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LBMC INVESTMENT ADVISORS, LLC

An institutional investment manager in BRENTWOOD, TN. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 10, 2026. SEC CIK 1536924.

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Holdings: 245 positions

The filing on sec.gov

As filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.

IssuerClassCUSIPReported value$mWeightSharesPut or callChange on the quarter before
Ishares TRCORE S&P500 ETF46428720031116.9%415,571Reduced−4,769
Invesco Exchange Traded FD TS&P500 EQL WGT46137V35728115.2%1,319,004Reduced−4,356
Ishares TRRUSSELL 2000 ETF46428765521111.4%702,868Reduced−1,941
Ishares TRCORE HIGH DV ETF46429B66363.23.4%2,307,284Added+1,848,884
Ishares TRCORE MSCI EAFE46432F84260.13.3%622,624Added+27,464
Ishares TRMSCI EAFE ETF46428746550.52.7%486,616Reduced−1,824
Ishares TRIBONDS 28 TR HI46436E38745.52.5%1,937,560Added+196,432
Ishares TRIBONDS 29 TR HI46436E37940.02.2%1,709,445Added+241,669
Ishares TRIBON 2027 TE ETF46436E47839.12.1%1,772,416Added+155,798
Ishares TRSELECT DIVID ETF46428716836.12.0%231,257Added+550
Ishares TRIBON 2030 TE ETF46436E12231.51.7%1,189,960Added+256,373
Vanguard Tax-Managed FDSVAN FTSE DEV MKT92194385831.01.7%435,092Added+3,296
Vanguard Whitehall FDSHIGH DIV YLD92194640629.11.6%184,044Added+8,587
Ishares TRCORE S&P SCP ETF46428780428.11.5%189,650Added+10,888
Ishares TRIBON 2026 TE ETF46436E52826.31.4%1,161,706Added+37,876
Vanguard Scottsdale FDSVNG RUS2000IDX92206C66418.11.0%149,225Reduced−160
Apple IncAAPLCOM03783310018.01.0%62,360Reduced−265
Vanguard Index FDSS&P 500 ETF SHS92290836317.30.9%25,231Reduced−56
Ishares TRIBON 2031 TE ETF46438G66117.20.9%665,633Added+180,024
HCA Healthcare IncHCACOM40412C10116.90.9%43,301Added+1
Ishares TRSELECT US REIT46428756416.10.9%238,394Reduced−858
Ishares TRS&P 500 GRWT ETF46428730915.50.8%112,572Reduced−5,436
Ishares TRIBONDS DEC 2746435U28314.90.8%584,924Added+18,198
Ishares TRIBONDS DEC 2846435U32514.80.8%577,987Added+18,306
Vanguard Index FDSMID CAP ETF92290862913.80.7%171,084Added+128,345
Ishares TRIBONDS DEC 2646435U25913.30.7%520,304Reduced−4,839
Ishares TRIBONDS DEC 202946436E16313.20.7%520,275Added+32,781
Ishares TRU.S. UTILITS ETF46428769712.30.7%107,355Added+470
Ishares TRCORE 80 20 ETF46428985912.20.7%125,330Reduced−1,091
Alphabet IncGOOGLCAP STK CL C02079K10710.10.5%28,532Added+1,397
Ishares IncCORE MSCI EMKT46434G1039.70.5%117,665Added+7,017
Ishares TRS&P 500 VAL ETF4642874089.50.5%41,803Reduced−175
Vanguard International Equity Index FFTSE EMR MKT ETF9220428588.70.5%145,375Added+1,514
Vanguard Index FDSREAL ESTATE ETF9229085538.60.5%88,993Reduced−3,171
Ishares TRIBONDS DEC 2946436E2058.50.5%367,266Added+59,694
Ishares TRIBONDS DEC 203046438G6878.40.5%323,023Added+53,879
Amazon Com IncAMZNCOM0231351068.20.4%34,578Added+1,280
Ishares TRIBONDS DEC 203046436E7267.50.4%345,712Added+63,956
Ishares TRIBONDS 27 ETF46435UAA97.30.4%$299,698 principalNew+299,698
Microsoft CorpMSFTCOM5949181047.10.4%19,159Added+1,856
Ishares TRIBDS DEC28 ETF46435U5157.10.4%280,115Added+47,557
Ishares TRMSCI EMG MKT ETF4642872346.60.4%95,835Added+370
Aflac IncAFLCOM0010551026.20.3%52,655Unchanged
Alphabet IncGOOGLCAP STK CL A02079K3056.10.3%16,963Added+1,114
Berkshire Hathaway Inc DelBRK-BCL B NEW0846707026.00.3%12,026Reduced−525
SPDR Index SHS FDSST STR PO EX ETF78463X8895.90.3%116,875Reduced−1,794
Gorman Rupp CoGRCCOM3830821045.60.3%61,116Unchanged
State STR SPDR S&P 500 ETF TSPYTR UNIT78462F1035.40.3%7,259Added+9
Ishares TRIBONDS DEC202646435GAA05.40.3%$222,321 principalNew+222,321
Invesco QQQ TRUNIT SER 146090E1035.00.3%6,843Added+140
Ishares TRCORE 60 BALA ETF4642898674.80.3%69,427Reduced−1,070
Ishares TRCORE S&P MCP ETF4642875074.30.2%55,708Added+1,951
Ishares TRIBON 2032 TE ETF46438G3644.20.2%164,572Added+23,221
SPDR Series TrustST STR P500GRW78464A4093.90.2%33,048Added+25
Meta Platforms IncMETACL A30303M1023.80.2%6,769Added+63
Vanguard World FDINF TECH ETF92204A7023.70.2%31,118Added+27,230
Ishares TRIBONDS DEC 203146438G3563.40.2%132,100Added+6,064
Cisco Sys IncCSCOCOM17275R1023.40.2%28,898Added+16,955
Caterpillar IncCATCOM1491231013.40.2%3,172Reduced−14
Nvidia CorporationNVDACOM67066G1043.40.2%16,820Added+285
Smith a O CorpAOSCOM8318652093.30.2%52,918Unchanged
Capital One Finl CorpCOFCOM14040H1053.30.2%16,357Unchanged
Home Depot IncHDCOM4370761023.20.2%9,043Added+279
Coca Cola CoKOCOM1912161003.10.2%38,490Reduced−269
AON plcSHS CL AG0403H1083.00.2%9,127Added+14
Ishares IncMSCI EQUAL WEITE4642866812.90.2%25,067Added+51
Jpmorgan Chase & CoJPMCOM46625H1002.90.2%8,716Added+170
Broadcom IncAVGOCOM11135F1012.50.1%6,617Added+1,147
Invesco Exch TRD SLF Idx FDBULETSHS 2029 HG46138J3952.40.1%115,583Added+86
Invesco Exch TRD SLF Idx FDINVSCO 28 HYCORP46138J4522.40.1%111,946Added+39
Tema ETF TrustS&P 500 HI WE ET87975E8262.40.1%36,724Added+6,725
Invesco Exch TRD SLF Idx FDBULLETSHS 203046139W8412.40.1%91,126Added+37
Micron Technology IncMUCOM5951121032.30.1%2,010Reduced−1,236
SPDR Series TrustST STR MSCI USAQ78468R8122.30.1%12,199Added+54
Ishares TRIBONDS DEC 203146436E4862.10.1%101,934Reduced−3,191
Schwab Strategic TRUS LRG CAP ETF8085242012.10.1%70,093Unchanged
ELI Lilly & CoLLYCOM5324571082.00.1%1,708Reduced−1,786
Nebius Group N.V.SHS CLASS AN972841082.00.1%7,190Unchanged
Exxon Mobil CorpCOM30231G1022.00.1%14,472Added+348
Vanguard International Equity Index FTT WRLD ST ETF9220427421.90.1%12,172Added+14
SPDR Series TrustST STR P500ETF78464A8541.90.1%21,565Added+388
GE AerospaceGECOM NEW3696043011.90.1%5,063Added+342
Schwab Strategic TRFUNDAMENTAL US L8085247711.8<0.1%58,923Unchanged
Johnson & JohnsonJNJCOM4781601041.8<0.1%6,998Added+134
Southern CoSOCOM8425871071.8<0.1%18,350Reduced−8,018
Ishares TRS&P MC 400GR ETF4642876061.7<0.1%14,519Added+4
Oracle CorpORCLCOM68389X1051.7<0.1%11,572Added+27
GE Vernova IncGEVCOM36828A1011.7<0.1%1,425Added+258
Mastercard IncorporatedMACL A57636Q1041.6<0.1%3,188Added+47
Pinnacle Finl Partners IncPNFPCOM72348N1091.6<0.1%16,010Reduced−3,400
International Business MachsIBMCOM4592001011.6<0.1%5,743Added+55
Invesco Exch TRD SLF Idx FDBULETSHS 202746138J5851.6<0.1%71,087Added+33
Abbvie IncABBVCOM00287Y1091.5<0.1%6,092Added+185
Costco Wholesale CorporationCOSTCOM22160K1051.5<0.1%1,634Reduced−444
Ishares TRIBONDS DEC 203246436E3121.5<0.1%59,937Added+129
Vanguard Index FDSTOTAL STK MKT9229087691.5<0.1%3,951Added+1,085
Dimensional ETF TrustUS MKTWIDE VALUE25434V7241.5<0.1%26,409Added+38
Visa IncVCOM CL A92826C8391.4<0.1%4,093Added+288
RTX CorporationRTXCOM75513E1011.4<0.1%7,157Reduced−154
Vanguard Admiral FDS IncSMLLCP 600 IDX9219328281.4<0.1%9,872Unchanged
Invesco Exch TRD SLF Idx FDBULL 2031 HI ETF46139W8171.3<0.1%49,761Added+35
Ishares TRIBONDS DEC 203246438G2161.3<0.1%49,365New+49,365
Disney Walt CoDISCOM2546871061.2<0.1%12,877Added+155
Intel CorpINTCCOM4581401001.2<0.1%8,571Unchanged
Citigroup IncCCOM NEW1729674241.2<0.1%8,479Reduced−1,500
Ishares TRCORE DIV GRWTH46434V6211.1<0.1%15,000Unchanged
Blackstone IncBXCOM09260D1071.1<0.1%9,487Added+106
Goldman Sachs Group IncGSCOM38141G1041.1<0.1%1,099Added+205
Tesla IncTSLACOM88160R1011.1<0.1%2,633Added+407
Shopify IncSHOPCL A SUB VTG SHS82509L1071.1<0.1%9,618Added+668
Smartfinancial IncSMBKCOM NEW83190L2081.1<0.1%23,048Unchanged
Advanced Micro Devices IncAMDCOM0079031071.1<0.1%1,855Reduced−5,056
Ishares TRRUS 1000 GRW ETF4642876141.0<0.1%8,373Added+6,335
Wells Fargo & CoWFCCOM9497461011.0<0.1%11,626Unchanged
Boeing CoBACOM0970231050.9<0.1%4,365Reduced−350
Unitedhealth Group IncUNHCOM91324P1020.9<0.1%2,235Added+13
Bank of Amer CorpBACCOM0605051040.9<0.1%16,280Reduced−1,367
First TR Exchng Traded FD VIFT VEST UQ EQT33740U5050.9<0.1%16,748Unchanged
Select Sector SPDR TRST STR CARE ETF81369Y2090.9<0.1%5,687Unchanged
Vanguard Specialized FundsDIV APP ETF9219088440.9<0.1%3,808Reduced−41
Merck & Co IncMRKCOM58933Y1050.9<0.1%6,967Reduced−2,032
Select Sector SPDR TRST STR TECHN ETF81369Y8030.9<0.1%4,583Added+35
Invesco Exch Traded FD TR IINASDAQ 100 ETF46138G6490.9<0.1%2,854Added+380
Schwab Strategic TRFUNDAMENTAL INTL8085247550.9<0.1%16,321Unchanged
Mongodb IncMDBCL A60937P1060.8<0.1%2,500Unchanged
Regions Financial Corp NewRFCOM7591EP1000.8<0.1%27,765Reduced−310
Schwab Strategic TRFUNDAMENTAL US S8085247630.8<0.1%21,854Unchanged
PNC Finl SVCS Group IncPNCCOM6934751050.8<0.1%3,302Unchanged
SPDR Series TrustST STR P500VAL78464A5080.8<0.1%13,105Added+55
Palo Alto Networks IncPANWCOM6974351050.8<0.1%2,335Added+26
Walmart IncWMTCOM9311421030.8<0.1%6,986Reduced−2,399
SPDR Index SHS FDSST PORT MARK ETF78463X5090.7<0.1%14,435Added+6
Chevron CorporationCVXCOM1667641000.7<0.1%4,491Reduced−2,020
Ishares TRIBONDS 28 TRM TS46436E8330.7<0.1%33,384Added+86
FIS TRCHRISTIAN STK FD3379591000.7<0.1%20,780Unchanged
Palantir Technologies IncPLTRCL A69608A1080.7<0.1%6,293Added+2,251
Eaton Corp plcSHSG291831030.7<0.1%1,684Reduced−200
Proshares TRPSHS ULTRA QQQ74347R2060.7<0.1%7,112Unchanged
State STR SPDR Dow Jones IndDIAUT SER 178467X1090.7<0.1%1,298Added+1
ConocophillipsCOPCOM20825C1040.7<0.1%6,297Reduced−252
Schwab Strategic TRINTL EQTY ETF8085248050.6<0.1%22,484Reduced−862
Dimensional ETF TrustUS TARGETED VLU25434V6090.6<0.1%8,626Added+16
Ishares TRIBONDS 27 TRM TS46436E8410.6<0.1%26,400Unchanged
Vanguard Index FDSGROWTH ETF9229087360.6<0.1%6,821Added+6,290
Morgan StanleyMSCOM NEW6174464480.6<0.1%2,806Reduced−1
Schwab Strategic TRUS SML CAP ETF8085246070.6<0.1%16,070Unchanged
United Airls Holdings IncUALCOM9100471090.6<0.1%4,267Unchanged
Travelers Companies IncTRVCOM89417E1090.6<0.1%1,750Unchanged
Ishares Bitcoin Trust ETFIBITSHS BEN INT46438F1010.6<0.1%16,620Reduced−4,166
Ishares TRIBONDS DEC 203346436E1300.6<0.1%21,370Unchanged
Ishares TRIBONDS 26 TRM TS46436E8580.5<0.1%23,920Unchanged
Ishares TRINTL SEL DIV ETF4642884480.5<0.1%13,095Added+229
Ishares TRIBON 2033 TE HI46438G2240.5<0.1%19,700New+19,700
Trane Technologies plcSHSG8994E1030.5<0.1%1,000Unchanged
Vertiv Holdings CoVRTCOM CL A92537N1080.5<0.1%1,428New+1,428
Deere & CoDECOM2441991050.5<0.1%751Unchanged
Invesco Exchange Traded FD TS&P500 QUALITY46137V2410.5<0.1%5,205Unchanged
Synopsys IncSNPSCOM8716071070.5<0.1%1,048Unchanged
US BancorpUSBCOM NEW9029733040.5<0.1%7,720Unchanged
Abbott LaboratoriesABTCOM0028241000.5<0.1%5,128Reduced−24
Nextera Energy IncNEECOM65339F1010.5<0.1%5,218Reduced−51
Vanguard Index FDSVALUE ETF9229087440.5<0.1%2,101New+2,101
Fifth Third BancorpFITBCOM3167731000.5<0.1%8,000Unchanged
Royal BK CdaRYCOM7800871020.5<0.1%2,176Reduced−78
EA Series TrustUS QUAN VALUE02072L1020.4<0.1%8,000Unchanged
Vulcan Matls CoVMCCOM9291601090.4<0.1%1,500Unchanged
Schwab Charles CorpSCHWCOM8085131050.4<0.1%4,728Added+256
Capital Southwest CorpCSWCCOM1405011070.4<0.1%18,250Unchanged
Vanguard BD Index FDSSHORT TRM BOND9219378270.4<0.1%5,416Reduced−1,136
Truist Finl CorpTFCCOM89832Q1090.4<0.1%8,160Added+62
SPDR Series TrustST STR SP DIV78464A7630.4<0.1%2,664Added+3
Ishares TRRUS MID CAP ETF4642874990.4<0.1%3,649Unchanged
City HLDG CoCHCOCOM1778351050.4<0.1%3,000Unchanged
SPDR Series TrustST STR SP600GRWO78464A2010.4<0.1%3,314Added+4
ETF Ser SolutionsBAHL GA GROW ETF26922B5270.4<0.1%10,998New+10,998
Space Exploration Techn CorpSPCXCLASS A COM STK84615Q1030.4<0.1%2,308New+2,308
Atmos Energy CorpATOCOM0495601050.4<0.1%2,282Added+35
Cardinal Health IncCAHCOM14149Y1080.4<0.1%1,638Unchanged
Ishares Gold TRIAUISHARES NEW4642852040.4<0.1%5,078Added+1,200
Ishares TRIBONDS DEC 203446438G6530.4<0.1%14,600Unchanged
Nucor CorpNUECOM6703461050.4<0.1%1,700Unchanged
TJX Cos Inc NewTJXCOM8725401090.4<0.1%2,494Added+1,030
General MTRS CoGMCOM37045V1000.4<0.1%4,900Unchanged
United Rentals IncURICOM9113631090.4<0.1%331Added+6
SPDR Series TrustST STR SP REGBNK78464A6980.4<0.1%5,000Unchanged
Freeport McMoran IncFCXCL B35671D8570.4<0.1%5,835Added+1,585
Pepsico IncPEPCOM7134481080.4<0.1%2,663Reduced−1,259
Schwab Strategic TRFUND EM EQUI ETF8085247300.3<0.1%8,735Unchanged
Align Technology IncALGNCOM0162551010.3<0.1%2,045Added+45
Main STR Cap CorpMAINCOM56035L1040.3<0.1%6,636Unchanged
Schwab Strategic TRFUNDAMENTAL INTL8085247480.3<0.1%7,061Unchanged
Fedex CorpFDXCOM31428X1060.3<0.1%1,090Unchanged
Bristol-Myers Squibb CoBMYCOM1101221080.3<0.1%5,755Reduced−1,700
Enterprise Prods Partners LEPDCOM2937921070.3<0.1%8,888Added+927
McKesson CorpMCKCOM58155Q1030.3<0.1%430Unchanged
Ishares TRIBONDS 29 TRM TS46436E8250.3<0.1%14,726Unchanged
Phillips 66PSXCOM7185461040.3<0.1%1,840Reduced−699
Select Sector SPDR TRST STR DISCR ETF81369Y4070.3<0.1%2,634Unchanged
Ishares TRESG OPTIMIZED4642888020.3<0.1%1,994New+1,994
I3 Verticals IncIIIVCOM CL A46571Y1070.3<0.1%14,326Unchanged
McDonalds CorpMCDCOM5801351010.3<0.1%1,131Reduced−3
Lumentum Holdings IncLITECOM55024U1090.3<0.1%356New+356
Crowdstrike Holdings IncCRWDCL A22788C1050.3<0.1%399New+399
Corteva IncCTVACOM22052L1040.3<0.1%3,587Unchanged
SPDR Gold TRGLDGOLD SHS78463V1070.3<0.1%815Unchanged
Credo Technology Group HoldiORDINARY SHARESG254571050.3<0.1%1,101New+1,101
Taiwan Semiconductor ManufacTSMSPONSORED ADS8740391000.3<0.1%622New+622
Energy Transfer L PETCOM UT LTD PTN29273V1000.3<0.1%15,406Added+1,561
Qnity Electronics IncQCOMMON STOCK74743L1000.3<0.1%1,793Unchanged
Airbnb IncABNBCOM CL A0090661010.3<0.1%2,038New+2,038
Amphenol CorpAPHCL A0320951010.3<0.1%1,647Added+27
Procter & Gamble CoPGCOM7427181090.3<0.1%1,969Reduced−163
Astera Labs IncALABCOM04626A1030.3<0.1%568New+568
Global X FDSGLOBAL X URANIUM37954Y8710.3<0.1%6,250Added+112
Asml HLDG NVN Y REGISTRY SHSN070592100.3<0.1%134New+134
Pfizer IncPFECOM7170811030.3<0.1%10,922Reduced−3,000
Vaneck ETF TrustSEMICONDUCTR ETF92189F6760.3<0.1%400New+400
RBB FD IncMOTLEY FOL ETF74933W6010.3<0.1%3,364Unchanged
Ishares TRS&P 100 ETF4642871010.3<0.1%697Unchanged
American Express CoAXPCOM0258161090.3<0.1%750Unchanged
Vanguard Admiral FDS Inc500 GRTH IDX F9219325050.2<0.1%3,011Added+2,510
BWX Technologies IncBWXTCOM05605H1000.2<0.1%1,261New+1,261
Ishares TRRUS 1000 VAL ETF4642875980.2<0.1%1,009New+1,009
Ark ETF TRGENOMIC REV ETF00214Q3020.2<0.1%5,805New+5,805
Global X FDSDEFENSE TECH ETF37960A5290.2<0.1%4,008Unchanged
Revvity IncRVTYCOM7140461090.2<0.1%2,133New+2,133
Victory Portfolios IIVCSHS US 500 ENH92647N7820.2<0.1%2,872Unchanged
Philip Morris International IncPMCOM7181721090.2<0.1%1,265New+1,265
Wesbanco IncWSBCCOM9508101010.2<0.1%5,768New+5,768
Ark ETF TRAUTNMUS TECHNLGY00214Q2030.2<0.1%1,685New+1,685
Marvell Technology IncMRVLCOM5738741040.2<0.1%724New+724
United Cmnty BKS Blairsvle GUCBCOM90984P3030.2<0.1%6,107New+6,107
Schwab Strategic TREMRG MKTEQ ETF8085247060.2<0.1%5,810New+5,810
Schwab Strategic TRINTL SCEQT ETF8085248880.2<0.1%4,339Unchanged
J P Morgan Exchange Traded FJPMORGAN INTL VL46654Q7570.2<0.1%2,213New+2,213
Ishares TRU.S. REAL ES ETF4642877390.2<0.1%1,990New+1,990
J P Morgan Exchange Traded FULTRA SHRT ETF46641Q8370.2<0.1%4,000New+4,000
Select Sector SPDR TRST STR INDL ETF81369Y7040.2<0.1%1,092New+1,092
United Parcel SVCS IncUPSCL B9113121060.2<0.1%1,863New+1,863
Ishares TRIBOND DEC 203046436E5930.2<0.1%10,090Unchanged
Eaton Vance Tax-Managed Buy-ETVCOM27828Y1080.2<0.1%12,000New+12,000
Immunitybio IncIBRXCOM45256X1030.2<0.1%19,000Unchanged
Ford MTR CoFCOM3453708600.2<0.1%11,955Added+44
21SHARES Sui ETFTSUISH BEN INT90137U1000.2<0.1%11,302New+11,302
Ardent Health IncARDTCOM03980N1070.1<0.1%10,000New+10,000

Sold out: 20 positions

Held at the end of the quarter before and not reported this quarter.

IssuerClassCUSIPReported value$WeightSharesPut or callChange on the quarter before
Analog Devices IncADICOM0326541050.00.0%0Sold out−1,892
Applied Digital CorpAPLDCOM NEW0381692070.00.0%0Sold out−11,930
Applied Matls IncAMATCOM0382221050.00.0%0Sold out−1,050
AT&T IncTCOM00206R1020.00.0%0Sold out−10,738
Duke Energy Corp NewDUKCOM NEW26441C2040.00.0%0Sold out−1,541
FB Finl CorpFBKCOM30257X1040.00.0%0Sold out−5,614
Fidelity Wise Origin BitcoinFBTCSHS3159481090.00.0%0Sold out−10,850
Honeywell International IncCOM4385161060.00.0%0Sold out−1,654
Ishares TRIBONDS DEC202646435GAA00.00.0%0Sold out−211,425
Ishares TRPFD AND INCM SEC4642886870.00.0%0Sold out−7,816
Ishares TRIBONDS 27 ETF46435UAA90.00.0%0Sold out−259,209
Listed FDS TR21 SHARES 2X LON53656G1670.00.0%0Sold out−36,834
Marathon Pete CorpMPCCOM56585A1020.00.0%0Sold out−1,338
Prudential Finl IncPRUCOM7443201020.00.0%0Sold out−2,297
Seagate Technology HLDNGS PLORD SHSG7997R1030.00.0%0Sold out−1,000
Snowflake IncSNOWCOM SHS8334451090.00.0%0Sold out−4,328
Strategy IncMSTRCL A NEW5949724080.00.0%0Sold out−1,858
Super Micro Computer IncSMCICOM NEW86800U3020.00.0%0Sold out−39,418
Texas Instrs IncTXNCOM8825081040.00.0%0Sold out−1,286
Verizon Communications IncVZCOM92343V1040.00.0%0Sold out−5,640

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003190 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.