StockDriftsStockDriftsTop 50 Lbmc Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 16.87% | 415.6K | $311.2M | -1.13%(-4.77K) | $390.55(+99.45%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 15.21% | 1.32M | $280.6M | -0.33%(-4.36K) | $155.97(+42.18%) | 2026-06-30 | |
| IWM | ISHARES TR | 11.44% | 702.9K | $211.2M | -0.28%(-1.94K) | $218.90(+38.76%) | 2026-06-30 | |
| HDV | ISHARES TR | 3.43% | 2.31M | $63.2M | +0.67%(+15.28K) | $18.20(+61.24%) | 2026-06-30 | |
| IEFA | ISHARES TR | 3.26% | 622.6K | $60.1M | +4.61%(+27.46K) | $70.27(+44.19%) | 2026-06-30 | |
| EFA | ISHARES TR | 2.74% | 486.6K | $50.5M | -0.37%(-1.82K) | $78.29(+38.79%) | 2026-06-30 | |
| IBHH | ISHARES TR | 2.47% | 1.94M | $45.5M | +11.28%(+196.43K) | $23.54(-0.70%) | 2026-06-30 | |
| IBHI | ISHARES TR | 2.17% | 1.71M | $40.0M | +16.46%(+241.67K) | $23.57(-0.99%) | 2026-06-30 | |
| IBHG | ISHARES TR | 2.12% | 1.77M | $39.1M | +9.64%(+155.80K) | $22.34(-1.76%) | 2026-06-30 | |
| DVY | ISHARES TR | 1.96% | 231.3K | $36.1M | +0.24%(+550) | $114.12(+44.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.18% | +48.86% | +7.14% | +41.18% |
| Top 20 Holdings Unweighted | +13.42% | +45.90% | +6.58% | +37.53% |
Lbmc Investment Advisors LLC reports $1.85B in US-listed equity holdings across 245 positions in its most recent 13F filing. Its largest disclosed positions are IVV (16.9%), RSP (15.2%) and IWM (11.4%). The top 20 holdings account for 74.33% of reported assets. Its disclosed equity book has returned +48.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lbmc Investment Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1536924). View Lbmc Investment Advisors LLC’s 13F filings on SEC