Arkolith/Funds/LBMC Investment Advisors, LLC

LBMC Investment Advisors, LLC

CIK 1536924
Holdings as of Jun 30, 2026·disclosed Aug 10, 2026·~41-day 13F lag·13F-HR
Active Filer

LBMC Investment Advisors, LLC holds a focused book of 245 stocks worth $1.8B as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Ishares TR 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.

Opened
39
bought for the first time
Added to
102
already held, bought more
Trimmed
49
sold some, still holds it
Sold out
18
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
50%
Top 10 holdings
62%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

10% mapped to company sectors

ETF / fund or unclassified
90%
Information Technology
4%
Financials
2%
Health Care
1%
Consumer Discretionary
1%
Industrials
1%
Consumer Staples
0%
Energy
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as LBMC Investment Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY79 / 80$540.8B
BANK OF AMERICA CORP /DE/78 / 80$409.2B
WELLS FARGO & COMPANY/MN78 / 80$170.2B
ROYAL BANK OF CANADA78 / 80$151.9B
RAYMOND JAMES FINANCIAL INC78 / 80$98.5B
LPL Financial LLC78 / 80$92.6B
OSAIC HOLDINGS, INC.78 / 80$17.2B
NewEdge Advisors, LLC78 / 80$10.5B

Ranked by how many of LBMC Investment Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

245 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE S&P500 ETF
$311.2M415.6K
16.9%
▼−1.1%
Reduced · −5K sh
2Invesco Exchange Traded FD T
S&P500 EQL WGT
$280.6M1.32M
15.2%
▼−0.3%
Reduced · −4K sh
3Ishares TR
RUSSELL 2000 ETF
$211.2M702.9K
11.4%
▼−0.3%
Reduced · −2K sh
4Ishares TR
CORE HIGH DV ETF
$63.2M2.31M
3.4%
▲+403%
Added · +1.8M sh
5Ishares TR
CORE MSCI EAFE
$60.1M622.6K
3.3%
▲+4.6%
Added · +27K sh
6Ishares TR
MSCI EAFE ETF
$50.5M486.6K
2.7%
▼−0.4%
Reduced · −2K sh
7Ishares TR
IBONDS 28 TR HI
$45.5M1.94M
2.5%
▲+11%
Added · +196K sh
8Ishares TR
IBONDS 29 TR HI
$40.0M1.71M
2.2%
▲+16%
Added · +242K sh
9Ishares TR
IBON 2027 TE ETF
$39.1M1.77M
2.1%
▲+9.6%
Added · +156K sh
10Ishares TR
SELECT DIVID ETF
$36.1M231.3K
2.0%
▲+0.2%
Added · +550 sh
11Ishares TR
IBON 2030 TE ETF
$31.5M1.19M
1.7%
▲+27%
Added · +256K sh
12Vanguard Tax-Managed FDS
VAN FTSE DEV MKT
$31.0M435.1K
1.7%
▲+0.8%
Added · +3K sh
13Vanguard Whitehall FDS
HIGH DIV YLD
$29.1M184.0K
1.6%
▲+4.9%
Added · +9K sh
14Ishares TR
CORE S&P SCP ETF
$28.1M189.7K
1.5%
▲+6.1%
Added · +11K sh
15Ishares TR
IBON 2026 TE ETF
$26.3M1.16M
1.4%
▲+3.4%
Added · +38K sh
16Vanguard Scottsdale FDS
VNG RUS2000IDX
$18.1M149.2K
1.0%
▼−0.1%
Reduced · −160 sh
17Apple Inc
COM
$18.0M62.4K
1.0%
▼−0.4%
Reduced · −265 sh
18Vanguard Index FDS
S&P 500 ETF SHS
$17.3M25.2K
0.9%
▼−0.2%
Reduced · −56 sh
19Ishares TR
IBON 2031 TE ETF
$17.2M665.6K
0.9%
▲+37%
Added · +180K sh
20Hca Healthcare Inc
COM
$16.9M43.3K
0.9%
▲~0%
Added · +1 sh
21Ishares TR
SELECT US REIT
$16.1M238.4K
0.9%
▼−0.3%
Reduced · −858 sh
22Ishares TR
S&P 500 GRWT ETF
$15.5M112.6K
0.8%
▼−4.6%
Reduced · −5K sh
23Ishares TR
IBONDS DEC 27
$14.9M584.9K
0.8%
▲+3.2%
Added · +18K sh
24Ishares TR
IBONDS DEC 28
$14.8M578.0K
0.8%
▲+3.3%
Added · +18K sh
25Vanguard Index FDS
MID CAP ETF
$13.8M171.1K
0.7%
▲+300%
Added · +128K sh
26Ishares TR
IBONDS DEC 26
$13.3M520.3K
0.7%
▼−0.9%
Reduced · −5K sh
27Ishares TR
IBONDS DEC 2029
$13.2M520.3K
0.7%
▲+6.7%
Added · +33K sh
28Ishares TR
U.S. UTILITS ETF
$12.3M107.4K
0.7%
▲+0.4%
Added · +470 sh
29Ishares TR
CORE 80 20 ETF
$12.2M125.3K
0.7%
▼−0.9%
Reduced · −1K sh
30Alphabet Inc
CAP STK CL C
$10.1M28.5K
0.5%
▲+5.1%
Added · +1K sh
31Ishares Inc
CORE MSCI EMKT
$9.7M117.7K
0.5%
▲+6.3%
Added · +7K sh
32Ishares TR
S&P 500 VAL ETF
$9.5M41.8K
0.5%
▼−0.4%
Reduced · −175 sh
33Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$8.7M145.4K
0.5%
▲+1.1%
Added · +2K sh
34Vanguard Index FDS
REAL ESTATE ETF
$8.6M89.0K
0.5%
▼−3.4%
Reduced · −3K sh
35Ishares TR
IBONDS DEC 29
$8.5M367.3K
0.5%
▲+19%
Added · +60K sh
36Ishares TR
IBONDS DEC 2030
$8.4M323.0K
0.5%
▲+20%
Added · +54K sh
37Amazon Com Inc
COM
$8.2M34.6K
0.4%
▲+3.8%
Added · +1K sh
38Ishares TR
IBONDS DEC 2030
$7.5M345.7K
0.4%
▲+23%
Added · +64K sh
39Ishares TR
IBONDS 27 ETF
$7.3M299.7K
0.4%
▲+16%
Added · +40K sh
40Microsoft Corp
COM
$7.1M19.2K
0.4%
▲+11%
Added · +2K sh
41Ishares TR
IBDS DEC28 ETF
$7.1M280.1K
0.4%
▲+20%
Added · +48K sh
42Ishares TR
MSCI EMG MKT ETF
$6.6M95.8K
0.4%
▲+0.4%
Added · +370 sh
43Aflac Inc
COM
$6.2M52.7K
0.3%
—Held
44Alphabet Inc
CAP STK CL A
$6.1M17.0K
0.3%
▲+7.0%
Added · +1K sh
45Berkshire Hathaway Inc Del
CL B NEW
$6.0M12.0K
0.3%
▼−4.2%
Reduced · −525 sh
46SPDR Index SHS FDS
ST STR PO EX ETF
$5.9M116.9K
0.3%
▼−1.5%
Reduced · −2K sh
47Gorman Rupp Co
COM
$5.6M61.1K
0.3%
—Held
48State STR SPDR S&P 500 ETF T
TR UNIT
$5.4M7.3K
0.3%
▲+0.1%
Added · +9 sh
49Ishares TR
IBONDS DEC2026
$5.4M222.3K
0.3%
▲+5.2%
Added · +11K sh
50Invesco QQQ TR
UNIT SER 1
$5.0M6.8K
0.3%
▲+2.1%
Added · +140 sh
Showing 50 of 245 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 10, 2026245$1.8B13F-HR
Q1 2026Mar 31, 2026May 14, 2026230$1.6B13F-HR
Q4 2025Dec 31, 2025Feb 12, 2026224$1.6B13F-HR
Q3 2025Sep 30, 2025Oct 7, 2025236$1.6B13F-HR
Q2 2025Jun 30, 2025Jul 9, 2025214$1.4B13F-HR
Q1 2025Mar 31, 2025Apr 9, 2025201$1.3B13F-HR
Q4 2024Dec 31, 2024Jan 16, 2025198$1.3B13F-HR
Q3 2024Sep 30, 2024Oct 8, 2024195$1.3B13F-HR
Q2 2024Jun 30, 2024Jul 11, 2024187$1.2B13F-HR
Q1 2024Mar 31, 2024Apr 12, 2024186$1.2B13F-HR
Q4 2023Dec 31, 2023Jan 16, 2024164$1.1B13F-HR
Q3 2023Sep 30, 2023Oct 5, 2023160$939.9M13F-HR
Q2 2023Jun 30, 2023Jul 17, 2023164$1.0B13F-HR
Q1 2023Mar 31, 2023Apr 10, 2023164$989.5M13F-HR
Q4 2022Dec 31, 2022Jan 10, 2023158$947.7M13F-HR
Q3 2022Sep 30, 2022Oct 7, 2022152$868.7M13F-HR
Q2 2022Jun 30, 2022Jul 7, 2022149$921.2M13F-HR
Q1 2022Mar 31, 2022Apr 11, 2022159$1.1B13F-HR
Q4 2021Dec 31, 2021Mar 17, 2022167$1.2B13F-HR
Q3 2021Sep 30, 2021Nov 15, 2021162$1.1B13F-HR
Q2 2021Jun 30, 2021Aug 2, 2021165$1.1B13F-HR
Q1 2021Mar 31, 2021Apr 20, 2021135$949.0M13F-HR
Q4 2020Dec 31, 2020Jan 21, 2021131$848.7M13F-HR
Q3 2020Sep 30, 2020Oct 20, 2020117$720.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.