# EDGAR Filing Document

**Accession Number:** 0001536924
**File Stem:** 0001172661-26-001936
**Filing Date:** 2026-5
**Character Count:** 26480
**Document Hash:** 3a08e1397c5b5d50207772cb0e8b9be1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001936.hdr.sgml**: 20260514

**ACCESSION NUMBER**: 0001172661-26-001936

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260514

**DATE AS OF CHANGE**: 20260514

**EFFECTIVENESS DATE**: 20260514

**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:** 26977625

**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:** 03-31-2026

**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  05-14-2026<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:** 230

**Form 13F Information Table Value Total:** $1639808832

      (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 LABORATORIES | COM | 002824100 |  | 528972 | 5152 | SH |  | SOLE |  | 0 | 0 | 5152 |
| ABBVIE INC | COM | 00287Y109 |  | 1284765 | 5907 | SH |  | SOLE |  | 0 | 0 | 5907 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 1405905 | 6911 | SH |  | SOLE |  | 0 | 0 | 6911 |
| AFLAC INC | COM | 001055102 |  | 5776805 | 52655 | SH |  | SOLE |  | 0 | 0 | 52655 |
| ALIGN TECHNOLOGY INC | COM | 016255101 |  | 342860 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 7784032 | 27135 | SH |  | SOLE |  | 0 | 0 | 27135 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4557649 | 15849 | SH |  | SOLE |  | 0 | 0 | 15849 |
| AMAZON COM INC | COM | 023135106 |  | 6934897 | 33298 | SH |  | SOLE |  | 0 | 0 | 33298 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 226860 | 750 | SH |  | SOLE |  | 0 | 0 | 750 |
| AMPHENOL CORP | CL A | 032095101 |  | 204687 | 1620 | SH |  | SOLE |  | 0 | 0 | 1620 |
| ANALOG DEVICES INC | COM | 032654105 |  | 601921 | 1892 | SH |  | SOLE |  | 0 | 0 | 1892 |
| AON PLC | SHS CL A | G0403H108 |  | 2941495 | 9113 | SH |  | SOLE |  | 0 | 0 | 9113 |
| APPLE INC | COM | 037833100 |  | 15893481 | 62625 | SH |  | SOLE |  | 0 | 0 | 62625 |
| APPLIED DIGITAL CORP | COM NEW | 038169207 |  | 283219 | 11930 | SH |  | SOLE |  | 0 | 0 | 11930 |
| APPLIED MATLS INC | COM | 038222105 |  | 358880 | 1050 | SH |  | SOLE |  | 0 | 0 | 1050 |
| AT INC | COM | 00206R102 |  | 311289 | 10738 | SH |  | SOLE |  | 0 | 0 | 10738 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 415066 | 2247 | SH |  | SOLE |  | 0 | 0 | 2247 |
| BANK AMERICA CORP | COM | 060505104 |  | 860282 | 17647 | SH |  | SOLE |  | 0 | 0 | 17647 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 6014440 | 12551 | SH |  | SOLE |  | 0 | 0 | 12551 |
| BLACKSTONE INC | COM | 09260D107 |  | 1078679 | 9381 | SH |  | SOLE |  | 0 | 0 | 9381 |
| BOEING CO | COM | 097023105 |  | 938427 | 4715 | SH |  | SOLE |  | 0 | 0 | 4715 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 452135 | 7455 | SH |  | SOLE |  | 0 | 0 | 7455 |
| BROADCOM INC | COM | 11135F101 |  | 1693159 | 5470 | SH |  | SOLE |  | 0 | 0 | 5470 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 2984008 | 16357 | SH |  | SOLE |  | 0 | 0 | 16357 |
| CAPITAL SOUTHWEST CORP | COM | 140501107 |  | 403690 | 18250 | SH |  | SOLE |  | 0 | 0 | 18250 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 346126 | 1638 | SH |  | SOLE |  | 0 | 0 | 1638 |
| CATERPILLAR INC | COM | 149123101 |  | 2257154 | 3186 | SH |  | SOLE |  | 0 | 0 | 3186 |
| CHEVRON CORPORATION | COM | 166764100 |  | 1347126 | 6511 | SH |  | SOLE |  | 0 | 0 | 6511 |
| CISCO SYS INC | COM | 17275R102 |  | 926680 | 11943 | SH |  | SOLE |  | 0 | 0 | 11943 |
| CITIGROUP INC | COM NEW | 172967424 |  | 1131719 | 9979 | SH |  | SOLE |  | 0 | 0 | 9979 |
| CITY HLDG CO | COM | 177835105 |  | 358560 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| COCA COLA CO | COM | 191216100 |  | 2947592 | 38759 | SH |  | SOLE |  | 0 | 0 | 38759 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 864488 | 6549 | SH |  | SOLE |  | 0 | 0 | 6549 |
| CORTEVA INC | COM | 22052L104 |  | 300268 | 3587 | SH |  | SOLE |  | 0 | 0 | 3587 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 2070582 | 2078 | SH |  | SOLE |  | 0 | 0 | 2078 |
| DEERE  CO | COM | 244199105 |  | 423039 | 751 | SH |  | SOLE |  | 0 | 0 | 751 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 |  | 1277917 | 26371 | SH |  | SOLE |  | 0 | 0 | 26371 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 |  | 537669 | 8610 | SH |  | SOLE |  | 0 | 0 | 8610 |
| DISNEY WALT CO | COM | 254687106 |  | 1226173 | 12722 | SH |  | SOLE |  | 0 | 0 | 12722 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 201838 | 1541 | SH |  | SOLE |  | 0 | 0 | 1541 |
| EA SERIES TRUST | US QUAN VALUE | 02072L102 |  | 417132 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| EATON CORP PLC | SHS | G29183103 |  | 673851 | 1884 | SH |  | SOLE |  | 0 | 0 | 1884 |
| ELI LILLY  CO | COM | 532457108 |  | 3213677 | 3494 | SH |  | SOLE |  | 0 | 0 | 3494 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 267212 | 13845 | SH |  | SOLE |  | 0 | 0 | 13845 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 301263 | 7961 | SH |  | SOLE |  | 0 | 0 | 7961 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2396220 | 14124 | SH |  | SOLE |  | 0 | 0 | 14124 |
| FB FINL CORP | COM | 30257X104 |  | 291605 | 5614 | SH |  | SOLE |  | 0 | 0 | 5614 |
| FEDEX CORP | COM | 31428X106 |  | 388237 | 1090 | SH |  | SOLE |  | 0 | 0 | 1090 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 640476 | 10850 | SH |  | SOLE |  | 0 | 0 | 10850 |
| FIFTH THIRD BANCORP | COM | 316773100 |  | 371680 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 33740U505 |  | 832711 | 16748 | SH |  | SOLE |  | 0 | 0 | 16748 |
| FIS TR | FIS CHRISTIAN ST | 337959100 |  | 668701 | 20780 | SH |  | SOLE |  | 0 | 0 | 20780 |
| FORD MTR CO | COM | 345370860 |  | 137448 | 11911 | SH |  | SOLE |  | 0 | 0 | 11911 |
| FREEPORT MCMORAN INC | CL B | 35671D857 |  | 249815 | 4250 | SH |  | SOLE |  | 0 | 0 | 4250 |
| GE AEROSPACE | COM NEW | 369604301 |  | 1339576 | 4721 | SH |  | SOLE |  | 0 | 0 | 4721 |
| GE VERNOVA INC | COM | 36828A101 |  | 1018692 | 1167 | SH |  | SOLE |  | 0 | 0 | 1167 |
| GENERAL MTRS CO | COM | 37045V100 |  | 365050 | 4900 | SH |  | SOLE |  | 0 | 0 | 4900 |
| GLOBAL X FDS | DEFENSE TECH ETF | 37960A529 |  | 283956 | 4008 | SH |  | SOLE |  | 0 | 0 | 4008 |
| GLOBAL X FDS | GLOBAL X URANIUM | 37954Y871 |  | 297264 | 6138 | SH |  | SOLE |  | 0 | 0 | 6138 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 756603 | 894 | SH |  | SOLE |  | 0 | 0 | 894 |
| GORMAN RUPP CO | COM | 383082104 |  | 3797138 | 61116 | SH |  | SOLE |  | 0 | 0 | 61116 |
| HCA HEALTHCARE INC | COM | 40412C101 |  | 20491294 | 43300 | SH |  | SOLE |  | 0 | 0 | 43300 |
| HOME DEPOT INC | COM | 437076102 |  | 2882358 | 8764 | SH |  | SOLE |  | 0 | 0 | 8764 |
| HONEYWELL INTL INC | COM | 438516106 |  | 373854 | 1654 | SH |  | SOLE |  | 0 | 0 | 1654 |
| I3 VERTICALS INC | COM CL A | 46571Y107 |  | 320330 | 14326 | SH |  | SOLE |  | 0 | 0 | 14326 |
| IMMUNITYBIO INC | COM | 45256X103 |  | 145730 | 19000 | SH |  | SOLE |  | 0 | 0 | 19000 |
| INTEL CORP | COM | 458140100 |  | 378259 | 8571 | SH |  | SOLE |  | 0 | 0 | 8571 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1378790 | 5688 | SH |  | SOLE |  | 0 | 0 | 5688 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 587872 | 2474 | SH |  | SOLE |  | 0 | 0 | 2474 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 28 HYCORP | 46138J452 |  | 2426709 | 111907 | SH |  | SOLE |  | 0 | 0 | 111907 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2030 | 46139W841 |  | 2330959 | 91089 | SH |  | SOLE |  | 0 | 0 | 91089 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2027 | 46138J585 |  | 1589131 | 71054 | SH |  | SOLE |  | 0 | 0 | 71054 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 HG | 46138J395 |  | 2429482 | 115497 | SH |  | SOLE |  | 0 | 0 | 115497 |
| INVESCO EXCH TRD SLF IDX FD | INVESCO BULLETSH | 46139W817 |  | 1292630 | 49726 | SH |  | SOLE |  | 0 | 0 | 49726 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 253979319 | 1323360 | SH |  | SOLE |  | 0 | 0 | 1323360 |
| INVESCO EXCHANGE TRADED FD T | S QUALITY | 46137V241 |  | 391364 | 5205 | SH |  | SOLE |  | 0 | 0 | 5205 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 3868706 | 6703 | SH |  | SOLE |  | 0 | 0 | 6703 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 798599 | 20786 | SH |  | SOLE |  | 0 | 0 | 20786 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 |  | 341885 | 3878 | SH |  | SOLE |  | 0 | 0 | 3878 |
| ISHARES INC | MSCI EQUAL WEITE | 464286681 |  | 2545879 | 25016 | SH |  | SOLE |  | 0 | 0 | 25016 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 7717700 | 110648 | SH |  | SOLE |  | 0 | 0 | 110648 |
| ISHARES TR | IBONDS 28 TR HI | 46436E387 |  | 40864268 | 1741128 | SH |  | SOLE |  | 0 | 0 | 1741128 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 53879855 | 595160 | SH |  | SOLE |  | 0 | 0 | 595160 |
| ISHARES TR | IBONDS DEC 2030 | 46438G687 |  | 6951987 | 269144 | SH |  | SOLE |  | 0 | 0 | 269144 |
| ISHARES TR | U.S. UTILITS ETF | 464287697 |  | 12410380 | 106885 | SH |  | SOLE |  | 0 | 0 | 106885 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 34931406 | 230707 | SH |  | SOLE |  | 0 | 0 | 230707 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 2200276 | 105125 | SH |  | SOLE |  | 0 | 0 | 105125 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 22221960 | 178762 | SH |  | SOLE |  | 0 | 0 | 178762 |
| ISHARES TR | IBOND DEC 2030 | 46436E593 |  | 198975 | 10090 | SH |  | SOLE |  | 0 | 0 | 10090 |
| ISHARES TR | IBONDS 2031 TERM | 46438G661 |  | 12358750 | 485609 | SH |  | SOLE |  | 0 | 0 | 485609 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 |  | 13459426 | 525143 | SH |  | SOLE |  | 0 | 0 | 525143 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 8863628 | 41978 | SH |  | SOLE |  | 0 | 0 | 41978 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 236984 | 7816 | SH |  | SOLE |  | 0 | 0 | 7816 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 868953 | 2038 | SH |  | SOLE |  | 0 | 0 | 2038 |
| ISHARES TR | CORE S ETF | 464287200 |  | 274569970 | 420340 | SH |  | SOLE |  | 0 | 0 | 420340 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 7154126 | 307572 | SH |  | SOLE |  | 0 | 0 | 307572 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 6283220 | 259209 | SH |  | SOLE |  | 0 | 0 | 259209 |
| ISHARES TR | RUS MID CAP ETF | 464287499 |  | 354773 | 3649 | SH |  | SOLE |  | 0 | 0 | 3649 |
| ISHARES TR | IBONDS 2030 TERM | 46436E122 |  | 24478640 | 933587 | SH |  | SOLE |  | 0 | 0 | 933587 |
| ISHARES TR | IBONDS 2026 TERM | 46436E528 |  | 25791896 | 1123830 | SH |  | SOLE |  | 0 | 0 | 1123830 |
| ISHARES TR | IBONDS 27 TRM TS | 46436E841 |  | 592152 | 26400 | SH |  | SOLE |  | 0 | 0 | 26400 |
| ISHARES TR | INTL SEL DIV ETF | 464288448 |  | 547563 | 12866 | SH |  | SOLE |  | 0 | 0 | 12866 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 5124932 | 211425 | SH |  | SOLE |  | 0 | 0 | 211425 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 62214064 | 458400 | SH |  | SOLE |  | 0 | 0 | 458400 |
| ISHARES TR | S 100 ETF | 464287101 |  | 221562 | 697 | SH |  | SOLE |  | 0 | 0 | 697 |
| ISHARES TR | IBONDS 2032 TERM | 46438G364 |  | 3569112 | 141351 | SH |  | SOLE |  | 0 | 0 | 141351 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 6167642 | 281756 | SH |  | SOLE |  | 0 | 0 | 281756 |
| ISHARES TR | IBONDS DEC 28 | 46435U325 |  | 14288649 | 559681 | SH |  | SOLE |  | 0 | 0 | 559681 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 3630210 | 53757 | SH |  | SOLE |  | 0 | 0 | 53757 |
| ISHARES TR | IBONDS DEC 2029 | 46436E163 |  | 12357979 | 487494 | SH |  | SOLE |  | 0 | 0 | 487494 |
| ISHARES TR | IBONDS DEC 2034 | 46438G653 |  | 380476 | 14600 | SH |  | SOLE |  | 0 | 0 | 14600 |
| ISHARES TR | IBONDS 29 TR HI | 46436E379 |  | 34174219 | 1467776 | SH |  | SOLE |  | 0 | 0 | 1467776 |
| ISHARES TR | IBONDS DEC 2031 | 46438G356 |  | 3234962 | 126036 | SH |  | SOLE |  | 0 | 0 | 126036 |
| ISHARES TR | IBONDS DEC 2032 | 46436E312 |  | 1511346 | 59808 | SH |  | SOLE |  | 0 | 0 | 59808 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 5421457 | 95465 | SH |  | SOLE |  | 0 | 0 | 95465 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 47442198 | 488440 | SH |  | SOLE |  | 0 | 0 | 488440 |
| ISHARES TR | CORE 60/40 BALAN | 464289867 |  | 4536457 | 70497 | SH |  | SOLE |  | 0 | 0 | 70497 |
| ISHARES TR | IBONDS 28 TRM TS | 46436E833 |  | 741969 | 33298 | SH |  | SOLE |  | 0 | 0 | 33298 |
| ISHARES TR | IBONDS 29 TRM TS | 46436E825 |  | 321661 | 14726 | SH |  | SOLE |  | 0 | 0 | 14726 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 174792616 | 704809 | SH |  | SOLE |  | 0 | 0 | 704809 |
| ISHARES TR | IBONDS DEC 2033 | 46436E130 |  | 552415 | 21370 | SH |  | SOLE |  | 0 | 0 | 21370 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 |  | 14417505 | 566726 | SH |  | SOLE |  | 0 | 0 | 566726 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 1052700 | 15000 | SH |  | SOLE |  | 0 | 0 | 15000 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 13347939 | 118008 | SH |  | SOLE |  | 0 | 0 | 118008 |
| ISHARES TR | IBONDS 2027 TERM | 46436E478 |  | 35775749 | 1616618 | SH |  | SOLE |  | 0 | 0 | 1616618 |
| ISHARES TR | SELECT US REIT | 464287564 |  | 14807279 | 239252 | SH |  | SOLE |  | 0 | 0 | 239252 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 5890707 | 232558 | SH |  | SOLE |  | 0 | 0 | 232558 |
| ISHARES TR | IBONDS 26 TRM TS | 46436E858 |  | 548127 | 23920 | SH |  | SOLE |  | 0 | 0 | 23920 |
| ISHARES TR | S MC 400GR ETF | 464287606 |  | 1460477 | 14515 | SH |  | SOLE |  | 0 | 0 | 14515 |
| ISHARES TR | CORE 80/20 AGGRE | 464289859 |  | 11187024 | 126421 | SH |  | SOLE |  | 0 | 0 | 126421 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1677905 | 6864 | SH |  | SOLE |  | 0 | 0 | 6864 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2513905 | 8546 | SH |  | SOLE |  | 0 | 0 | 8546 |
| LISTED FDS TR | 21 SHARES 2X LON | 53656G167 |  | 156589 | 36834 | SH |  | SOLE |  | 0 | 0 | 36834 |
| MAIN STR CAP CORP | COM | 56035L104 |  | 351443 | 6636 | SH |  | SOLE |  | 0 | 0 | 6636 |
| MARATHON PETE CORP | COM | 56585A102 |  | 326764 | 1338 | SH |  | SOLE |  | 0 | 0 | 1338 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1569601 | 3141 | SH |  | SOLE |  | 0 | 0 | 3141 |
| MCDONALDS CORP | COM | 580135101 |  | 352407 | 1134 | SH |  | SOLE |  | 0 | 0 | 1134 |
| MCKESSON CORP | COM | 58155Q103 |  | 372105 | 430 | SH |  | SOLE |  | 0 | 0 | 430 |
| MERCK  CO INC | COM | 58933Y105 |  | 1082490 | 8999 | SH |  | SOLE |  | 0 | 0 | 8999 |
| META PLATFORMS INC | CL A | 30303M102 |  | 3836437 | 6706 | SH |  | SOLE |  | 0 | 0 | 6706 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 1096629 | 3246 | SH |  | SOLE |  | 0 | 0 | 3246 |
| MICROSOFT CORP | COM | 594918104 |  | 6404924 | 17303 | SH |  | SOLE |  | 0 | 0 | 17303 |
| MONGODB INC | CL A | 60937P106 |  | 611925 | 2500 | SH |  | SOLE |  | 0 | 0 | 2500 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 461948 | 2807 | SH |  | SOLE |  | 0 | 0 | 2807 |
| NEBIUS GROUP N.V. | SHS CLASS A | N97284108 |  | 746035 | 7190 | SH |  | SOLE |  | 0 | 0 | 7190 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 489385 | 5269 | SH |  | SOLE |  | 0 | 0 | 5269 |
| NUCOR CORP | COM | 670346105 |  | 287470 | 1700 | SH |  | SOLE |  | 0 | 0 | 1700 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2883762 | 16535 | SH |  | SOLE |  | 0 | 0 | 16535 |
| ORACLE CORP | COM | 68389X105 |  | 1698385 | 11545 | SH |  | SOLE |  | 0 | 0 | 11545 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 591264 | 4042 | SH |  | SOLE |  | 0 | 0 | 4042 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 370179 | 2309 | SH |  | SOLE |  | 0 | 0 | 2309 |
| PEPSICO INC | COM | 713448108 |  | 609015 | 3922 | SH |  | SOLE |  | 0 | 0 | 3922 |
| PFIZER INC | COM | 717081103 |  | 390924 | 13922 | SH |  | SOLE |  | 0 | 0 | 13922 |
| PHILLIPS 66 | COM | 718546104 |  | 462519 | 2539 | SH |  | SOLE |  | 0 | 0 | 2539 |
| PINNACLE FINL PARTNERS INC | COM | 72348N109 |  | 1671962 | 19410 | SH |  | SOLE |  | 0 | 0 | 19410 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 687186 | 3302 | SH |  | SOLE |  | 0 | 0 | 3302 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 307947 | 2132 | SH |  | SOLE |  | 0 | 0 | 2132 |
| PROSHARES TR | PSHS ULTRA QQQ | 74347R206 |  | 433850 | 7112 | SH |  | SOLE |  | 0 | 0 | 7112 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 224409 | 2297 | SH |  | SOLE |  | 0 | 0 | 2297 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 |  | 206877 | 1793 | SH |  | SOLE |  | 0 | 0 | 1793 |
| RBB FD INC | MOTLEY FOL ETF | 74933W601 |  | 221924 | 3364 | SH |  | SOLE |  | 0 | 0 | 3364 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 733309 | 28075 | SH |  | SOLE |  | 0 | 0 | 28075 |
| ROYAL BK CDA | COM | 780087102 |  | 364653 | 2254 | SH |  | SOLE |  | 0 | 0 | 2254 |
| RTX CORPORATION | COM | 75513E101 |  | 1410302 | 7311 | SH |  | SOLE |  | 0 | 0 | 7311 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 420279 | 4472 | SH |  | SOLE |  | 0 | 0 | 4472 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 577814 | 23346 | SH |  | SOLE |  | 0 | 0 | 23346 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 1641002 | 58923 | SH |  | SOLE |  | 0 | 0 | 58923 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 202805 | 4339 | SH |  | SOLE |  | 0 | 0 | 4339 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 334202 | 8735 | SH |  | SOLE |  | 0 | 0 | 8735 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1797194 | 70093 | SH |  | SOLE |  | 0 | 0 | 70093 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US S | 808524763 |  | 708726 | 21854 | SH |  | SOLE |  | 0 | 0 | 21854 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524755 |  | 798587 | 16321 | SH |  | SOLE |  | 0 | 0 | 16321 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 467321 | 16070 | SH |  | SOLE |  | 0 | 0 | 16070 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 |  | 327348 | 7061 | SH |  | SOLE |  | 0 | 0 | 7061 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 |  | 391760 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 604430 | 4548 | SH |  | SOLE |  | 0 | 0 | 4548 |
| SELECT SECTOR SPDR TR | STATE STREET HEA | 81369Y209 |  | 833804 | 5687 | SH |  | SOLE |  | 0 | 0 | 5687 |
| SELECT SECTOR SPDR TR | STATE STREET CON | 81369Y407 |  | 287054 | 2634 | SH |  | SOLE |  | 0 | 0 | 2634 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 1061649 | 8950 | SH |  | SOLE |  | 0 | 0 | 8950 |
| SMARTFINANCIAL INC | COM NEW | 83190L208 |  | 900716 | 23048 | SH |  | SOLE |  | 0 | 0 | 23048 |
| SMITH A O CORP | COM | 831865209 |  | 3489389 | 52918 | SH |  | SOLE |  | 0 | 0 | 52918 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 652749 | 4328 | SH |  | SOLE |  | 0 | 0 | 4328 |
| SOUTHERN CO | COM | 842587107 |  | 2545004 | 26368 | SH |  | SOLE |  | 0 | 0 | 26368 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 350687 | 815 | SH |  | SOLE |  | 0 | 0 | 815 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X889 |  | 5417224 | 118669 | SH |  | SOLE |  | 0 | 0 | 118669 |
| SPDR INDEX SHS FDS | STATE STREET SPD | 78463X509 |  | 676868 | 14429 | SH |  | SOLE |  | 0 | 0 | 14429 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A508 |  | 738354 | 13050 | SH |  | SOLE |  | 0 | 0 | 13050 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R812 |  | 2084626 | 12145 | SH |  | SOLE |  | 0 | 0 | 12145 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A201 |  | 319805 | 3310 | SH |  | SOLE |  | 0 | 0 | 3310 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A763 |  | 388399 | 2661 | SH |  | SOLE |  | 0 | 0 | 2661 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A698 |  | 325750 | 5000 | SH |  | SOLE |  | 0 | 0 | 5000 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A409 |  | 3233288 | 33023 | SH |  | SOLE |  | 0 | 0 | 33023 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 1620899 | 21177 | SH |  | SOLE |  | 0 | 0 | 21177 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 |  | 600822 | 1297 | SH |  | SOLE |  | 0 | 0 | 1297 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 4715178 | 7250 | SH |  | SOLE |  | 0 | 0 | 7250 |
| STRATEGY INC | CL A NEW | 594972408 |  | 231879 | 1858 | SH |  | SOLE |  | 0 | 0 | 1858 |
| SUPER MICRO COMPUTER INC | COM NEW | 86800U302 |  | 897548 | 39418 | SH |  | SOLE |  | 0 | 0 | 39418 |
| SYNOPSYS INC | COM | 871607107 |  | 415512 | 1048 | SH |  | SOLE |  | 0 | 0 | 1048 |
| TEMA ETF TRUST | S 500 HISTORIC | 87975E826 |  | 1711376 | 29999 | SH |  | SOLE |  | 0 | 0 | 29999 |
| TESLA INC | COM | 88160R101 |  | 827516 | 2226 | SH |  | SOLE |  | 0 | 0 | 2226 |
| TEXAS INSTRS INC | COM | 882508104 |  | 249665 | 1286 | SH |  | SOLE |  | 0 | 0 | 1286 |
| TJX COS INC NEW | COM | 872540109 |  | 233801 | 1464 | SH |  | SOLE |  | 0 | 0 | 1464 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 416740 | 1000 | SH |  | SOLE |  | 0 | 0 | 1000 |
| TRAVELERS COMPANIES INC | COM | 89417E109 |  | 510440 | 1750 | SH |  | SOLE |  | 0 | 0 | 1750 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 372265 | 8098 | SH |  | SOLE |  | 0 | 0 | 8098 |
| UNITED AIRLS HLDGS INC | COM | 910047109 |  | 392863 | 4267 | SH |  | SOLE |  | 0 | 0 | 4267 |
| UNITED RENTALS INC | COM | 911363109 |  | 236782 | 325 | SH |  | SOLE |  | 0 | 0 | 325 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 601172 | 2222 | SH |  | SOLE |  | 0 | 0 | 2222 |
| US BANCORP | COM NEW | 902973304 |  | 401540 | 7720 | SH |  | SOLE |  | 0 | 0 | 7720 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 1133602 | 9872 | SH |  | SOLE |  | 0 | 0 | 9872 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 204406 | 501 | SH |  | SOLE |  | 0 | 0 | 501 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 513726 | 6552 | SH |  | SOLE |  | 0 | 0 | 6552 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 |  | 8174961 | 92164 | SH |  | SOLE |  | 0 | 0 | 92164 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 12273761 | 42739 | SH |  | SOLE |  | 0 | 0 | 42739 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 919394 | 2866 | SH |  | SOLE |  | 0 | 0 | 2866 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 15110432 | 25287 | SH |  | SOLE |  | 0 | 0 | 25287 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 231936 | 531 | SH |  | SOLE |  | 0 | 0 | 531 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 7775706 | 143861 | SH |  | SOLE |  | 0 | 0 | 143861 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 |  | 1681640 | 12158 | SH |  | SOLE |  | 0 | 0 | 12158 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 92206C664 |  | 14963945 | 149385 | SH |  | SOLE |  | 0 | 0 | 149385 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 827663 | 3849 | SH |  | SOLE |  | 0 | 0 | 3849 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 27669513 | 431796 | SH |  | SOLE |  | 0 | 0 | 431796 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 25985254 | 175457 | SH |  | SOLE |  | 0 | 0 | 175457 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 |  | 2712852 | 3888 | SH |  | SOLE |  | 0 | 0 | 3888 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 283118 | 5640 | SH |  | SOLE |  | 0 | 0 | 5640 |
| VICTORY PORTFOLIOS II | VCSHS US 500 ENH | 92647N782 |  | 212966 | 2872 | SH |  | SOLE |  | 0 | 0 | 2872 |
| VISA INC | COM CL A | 92826C839 |  | 1150030 | 3805 | SH |  | SOLE |  | 0 | 0 | 3805 |
| VULCAN MATLS CO | COM | 929160109 |  | 408450 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| WALMART INC | COM | 931142103 |  | 1166318 | 9385 | SH |  | SOLE |  | 0 | 0 | 9385 |
| WELLS FARGO  CO | COM | 949746101 |  | 925586 | 11626 | SH |  | SOLE |  | 0 | 0 | 11626 |

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