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CIK: 0002019038
Total reported value
$630.8M
$630.8M
143 檔
34.2%
At the close of Q1 2026, Atlanta Consulting Group Advisors, LLC disclosed equity holdings valued at approximately $630.8M, spread across 143 reported holdings.
Atlanta Consulting Group Advisors, LLC executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 25 holdings and trimming 44 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 12.25% | -0.66% | +9.42% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.82% | -1.62% | +2.33% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 9.04% | -1.64% | +0.21% | |
| 4 | ARLP | Alliance Resource Partners | Stock-Other | 7.01% | -2.53% | +1.62% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.20% | -0.64% | +40.64% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 4.71% | -0.97% | +193.47% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.78% | +2.00% | +2.66% | |
| 8 | EAGL | Eagle Capital Select Eqty | ETF-Other | 3.77% | -0.89% | +0.99% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.84% | -0.49% | -7.19% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 2.16% | +0.21% | +1.21% | |
| 11 | CHDN | Churchill Downs Inc | Stock-Consumer Disc | 2.05% | -1.04% | — | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.68% | -0.38% | -6.89% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.20% | -0.25% | -8.67% | |
| 14 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.14% | -0.09% | -0.86% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | +0.66% | -4.88% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.05% | -0.15% | -4.80% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 0.95% | +0.90% | -0.05% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 0.91% | -0.23% | -7.83% | |
| 19 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.90% | +0.21% | +1432.18% | |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.90% | -0.15% | -12.50% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.41% | +1.37% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | +0.16% | +3.65% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.09% | -13.74% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.63% | -0.08% | -17.32% | |
| 25 | BX | Blackstone Inc | Stock-Financials | 0.62% | +0.09% | -6.53% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.60% | -0.14% | +2.05% | |
| 27 | ISCG | Ishares Morningstar Small-ca | ETF-Other | 0.60% | -0.07% | -12.88% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.59% | -0.15% | +501.85% | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.58% | -0.07% | -17.52% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.58% | -0.07% | +32.95% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.51% | -0.03% | +32.37% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.48% | +0.71% | -2.35% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.48% | +0.05% | -21.52% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.47% | -0.11% | — | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | -0.08% | -22.16% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.14% | -13.84% | |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.44% | -0.10% | +0.51% | |
| 38 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.41% | -0.04% | -1.68% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.40% | -0.06% | — | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | -0.06% | +0.53% | |
| 41 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.39% | -0.06% | — | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | — | -24.45% | |
| 43 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.35% | -0.04% | +20.34% | |
| 44 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.34% | -0.05% | +0.94% | |
| 45 | CAT | Caterpillar Inc | Stock-Industrials | 0.34% | +0.05% | -1.18% | |
| 46 | MAS | Masco CORP | Stock-Industrials | 0.32% | — | — | |
| 47 | UNP | Union Pacific CORP | Stock-Industrials | 0.32% | -0.06% | +1.52% | |
| 48 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.29% | +0.01% | +8.52% | |
| 49 | CSX | Csx CORP | Stock-Industrials | 0.28% | -0.02% | +0.02% | |
| 50 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.26% | -0.06% | -1.40% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEMG | Ishares Core Msci Emerging | +3.1% | +193.47% | Add |
| 2 | IJH | Ishares Core S&p Midcap ETF | +1.7% | +40.64% | Add |
| 3 | ARLP | Alliance Resource Partners | +0.9% | +1.62% | Add |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.8% | +9.42% | Add |
| 5 | AVEM | Avantis Emerging Markets Eq | +0.8% | +1432.18% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.5% | +501.85% | Add |
| 7 | XOM | Exxon Mobil CORP | +0.2% | -0.05% | Trim |
| 8 | CVX | Chevron CORP | +0.2% | -7.83% | Trim |
| 9 | XLRE | Ss Real Estate Select Sector | +0.1% | +32.95% | Add |
| 10 | MPC | Marathon Petroleum CORP | +0.1% | -1.68% | Trim |
| 11 | VO | Vanguard Mid-cap ETF | +0.1% | +32.37% | Add |
| 12 | AVUV | Avantis US Small Cap Value | +0.1% | +1.21% | Add |
| 13 | JNJ | Johnson & Johnson | +0.1% | +3.65% | Add |
| 14 | VZ | Verizon Communications Inc | +0.1% | +13.73% | Add |
| 15 | IDEV | Ishares Core Msci Dev Mkts | +0.1% | +62.56% | Add |
| 16 | ADI | Analog Devices Inc | +0.1% | +31.63% | Add |
| 17 | GEV | GE Vernova Inc | +0.1% | +0.68% | Add |
| 18 | DFAE | Dimensional Emerging Core Eq | +0.1% | +43.88% | Add |
| 19 | CAT | Caterpillar Inc | 0% | -1.18% | Trim |
| 20 | GLW | Corning Inc | 0% | +1.21% | Add |
| 21 | XLK | Ss Technology Select Sector | 0% | +67.95% | Add |
| 22 | KO | Coca-cola Co/the | 0% | -0.86% | Trim |
| 23 | PAVE | Global X US Infrastructure | 0% | +38.42% | Add |
| 24 | CGXU | Cap Group Intl Focus | 0% | +21.10% | Add |
| 25 | CME | Cme Group Inc | 0% | +36.84% | Add |
| 26 | CB | Chubb Limited | 0% | +21.77% | Add |
| 27 | CSX | Csx CORP | 0% | +0.02% | Add |
| 28 | AVDS | Avantis Intl Sm Cap Eq ETF | 0% | +13.27% | Add |
| 29 | XLV | Ss Health Care Select Sector | 0% | +60.71% | Add |
| 30 | EPD | Enterprise Products Partners | 0% | — | Unchanged |
| 31 | TNGY | Tortoise Energy ETF | 0% | — | Unchanged |
| 32 | NEE | Nextera Energy Inc | 0% | +7.98% | Add |
| 33 | CMI | Cummins Inc | 0% | +10.41% | Add |
| 34 | O | Realty Income CORP | 0% | +33.54% | Add |
| 35 | IAU | Ishares Gold Trust | 0% | +17.22% | Add |
| 36 | VONV | Vanguard Russell 1000 Value | 0% | +8.52% | Add |
| 37 | VONG | Vanguard Russell 1000 Growth | 0% | +20.34% | Add |
| 38 | MRK | Merck & Co. Inc. | 0% | +3.04% | Add |
| 39 | ABBV | Abbvie Inc | 0% | +22.10% | Add |
| 40 | DUK | Duke Energy CORP | 0% | -0.88% | Trim |
| 41 | TLH | Ishares 10-20 Year Treasury | 0% | +11.48% | Add |
| 42 | BOND | Pimco Active Bond Exchange-t | 0% | +19.59% | Add |
| 43 | VEU | Vanguard Ftse All-world Ex-u | 0% | +19.60% | Add |
| 44 | UTG | Reaves Utility Income Fund | 0% | +0.24% | Add |
| 45 | INTC | Intel CORP | 0% | +1.27% | Add |
| 46 | MDLZ | Mondelez International Inc-a | 0% | +4.59% | Add |
| 47 | DTE | Dte Energy Company | 0% | +1.09% | Add |
| 48 | USHY | Ishares Broad Usd High Yield | 0% | +8.91% | Add |
| 49 | AEP | American Electric Power | 0% | -4.99% | Trim |
| 50 | UNP | Union Pacific CORP | — | +1.52% | Add |
According to official SEC Form 13F filings, Atlanta Consulting Group Advisors, LLC reported a total U.S. public equity portfolio value of $630.8M across 143 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IJR, IVV, RSP) accounted for 34.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
BSV
市值: $2.2M
Top Position Liquidated / Trimmed
IWR
前期市值: $1.1M
During Q1 2026, Atlanta Consulting Group Advisors, LLC's top holdings by market value included IJR (12.3%)、IVV (11.8%)、RSP (9.0%). The largest single position, IJR, represented 12.3% of total portfolio value.
In Q1 2026, Atlanta Consulting Group Advisors, LLC made 145 total portfolio adjustments, initiating 8 new buys, adding to 68 positions, trimming 44 holdings, and fully liquidating 25 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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