Lbmc Investment Advisors portfolio
Type not verifiedPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 10, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Lbmc Investment Advisors reported a $1.8 bn portfolio of 242 companies (243 positions, counting each share class separately) to the SEC as of the end of Q2 2026. Its largest positions are IVV, RSP, IWM.
Sections with a free account
What changed this quarter
146 positions with a change (31 new, 63 added to, 33 trimmed, 19 sold); also, 1 entered through an IPO.
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- iShares Core S&P 500 ETFIVV17.0%
- Invesco Exchange Traded Fund TRSP15.3%
- iShares Russell 2000 ETFIWM11.5%
- iShares Core High Dividend E ETFHDV3.5%
- iShares Core Msci Eafe ETFIEFA3.3%
- iShares Msci Eafe ETFEFA2.8%
- iShares Ibonds 2028 TM HY In ETFIBHH2.5%
- iShares Ibonds 2029 TM HY In ETFIBHI2.2%
- iShares Ibonds 2027 HY ETFIBHG2.1%
- iShares Select Dividend ETFDVY2.0%
- Ishares TrIBHJ1.7%
- Vanguard Ftse Developed ETFVEA1.7%
- Vanguard High DVD Yield ETFVYM1.6%
- iShares Core S&P Small-cap E ETFIJR1.5%
- iShares Ibond 2026 HY ETFIBHF1.4%
Portfolio by sector
- ● No sector 90%
- ● Information Technology 3%
- ● Financials 2%
- ● Health Care 1%
- ● Industrials 1%
- ● Communication Services 1%
- ● Consumer Discretionary 1%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its portfolio is not within 5 to 100 positions; more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- Spyglass Capital ManagementInvestment firm · $1.8 bn
- Saratoga Research & Investment Management$1.8 bn
- Kynam Capital ManagementInvestment firm · $1.8 bn
- Keystone Investors PTEInvestment firm · $1.9 bn
- Trinity Street Asset Management LLPInvestment firm · $1.9 bn
- Sofinnova InvestmentsInvestment firm · $1.9 bn