LBMC INVESTMENT ADVISORS, LLC
All 13F Filings
- Location
- Brentwood, TN
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,625,117
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 224 | 1,625,117 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
| Q3 2025 | 10/7/2025 | 236 | 1,568,885 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
| Q2 2025 | 7/9/2025 | 214 | 1,402,272 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
| Q2 2014 | 7/16/2014 | 46 | 370,069 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
| Q1 2014 | 5/1/2014 | 47 | 397,289 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
| Q4 2013 | 1/16/2014 | 52 | 381,923 | 13F-HR | LBMC INVESTMENT ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 636.7 K | 39.2% | 0 | 932.2 K | -932.2 K |
| ETFs | 732.5 K | 45.1% | 732.5 K | 0 | 732.5 K |
| Debt | 256 K | 15.8% | 256 K | 0 | 256 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
1,625,117
Holdings
224
QoQ value change ($000)
56,232
(3.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.