EdgeMarket › What Lbmc Investment Advisors, Llc reported owning
What Lbmc Investment Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
230Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| IVV iShares Core S&P 500 ETF | 274.6M | 16.7% | 420.3K | 769.31 | +20.0% |
| RSP Invesco S&P 500 Equal Weight ETF | 254.0M | 15.5% | 1.3M | 221.67 | +18.8% |
| IWM iShares Russell 2000 ETF | 174.8M | 10.7% | 704.8K | 299.96 | +33.1% |
| HDV iShares Core High Dividend ETF | 62.2M | 3.8% | 458.4K | 29.81 | +21.7% |
| IEFA iShares Core MSCI EAFE ETF | 53.9M | 3.3% | 595.2K | 100.85 | +16.8% |
| EFA iShares MSCI EAFE ETF | 47.4M | 2.9% | 488.4K | 108.24 | +17.1% |
| IBHH iShares iBonds 2028 Term High Yield and Income | 40.9M | 2.5% | 1.7M | 23.43 | -1.1% |
| IBHG iShares iBonds 2027 Term High Yield and Income | 35.8M | 2.2% | 1.6M | 21.98 | -2.0% |
| DVY iShares Select Dividend ETF | 34.9M | 2.1% | 230.7K | 164.09 | +17.7% |
| IBHI iShares iBonds 2029 Term High Yield and Income | 34.2M | 2.1% | 1.5M | 23.32 | -1.1% |
| VEA Vanguard FTSE Developed Markets ETF | 27.7M | 1.7% | 431.8K | 73.42 | +24.7% |
| VYM Vanguard High Dividend Yield ETF | 26.0M | 1.6% | 175.5K | 164.97 | +19.9% |
| IBHF iShares iBonds 2026 Term High Yield and Income | 25.8M | 1.6% | 1.1M | 22.52 | -3.1% |
| IBHJ iShares iBonds 2030 Term High Yield and Income | 24.5M | 1.5% | 933.6K | 26.36 | -0.3% |
| IJR iShares Core S&P Small-Cap ETF | 22.2M | 1.4% | 178.8K | 147.31 | +29.0% |
| HCA HCA Healthcare, Inc. | 20.5M | 1.2% | 43.3K | 429.19 | +4.6% |
| AAPL Apple Inc. | 15.9M | 1.0% | 62.6K | 309.35 | +36.9% |
| VOO Vanguard S&P 500 ETF | 15.1M | 0.9% | 25.3K | 703.71 | +20.0% |
| VTWO Vanguard Russell 2000 ETF | 15.0M | 0.9% | 149.4K | 121.25 | +33.0% |
| ICF iShares Select U.S. REIT ETF | 14.8M | 0.9% | 239.3K | 68.61 | +12.6% |
| IBMP iShares iBonds Dec 2027 Term Muni Bond ETF | 14.4M | 0.9% | 566.7K | 25.39 | -0.2% |
| IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF | 14.3M | 0.9% | 559.7K | 25.50 | -0.4% |
| IBMO iShares iBonds Dec 2026 Term Muni Bond ETF | 13.5M | 0.8% | 525.1K | 25.64 | -0.1% |
| IVW iShares S&P 500 Growth ETF | 13.3M | 0.8% | 118.0K | 138.83 | +22.2% |
| IDU iShares U.S. Utilities ETF | 12.4M | 0.8% | 106.9K | 108.97 | -0.7% |
| IBHK iShares iBonds 2031 Term High Yield and Income | 12.4M | 0.8% | 485.6K | 25.51 | -1.0% |
| IBMR iShares iBonds Dec 2029 Term Muni Bond ETF | 12.4M | 0.8% | 487.5K | 25.27 | -0.7% |
| VO Vanguard Morningstar Mid-Cap ETF | 12.3M | 0.7% | 42.7K | 82.97 | +15.9% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 11.2M | 0.7% | 126.4K | 99.01 | +16.6% |
| IVE iShares S&P 500 Value ETF | 8.9M | 0.5% | 42.0K | 237.24 | +17.6% |
| VNQ Vanguard Real Estate ETF | 8.2M | 0.5% | 92.2K | 98.50 | +8.6% |
| GOOG Alphabet Inc. | 7.8M | 0.5% | 27.1K | 341.75 | +70.7% |
| VWO Vanguard FTSE Emerging Markets ETF | 7.8M | 0.5% | 143.9K | 60.45 | +17.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 7.7M | 0.5% | 110.6K | 81.57 | +31.9% |
| IBDU iShares iBonds Dec 2029 Term Corporate ETF | 7.2M | 0.4% | 307.6K | 23.05 | -1.4% |
| IBMS iShares iBonds Dec 2030 Term Muni Bond ETF | 7.0M | 0.4% | 269.1K | 25.75 | -0.5% |
| AMZN AMAZON COM INC | 6.9M | 0.4% | 33.3K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 6.4M | 0.4% | 17.3K | 483.24 | -4.4% |
| IBDS iShares iBonds Dec 2027 Term Corporate ETF | 6.3M | 0.4% | 259.2K | 24.20 | -0.2% |
| IBDV iShares iBonds Dec 2030 Term Corporate ETF | 6.2M | 0.4% | 281.8K | 21.60 | -2.0% |
| unmapped CUSIP 084670702 | 6.0M | 0.4% | 12.6K | — | — |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 5.9M | 0.4% | 232.6K | 25.19 | -0.9% |
| AFL AFLAC INC | 5.8M | 0.4% | 52.7K | 116.07 | +7.6% |
| EEM iShares MSCI Emerging Markets ETF | 5.4M | 0.3% | 95.5K | 67.12 | +34.9% |
| SPDW State Street SPDR Portfolio Developed World ex | 5.4M | 0.3% | 118.7K | 52.02 | +24.4% |
| IBDR iShares iBonds Dec 2026 Term Corporate ETF | 5.1M | 0.3% | 211.4K | 24.23 | +0.0% |
| SPY SPDR S&P 500 ETF TRUST | 4.7M | 0.3% | 7.2K | 765.72 | +20.0% |
| GOOGL Alphabet Inc. | 4.6M | 0.3% | 15.8K | 344.82 | +73.0% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 4.5M | 0.3% | 70.5K | 69.85 | +11.8% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 3.9M | 0.2% | 6.7K | 713.44 | +26.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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