Atlanta Consulting Group Advisors, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Atlanta Consulting Group Advisors, LLC reported 143 stock positions worth $465.3 million. Its top holding was iShares Core S&P Small-Cap E (IJR) at 12.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 11.8%) and Invesco S&P 500 Equal Weight (RSP, 9.0%). Compared with Q4 2025, it opened 8 new positions, sold out of 25, added to 68 and reduced 44. The biggest buy was iShares Core MSCI Emerging (IEMG, shares +193%) and the biggest sale Microsoft (MSFT, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0002019038
- Portfolio Value
- $465.3M (Q1 2026)
- SEC Filing
- 0001420506-26-001096 ↗ filed May 15, 2026
Holdings Value
Holdings 143 stocks · $465.3M
| IJR iShares Core S&P Small-Cap E | 12.25% | 458,679 | $57.0M | Add +9.4% |
| IVV iShares Core S&P 500 ETF | 11.82% | 84,186 | $55.0M | Add +2.3% |
| RSP Invesco S&P 500 Equal Weight | 9.04% | 219,238 | $42.1M | Add +0.2% |
| ARLP Alliance Resource Partners | 7.01% | 1,180,092 | $32.6M | Add +1.6% |
| IJH iShares Core S&P Midcap ETF | 6.20% | 427,269 | $28.9M | Add +40.6% |
| IEMG iShares Core MSCI Emerging | 4.71% | 314,159 | $21.9M | Add +193.5% |
| VOO Vanguard S&P 500 ETF | 3.78% | 29,460 | $17.6M | Add +2.7% |
| EAGL Eagle Capital Select Eqty | 3.77% | 576,446 | $17.5M | Add +1.0% |
| JPM JPMorgan Chase & Co. | 2.84% | 44,965 | $13.2M | Reduce -7.2% |
| AVUV Avantis US Small Cap Value | 2.16% | 90,911 | $10.0M | Add +1.2% |
| CHDN Churchill Downs Inc. | 2.05% | 106,051 | $9.5M | No change |
| MSFT Microsoft Corp. | 1.68% | 21,069 | $7.8M | Reduce -6.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.20% | 61,631 | $5.6M | Reduce -8.7% |
| KO The Coca-Cola Co. | 1.14% | 69,483 | $5.3M | Reduce -0.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.05% | 10,191 | $4.9M | Reduce -4.9% |
| AAPL Apple Inc. | 1.05% | 19,198 | $4.9M | Reduce -4.8% |
| XOM Exxon Mobil Corp. | 0.95% | 25,919 | $4.4M | Reduce -0.1% |
| CVX Chevron Corp. | 0.91% | 20,366 | $4.2M | Reduce -7.8% |
| AVEM Avantis Emerging Markets Eq | 0.90% | 52,232 | $4.2M | Add +1432.2% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.90% | 70,328 | $4.2M | Reduce -12.5% |
| GOOG Alphabet Inc. Class C | 0.72% | 11,703 | $3.4M | Add +1.4% |
| JNJ Johnson & Johnson | 0.63% | 12,029 | $2.9M | Add +3.6% |
| V Visa Inc. Class A | 0.63% | 9,659 | $2.9M | Reduce -13.7% |
| NVDA Nvidia Corp. | 0.63% | 16,687 | $2.9M | Reduce -17.3% |
| BX Blackstone Inc. | 0.62% | 25,011 | $2.9M | Reduce -6.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.60% | 35,432 | $2.8M | Add +2.0% |
| ISCG iShares Morningstar Small-Ca | 0.60% | 50,882 | $2.8M | Reduce -12.9% |
| AGG iShares Core U.S. Aggregate | 0.59% | 27,691 | $2.7M | Add +501.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.58% | 34,150 | $2.7M | Reduce -17.5% |
| XLRE SS Real Estate Select Sector | 0.58% | 65,864 | $2.7M | Add +33.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.51% | 8,318 | $2.4M | Add +32.4% |
| PG The Procter & Gamble Co. | 0.48% | 15,567 | $2.2M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.48% | 10,713 | $2.2M | Reduce -21.5% |
| BSV Vanguard Short-Term Bond ETF | 0.47% | 28,111 | $2.2M | New |
| AVGO Broadcom Inc. | 0.45% | 6,698 | $2.1M | Reduce -22.2% |
| WMT Walmart Inc. | 0.44% | 16,533 | $2.1M | Reduce -13.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.44% | 14,004 | $2.0M | Add +0.5% |
| MPC Marathon Petroleum Corp. | 0.41% | 7,772 | $1.9M | Reduce -1.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.40% | 2,884 | $1.9M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.40% | 37,759 | $1.8M | Add +0.5% |
| FEX First Trust Large Cap Core A | 0.39% | 15,049 | $1.8M | No change |
| GOOGL Alphabet Inc. Class A | 0.39% | 6,253 | $1.8M | Reduce -24.4% |
| VONG Vanguard Russell 1000 Growth | 0.35% | 14,746 | $1.6M | Add +20.3% |
| JAVA JPMorgan Active Value ETF | 0.34% | 22,305 | $1.6M | Add +0.9% |
| CAT Caterpillar Inc. | 0.34% | 2,253 | $1.6M | Reduce -1.2% |
| MAS Masco Corp. | 0.32% | 24,785 | $1.5M | No change |
| UNP Union Pacific Corp. | 0.32% | 6,132 | $1.5M | Add +1.5% |
| VONV Vanguard Russell 1000 Value | 0.29% | 14,473 | $1.4M | Add +8.5% |
| CSX CSX Corp. | 0.28% | 31,999 | $1.3M | Add +0.0% |
| UPS United Parcel Service Class B | 0.26% | 12,132 | $1.2M | Reduce -1.4% |
| GE General Electric filed as GE AEROSPACE | 0.24% | 3,962 | $1.1M | Reduce -0.0% |
| MKL Markel Group Inc. | 0.24% | 588 | $1.1M | No change |
| GS Goldman Sachs Group Inc. | 0.24% | 1,309 | $1.1M | No change |
| AXP American Express Co. | 0.23% | 3,579 | $1.1M | Reduce -0.3% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.23% | 36,119 | $1.1M | Add +21.1% |
| LSGR Natixis Loomis Focused Grwth | 0.22% | 26,374 | $1.0M | Add +7.0% |
| VZ Verizon Communications Inc. | 0.22% | 20,605 | $1.0M | Add +13.7% |
| GEV GE Vernova Inc. | 0.22% | 1,183 | $1.0M | Add +0.7% |
| AVDS Avantis Intl SM Cap Eq ETF | 0.22% | 14,067 | $1.0M | Add +13.3% |
| TNGY Tortoise Energy ETF | 0.22% | 96,000 | $1.0M | No change |
| TLH iShares 10-20 Year Treasury | 0.21% | 9,863 | $993K | Add +11.5% |
| DUK Duke Energy Corp. | 0.21% | 7,434 | $973K | Reduce -0.9% |
| BLD Topbuild Corp. | 0.20% | 2,660 | $934K | No change |
| EPD Enterprise Products Partners | 0.18% | 22,081 | $836K | No change |
| HD Home Depot Inc. | 0.18% | 2,533 | $833K | Reduce -9.6% |
| MINT PIMCO Enhanced Short Maturit | 0.18% | 8,183 | $823K | Add +0.0% |
| UTG Reaves Utility Income Fund | 0.18% | 20,889 | $821K | Add +0.2% |
| MSI Motorola Solutions Inc. | 0.17% | 1,864 | $811K | Reduce -12.7% |
| DFAE Dimensional Emerging Core Eq | 0.17% | 23,274 | $788K | Add +43.9% |
| ALL Allstate Corp. | 0.17% | 3,765 | $785K | Add +0.1% |
| CMI Cummins Inc. | 0.17% | 1,442 | $776K | Add +10.4% |
| VGLT Vanguard Long-Term Treasury | 0.17% | 13,895 | $769K | No change |
| BNDX Vanguard Total Intl Bond ETF | 0.16% | 15,735 | $756K | New |
| ADI Analog Devices Inc. | 0.16% | 2,368 | $753K | Add +31.6% |
| IDEV iShares Core MSCI Dev MKTS | 0.15% | 8,531 | $713K | Add +62.6% |
| RVT Royce Small-Cap Trust Inc. | 0.15% | 42,931 | $713K | No change |
| ABBV Abbvie Inc. | 0.15% | 3,205 | $697K | Add +22.1% |
| UNH Unitedhealth Group Inc. | 0.15% | 2,559 | $692K | Add +6.5% |
| IVE iShares S&P 500 Value ETF | 0.14% | 3,167 | $669K | No change |
| LLY Eli Lilly & Co. | 0.14% | 721 | $663K | Reduce -10.7% |
| MRK Merck & Co. Inc. | 0.14% | 5,421 | $657K | Add +3.0% |
| ETN Eaton Corp. PLC | 0.14% | 1,787 | $639K | Reduce -17.0% |
| CB Chubb Ltd. | 0.14% | 1,935 | $632K | Add +21.8% |
| NEE Nextera Energy Inc. | 0.13% | 6,614 | $614K | Add +8.0% |
| PAVE Global X US Infrastructure | 0.13% | 12,063 | $613K | Add +38.4% |
| GSY Invesco Ultra Short Duration | 0.13% | 12,032 | $603K | Add +1.4% |
| MCD McDonald's Corp. | 0.12% | 1,772 | $551K | Reduce -9.1% |
| PEP Pepsico Inc. | 0.12% | 3,462 | $538K | Reduce -2.2% |
| CME Cme Group Inc. | 0.11% | 1,809 | $534K | Add +36.8% |
| XLK SS Technology Select Sector | 0.11% | 3,809 | $506K | Add +68.0% |
| GLW Corning Inc. | 0.11% | 3,677 | $500K | Add +1.2% |
| RJF Raymond James Financial Inc. | 0.11% | 3,383 | $490K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.10% | 8,724 | $472K | Add +2.5% |
| CRM Salesforce Inc. | 0.10% | 2,381 | $445K | Reduce -2.3% |
| USHY iShares Broad Usd High Yield | 0.10% | 12,010 | $442K | Add +8.9% |
| BOND PIMCO Active Bond Exchange-T | 0.09% | 4,779 | $441K | Add +19.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,752 | $425K | Reduce -7.6% |
| WFC Wells Fargo & Co. | 0.09% | 5,175 | $412K | Reduce -19.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,086 | $409K | No change |
| NKE Nike Inc. Class B | 0.09% | 7,559 | $402K | Add +0.1% |
Portfolio Sells Q4 2025 → Q1 2026
| MSFT Microsoft Corp. | Reduce -6.9% | 1.68% | −0.80 |
| JPM JPMorgan Chase & Co. | Reduce -7.2% | 2.84% | −0.69 |
| BX Blackstone Inc. | Reduce -6.5% | 0.62% | −0.32 |
| V Visa Inc. Class A | Reduce -13.7% | 0.63% | −0.26 |
| IWR iShares Russell Mid-Cap ETF | Sold out | 0.00% | −0.25 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.24 |
| AMZN Amazon.com Inc. | Reduce -21.5% | 0.48% | −0.23 |
| AVGO Broadcom Inc. | Reduce -22.2% | 0.45% | −0.23 |
| NVDA Nvidia Corp. | Reduce -17.3% | 0.63% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -24.4% | 0.39% | −0.20 |
| AAPL Apple Inc. | Reduce -4.8% | 1.05% | −0.19 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -17.5% | 0.58% | −0.17 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.9% | 1.05% | −0.17 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.7% | 1.20% | −0.17 |
| META Meta Platforms Inc. Class A | Reduce -59.0% | 0.08% | −0.16 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -12.5% | 0.90% | −0.16 |
| CAH Cardinal Health Inc. | Sold out | 0.00% | −0.16 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.16 |
| ISCG iShares Morningstar Small-Ca | Reduce -12.9% | 0.60% | −0.13 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.12 |
| RKT Rocket Cos Inc. Class A | Sold out | 0.00% | −0.10 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.10 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.09 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.08 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.08 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.08 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −0.08 |
| SSNC Ss&c Technologies Holdings | Sold out | 0.00% | −0.08 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.07 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.07 |
| AXP American Express Co. | Reduce -0.3% | 0.23% | −0.07 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.06 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.06 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.06 |
| JCI Johnson Controls Internation | Reduce -49.2% | 0.07% | −0.06 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | Sold out | 0.00% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -10.7% | 0.14% | −0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Reduce -2.3% | 0.10% | −0.05 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -19.7% | 0.09% | −0.05 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.05 |
| TKO Tko Group Holdings Inc. | Sold out | 0.00% | −0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.05 |
| WMT Walmart Inc. | Reduce -13.8% | 0.44% | −0.04 |
| HD Home Depot Inc. | Reduce -9.6% | 0.18% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -7.6% | 0.09% | −0.04 |
| GE General Electric | Reduce -0.0% | 0.24% | −0.03 |
| PG The Procter & Gamble Co. | Reduce -2.4% | 0.48% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| IEMG iShares Core MSCI Emerging | Add +193.5% | 4.71% | +3.08 |
| IJH iShares Core S&P Midcap ETF | Add +40.6% | 6.20% | +1.66 |
| ARLP Alliance Resource Partners | Add +1.6% | 7.01% | +0.90 |
| IJR iShares Core S&P Small-Cap E | Add +9.4% | 12.25% | +0.85 |
| AVEM Avantis Emerging Markets Eq | Add +1432.2% | 0.90% | +0.85 |
| AGG iShares Core U.S. Aggregate | Add +501.9% | 0.59% | +0.49 |
| BSV Vanguard Short-Term Bond ETF | New | 0.47% | +0.47 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.16% | +0.16 |
| XLRE SS Real Estate Select Sector | Add +33.0% | 0.58% | +0.13 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +32.4% | 0.51% | +0.10 |
| JNJ Johnson & Johnson | Add +3.6% | 0.63% | +0.09 |
| AVUV Avantis US Small Cap Value | Add +1.2% | 2.16% | +0.08 |
| TJX TJX Companies Inc. | New | 0.08% | +0.08 |
| AMAT Applied Materials Inc. | New | 0.06% | +0.06 |
| CMCSA Comcast Corp. Class A | New | 0.06% | +0.06 |
| IDEV iShares Core MSCI Dev MKTS | Add +62.6% | 0.15% | +0.06 |
| VZ Verizon Communications Inc. | Add +13.7% | 0.22% | +0.06 |
| ADI Analog Devices Inc. | Add +31.6% | 0.16% | +0.05 |
| ZTS Zoetis Inc. | New | 0.05% | +0.05 |
| DFAE Dimensional Emerging Core Eq | Add +43.9% | 0.17% | +0.05 |
| GEV GE Vernova Inc. | Add +0.7% | 0.22% | +0.05 |
| PVAL Putnam Focused LRG Cap Value | New | 0.05% | +0.05 |
| NI Nisource Inc. | New | 0.04% | +0.04 |
| PAVE Global X US Infrastructure | Add +38.4% | 0.13% | +0.04 |
| GLW Corning Inc. | Add +1.2% | 0.11% | +0.04 |
| XLK SS Technology Select Sector | Add +68.0% | 0.11% | +0.03 |
| CME Cme Group Inc. | Add +36.8% | 0.11% | +0.03 |
| CGXU Cap Group Intl Focus | Add +21.1% | 0.23% | +0.03 |
| XLV SS Health Care Select Sector | Add +60.7% | 0.08% | +0.02 |
| CB Chubb Ltd. | Add +21.8% | 0.14% | +0.02 |
| AVDS Avantis Intl SM Cap Eq ETF | Add +13.3% | 0.22% | +0.02 |
| NEE Nextera Energy Inc. | Add +8.0% | 0.13% | +0.02 |
| CSX CSX Corp. | Add +0.0% | 0.28% | +0.02 |
| O Realty Income Corp. | Add +33.5% | 0.07% | +0.02 |
| CMI Cummins Inc. | Add +10.4% | 0.17% | +0.02 |
| MRK Merck & Co. Inc. | Add +3.0% | 0.14% | +0.01 |
| ABBV Abbvie Inc. | Add +22.1% | 0.15% | +0.01 |
| IAU iShares Gold Trust | Add +17.2% | 0.08% | +0.01 |
| VONV Vanguard Russell 1000 Value | Add +8.5% | 0.29% | +0.01 |
| BOND PIMCO Active Bond Exchange-T | Add +19.6% | 0.09% | +0.01 |
| VEU Vanguard Ftse All-World Ex-U | Add +19.6% | 0.07% | +0.01 |
| TLH iShares 10-20 Year Treasury | Add +11.5% | 0.21% | +0.01 |
| VONG Vanguard Russell 1000 Growth | Add +20.3% | 0.35% | +0.01 |
| INTC Intel Corp. | Add +1.3% | 0.06% | +0.01 |
| ENB Enbridge Inc. | Add +0.4% | 0.07% | +0.01 |
| DTE DTE Energy Company | Add +1.1% | 0.06% | +0.00 |
| MDLZ Mondelez International Inc. Class A | Add +4.6% | 0.08% | +0.00 |
| VPL Vanguard Ftse Pacific ETF | Add +3.4% | 0.07% | +0.00 |
| XEL Xcel Energy Inc. | Add +4.4% | 0.06% | +0.00 |
| UNP Union Pacific Corp. | Add +1.5% | 0.32% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 185 | $630.8M | IJR, IVV, RSP, VOO, IJH |
| Q1 2026 | 143 | $465.3M | IJR, IVV, RSP, ARLP, IJH |
| Q4 2025 | 160 | $441.6M | IVV, IJR, RSP, ARLP, IJH |
| Q3 2025 | 144 | $408.7M | IVV, IJR, RSP, ARLP, IJH |
| Q2 2025 | 131 | $365.3M | IVV, RSP, IJR, ARLP, IJH |
| Q1 2025 | 122 | $342.5M | RSP, IVV, IJR, ARLP, EAGL |
| Q4 2024Amended | 129 | $271.1M | IVV, ARLP, IJR, IJH, JPM |
| Q3 2024 | 227 | $402.9M | IVV, IJR, ARLP, IJH, VOO |
| Q2 2024 | 115 | $463.9M | IVV, IJR, RSP, VOO, IJH |
| Q1 2024Amended | 131 | $289.1M | IVV, RSP, IJR, ARLP, BRK.A |