Top 50 Atlanta Consulting Group Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | 11.59% | 492.9K | $73.1M | +7.46%(+34.20K) | $112.45(+33.14%) | 2026-06-30 | |
| IVV | ISHARES TR | 10.2% | 85.9K | $64.3M | +2.01%(+1.70K) | $534.76(+46.13%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 7.4% | 219.4K | $46.7M | +0.06%(+140) | $174.43(+27.69%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 5.78% | 53.0K | $36.4M | +80.07%(+23.59K) | $588.14(+21.56%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.56% | 455.1K | $35.1M | +6.51%(+27.83K) | $62.32(+25.84%) | 2026-06-30 | |
| ARLP | ALLIANCE RESOURCE PARTNERS L | 4.48% | 1.18M | $28.3M | -0.13%(-1.50K) | $20.70(+20.20%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.74% | 285.2K | $23.6M | -9.23%(-29.00K) | $63.35(+28.33%) | 2026-06-30 | |
| EAGL | 2023 ETF SERIES TRUST | 2.88% | 565.5K | $18.2M | -1.90%(-10.96K) | $27.93(+25.14%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 2.37% | 120.1K | $15.0M | +32.06%(+29.15K) | $100.93(+26.83%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.35% | 45.3K | $14.8M | +0.83%(+374) | $189.68(+91.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ | +35.10% |
| Top 20 Holdings Unweighted | โ | โ | โ | โ | +29.30% |
Atlanta Consulting Group Advisors LLC reports $630.80M in US-listed equity holdings across 185 positions in its most recent 13F filing. Its largest disclosed positions are IJR (11.6%), IVV (10.2%) and RSP (7.4%). The top 20 holdings account for 68.99% of reported assets. Its disclosed equity book has returned +35.10% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atlanta Consulting Group Advisors LLCโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2019038). View Atlanta Consulting Group Advisors LLCโs 13F filings on SEC