MondegarAI
LBMC INVESTMENT ADVISORS, LLC

Q1 2026 · 13F-HR

LBMC INVESTMENT ADVISORS, LLCholdings as filed

Filed 2026-05-14 · accession 0001172661-26-001936

$1.64B
Reported value
230
Positions
2026-03-31
Period end
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The Brief · LBMC INVESTMENT ADVISORS, LLC · Q1 2026

AI · grounded in 13F

LBMC INVESTMENT ADVISORS, LLC closed its position in PINNACLE FINL PARTNERS INC, reducing exposure by $1.76M. The fund established three new positions in INVESCO EXCH TRD SLF IDX FD funds, led by BSJT with a $2.43M investment. Other activity included increasing shares of IBHJ by 15.3% and trimming holdings in IVW by 7.37% and AAPL by 1.89%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287200IVVISHARES TR$274.6M16.7%420,340CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$254.0M15.5%1,323,360CommonNONE
464287655IWMISHARES TR$174.8M10.7%704,809CommonNONE
46429B663HDVISHARES TR$62.2M3.79%458,400CommonNONE
46432F842IEFAISHARES TR$53.9M3.29%595,160CommonNONE
464287465EFAISHARES TR$47.4M2.89%488,440CommonNONE
46436E387IBHHISHARES TR$40.9M2.49%1,741,128CommonNONE
46436E478IBHGISHARES TR$35.8M2.18%1,616,618CommonNONE
464287168DVYISHARES TR$34.9M2.13%230,707CommonNONE
46436E379IBHIISHARES TR$34.2M2.08%1,467,776CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$27.7M1.69%431,796CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$26.0M1.58%175,457CommonNONE
46436E528IBHFISHARES TR$25.8M1.57%1,123,830CommonNONE
46436E122IBHJISHARES TR$24.5M1.49%933,587CommonNONE
464287804IJRISHARES TR$22.2M1.36%178,762CommonNONE
40412C101HCAHCA HEALTHCARE INC$20.5M1.25%43,300CommonNONE
037833100AAPLAPPLE INC$15.9M0.97%62,625CommonNONE
922908363VOOVANGUARD INDEX FDS$15.1M0.92%25,287CommonNONE
92206C664VTWOVANGUARD SCOTTSDALE FDS$15.0M0.91%149,385CommonNONE
464287564ICFISHARES TR$14.8M0.90%239,252CommonNONE
46435U283IBMPISHARES TR$14.4M0.88%566,726CommonNONE
46435U325IBMQISHARES TR$14.3M0.87%559,681CommonNONE
46435U259IBMOISHARES TR$13.5M0.82%525,143CommonNONE
464287309IVWISHARES TR$13.3M0.81%118,008CommonNONE
464287697IDUISHARES TR$12.4M0.76%106,885CommonNONE
46438G661IBHKISHARES TR$12.4M0.75%485,609CommonNONE
46436E163IBMRISHARES TR$12.4M0.75%487,494CommonNONE
922908629VOVANGUARD INDEX FDS$12.3M0.75%42,739CommonNONE
464289859AOAISHARES TR$11.2M0.68%126,421CommonNONE
464287408IVEISHARES TR$8.9M0.54%41,978CommonNONE
922908553VNQVANGUARD INDEX FDS$8.2M0.50%92,164CommonNONE
02079K107GOOGALPHABET INC$7.8M0.47%27,135CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$7.8M0.47%143,861CommonNONE
46434G103IEMGISHARES INC$7.7M0.47%110,648CommonNONE
46436E205IBDUISHARES TR$7.2M0.44%307,572CommonNONE
46438G687IBMSISHARES TR$7.0M0.42%269,144CommonNONE
023135106AMZNAMAZON COM INC$6.9M0.42%33,298CommonNONE
594918104MSFTMICROSOFT CORP$6.4M0.39%17,303CommonNONE
46435UAA9IBDSISHARES TR$6.3M0.38%259,209CommonNONE
46436E726IBDVISHARES TR$6.2M0.38%281,756CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$6.0M0.37%12,551CommonNONE
46435U515IBDTISHARES TR$5.9M0.36%232,558CommonNONE
001055102AFLAFLAC INC$5.8M0.35%52,655CommonNONE
464287234EEMISHARES TR$5.4M0.33%95,465CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$5.4M0.33%118,669CommonNONE
46435GAA0IBDRISHARES TR$5.1M0.31%211,425CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$4.7M0.29%7,250CommonNONE
02079K305GOOGLALPHABET INC$4.6M0.28%15,849CommonNONE
464289867AORISHARES TR$4.5M0.28%70,497CommonNONE
46090E103QQQINVESCO QQQ TR$3.9M0.24%6,703CommonNONE
30303M102METAMETA PLATFORMS INC$3.8M0.23%6,706CommonNONE
383082104GRCGORMAN RUPP CO$3.8M0.23%61,116CommonNONE
464287507IJHISHARES TR$3.6M0.22%53,757CommonNONE
46438G364IBHLISHARES TR$3.6M0.22%141,351CommonNONE
831865209AOSSMITH A O CORP$3.5M0.21%52,918CommonNONE
46438G356IBMTISHARES TR$3.2M0.20%126,036CommonNONE
78464A409SPYGSPDR SERIES TRUST$3.2M0.20%33,023CommonNONE
532457108LLYELI LILLY & CO$3.2M0.20%3,494CommonNONE
14040H105COFCAPITAL ONE FINL CORP$3.0M0.18%16,357CommonNONE
191216100KOCOCA COLA CO$2.9M0.18%38,759CommonNONE
G0403H108AONAON PLC$2.9M0.18%9,113CommonNONE
67066G104NVDANVIDIA CORPORATION$2.9M0.18%16,535CommonNONE
437076102HDHOME DEPOT INC$2.9M0.18%8,764CommonNONE
92204A702VGTVANGUARD WORLD FD$2.7M0.17%3,888CommonNONE
464286681EUSAISHARES INC$2.5M0.16%25,016CommonNONE
842587107SOSOUTHERN CO$2.5M0.16%26,368CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.5M0.15%8,546CommonNONE
46138J395BSJTINVESCO EXCH TRD SLF IDX FD$2.4M0.15%115,497CommonNONE
46138J452BSJSINVESCO EXCH TRD SLF IDX FD$2.4M0.15%111,907CommonNONE
30231G102XOMEXXON MOBIL CORP$2.4M0.15%14,124CommonNONE
46139W841BSJUINVESCO EXCH TRD SLF IDX FD$2.3M0.14%91,089CommonNONE
149123101CATCATERPILLAR INC$2.3M0.14%3,186CommonNONE
46436E486IBDWISHARES TR$2.2M0.13%105,125CommonNONE
78468R812QUSSPDR SERIES TRUST$2.1M0.13%12,145CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$2.1M0.13%2,078CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$1.8M0.11%70,093CommonNONE
87975E826DSPYTEMA ETF TRUST$1.7M0.10%29,999CommonNONE
68389X105ORCLORACLE CORP$1.7M0.10%11,545CommonNONE
11135F101AVGOBROADCOM INC$1.7M0.10%5,470CommonNONE
922042742VTVANGUARD INTL EQUITY INDEX F$1.7M0.10%12,158CommonNONE
478160104JNJJOHNSON & JOHNSON$1.7M0.10%6,864CommonNONE
72348N109PNFPPINNACLE FINL PARTNERS INC$1.7M0.10%19,410CommonNONE
808524771FNDXSCHWAB STRATEGIC TR$1.6M0.10%58,923CommonNONE
78464A854SPYMSPDR SERIES TRUST$1.6M0.10%21,177CommonNONE
46138J585BSJRINVESCO EXCH TRD SLF IDX FD$1.6M0.10%71,054CommonNONE
57636Q104MAMASTERCARD INCORPORATED$1.6M0.10%3,141CommonNONE
46436E312IBDXISHARES TR$1.5M0.09%59,808CommonNONE
464287606IJKISHARES TR$1.5M0.09%14,515CommonNONE
75513E101RTXRTX CORPORATION$1.4M0.09%7,311CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$1.4M0.09%6,911CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$1.4M0.08%5,688CommonNONE
166764100CVXCHEVRON CORPORATION$1.3M0.08%6,511CommonNONE
369604301GEGE AEROSPACE$1.3M0.08%4,721CommonNONE
46139W817BSJVINVESCO EXCH TRD SLF IDX FD$1.3M0.08%49,726CommonNONE
00287Y109ABBVABBVIE INC$1.3M0.08%5,907CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$1.3M0.08%26,371CommonNONE
254687106DISDISNEY WALT CO$1.2M0.07%12,722CommonNONE
931142103WMTWALMART INC$1.2M0.07%9,385CommonNONE
92826C839VVISA INC$1.2M0.07%3,805CommonNONE
921932828VIOOVANGUARD ADMIRAL FDS INC$1.1M0.07%9,872CommonNONE
172967424CCITIGROUP INC$1.1M0.07%9,979CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.1M0.07%3,246CommonNONE
58933Y105MRKMERCK & CO INC$1.1M0.07%8,999CommonNONE
09260D107BXBLACKSTONE INC$1.1M0.07%9,381CommonNONE
82509L107SHOPSHOPIFY INC$1.1M0.06%8,950CommonNONE
46434V621DGROISHARES TR$1.1M0.06%15,000CommonNONE
36828A101GEVGE VERNOVA INC$1.0M0.06%1,167CommonNONE
097023105BABOEING CO$938,4270.06%4,715CommonNONE
17275R102CSCOCISCO SYS INC$926,6800.06%11,943CommonNONE
949746101WMT2WELLS FARGO & CO$925,5860.06%11,626CommonNONE
922908769VTIVANGUARD INDEX FDS$919,3940.06%2,866CommonNONE
83190L208SMBKSMARTFINANCIAL INC$900,7160.05%23,048CommonNONE
86800U302SMCISUPER MICRO COMPUTER INC$897,5480.05%39,418CommonNONE
464287614IWFISHARES TR$868,9530.05%2,038CommonNONE
20825C104COPCONOCOPHILLIPS$864,4880.05%6,549CommonNONE
060505104BACBANK AMERICA CORP$860,2820.05%17,647CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$833,8040.05%5,687CommonNONE
33740U505FDECFIRST TR EXCHNG TRADED FD VI$832,7110.05%16,748CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$827,6630.05%3,849CommonNONE
88160R101TSLATESLA INC$827,5160.05%2,226CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$798,5990.05%20,786CommonNONE
808524755FNDFSCHWAB STRATEGIC TR$798,5870.05%16,321CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$756,6030.05%894CommonNONE
N97284108NBISNEBIUS GROUP N.V.$746,0350.05%7,190CommonNONE
46436E833IBTIISHARES TR$741,9690.05%33,298CommonNONE
78464A508SPYVSPDR SERIES TRUST$738,3540.05%13,050CommonNONE
7591EP100RFREGIONS FINANCIAL CORP NEW$733,3090.04%28,075CommonNONE
808524763FNDASCHWAB STRATEGIC TR$708,7260.04%21,854CommonNONE
693475105PNCPNC FINL SVCS GROUP INC$687,1860.04%3,302CommonNONE
78463X509SPEMSPDR INDEX SHS FDS$676,8680.04%14,429CommonNONE
G29183103ETNEATON CORP PLC$673,8510.04%1,884CommonNONE
337959100PRAYFIS TR$668,7010.04%20,780CommonNONE
833445109SNOWSNOWFLAKE INC$652,7490.04%4,328CommonNONE
315948109FBTCFIDELITY WISE ORIGIN BITCOIN$640,4760.04%10,850CommonNONE
60937P106MDBMONGODB INC$611,9250.04%2,500CommonNONE
713448108PEPPEPSICO INC$609,0150.04%3,922CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$604,4300.04%4,548CommonNONE
032654105ADIANALOG DEVICES INC$601,9210.04%1,892CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$601,1720.04%2,222CommonNONE
78467X109DIASTATE STR SPDR DOW JONES IND$600,8220.04%1,297CommonNONE
46436E841IBTHISHARES TR$592,1520.04%26,400CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$591,2640.04%4,042CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$587,8720.04%2,474CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$577,8140.04%23,346CommonNONE
46436E130IBDYISHARES TR$552,4150.03%21,370CommonNONE
46436E858IBTGISHARES TR$548,1270.03%23,920CommonNONE
464288448IDVISHARES TR$547,5630.03%12,866CommonNONE
25434V609DFATDIMENSIONAL ETF TRUST$537,6690.03%8,610CommonNONE
002824100ABTABBOTT LABORATORIES$528,9720.03%5,152CommonNONE
921937827BSVVANGUARD BD INDEX FDS$513,7260.03%6,552CommonNONE
89417E109TRVTRAVELERS COMPANIES INC$510,4400.03%1,750CommonNONE
65339F101NEENEXTERA ENERGY INC$489,3850.03%5,269CommonNONE
808524607SCHASCHWAB STRATEGIC TR$467,3210.03%16,070CommonNONE
718546104PSXPHILLIPS 66$462,5190.03%2,539CommonNONE
617446448MSMORGAN STANLEY$461,9480.03%2,807CommonNONE
110122108BMYBRISTOL-MYERS SQUIBB CO$452,1350.03%7,455CommonNONE
74347R206QLDPROSHARES TR$433,8500.03%7,112CommonNONE
244199105DEDEERE & CO$423,0390.03%751CommonNONE
808513105SCHWSCHWAB CHARLES CORP$420,2790.03%4,472CommonNONE
02072L102QVALEA SERIES TRUST$417,1320.03%8,000CommonNONE
G8994E103TTTRANE TECHNOLOGIES PLC$416,7400.03%1,000CommonNONE
871607107SNPSSYNOPSYS INC$415,5120.03%1,048CommonNONE
049560105ATOATMOS ENERGY CORP$415,0660.03%2,247CommonNONE
929160109VMCVULCAN MATLS CO$408,4500.02%1,500CommonNONE
140501107CSWCCAPITAL SOUTHWEST CORP$403,6900.02%18,250CommonNONE
902973304USBUS BANCORP$401,5400.02%7,720CommonNONE
910047109UALUNITED AIRLS HLDGS INC$392,8630.02%4,267CommonNONE
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$391,7600.02%1,000CommonNONE
46137V241SPHQINVESCO EXCHANGE TRADED FD T$391,3640.02%5,205CommonNONE
717081103PFEPFIZER INC$390,9240.02%13,922CommonNONE
78464A763SDYSPDR SERIES TRUST$388,3990.02%2,661CommonNONE
31428X106FDXFEDEX CORP$388,2370.02%1,090CommonNONE
46438G653IBDZISHARES TR$380,4760.02%14,600CommonNONE
458140100INTCINTEL CORP$378,2590.02%8,571CommonNONE
438516106HONHONEYWELL INTL INC$373,8540.02%1,654CommonNONE
89832Q109TFCTRUIST FINL CORP$372,2650.02%8,098CommonNONE
58155Q103MCKMCKESSON CORP$372,1050.02%430CommonNONE
316773100FITBFIFTH THIRD BANCORP$371,6800.02%8,000CommonNONE
697435105PANWPALO ALTO NETWORKS INC$370,1790.02%2,309CommonNONE
37045V100GMGENERAL MTRS CO$365,0500.02%4,900CommonNONE
780087102RYROYAL BK CDA$364,6530.02%2,254CommonNONE
038222105AMATAPPLIED MATLS INC$358,8800.02%1,050CommonNONE
177835105CHCOCITY HLDG CO$358,5600.02%3,000CommonNONE
464287499IWRISHARES TR$354,7730.02%3,649CommonNONE
580135101MCDMCDONALDS CORP$352,4070.02%1,134CommonNONE
56035L104MAINMAIN STR CAP CORP$351,4430.02%6,636CommonNONE
78463V107GLDSPDR GOLD TR$350,6870.02%815CommonNONE
14149Y108CAHCARDINAL HEALTH INC$346,1260.02%1,638CommonNONE
016255101ALGNALIGN TECHNOLOGY INC$342,8600.02%2,000CommonNONE
464285204IAUISHARES GOLD TR$341,8850.02%3,878CommonNONE
808524730FNDESCHWAB STRATEGIC TR$334,2020.02%8,735CommonNONE
808524748FNDCSCHWAB STRATEGIC TR$327,3480.02%7,061CommonNONE
56585A102MPCMARATHON PETE CORP$326,7640.02%1,338CommonNONE
78464A698KRESPDR SERIES TRUST$325,7500.02%5,000CommonNONE
46436E825IBTJISHARES TR$321,6610.02%14,726CommonNONE
46571Y107IIIVI3 VERTICALS INC$320,3300.02%14,326CommonNONE
78464A201SLYGSPDR SERIES TRUST$319,8050.02%3,310CommonNONE
00206R102TAT&T INC$311,2890.02%10,738CommonNONE
742718109PGPROCTER & GAMBLE CO$307,9470.02%2,132CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$301,2630.02%7,961CommonNONE
22052L104CTVACORTEVA INC$300,2680.02%3,587CommonNONE
37954Y871URAGLOBAL X FDS$297,2640.02%6,138CommonNONE
30257X104FBKFB FINL CORP$291,6050.02%5,614CommonNONE
670346105NUENUCOR CORP$287,4700.02%1,700CommonNONE
81369Y407XLYSELECT SECTOR SPDR TR$287,0540.02%2,634CommonNONE
37960A529SHLDGLOBAL X FDS$283,9560.02%4,008CommonNONE
038169207APLDAPPLIED DIGITAL CORP$283,2190.02%11,930CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$283,1180.02%5,640CommonNONE
29273V100ETENERGY TRANSFER L P$267,2120.02%13,845CommonNONE
35671D857FCXFREEPORT MCMORAN INC$249,8150.02%4,250CommonNONE
882508104TXNTEXAS INSTRS INC$249,6650.02%1,286CommonNONE
464288687PFFISHARES TR$236,9840.01%7,816CommonNONE
911363109URIUNITED RENTALS INC$236,7820.01%325CommonNONE
872540109TJXTJX COS INC NEW$233,8010.01%1,464CommonNONE
922908736VUGVANGUARD INDEX FDS$231,9360.01%531CommonNONE
594972408MSTRSTRATEGY INC$231,8790.01%1,858CommonNONE
025816109AXPAMERICAN EXPRESS CO$226,8600.01%750CommonNONE
744320102PRUPRUDENTIAL FINL INC$224,4090.01%2,297CommonNONE
74933W601TMFCRBB FD INC$221,9240.01%3,364CommonNONE
464287101OEFISHARES TR$221,5620.01%697CommonNONE
92647N782CFOVICTORY PORTFOLIOS II$212,9660.01%2,872CommonNONE
74743L100QQNITY ELECTRONICS INC$206,8770.01%1,793CommonNONE
032095101APHAMPHENOL CORP$204,6870.01%1,620CommonNONE
921932505VOOGVANGUARD ADMIRAL FDS INC$204,4060.01%501CommonNONE
808524888SCHCSCHWAB STRATEGIC TR$202,8050.01%4,339CommonNONE
26441C204DUKDUKE ENERGY CORP NEW$201,8380.01%1,541CommonNONE
46436E593IBTKISHARES TR$198,9750.01%10,090CommonNONE
53656G167TXXSLISTED FDS TR$156,5890.01%36,834CommonNONE
45256X103IBRXIMMUNITYBIO INC$145,7300.01%19,000CommonNONE
345370860FFORD MTR CO$137,4480.01%11,911CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.