Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
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 (CIK 2019038) reported $465.3M across 143 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IJR ($57.0M, 12.25%), IVV ($55.0M, 11.82%), RSP ($42.1M, 9.04%), ARLP ($32.6M, 7.01%), IJH ($28.9M, 6.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IJR | ISHARES TR | $57.0M | 12.25% | 458,679 | Added |
| 2 | IVV | ISHARES TR | $55.0M | 11.82% | 84,186 | Added |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $42.1M | 9.04% | 219,238 | Added |
| 4 | ARLP | ALLIANCE RESOURCE PARTNERS L | $32.6M | 7.01% | 1.2M | Added |
| 5 | IJH | ISHARES TR | $28.9M | 6.20% | 427,269 | Added |
| 6 | IEMG | ISHARES INC | $21.9M | 4.71% | 314,159 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $17.6M | 3.78% | 29,460 | Added |
| 8 | EAGL | 2023 ETF SERIES TRUST | $17.5M | 3.77% | 576,446 | Added |
| 9 | JPM | JPMORGAN CHASE & CO | $13.2M | 2.84% | 44,965 | Trimmed |
| 10 | AVUV | AMERICAN CENTY ETF TR | $10.0M | 2.16% | 90,911 | Added |
| 11 | CHDN | CHURCHILL DOWNS INC | $9.5M | 2.05% | 106,051 | Hold |
| 12 | MSFT | MICROSOFT CORP | $7.8M | 1.68% | 21,069 | Trimmed |
| 13 | IEFA | ISHARES TR | $5.6M | 1.20% | 61,631 | Trimmed |
| 14 | KO | COCA COLA CO | $5.3M | 1.14% | 69,483 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $4.9M | 1.05% | 10,191 | Trimmed |
| 16 | AAPL | APPLE INC | $4.9M | 1.05% | 19,198 | Trimmed |
| 17 | XOM | EXXON MOBIL CORP | $4.4M | 0.95% | 25,919 | Trimmed |
| 18 | CVX | CHEVRON CORPORATION | $4.2M | 0.91% | 20,366 | Trimmed |
| 19 | SPMD | SPDR SERIES TRUST | $4.2M | 0.90% | 70,328 | Trimmed |
| 20 | AVEM | AMERICAN CENTY ETF TR | $4.2M | 0.90% | 52,232 | Added |
| 21 | GOOG | ALPHABET INC | $3.4M | 0.72% | 11,703 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $2.9M | 0.63% | 16,687 | Trimmed |
| 23 | V | VISA INC | $2.9M | 0.63% | 9,659 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $2.9M | 0.63% | 12,029 | Added |
| 25 | BX | BLACKSTONE INC | $2.9M | 0.62% | 25,011 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31