# EDGAR Filing Document

**Accession Number:** 0001536924
**File Stem:** 0001172661-26-000676
**Filing Date:** 2026-2
**Character Count:** 25728
**Document Hash:** 2aa38c5dbdd02c1d25204be572bba344
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-000676.hdr.sgml**: 20260212

**ACCESSION NUMBER**: 0001172661-26-000676

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260212

**DATE AS OF CHANGE**: 20260212

**EFFECTIVENESS DATE**: 20260212

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** LBMC INVESTMENT ADVISORS, LLC
- **CENTRAL INDEX KEY:** 0001536924

**ORGANIZATION NAME:**
- **EIN:** 621723695
- **STATE OF INCORPORATION:** TN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-14681
- **FILM NUMBER:** 26625495

**BUSINESS ADDRESS:**
- **STREET 1:** 201 FRANKLIN ROAD
- **CITY:** BRENTWOOD
- **STATE:** TN
- **ZIP:** 37027
- **BUSINESS PHONE:** 615-377-4600

**MAIL ADDRESS:**
- **STREET 1:** 201 FRANKLIN ROAD
- **CITY:** BRENTWOOD
- **STATE:** TN
- **ZIP:** 37027

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** LBMC INVESTMENT ADVISORS LLC<br>**Address:** 201 FRANKLIN ROAD<br>BRENTWOOD, TN 37027

**Form 13F File Number:** 028-14681

**CRD Number (if applicable):** 000108943

**SEC File Number (if applicable):** 801-55589

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Myles R. Blechner<br>**Title:** Chief Compliance Officer<br>**Phone:** 603-216-8977

**Signature, Place, and Date of Signing:**

s/ Myles R. Blechner  New York, NY  02-12-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 224

**Form 13F Information Table Value Total:** $1625116597

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBOTT LABS | COM | 002824100 |  | 651982 | 5204 | SH |  | SOLE |  | 0 | 0 | 5204 |
| ABBVIE INC | COM | 00287Y109 |  | 1349374 | 5906 | SH |  | SOLE |  | 0 | 0 | 5906 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1480060 | 6911 | SH |  | SOLE |  | 0 | 0 | 6911 |
| AFLAC INC | COM | 001055102 |  | 5806292 | 52655 | SH |  | SOLE |  | 0 | 0 | 52655 |
| ALIGN TECHNOLOGY INC | COM | 016255101 |  | 312300 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4986584 | 15932 | SH |  | SOLE |  | 0 | 0 | 15932 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 8484425 | 27038 | SH |  | SOLE |  | 0 | 0 | 27038 |
| AMAZON COM INC | COM | 023135106 |  | 7761006 | 33624 | SH |  | SOLE |  | 0 | 0 | 33624 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 277463 | 750 | SH |  | SOLE |  | 0 | 0 | 750 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 215143 | 1592 | SH |  | SOLE |  | 0 | 0 | 1592 |
| ANALOG DEVICES INC | COM | 032654105 |  | 533993 | 1969 | SH |  | SOLE |  | 0 | 0 | 1969 |
| AON PLC | SHS CL A | G0403H108 |  | 3313897 | 9391 | SH |  | SOLE |  | 0 | 0 | 9391 |
| APPLE INC | COM | 037833100 |  | 17353916 | 63834 | SH |  | SOLE |  | 0 | 0 | 63834 |
| APPLIED DIGITAL CORP | COM NEW | 038169207 |  | 292524 | 11930 | SH |  | SOLE |  | 0 | 0 | 11930 |
| APPLIED MATLS INC | COM | 038222105 |  | 269840 | 1050 | SH |  | SOLE |  | 0 | 0 | 1050 |
| AT INC | COM | 00206R102 |  | 278858 | 11226 | SH |  | SOLE |  | 0 | 0 | 11226 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 380353 | 2269 | SH |  | SOLE |  | 0 | 0 | 2269 |
| BANK AMERICA CORP | COM | 060505104 |  | 1130621 | 20557 | SH |  | SOLE |  | 0 | 0 | 20557 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 6318814 | 12571 | SH |  | SOLE |  | 0 | 0 | 12571 |
| BLACKSTONE INC | COM | 09260D107 |  | 1428153 | 9265 | SH |  | SOLE |  | 0 | 0 | 9265 |
| BLOCK H  R INC | COM | 093671105 |  | 217900 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| BOEING CO | COM | 097023105 |  | 1023721 | 4715 | SH |  | SOLE |  | 0 | 0 | 4715 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 396881 | 7358 | SH |  | SOLE |  | 0 | 0 | 7358 |
| BROADCOM INC | COM | 11135F101 |  | 1893669 | 5471 | SH |  | SOLE |  | 0 | 0 | 5471 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 3964283 | 16357 | SH |  | SOLE |  | 0 | 0 | 16357 |
| CAPITAL SOUTHWEST CORP | COM | 140501107 |  | 404238 | 18250 | SH |  | SOLE |  | 0 | 0 | 18250 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 336609 | 1638 | SH |  | SOLE |  | 0 | 0 | 1638 |
| CATERPILLAR INC | COM | 149123101 |  | 1809697 | 3159 | SH |  | SOLE |  | 0 | 0 | 3159 |
| CHEVRON CORP NEW | COM | 166764100 |  | 911565 | 5981 | SH |  | SOLE |  | 0 | 0 | 5981 |
| CISCO SYS INC | COM | 17275R102 |  | 919661 | 11939 | SH |  | SOLE |  | 0 | 0 | 11939 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1164450 | 9979 | SH |  | SOLE |  | 0 | 0 | 9979 |
| CITY HLDG CO | COM | 177835105 |  | 357600 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| COCA COLA CO | COM | 191216100 |  | 2718493 | 38886 | SH |  | SOLE |  | 0 | 0 | 38886 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 605712 | 6471 | SH |  | SOLE |  | 0 | 0 | 6471 |
| CORTEVA INC | COM | 22052L104 |  | 240437 | 3587 | SH |  | SOLE |  | 0 | 0 | 3587 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 1760036 | 2041 | SH |  | SOLE |  | 0 | 0 | 2041 |
| DEERE  CO | COM | 244199105 |  | 349644 | 751 | SH |  | SOLE |  | 0 | 0 | 751 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 511633 | 8593 | SH |  | SOLE |  | 0 | 0 | 8593 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 1226701 | 26330 | SH |  | SOLE |  | 0 | 0 | 26330 |
| DISNEY WALT CO | COM | 254687106 |  | 1447292 | 12721 | SH |  | SOLE |  | 0 | 0 | 12721 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 315938 | 2695 | SH |  | SOLE |  | 0 | 0 | 2695 |
| EA SERIES TRUST | US QUAN VALUE | 02072L102 |  | 390360 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| EATON CORP PLC | SHS | G29183103 |  | 608673 | 1911 | SH |  | SOLE |  | 0 | 0 | 1911 |
| ELI LILLY  CO | COM | 532457108 |  | 3729140 | 3470 | SH |  | SOLE |  | 0 | 0 | 3470 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 227160 | 13776 | SH |  | SOLE |  | 0 | 0 | 13776 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 255245 | 7961 | SH |  | SOLE |  | 0 | 0 | 7961 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1733637 | 14406 | SH |  | SOLE |  | 0 | 0 | 14406 |
| FB FINL CORP | COM | 30257X104 |  | 313004 | 5609 | SH |  | SOLE |  | 0 | 0 | 5609 |
| FEDEX CORP | COM | 31428X106 |  | 314858 | 1090 | SH |  | SOLE |  | 0 | 0 | 1090 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 964691 | 12655 | SH |  | SOLE |  | 0 | 0 | 12655 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 374480 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 |  | 857210 | 16748 | SH |  | SOLE |  | 0 | 0 | 16748 |
| FORD MTR CO | COM | 345370860 |  | 155553 | 11856 | SH |  | SOLE |  | 0 | 0 | 11856 |
| FREEPORT-MCMORAN INC | CL B | 35671D857 |  | 215858 | 4250 | SH |  | SOLE |  | 0 | 0 | 4250 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1484812 | 4820 | SH |  | SOLE |  | 0 | 0 | 4820 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 206541 | 2518 | SH |  | SOLE |  | 0 | 0 | 2518 |
| GE VERNOVA INC | COM | 36828A101 |  | 762726 | 1167 | SH |  | SOLE |  | 0 | 0 | 1167 |
| GENERAL MTRS CO | COM | 37045V100 |  | 520774 | 6404 | SH |  | SOLE |  | 0 | 0 | 6404 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 258837 | 3995 | SH |  | SOLE |  | 0 | 0 | 3995 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 |  | 242536 | 5676 | SH |  | SOLE |  | 0 | 0 | 5676 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 769252 | 875 | SH |  | SOLE |  | 0 | 0 | 875 |
| GORMAN RUPP CO | COM | 383082104 |  | 2918289 | 61116 | SH |  | SOLE |  | 0 | 0 | 61116 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 20541308 | 43999 | SH |  | SOLE |  | 0 | 0 | 43999 |
| HOME DEPOT INC | COM | 437076102 |  | 2720519 | 7906 | SH |  | SOLE |  | 0 | 0 | 7906 |
| HONEYWELL INTL INC | COM | 438516106 |  | 322679 | 1654 | SH |  | SOLE |  | 0 | 0 | 1654 |
| I3 VERTICALS INC | COM CL A | 46571Y107 |  | 263236 | 10450 | SH |  | SOLE |  | 0 | 0 | 10450 |
| INTEL CORP | COM | 458140100 |  | 316287 | 8571 | SH |  | SOLE |  | 0 | 0 | 8571 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1693587 | 5718 | SH |  | SOLE |  | 0 | 0 | 5718 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 375081 | 1483 | SH |  | SOLE |  | 0 | 0 | 1483 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 255183318 | 1332133 | SH |  | SOLE |  | 0 | 0 | 1332133 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 390636 | 5205 | SH |  | SOLE |  | 0 | 0 | 5205 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 3915956 | 6375 | SH |  | SOLE |  | 0 | 0 | 6375 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 1123630 | 22631 | SH |  | SOLE |  | 0 | 0 | 22631 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 314778 | 3878 | SH |  | SOLE |  | 0 | 0 | 3878 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 |  | 1166738 | 11287 | SH |  | SOLE |  | 0 | 0 | 11287 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 7437598 | 110646 | SH |  | SOLE |  | 0 | 0 | 110646 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 4723226 | 72654 | SH |  | SOLE |  | 0 | 0 | 72654 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 11179204 | 124824 | SH |  | SOLE |  | 0 | 0 | 124824 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 1041300 | 15000 | SH |  | SOLE |  | 0 | 0 | 15000 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 55548476 | 456776 | SH |  | SOLE |  | 0 | 0 | 456776 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 53468286 | 597678 | SH |  | SOLE |  | 0 | 0 | 597678 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 4344788 | 65830 | SH |  | SOLE |  | 0 | 0 | 65830 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 21249623 | 176815 | SH |  | SOLE |  | 0 | 0 | 176815 |
| ISHARES TR | CORE S ETF | 464287200 |  | 292752301 | 427413 | SH |  | SOLE |  | 0 | 0 | 427413 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 5260478 | 206658 | SH |  | SOLE |  | 0 | 0 | 206658 |
| ISHARES TR | IBONDS 2026 TERM | 46436E528 |  | 25531000 | 1106196 | SH |  | SOLE |  | 0 | 0 | 1106196 |
| ISHARES TR | IBONDS 2027 TERM | 46436E478 |  | 35146252 | 1574653 | SH |  | SOLE |  | 0 | 0 | 1574653 |
| ISHARES TR | IBONDS 2030 TERM | 46436E122 |  | 21544795 | 809669 | SH |  | SOLE |  | 0 | 0 | 809669 |
| ISHARES TR | IBONDS 2031 TERM | 46438G661 |  | 10938077 | 423136 | SH |  | SOLE |  | 0 | 0 | 423136 |
| ISHARES TR | IBONDS 2032 TERM | 46438G364 |  | 3085447 | 119920 | SH |  | SOLE |  | 0 | 0 | 119920 |
| ISHARES TR | IBONDS 26 TRM TS | 46436E858 |  | 347472 | 15190 | SH |  | SOLE |  | 0 | 0 | 15190 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 5912709 | 243522 | PRN |  | SOLE |  | 0 | 0 | 243522 |
| ISHARES TR | IBONDS 27 TRM TS | 46436E841 |  | 393450 | 17510 | SH |  | SOLE |  | 0 | 0 | 17510 |
| ISHARES TR | IBONDS 28 TR HI | 46436E387 |  | 40555208 | 1712997 | SH |  | SOLE |  | 0 | 0 | 1712997 |
| ISHARES TR | IBONDS 28 TRM TS | 46436E833 |  | 543311 | 24293 | SH |  | SOLE |  | 0 | 0 | 24293 |
| ISHARES TR | IBONDS 29 TR HI | 46436E379 |  | 31937860 | 1351581 | SH |  | SOLE |  | 0 | 0 | 1351581 |
| ISHARES TR | IBONDS DEC 2029 | 46436E163 |  | 10665643 | 419412 | SH |  | SOLE |  | 0 | 0 | 419412 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 5282302 | 239343 | SH |  | SOLE |  | 0 | 0 | 239343 |
| ISHARES TR | IBONDS DEC 2030 | 46438G687 |  | 5362922 | 205791 | SH |  | SOLE |  | 0 | 0 | 205791 |
| ISHARES TR | IBONDS DEC 2031 | 46438G356 |  | 2550107 | 98270 | SH |  | SOLE |  | 0 | 0 | 98270 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 1731489 | 81867 | SH |  | SOLE |  | 0 | 0 | 81867 |
| ISHARES TR | IBONDS DEC 2032 | 46436E312 |  | 1254672 | 49145 | SH |  | SOLE |  | 0 | 0 | 49145 |
| ISHARES TR | IBONDS DEC 2033 | 46436E130 |  | 558612 | 21370 | SH |  | SOLE |  | 0 | 0 | 21370 |
| ISHARES TR | IBONDS DEC 2034 | 46438G653 |  | 385002 | 14600 | SH |  | SOLE |  | 0 | 0 | 14600 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 |  | 13221775 | 515730 | SH |  | SOLE |  | 0 | 0 | 515730 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 |  | 13650763 | 537643 | SH |  | SOLE |  | 0 | 0 | 537643 |
| ISHARES TR | IBONDS DEC 28 | 46435U325 |  | 13258127 | 518402 | SH |  | SOLE |  | 0 | 0 | 518402 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 6409777 | 273864 | SH |  | SOLE |  | 0 | 0 | 273864 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 5154639 | 212738 | PRN |  | SOLE |  | 0 | 0 | 212738 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 528517 | 13397 | SH |  | SOLE |  | 0 | 0 | 13397 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 47064909 | 490106 | SH |  | SOLE |  | 0 | 0 | 490106 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 5375127 | 98248 | SH |  | SOLE |  | 0 | 0 | 98248 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 340748 | 11006 | SH |  | SOLE |  | 0 | 0 | 11006 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 964530 | 2038 | SH |  | SOLE |  | 0 | 0 | 2038 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 351270 | 3649 | SH |  | SOLE |  | 0 | 0 | 3649 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 174594860 | 709274 | SH |  | SOLE |  | 0 | 0 | 709274 |
| ISHARES TR | S 100 ETF | 464287101 |  | 238907 | 697 | SH |  | SOLE |  | 0 | 0 | 697 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 15702328 | 127392 | SH |  | SOLE |  | 0 | 0 | 127392 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 9395833 | 44305 | SH |  | SOLE |  | 0 | 0 | 44305 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 1405792 | 14511 | SH |  | SOLE |  | 0 | 0 | 14511 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 32337031 | 229113 | SH |  | SOLE |  | 0 | 0 | 229113 |
| ISHARES TR | SELECT US REIT | 464287564 |  | 15142823 | 253776 | SH |  | SOLE |  | 0 | 0 | 253776 |
| ISHARES TR | U.S. UTILITS ETF | 464287697 |  | 11952597 | 110305 | SH |  | SOLE |  | 0 | 0 | 110305 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1435840 | 6938 | SH |  | SOLE |  | 0 | 0 | 6938 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2815573 | 8738 | SH |  | SOLE |  | 0 | 0 | 8738 |
| MAIN STR CAP CORP | COM | 56035L104 |  | 400749 | 6636 | SH |  | SOLE |  | 0 | 0 | 6636 |
| MARATHON PETE CORP | COM | 56585A102 |  | 229180 | 1409 | SH |  | SOLE |  | 0 | 0 | 1409 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1793326 | 3141 | SH |  | SOLE |  | 0 | 0 | 3141 |
| MCDONALDS CORP | COM | 580135101 |  | 331610 | 1085 | SH |  | SOLE |  | 0 | 0 | 1085 |
| MCKESSON CORP | COM | 58155Q103 |  | 352725 | 430 | SH |  | SOLE |  | 0 | 0 | 430 |
| MERCK  CO INC | COM | 58933Y105 |  | 941025 | 8940 | SH |  | SOLE |  | 0 | 0 | 8940 |
| META PLATFORMS INC | CL A | 30303M102 |  | 4381660 | 6638 | SH |  | SOLE |  | 0 | 0 | 6638 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 926441 | 3246 | SH |  | SOLE |  | 0 | 0 | 3246 |
| MICROSOFT CORP | COM | 594918104 |  | 8217421 | 16991 | SH |  | SOLE |  | 0 | 0 | 16991 |
| MONGODB INC | CL A | 60937P106 |  | 1049225 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 490693 | 2764 | SH |  | SOLE |  | 0 | 0 | 2764 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 601839 | 7190 | SH |  | SOLE |  | 0 | 0 | 7190 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 436081 | 5432 | SH |  | SOLE |  | 0 | 0 | 5432 |
| NUCOR CORP | COM | 670346105 |  | 277287 | 1700 | SH |  | SOLE |  | 0 | 0 | 1700 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2903681 | 15569 | SH |  | SOLE |  | 0 | 0 | 15569 |
| ORACLE CORP | COM | 68389X105 |  | 2137968 | 10969 | SH |  | SOLE |  | 0 | 0 | 10969 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 585153 | 3292 | SH |  | SOLE |  | 0 | 0 | 3292 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 388478 | 2109 | SH |  | SOLE |  | 0 | 0 | 2109 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 204330 | 3500 | SH |  | SOLE |  | 0 | 0 | 3500 |
| PEPSICO INC | COM | 713448108 |  | 549412 | 3828 | SH |  | SOLE |  | 0 | 0 | 3828 |
| PFIZER INC | COM | 717081103 |  | 346652 | 13922 | SH |  | SOLE |  | 0 | 0 | 13922 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 371766 | 2318 | SH |  | SOLE |  | 0 | 0 | 2318 |
| PHILLIPS 66 | COM | 718546104 |  | 319240 | 2474 | SH |  | SOLE |  | 0 | 0 | 2474 |
| PINNACLE FINL PARTNERS INC | COM | 72346Q104 |  | 1761508 | 18463 | SH |  | SOLE |  | 0 | 0 | 18463 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 689299 | 3302 | SH |  | SOLE |  | 0 | 0 | 3302 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 322448 | 2250 | SH |  | SOLE |  | 0 | 0 | 2250 |
| PROSHARES TR | PSHS ULTRA QQQ | 74347R206 |  | 500777 | 7112 | SH |  | SOLE |  | 0 | 0 | 7112 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 259249 | 2297 | SH |  | SOLE |  | 0 | 0 | 2297 |
| RBB FD INC | MOTLEY FOL ETF | 74933W601 |  | 241435 | 3364 | SH |  | SOLE |  | 0 | 0 | 3364 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 755832 | 27890 | SH |  | SOLE |  | 0 | 0 | 27890 |
| REVVITY INC | COM | 714046109 |  | 206368 | 2133 | SH |  | SOLE |  | 0 | 0 | 2133 |
| ROYAL BK CDA | COM | 780087102 |  | 384285 | 2254 | SH |  | SOLE |  | 0 | 0 | 2254 |
| RTX CORPORATION | COM | 75513E101 |  | 1328088 | 7241 | SH |  | SOLE |  | 0 | 0 | 7241 |
| SALESFORCE INC | COM | 79466L302 |  | 272328 | 1028 | SH |  | SOLE |  | 0 | 0 | 1028 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 438406 | 4388 | SH |  | SOLE |  | 0 | 0 | 4388 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 314985 | 8735 | SH |  | SOLE |  | 0 | 0 | 8735 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 737873 | 16321 | SH |  | SOLE |  | 0 | 0 | 16321 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 |  | 314568 | 7061 | SH |  | SOLE |  | 0 | 0 | 7061 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 1603291 | 58923 | SH |  | SOLE |  | 0 | 0 | 58923 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 |  | 688620 | 21854 | SH |  | SOLE |  | 0 | 0 | 21854 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 540516 | 22484 | SH |  | SOLE |  | 0 | 0 | 22484 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1886213 | 70093 | SH |  | SOLE |  | 0 | 0 | 70093 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 457678 | 16070 | SH |  | SOLE |  | 0 | 0 | 16070 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 |  | 275390 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 880382 | 5687 | SH |  | SOLE |  | 0 | 0 | 5687 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 314526 | 2634 | SH |  | SOLE |  | 0 | 0 | 2634 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 654776 | 4548 | SH |  | SOLE |  | 0 | 0 | 4548 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 1440682 | 8950 | SH |  | SOLE |  | 0 | 0 | 8950 |
| SMARTFINANCIAL INC | COM NEW | 83190L208 |  | 852546 | 23048 | SH |  | SOLE |  | 0 | 0 | 23048 |
| SMITH A O CORP | COM | 831865209 |  | 3539131 | 52918 | SH |  | SOLE |  | 0 | 0 | 52918 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 949391 | 4328 | SH |  | SOLE |  | 0 | 0 | 4328 |
| SOUTHERN CO | COM | 842587107 |  | 2425696 | 27818 | SH |  | SOLE |  | 0 | 0 | 27818 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 261850 | 6336 | SH |  | SOLE |  | 0 | 0 | 6336 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 622971 | 1296 | SH |  | SOLE |  | 0 | 0 | 1296 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 322993 | 815 | SH |  | SOLE |  | 0 | 0 | 815 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 636105 | 13589 | SH |  | SOLE |  | 0 | 0 | 13589 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 5274560 | 118770 | SH |  | SOLE |  | 0 | 0 | 118770 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4977454 | 7299 | SH |  | SOLE |  | 0 | 0 | 7299 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R812 |  | 2168488 | 12449 | SH |  | SOLE |  | 0 | 0 | 12449 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 772995 | 13607 | SH |  | SOLE |  | 0 | 0 | 13607 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A201 |  | 311409 | 3306 | SH |  | SOLE |  | 0 | 0 | 3306 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 3549386 | 33265 | SH |  | SOLE |  | 0 | 0 | 33265 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A698 |  | 324050 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 370072 | 2659 | SH |  | SOLE |  | 0 | 0 | 2659 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 1696257 | 21145 | SH |  | SOLE |  | 0 | 0 | 21145 |
| STRATEGY INC | CL A NEW | 594972408 |  | 279588 | 1840 | SH |  | SOLE |  | 0 | 0 | 1840 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 |  | 1153765 | 39418 | SH |  | SOLE |  | 0 | 0 | 39418 |
| SYNOPSYS INC | COM | 871607107 |  | 492267 | 1048 | SH |  | SOLE |  | 0 | 0 | 1048 |
| TESLA INC | COM | 88160R101 |  | 907985 | 2019 | SH |  | SOLE |  | 0 | 0 | 2019 |
| TEXAS INSTRS INC | COM | 882508104 |  | 215302 | 1241 | SH |  | SOLE |  | 0 | 0 | 1241 |
| TJX COS INC NEW | COM | 872540109 |  | 224886 | 1464 | SH |  | SOLE |  | 0 | 0 | 1464 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 389200 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 507605 | 1750 | SH |  | SOLE |  | 0 | 0 | 1750 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 398502 | 8098 | SH |  | SOLE |  | 0 | 0 | 8098 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 477136 | 4267 | SH |  | SOLE |  | 0 | 0 | 4267 |
| UNITED RENTALS INC | COM | 911363109 |  | 263029 | 325 | SH |  | SOLE |  | 0 | 0 | 325 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 375996 | 1139 | SH |  | SOLE |  | 0 | 0 | 1139 |
| US BANCORP DEL | COM NEW | 902973304 |  | 427490 | 8011 | SH |  | SOLE |  | 0 | 0 | 8011 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 222588 | 501 | SH |  | SOLE |  | 0 | 0 | 501 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 541787 | 6875 | SH |  | SOLE |  | 0 | 0 | 6875 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 263933 | 541 | SH |  | SOLE |  | 0 | 0 | 541 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 12873894 | 44359 | SH |  | SOLE |  | 0 | 0 | 44359 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 8198941 | 92654 | SH |  | SOLE |  | 0 | 0 | 92654 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 15604938 | 24883 | SH |  | SOLE |  | 0 | 0 | 24883 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 960480 | 2865 | SH |  | SOLE |  | 0 | 0 | 2865 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 7486681 | 139261 | SH |  | SOLE |  | 0 | 0 | 139261 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 1700341 | 12054 | SH |  | SOLE |  | 0 | 0 | 12054 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 15056677 | 151293 | SH |  | SOLE |  | 0 | 0 | 151293 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 804566 | 3661 | SH |  | SOLE |  | 0 | 0 | 3661 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 |  | 324921 | 4307 | SH |  | SOLE |  | 0 | 0 | 4307 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 26077283 | 417437 | SH |  | SOLE |  | 0 | 0 | 417437 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 24919400 | 173630 | SH |  | SOLE |  | 0 | 0 | 173630 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 2159314 | 2865 | SH |  | SOLE |  | 0 | 0 | 2865 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 239362 | 5877 | SH |  | SOLE |  | 0 | 0 | 5877 |
| VICTORY PORTFOLIOS II | VCSHS US 500 ENH | 92647N782 |  | 212080 | 2872 | SH |  | SOLE |  | 0 | 0 | 2872 |
| VISA INC | COM CL A | 92826C839 |  | 1314070 | 3747 | SH |  | SOLE |  | 0 | 0 | 3747 |
| VULCAN MATLS CO | COM | 929160109 |  | 427830 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| WALMART INC | COM | 931142103 |  | 1054415 | 9464 | SH |  | SOLE |  | 0 | 0 | 9464 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 1093003 | 11727 | SH |  | SOLE |  | 0 | 0 | 11727 |

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