Atlanta Consulting Group Advisors, LLC Top Holdings and 13F Report (2026)

About Atlanta Consulting Group Advisors, LLC

Investment Activity

Atlanta Consulting Group Advisors, LLC has $465.29 million in total holdings as of March 31, 2026.
Atlanta Consulting Group Advisors, LLC owns shares of 143 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 9.83% of the portfolio was purchased this quarter.
About 4.33% of the portfolio was sold this quarter.
This quarter, Atlanta Consulting Group Advisors, LLC has purchased 160 new stocks and bought additional shares in 68 stocks.
Atlanta Consulting Group Advisors, LLC sold shares of 44 stocks and completely divested from 25 stocks this quarter.

Largest Holdings

iShares Core S&P Small-Cap ETF: $57,018,355
iShares Core S&P 500 ETF: $54,991,179
Invesco S&P 500 Equal Weight ETF: $42,076,112
Alliance Resource Partners: $32,629,544
iShares Core S&P Mid-Cap ETF: $28,853,448

Largest New Holdings this Quarter

921937827 - Vanguard Short-Term Bond ETF: $2,204,184 Holding
92203J407 - Vanguard Total International Bond ETF: $756,067 Holding
872540109 - TJX Companies: $349,743 Holding
038222105 - Applied Materials: $277,533 Holding
20030N101 - Comcast: $262,639 Holding

Largest Purchases this Quarter

iShares Core MSCI Emerging Markets ETF: 207,111 shares (about $14.45M)
iShares Core S&P Mid-Cap ETF: 123,459 shares (about $8.34M)
iShares Core S&P Small-Cap ETF: 39,494 shares (about $4.91M)
Avantis Emerging Markets Equity ETF: 48,823 shares (about $3.93M)
iShares Core U.S. Aggregate Bond ETF: 23,090 shares (about $2.29M)

Largest Sales this Quarter

JPMorgan Chase & Co.: 3,485 shares (about $1.03M)
Amazon.com: 2,937 shares (about $611.69K)
NVIDIA: 3,495 shares (about $609.57K)
SPDR Portfolio S&P 400 Mid Cap ETF: 10,045 shares (about $594.87K)
Broadcom: 1,907 shares (about $590.24K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IJR iShares Core S&P Small-Cap ETF	$57,018,355	$4,909,496 â–²	9.4%	458,679	12.3%	ETF
IVV iShares Core S&P 500 ETF	$54,991,179	$1,252,858 â–²	2.3%	84,186	11.8%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$42,076,112	$86,172 â–²	0.2%	219,238	9.0%	ETF
ARLP Alliance Resource Partners	$32,629,544	$521,258 â–²	1.6%	1,180,092	7.0%	Energy
IJH iShares Core S&P Mid-Cap ETF	$28,853,448	$8,337,178 â–²	40.6%	427,269	6.2%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$21,912,590	$14,445,992 â–²	193.5%	314,159	4.7%	ETF
VOO Vanguard S&P 500 ETF	$17,603,823	$455,931 â–²	2.7%	29,460	3.8%	ETF
2023 ETF SERIES TRUST	$17,535,487	$171,325 â–²	1.0%	576,446	3.8%	EAGLE CAPITAL SE
JPM JPMorgan Chase & Co.	$13,226,989	$1,025,154 â–¼	-7.2%	44,965	2.8%	Finance
AVUV Avantis U.S. Small Cap Value ETF	$10,042,978	$119,971 â–²	1.2%	90,911	2.2%	ETF
CHDN Churchill Downs	$9,526,561		0.0%	106,051	2.0%	Consumer Discretionary
MSFT Microsoft	$7,799,179	$577,100 â–¼	-6.9%	21,069	1.7%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$5,579,454	$529,600 â–¼	-8.7%	61,631	1.2%	ETF
KO CocaCola	$5,320,906	$46,330 â–¼	-0.9%	69,483	1.1%	Consumer Staples
BRK.B Berkshire Hathaway	$4,883,527	$250,622 â–¼	-4.9%	10,191	1.0%	Finance
AAPL Apple	$4,872,268	$245,923 â–¼	-4.8%	19,198	1.0%	Computer and Technology
XOM ExxonMobil	$4,397,418	$2,036 â–¼	0.0%	25,919	0.9%	Energy
CVX Chevron	$4,213,725	$357,730 â–¼	-7.8%	20,366	0.9%	Energy
AVEM Avantis Emerging Markets Equity ETF	$4,208,855	$3,934,158 â–²	1,432.2%	52,232	0.9%	ETF
SPMD SPDR Portfolio S&P 400 Mid Cap ETF	$4,164,835	$594,866 â–¼	-12.5%	70,328	0.9%	ETF
GOOG Alphabet	$3,357,123	$45,324 â–²	1.4%	11,703	0.7%	Computer and Technology
JNJ Johnson & Johnson	$2,940,274	$103,639 â–²	3.7%	12,029	0.6%	Medical
V Visa	$2,919,306	$465,143 â–¼	-13.7%	9,659	0.6%	Business Services
NVDA NVIDIA	$2,910,417	$609,571 â–¼	-17.3%	16,687	0.6%	Computer and Technology
BX Blackstone	$2,876,036	$201,004 â–¼	-6.5%	25,011	0.6%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$2,808,695	$56,361 â–²	2.0%	35,432	0.6%	ETF
ISCG iShares Morningstar Small-Cap Growth ETF	$2,788,334	$412,260 â–¼	-12.9%	50,882	0.6%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$2,748,902	$2,292,158 â–²	501.8%	27,691	0.6%	Finance
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$2,716,977	$577,049 â–¼	-17.5%	34,150	0.6%	ETF
XLRE Real Estate Select Sector SPDR Fund	$2,689,227	$666,509 â–²	33.0%	65,864	0.6%	ETF
VO Vanguard Mid-Cap ETF	$2,388,763	$584,124 â–²	32.4%	8,318	0.5%	ETF
PG Procter & Gamble	$2,248,497	$54,165 â–¼	-2.4%	15,567	0.5%	Consumer Staples
AMZN Amazon.com	$2,231,197	$611,689 â–¼	-21.5%	10,713	0.5%	Retail/Wholesale
BSV Vanguard Short-Term Bond ETF	$2,204,184	$2,204,184 â–²	New Holding	28,111	0.5%	ETF
AVGO Broadcom	$2,073,098	$590,236 â–¼	-22.2%	6,698	0.4%	Computer and Technology
WALMART INC	$2,058,682	$330,599 â–¼	-13.8%	16,533	0.4%	COM
VSS Vanguard FTSE All-World ex-US Small-Cap ETF	$2,041,643	$10,351 â–²	0.5%	14,004	0.4%	ETF
MPC Marathon Petroleum	$1,897,767	$32,476 â–¼	-1.7%	7,772	0.4%	Energy
SPY SPDR S&P 500 ETF Trust	$1,880,763		0.0%	2,884	0.4%	Finance
BAC Bank of America	$1,840,751	$9,701 â–²	0.5%	37,759	0.4%	Finance
FEX First Trust Large Cap Core AlphaDEX Fund	$1,834,890		0.0%	15,049	0.4%	ETF
GOOGL Alphabet	$1,798,113	$582,022 â–¼	-24.5%	6,253	0.4%	Computer and Technology
VONG Vanguard Russell 1000 Growth ETF	$1,617,489	$273,348 â–²	20.3%	14,746	0.3%	ETF
JAVA JPMorgan Active Value ETF	$1,600,384	$14,852 â–²	0.9%	22,305	0.3%	ETF
CAT Caterpillar	$1,596,160	$19,128 â–¼	-1.2%	2,253	0.3%	Industrials
MAS Masco	$1,496,270		0.0%	24,785	0.3%	Construction
UNP Union Pacific	$1,487,746	$22,321 â–²	1.5%	6,132	0.3%	Transportation
VONV Vanguard Russell 1000 Value ETF	$1,356,699	$106,489 â–²	8.5%	14,473	0.3%	ETF
CSX CSX	$1,313,559	$246 â–²	0.0%	31,999	0.3%	Transportation
UPS United Parcel Service	$1,193,546	$16,921 â–¼	-1.4%	12,132	0.3%	Transportation
GE GE Aerospace	$1,126,169	$284 â–¼	0.0%	3,962	0.2%	Aerospace
MKL Markel Group	$1,125,473		0.0%	588	0.2%	Multi-Sector Conglomerates
GS The Goldman Sachs Group	$1,107,401		0.0%	1,309	0.2%	Finance
AXP American Express	$1,082,714	$3,328 â–¼	-0.3%	3,579	0.2%	Finance
CGXU Capital Group International Focus Equity ETF	$1,065,149	$185,610 â–²	21.1%	36,119	0.2%	ETF
LSGR Natixis Loomis Sayles Focused Growth ETF	$1,038,872	$68,460 â–²	7.1%	26,374	0.2%	ETF
VZ Verizon Communications	$1,034,371	$124,898 â–²	13.7%	20,605	0.2%	Computer and Technology
GE VERNOVA INC	$1,033,232	$6,987 â–²	0.7%	1,183	0.2%	COM
AMERICAN CENTY ETF TR	$1,010,714	$118,409 â–²	13.3%	14,067	0.2%	AVANTIS INTL SML
TORTOISE CAPITAL SERIES TRUS	$1,001,280		0.0%	96,000	0.2%	ENERGY ETF
TLH iShares 10-20 Year Treasury Bond ETF	$993,401	$102,331 â–²	11.5%	9,863	0.2%	ETF
DUK Duke Energy	$973,345	$8,641 â–¼	-0.9%	7,434	0.2%	Utilities
BLD TopBuild	$934,458		0.0%	2,660	0.2%	Construction
EPD Enterprise Products Partners	$835,545		0.0%	22,081	0.2%	Energy
HD Home Depot	$833,031	$88,138 â–¼	-9.6%	2,533	0.2%	Retail/Wholesale
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$822,964	$101 â–²	0.0%	8,183	0.2%	ETF
REAVES UTIL INCOME FD	$820,519	$2,003 â–²	0.2%	20,889	0.2%	COM SH BEN INT
MSI Motorola Solutions	$811,047	$118,350 â–¼	-12.7%	1,864	0.2%	Computer and Technology
DFAE Dimensional Emerging Core Equity Market ETF	$788,058	$240,338 â–²	43.9%	23,274	0.2%	ETF
ALL Allstate	$784,701	$625 â–²	0.1%	3,765	0.2%	Finance
CMI Cummins	$775,825	$73,171 â–²	10.4%	1,442	0.2%	Auto/Tires/Trucks
VGLT Vanguard Long-Term Treasury ETF	$769,158		0.0%	13,895	0.2%	ETF
BNDX Vanguard Total International Bond ETF	$756,067	$756,067 â–²	New Holding	15,735	0.2%	ETF
ADI Analog Devices	$753,356	$181,022 â–²	31.6%	2,368	0.2%	Computer and Technology
IDEV iShares Core MSCI International Developed Markets ETF	$712,936	$274,360 â–²	62.6%	8,531	0.2%	ETF
RVT Royce Small-Cap Trust	$712,655		0.0%	42,931	0.2%	Finance
ABBV AbbVie	$697,055	$126,144 â–²	22.1%	3,205	0.1%	Medical
UNH UnitedHealth Group	$692,440	$42,212 â–²	6.5%	2,559	0.1%	Medical
IVE iShares S&P 500 Value ETF	$668,712		0.0%	3,167	0.1%	ETF
LLY Eli Lilly and Company	$663,154	$79,100 â–¼	-10.7%	721	0.1%	Medical
MRK Merck & Co., Inc.	$656,673	$19,382 â–²	3.0%	5,421	0.1%	Medical
ETN Eaton	$639,156	$130,907 â–¼	-17.0%	1,787	0.1%	Industrials
CB Chubb	$632,456	$113,090 â–²	21.8%	1,935	0.1%	Finance
NEE NextEra Energy	$614,308	$45,418 â–²	8.0%	6,614	0.1%	Utilities
PAVE Global X U.S. Infrastructure Development ETF	$612,921	$170,112 â–²	38.4%	12,063	0.1%	ETF
GSY Invesco Ultra Short Duration ETF	$603,044	$8,119 â–²	1.4%	12,032	0.1%	ETF
MCD McDonald's	$550,720	$55,321 â–¼	-9.1%	1,772	0.1%	Retail/Wholesale
PEP PepsiCo	$537,576	$11,956 â–¼	-2.2%	3,462	0.1%	Consumer Staples
CME CME Group	$534,318	$143,843 â–²	36.8%	1,809	0.1%	Finance
XLK Technology Select Sector SPDR Fund	$506,216	$204,799 â–²	67.9%	3,809	0.1%	ETF
GLW Corning	$499,962	$5,983 â–²	1.2%	3,677	0.1%	Computer and Technology
RJF Raymond James Financial	$489,801		0.0%	3,383	0.1%	Finance
VWO Vanguard FTSE Emerging Markets ETF	$471,532	$11,513 â–²	2.5%	8,724	0.1%	ETF
CRM Salesforce	$444,533	$10,642 â–¼	-2.3%	2,381	0.1%	Computer and Technology
USHY iShares Broad USD High Yield Corporate Bond ETF	$442,448	$36,214 â–²	8.9%	12,010	0.1%	ETF
PIMCO ETF TR	$441,006	$72,255 â–²	19.6%	4,779	0.1%	ACTIVE BD ETF
IBM International Business Machines	$424,667	$35,147 â–¼	-7.6%	1,752	0.1%	Computer and Technology
WFC Wells Fargo & Company	$411,982	$101,344 â–¼	-19.7%	5,175	0.1%	Finance
VTV Vanguard Value ETF	$409,273		0.0%	2,086	0.1%	ETF
NKE NIKE	$402,366	$479 â–²	0.1%	7,559	0.1%	Consumer Discretionary

Showing largest 100 holdings. View all holdings.

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Atlanta Consulting Group Advisors, LLC Top Holdings and 13F Report (2026)

About Atlanta Consulting Group Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Atlanta Consulting Group Advisors, LLC Top Holdings and 13F Report (2026)

About Atlanta Consulting Group Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtlanta Consulting Group Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools