Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Atlanta Consulting Group Advisors, LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Atlanta Consulting Group Advisors, LLC (CIK 2019038) reported $630.8M across 185 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IJR ($73.1M, 11.59%), IVV ($64.3M, 10.20%), RSP ($46.7M, 7.40%), VOO ($36.4M, 5.78%), IJH ($35.1M, 5.56%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1IJRISHARES TR$73.1M11.59%492,883Added
2IVVISHARES TR$64.3M10.20%85,882Added
3RSPINVESCO EXCHANGE TRADED FD T$46.7M7.40%219,378Added
4VOOVANGUARD INDEX FDS$36.4M5.78%53,048Added
5IJHISHARES TR$35.1M5.56%455,097Added
6ARLPALLIANCE RESOURCE PARTNERS L$28.3M4.48%1.2MTrimmed
7IEMGISHARES INC$23.6M3.74%285,160Trimmed
8EAGL2023 ETF SERIES TRUST$18.2M2.88%565,484Trimmed
9AVUVAMERICAN CENTY ETF TR$15.0M2.37%120,060Added
10JPMJPMORGAN CHASE & CO$14.8M2.35%45,339Added
11XOMEXXON MOBIL CORP$11.7M1.85%85,548Added
12BRKBBERKSHIRE HATHAWAY INC DEL$10.8M1.71%21,555Added
13WCMIFIRST TR EXCHANGE-TRADED FD$8.5M1.34%433,206New
14MSFTMICROSOFT CORP$8.2M1.30%21,978Added
15PGPROCTER & GAMBLE CO$7.5M1.19%51,293Added
16GOOGALPHABET INC$7.2M1.13%20,258Added
17AVEMAMERICAN CENTY ETF TR$7.0M1.11%72,383Added
18KOCOCA COLA CO$6.6M1.05%80,934Added
19CHDNCHURCHILL DOWNS INC$6.4M1.01%70,973Trimmed
20IEFAISHARES TR$6.0M0.95%62,176Added
21AAPLAPPLE INC$5.7M0.90%19,610Added
22MRKMERCK & CO INC$5.2M0.83%40,446Added
23JNJJOHNSON & JOHNSON$5.0M0.79%19,551Added
24SPMDSPDR SERIES TRUST$4.8M0.75%70,329Added
25BXBLACKSTONE INC$4.5M0.71%37,839Added

Source: SEC Form 13F filings · as of 2026-06-30