Lbmc Investment Advisors
Lbmc Investment Advisors reported 243 stocks worth $1.8B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are IVV (17.0%), RSP (15.3%) and IWM (11.5%). Compared with Q1 2026, the fund opened new positions in IBMU, added to HDV, IEFA and IBHH, trimmed IVV, RSP and IWM and sold out of IBDS, IBDR and SMCI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $311M | 17.0% | 416K | −4,769 (−1%) | 8 of 8 | |
| 2 |  RSP Invesco Exchange Traded FD T | $281M | 15.3% | 1.3M | −4,356 (−0%) | 8 of 8 | |
| 3 |  IWM Ishares TR | $211M | 11.5% | 703K | −1,941 (−0%) | 8 of 8 | |
| 4 |  HDV Ishares Core | $63.2M | 3.5% | 2.3M | +1.8M (+403%) | 8 of 8 | |
| 5 |  IEFA Ishares TR | $60.1M | 3.3% | 623K | +27K (+5%) | 8 of 8 | |
| 6 |  EFA Ishares TR | $50.5M | 2.8% | 487K | −1,824 (−0%) | 8 of 8 | |
| 7 |  IBHH Ishares TR | $45.5M | 2.5% | 1.9M | +196K (+11%) | 8 of 8 | |
| 8 |  IBHI Ishares Ibonds | $40M | 2.2% | 1.7M | +242K (+16%) | 8 of 8 | |
| 9 |  IBHG Ishares TR | $39.1M | 2.1% | 1.8M | +156K (+10%) | 8 of 8 | |
| 10 |  DVY Ishares Select Dividend | $36.1M | 2.0% | 231K | +550 (+0%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 IBDS Ishares TR | $6.3M | 259K |
 IBDR Ishares TR | $5.1M | 211K |
 SMCI Super Micro Computer Inc | $898K | 39K |
 SNOW Snowflake Inc | $653K | 4,328 |
 FBTC Fidelity Wise Origin Bitcoin | $640K | 11K |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Lbmc Investment Advisors 13F FAQ
What does Lbmc Investment Advisors own?
Lbmc Investment Advisors reported 243 stocks worth $1.8B in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are IVV (17.0%), RSP (15.3%) and IWM (11.5%). The table above lists every position in the filing (the top 10 without an account).
What did Lbmc Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 33 new positions, 90 added to, 48 trimmed and 20 sold out. New positions include IBMU. It sold all of IBDS, IBDR and SMCI.
When will Lbmc Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Lbmc Investment Advisors's portfolio worth?
The Q2 2026 filing reports $1.8B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.