SEC 13F Intelligence

Managers / Q1 2026

LBMC INVESTMENT ADVISORS, LLC

CIK 0001536924 · 201 FRANKLIN ROAD, BRENTWOOD, TN, 37027 · 615-377-4600

Reported Value
$1.6B
Q1 2026
Positions
230
Filings on Record
30
2019–present window
Filed
May 14, 2026
original filing

Summary

Lbmc Investment Advisors, Llc reported $1.6B in U.S.-listed holdings across 230 positions for Q1 2026.

Its largest position, Ishares Tr, represents 16.7% of the portfolio.

Compared with Q4 2025, the fund opened 15 new positions and exited 9.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $543MQ4 ’18Q1 ’19: $630MQ2 ’19: $661MQ3 ’19: $659MQ4 ’19: $709MQ4 ’19Q1 ’20: $537MQ2 ’20: $635MQ3 ’20: $721MQ4 ’20: $849MQ4 ’20Q1 ’21: $949MQ2 ’21: $1.1BQ3 ’21: $1.1BQ1 ’22: $1.1BQ1 ’22Q2 ’22: $921MQ3 ’22: $869MQ4 ’22: $947.7BQ1 ’23: $990MQ1 ’23Q2 ’23: $1.0BQ3 ’23: $940MQ4 ’23: $1.1BQ1 ’24: $1.2BQ1 ’24Q2 ’24: $1.2BQ3 ’24: $1.3BQ4 ’24: $1.3BQ1 ’25: $1.3BQ1 ’25Q2 ’25: $1.4BQ3 ’25: $1.6BQ4 ’25: $1.6BQ1 ’26: $1.6BQ1 ’26filingsflow.com

Portfolio Composition

By security type
ETP: 89.4%Common Stock: 10.3%Other: 0.3%MLP: 0.0%
  • ETP · 89.4% · $1.5B
  • Common Stock · 10.3% · $168M
  • Other · 0.3% · $5M
  • MLP · 0.0% · $568,475

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValue ↓Shares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.6B230May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.6B224Feb 12, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.6B236Oct 7, 202513F-HRchanges · EDGAR ↗
Q2 2025$1.4B214Jul 9, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.3B201Apr 9, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.3B198Jan 16, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.3B195Oct 8, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.2B187Jul 11, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.2B186Apr 12, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.1B164Jan 16, 202413F-HRchanges · EDGAR ↗
Q3 2023$940M160Oct 5, 202313F-HRchanges · EDGAR ↗
Q2 2023$1.0B164Jul 17, 202313F-HRchanges · EDGAR ↗
Q1 2023$990M164Apr 10, 202313F-HRchanges · EDGAR ↗
Q4 2022$947.7B158Jan 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$869M152Oct 7, 202213F-HRchanges · EDGAR ↗
Q2 2022$921M149Jul 7, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.1B159Apr 11, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.1B162Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.1B165Aug 2, 202113F-HRchanges · EDGAR ↗
Q1 2021$949M135Apr 20, 202113F-HRchanges · EDGAR ↗
Q4 2020$849M131Jan 21, 202113F-HRchanges · EDGAR ↗
Q3 2020$721M117Oct 20, 202013F-HRchanges · EDGAR ↗
Q2 2020$635M104Jul 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$537M90Apr 21, 202013F-HRchanges · EDGAR ↗
Q4 2019$709M105Jan 22, 202013F-HRchanges · EDGAR ↗
Q3 2019$659M100Oct 24, 201913F-HRchanges · EDGAR ↗
Q2 2019$661M97Jul 18, 201913F-HRchanges · EDGAR ↗
Q1 2019$630M99Apr 26, 201913F-HRchanges · EDGAR ↗
Q4 2018$543M92Feb 1, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.