Institutional Fund
Lbmc Investment Advisors, LLC
Brentwood, TNCIK 15369245 filings on record
Portfolio Value
$1.64B
Q1 2026
Holdings
230
Reported positions
New Buys
17
Opened this quarter
QoQ Change
+1.6%
from $1.61B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr16.7%
- Invesco Exchange Traded Fd T15.5%
- Ishares Tr10.7%
- Ishares Tr3.8%
- Ishares Tr3.3%
- Ishares Tr2.9%
- Other47.1%
Portfolio Holdings
230 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 420.3K | $274.57M | 16.7% | −7.1K | Reduced |
| 2 | Invesco Exchange Traded Fd T | 1.32M | $253.98M | 15.5% | −8.8K | Reduced |
| 3 | Ishares Tr | 704.8K | $174.79M | 10.7% | −4.5K | Reduced |
| 4 | Ishares Tr | 458.4K | $62.21M | 3.8% | +1.6K | Added |
| 5 | Ishares Tr | 595.2K | $53.88M | 3.3% | −2.5K | Reduced |
| 6 | Ishares Tr | 488.4K | $47.44M | 2.9% | −1.7K | Reduced |
| 7 | Ishares Tr | 1.74M | $40.86M | 2.5% | +28.1K | Added |
| 8 | Ishares Tr | 1.62M | $35.78M | 2.2% | +42.0K | Added |
| 9 | Ishares Tr | 230.7K | $34.93M | 2.1% | +1.6K | Added |
| 10 | Ishares Tr | 1.47M | $34.17M | 2.1% | +116.2K | Added |
220 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio