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LBMC Investment Advisors, LLC
LBMC Investment Advisors, LLC is a Registered Investment Advisory firm that provides coordinated investment and tax advice, focusing on personalized financial strategies for high-net-worth individuals and families.
Investment Strategy
Client-centric approach with customized investment solutions and integrated tax planning
Latest 13F Filing Activity
LBMC Investment Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 226 equity positions with a total 13F market value of $2B. The fund increased holdings in Ishares Russell 2000, Ishares Trust S&P 500, Invesco S&P 500 Eql WGT among other positions. LBMC Investment Advisors, LLC reduced exposure to Vanguard Total World, Exxon Mobil Corporation, Vanguard Mortgage Backed among others.
Top Holdings
Equity Positions (226)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | Ishares TRUST S&P 500 | 18.39% | $288.6M | 431,124 | $422.31 | $669.30 | +$17.8M |
R RSP | Invesco S&P 500 Eql Wgt | 16.16% | $253.5M | 1,336,510 | $162.78 | $189.70 | +$11.9M |
I IWM | Ishares Russell 2000 | 10.86% | $170.4M | 704,261 | $220.78 | $241.96 | +$19.0M |
H HDV | Ishares Msci ETF High Dividend Equity Fund | 3.55% | $55.7M | 455,280 | $99.69 | $122.45 | +$2.0M |
I IEFA | Ishares Core Msci Eafe | 3.19% | $50.1M | 573,446 | $68.99 | $87.31 | +$2.9M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
D Daniel McRady | Head Trader and Investment Associate | Nashville, TN , United States |
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