LBMC INVESTMENT ADVISORS, LLC - Portfolio overview

LBMC INVESTMENT ADVISORS, LLC has 250 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 16.54%
2. RSP - INVESCO EXCHANGE TRADED FD T, 15.30%
3. IWM - ISHARES TR, 10.53%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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