Lbmc Investment Advisors, LLC
Annual return '25
+17.6%
SPY '25
+17.7%
Alpha
-0.1ptsvs SPY
Invested
$1.6B
Holdings
229
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 86%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q4 2025: Exited (was 431.1k shares)
16.7%
02
$RSP
INVESCO EXCHANGE TRADED FD T
Q4 2025: Exited (was 1.34M shares)
15.5%
03
$IWM
ISHARES TR
Q4 2025: Exited (was 704.3k shares)
10.7%
04
$HDV
ISHARES TR
Q4 2025: Exited (was 455.3k shares)
3.8%
05
$IEFA
ISHARES TR
Q4 2025: Exited (was 573.4k shares)
3.3%
06
$EFA
ISHARES TR
Q4 2025: Exited (was 487.2k shares)
2.9%
07
$IBHH
ISHARES TR
Q4 2025: Exited (was 1.52M shares)
2.5%
08
$IBHG
ISHARES TR
Q4 2025: Exited (was 1.46M shares)
2.2%
09
$DVY
ISHARES TR
Q4 2025: Exited (was 228.9k shares)
2.1%
10
$IBHI
ISHARES TR
Q4 2025: Exited (was 943.9k shares)
2.1%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:12 UTC.