LBMC INVESTMENT ADVISORS, LLC: 13F holdings
CIK 15369242026Q2
| Positions | 245 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-08-10 |
|---|
Change since last quarter
| Positions | 245 (+15 vs prior quarter) |
|---|
| Reported value | $1.8bn (+12.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 415,571 | $311.2m | 16.9% |
| RSP INVESCO EXCHANGE TRADED FD T | 1,319,004 | $280.6m | 15.2% |
| IWM ISHARES TR | 702,868 | $211.2m | 11.4% |
| HDV ISHARES TR | 2,307,284 | $63.2m | 3.4% |
| IEFA ISHARES TR | 622,624 | $60.1m | 3.3% |
| EFA ISHARES TR | 486,616 | $50.5m | 2.7% |
| ISHARES TR | 1,937,560 | $45.5m | 2.5% |
| ISHARES TR | 1,709,445 | $40.0m | 2.2% |
| ISHARES TR | 1,772,416 | $39.1m | 2.1% |
| DVY ISHARES TR | 231,257 | $36.1m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1536924")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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