267 SH	New
UNITED RENTALS INC	COM	$263K	0.0%Prev: 0.0%	325 SH	Decreased
UNITEDHEALTH GROUP INC	COM	$376K	0.0%Prev: 0.0%	1,139 SH	Decreased+20 SH
US BANCORP DEL	COM NEW	$427K	0.0%	8,011 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$223K	0.0%	501 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$542K	0.0%	6,875 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$264K	0.0%	541 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$12.9M	0.8%	44,359 SH	New
VANGUARD INDEX FDS	REAL ESTATE ETF	$8.2M	0.5%	92,654 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$15.6M	1.0%	24,883 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$960K	0.1%	2,865 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$7.5M	0.5%	139,261 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.7M	0.1%	12,054 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$15.1M	0.9%	151,293 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$805K	0.0%	3,661 SH	New
VANGUARD STAR FDS	VG TL INTL STK F	$325K	0.0%	4,307 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$26.1M	1.6%	417,437 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$24.9M	1.5%	173,630 SH	New
VANGUARD WORLD FD	INF TECH ETF	$2.2M	0.1%	2,865 SH	New
VERIZON COMMUNICATIONS INC	COM	$239K	0.0%	5,877 SH	New
VICTORY PORTFOLIOS II	VCSHS US 500 ENH	$212K	0.0%	2,872 SH	New
VISA INC	COM CL A	$1.3M	0.1%	3,747 SH	New
VULCAN MATLS CO	COM	$428K	0.0%	1,500 SH	New
WALMART INC	COM	$1.1M	0.1%	9,464 SH	New
WELLS FARGO CO NEW	COM	$1.1M	0.1%	11,727 SH	New

Sold (vs prior filing)

3M Company — $401K
A F L A C Inc — $5.9M
A O N Plc — $3.3M
A T & T Corp — $308K
Abbott Laboratories — $697K
Advanced Micro Devic — $1.4M
Alpha Architect US Quantitative Val ETF — $373K
American Express Company — $249K
Apple Computer Inc — $16.2M
Applied Digital Corp — $274K
Applied Materials Inc — $215K
ATLAS SALT ORD — $5K
Bank Of America Corp — $1.2M
Berkshire Hathaway Cl B — $5.8M
Blackstone Group LP — $1.6M
Block H & R Incorporated — $253K
Broadcom Ltd — $1.8M
Broadridge Financial Solutions Inc. — $421K
Capital One Financial Cp — $3.5M
Chevrontexaco Corp — $927K
… and 186 more

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Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001172661-26-000676	$1.63B	View
Oct 7, 2025	Q3 2025	13F-HR	0001214659-25-014727	$1.57B	View
Aug 10, 2026	Q2 2026