LBMC Investment Advisors, LLC holds a focused book of 230 stocks worth $1.6B as of Q1 2026 (disclosed May 14, 2026, a ~45-day 13F lag). This quarter they opened Invesco Bulletshares 2029 Hy and trimmed Ishares Core S&P 500 ETF. Their largest long position is Ishares Core S&P 500 ETF at 17% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1536924/holdings"
Use Arkolith to show LBMC INVESTMENT ADVISORS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $274.6M | 420.3K | 16.7% | ▼−1.6% Reduced · −7K sh | |
| 2 | Invesco Exchange Traded FD T S&P500 EQL WGT | $254.0M | 1.32M | 15.5% | ▼−0.7% Reduced · −9K sh | |
| 3 | Ishares TR RUSSELL 2000 ETF | $174.8M | 704.8K | 10.7% | ▼−0.6% Reduced · −4K sh | |
| 4 | Ishares TR CORE HIGH DV ETF | $62.2M | 458.4K | 3.8% | ▲+0.3% Added · +2K sh | |
| 5 | Ishares TR CORE MSCI EAFE | $53.9M | 595.2K | 3.3% | ▼−0.4% Reduced · −3K sh | |
| 6 | Ishares TR MSCI EAFE ETF | $47.4M | 488.4K | 2.9% | ▼−0.3% Reduced · −2K sh | |
| 7 | Ishares TR IBONDS 28 TR HI | $40.9M | 1.74M | 2.5% | ▲+1.6% Added · +28K sh | |
| 8 | Ishares TR IBONDS 2027 TERM | $35.8M | 1.62M | 2.2% | ▲+2.7% Added · +42K sh | |
| 9 | Ishares TR SELECT DIVID ETF | $34.9M | 230.7K | 2.1% | ▲+0.7% Added · +2K sh | |
| 10 | Ishares TR IBONDS 29 TR HI | $34.2M | 1.47M | 2.1% | ▲+8.6% Added · +116K sh | |
| 11 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $27.7M | 431.8K | 1.7% | ▲+3.4% Added · +14K sh | |
| 12 | Vanguard Whitehall FDS HIGH DIV YLD | $26.0M | 175.5K | 1.6% | ▲+1.1% Added · +2K sh | |
| 13 | Ishares TR IBONDS 2026 TERM | $25.8M | 1.12M | 1.6% | ▲+1.6% Added · +18K sh | |
| 14 | Ishares TR IBONDS 2030 TERM | $24.5M | 933.6K | 1.5% | ▲+15% Added · +124K sh | |
| 15 | Ishares TR CORE S&P SCP ETF | $22.2M | 178.8K | 1.4% | ▲+1.1% Added · +2K sh | |
| 16 | Hca Healthcare Inc COM | $20.5M | 43.3K | 1.2% | ▼−1.6% Reduced · −699 sh | |
| 17 | Apple Inc COM | $15.9M | 62.6K | 1.0% | ▼−1.9% Reduced · −1K sh | |
| 18 | Vanguard Index FDS S&P 500 ETF SHS | $15.1M | 25.3K | 0.9% | ▲+1.6% Added · +404 sh | |
| 19 | Vanguard Scottsdale FDS VNG RUS2000IDX | $15.0M | 149.4K | 0.9% | ▼−1.3% Reduced · −2K sh | |
| 20 | Ishares TR SELECT US REIT | $14.8M | 239.3K | 0.9% | ▼−5.7% Reduced · −15K sh | |
| 21 | Ishares TR IBONDS DEC 27 | $14.4M | 566.7K | 0.9% | ▲+5.4% Added · +29K sh | |
| 22 | Ishares TR IBONDS DEC 28 | $14.3M | 559.7K | 0.9% | ▲+8.0% Added · +41K sh | |
| 23 | Ishares TR IBONDS DEC 26 | $13.5M | 525.1K | 0.8% | ▲+1.8% Added · +9K sh | |
| 24 | Ishares TR S&P 500 GRWT ETF | $13.3M | 118.0K | 0.8% | ▼−7.4% Reduced · −9K sh | |
| 25 | Ishares TR U.S. UTILITS ETF | $12.4M | 106.9K | 0.8% | ▼−3.1% Reduced · −3K sh | |
| 26 | Ishares TR IBONDS 2031 TERM | $12.4M | 485.6K | 0.8% | ▲+15% Added · +62K sh | |
| 27 | Ishares TR IBONDS DEC 2029 | $12.4M | 487.5K | 0.8% | ▲+16% Added · +68K sh | |
| 28 | Vanguard Index FDS MID CAP ETF | $12.3M | 42.7K | 0.7% | ▼−3.6% Reduced · −2K sh | |
| 29 | Ishares TR CORE 80/20 AGGRE | $11.2M | 126.4K | 0.7% | ▲+1.3% Added · +2K sh | |
| 30 | Ishares TR S&P 500 VAL ETF | $8.9M | 42.0K | 0.5% | ▼−5.3% Reduced · −2K sh | |
| 31 | Vanguard Index FDS REAL ESTATE ETF | $8.2M | 92.2K | 0.5% | ▼−0.5% Reduced · −490 sh | |
| 32 | Alphabet Inc CAP STK CL C | $7.8M | 27.1K | 0.5% | ▲+0.3% Added · +97 sh | |
| 33 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $7.8M | 143.9K | 0.5% | ▲+3.3% Added · +5K sh | |
| 34 | Ishares Inc CORE MSCI EMKT | $7.7M | 110.6K | 0.5% | ▲~0% Added · +2 sh | |
| 35 | Ishares TR IBONDS DEC 29 | $7.2M | 307.6K | 0.4% | ▲+12% Added · +34K sh | |
| 36 | Ishares TR IBONDS DEC 2030 | $7.0M | 269.1K | 0.4% | ▲+31% Added · +63K sh | |
| 37 | Amazon Com Inc COM | $6.9M | 33.3K | 0.4% | ▼−1.0% Reduced · −326 sh | |
| 38 | Microsoft Corp COM | $6.4M | 17.3K | 0.4% | ▲+1.8% Added · +312 sh | |
| 39 | Ishares TR IBONDS 27 ETF | $6.3M | 259.2K | 0.4% | ▲+6.4% Added · +16K sh | |
| 40 | Ishares TR IBONDS DEC 2030 | $6.2M | 281.8K | 0.4% | ▲+18% Added · +42K sh | |
| 41 | Berkshire Hathaway Inc Del CL B NEW | $6.0M | 12.6K | 0.4% | ▼−0.1% Reduced · −20 sh | |
| 42 | Ishares TR IBDS DEC28 ETF | $5.9M | 232.6K | 0.4% | ▲+13% Added · +26K sh | |
| 43 | Aflac Inc COM | $5.8M | 52.7K | 0.4% | —Held | |
| 44 | Ishares TR MSCI EMG MKT ETF | $5.4M | 95.5K | 0.3% | ▼−2.8% Reduced · −3K sh | |
| 45 | SPDR Index SHS FDS STATE STREET SPD | $5.4M | 118.7K | 0.3% | ▼−0.1% Reduced · −101 sh | |
| 46 | Ishares TR IBONDS DEC2026 | $5.1M | 211.4K | 0.3% | ▼−0.6% Reduced · −1K sh | |
| 47 | State STR SPDR S&P 500 ETF T TR UNIT | $4.7M | 7.3K | 0.3% | ▼−0.7% Reduced · −49 sh | |
| 48 | Alphabet Inc CAP STK CL A | $4.6M | 15.8K | 0.3% | ▼−0.5% Reduced · −83 sh | |
| 49 | Ishares TR CORE 60/40 BALAN | $4.5M | 70.5K | 0.3% | ▼−3.0% Reduced · −2K sh | |
| 50 | Invesco QQQ TR UNIT SER 1 | $3.9M | 6.7K | 0.2% | ▲+5.1% Added · +328 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 230 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 224 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 7, 2025 | 236 | $1.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 9, 2025 | 214 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 9, 2025 | 201 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 16, 2025 | 198 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 8, 2024 | 195 | $1.3B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Jul 11, 2024 | 187 | $1.2B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 12, 2024 | 186 | $1.2B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 16, 2024 | 164 | $1.1B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 5, 2023 | 160 | $939.9M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 17, 2023 | 164 | $1.0B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 10, 2023 | 164 | $989.5M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 10, 2023 | 158 | $947.7M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 7, 2022 | 152 | $868.7M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 7, 2022 | 149 | $921.2M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | Apr 11, 2022 | 159 | $1.1B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Mar 17, 2022 | 167 | $1.2B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 162 | $1.1B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 2, 2021 | 165 | $1.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 20, 2021 | 135 | $949.0M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 21, 2021 | 131 | $848.7M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 20, 2020 | 117 | $720.8M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 14, 2020 | 104 | $634.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.