Atlanta Consulting Group Advisors

Atlanta Consulting Group Advisors as of June 30, 2026

Portfolio Holdings for Atlanta Consulting Group Advisors

Atlanta Consulting Group Advisors holds 185 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p Scp Etf (IJR) 11.6 $73M 493k 148.31
Ishares Tr Core S&p500 Etf (IVV) 10.2 $64M 86k 748.89
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 7.4 $47M 219k 212.77
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.8 $36M 53k 686.81
Ishares Tr Core S&p Mcp Etf (IJH) 5.6 $35M 455k 77.11
Alliance Resource Partners L Ut Ltd Part (ARLP) 4.5 $28M 1.2M 23.98
Ishares Core Msci Emkt (IEMG) 3.7 $24M 285k 82.84
2023 Etf Series Trust Eagl Cap Sel Etf (EAGL) 2.9 $18M 566k 32.17
American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.4 $15M 120k 124.76
JPMorgan Chase & Co. (JPM) 2.4 $15M 45k 327.33
Exxon Mobil Corporation (XOM) 1.9 $12M 86k 136.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.7 $11M 22k 500.39
First Tr Exchange-traded Wcm Intl Equity (WCMI) 1.3 $8.5M 433k 19.57
Microsoft Corporation (MSFT) 1.3 $8.2M 22k 373.02
Procter & Gamble Company (PG) 1.2 $7.5M 51k 146.64
Alphabet Cap Stk Cl C (GOOG) 1.1 $7.2M 20k 353.33
American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $7.0M 72k 96.49
Coca-Cola Company (KO) 1.0 $6.6M 81k 81.80
Churchill Downs (CHDN) 1.0 $6.4M 71k 89.64
Ishares Tr Core Msci Eafe (IEFA) 1.0 $6.0M 62k 96.58
Apple (AAPL) 0.9 $5.7M 20k 289.36
Merck & Co (MRK) 0.8 $5.2M 40k 129.35
Johnson & Johnson (JNJ) 0.8 $5.0M 20k 253.97
Spdr Series Trust St Str P400mid (SPMD) 0.8 $4.8M 70k 67.56
Blackstone Group Inc Com Cl A (BX) 0.7 $4.5M 38k 117.67
Chevron Corporation (CVX) 0.7 $4.3M 26k 165.76
Goldman Sachs (GS) 0.6 $4.0M 3.9k 1011.37
NVIDIA Corporation (NVDA) 0.6 $3.5M 17k 200.09
Markel Corporation (MKL) 0.5 $3.4M 1.7k 1953.01
Visa Com Cl A (V) 0.5 $3.4M 9.9k 343.09
Amazon (AMZN) 0.5 $3.3M 14k 238.34
Ishares Tr MRGSTR SM CP GR (ISCG) 0.5 $3.3M 51k 65.54
3M Company (MMM) 0.5 $3.3M 20k 161.91
Abbvie (ABBV) 0.5 $3.3M 13k 251.64
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.5 $3.2M 41k 79.97
Select Sector Spdr Tr St Str Real Etf (XLRE) 0.5 $3.2M 73k 44.03
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $3.0M 37k 80.57
International Business Machines (IBM) 0.5 $2.9M 10k 281.21
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.5 $2.9M 37k 79.03
American Express Company (AXP) 0.5 $2.8M 8.4k 338.27
Huntington Bancshares Incorporated (HBAN) 0.4 $2.8M 157k 17.75
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $2.7M 28k 98.98
Global X Fds S&p 500 Catholic (CATH) 0.4 $2.5M 29k 88.78
Gaming & Leisure Pptys (GLPI) 0.4 $2.5M 57k 44.53
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.5M 6.9k 357.37
Caterpillar (CAT) 0.4 $2.4M 2.3k 1064.90
Broadcom (AVGO) 0.4 $2.3M 6.1k 377.75
Marathon Petroleum Corp (MPC) 0.4 $2.3M 9.0k 255.67
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $2.3M 29k 77.91
Bank of America Corporation (BAC) 0.3 $2.2M 38k 56.98
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.3 $2.2M 14k 154.29
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $2.2M 2.9k 746.77
First Tr Exchange-traded A Com Shs (FEX) 0.3 $2.1M 15k 139.87
Masco Corporation (MAS) 0.3 $2.0M 25k 81.37
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.3 $2.0M 15k 127.81
Wal-Mart Stores (WMT) 0.3 $1.9M 17k 113.26
Vanguard Scottsdale Fds Vng Rus1000val (VONV) 0.3 $1.9M 18k 106.31
J P Morgan Exchange Traded F Active Value Etf (JAVA) 0.3 $1.9M 23k 79.41
Union Pacific Corporation (UNP) 0.3 $1.7M 6.1k 272.00
CSX Corporation (CSX) 0.3 $1.7M 35k 47.53
Truist Financial Corp equities (TFC) 0.2 $1.5M 31k 49.82
Wells Fargo & Company (WFC) 0.2 $1.5M 19k 82.64
Ge Aerospace Com New (GE) 0.2 $1.5M 4.0k 373.73
Charles Schwab Corporation (SCHW) 0.2 $1.4M 16k 92.27
Brown & Brown (BRO) 0.2 $1.4M 22k 64.15
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) 0.2 $1.4M 40k 34.62
Ge Vernova (GEV) 0.2 $1.4M 1.2k 1175.36
Eli Lilly & Co. (LLY) 0.2 $1.3M 1.1k 1199.43
Duke Energy Corp Com New (DUK) 0.2 $1.3M 10k 126.57
Natixis Etf Trust Ii Natixis Loomis (LSGR) 0.2 $1.3M 30k 42.13
United Parcel Svcs CL B (UPS) 0.2 $1.3M 12k 107.50
Moody's Corporation (MCO) 0.2 $1.2M 2.8k 452.92
McDonald's Corporation (MCD) 0.2 $1.2M 4.5k 270.31
American Centy Etf Tr Avantis Intl Sml (AVDS) 0.2 $1.2M 16k 75.26
Home BancShares (HOMB) 0.2 $1.1M 40k 28.55
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.2 $1.1M 11k 100.35
UnitedHealth (UNH) 0.2 $1.1M 2.7k 415.63
First Ctzns Bancshares Inc D Cl A (FCNCA) 0.2 $1.1M 520.00 2080.79
Pepsi (PEP) 0.2 $1.0M 7.7k 135.40
Philip Morris International (PM) 0.2 $1.0M 5.6k 182.38
Seagate Technology Hldngs Pl Ord Shs (STX) 0.2 $1.0M 1.1k 965.74
Pimco Etf Tr Enhancd Short (EMNT) 0.2 $1.0M 10k 98.94
Verizon Communications (VZ) 0.2 $997k 24k 42.34
Cummins (CMI) 0.2 $977k 1.4k 713.21
Sterling Cap Fds Shor Dura Bd Etf (SCSB) 0.2 $975k 39k 24.98
Mondelez Intl Cl A (MDLZ) 0.2 $960k 16k 58.34
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.2 $949k 24k 40.21
Topbuild 0.1 $943k 2.7k 354.53
Corning Incorporated (GLW) 0.1 $940k 3.7k 255.43
Tortoise Capital Series Trus Energy Etf (TNGY) 0.1 $932k 96k 9.71
Intel Corporation (INTC) 0.1 $867k 6.2k 139.63
Allstate Corporation (ALL) 0.1 $854k 3.6k 239.02
Reaves Util Income Com Sh Ben Int (UTG) 0.1 $853k 21k 40.72
Home Depot (HD) 0.1 $848k 2.4k 352.66
Ishares Tr Core Msci Intl (IDEV) 0.1 $845k 9.5k 89.01
Analog Devices (ADI) 0.1 $844k 2.1k 397.17
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $827k 8.2k 100.81
Enterprise Products Partners (EPD) 0.1 $812k 22k 36.76
Nextera Energy (NEE) 0.1 $797k 9.1k 87.77
Royce Value Trust (RVT) 0.1 $793k 43k 18.47
Applied Materials (AMAT) 0.1 $790k 1.1k 723.00
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.1 $762k 16k 48.43
Global X Fds Us Infr Dev Etf (PAVE) 0.1 $754k 13k 59.02
Nike CL B (NKE) 0.1 $749k 18k 41.46
Mastercard Incorporated Cl A (MA) 0.1 $741k 1.4k 513.60
Eaton Corp SHS (ETN) 0.1 $740k 1.7k 426.12
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $735k 13k 55.18
Select Sector Spdr Tr St Str Techn Etf (XLK) 0.1 $732k 3.8k 190.52
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $721k 3.2k 227.06
Palo Alto Networks (PANW) 0.1 $702k 2.1k 341.02
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $690k 12k 56.48
Motorola Solutions Com New (MSI) 0.1 $681k 1.6k 416.50
Ishares Tr Select Divid Etf (DVY) 0.1 $622k 4.0k 156.30
Chubb (CB) 0.1 $620k 1.8k 340.74
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL) 0.1 $528k 4.1k 129.02
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $524k 8.8k 59.69
Raymond James Financial (RJF) 0.1 $514k 3.4k 152.02
Ishares Tr Broad Usd High (USHY) 0.1 $500k 14k 37.02
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $489k 3.2k 153.42
Lauder Estee Cos Cl A (EL) 0.1 $464k 5.9k 78.95
American Tower Reit (AMT) 0.1 $464k 2.8k 167.24
Vanguard Admiral Fds Midcp 400 Grth (IVOG) 0.1 $463k 3.2k 146.30
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $451k 4.9k 92.21
Vanguard Index Fds Value Etf (VTV) 0.1 $450k 2.1k 217.93
Altria (MO) 0.1 $411k 5.6k 73.03
Select Sector Spdr Tr St Str Care Etf (XLV) 0.1 $405k 2.6k 158.66
Advanced Micro Devices (AMD) 0.1 $402k 693.00 580.71
Crowdstrike Hldgs Cl A (CRWD) 0.1 $398k 521.00 763.14
Affiliated Managers (AMG) 0.1 $389k 1.2k 338.40
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.1 $387k 3.3k 115.69
Ishares Tr Core Div Grwth (DGRO) 0.1 $385k 5.1k 75.79
Enbridge (ENB) 0.1 $381k 7.0k 54.21
Southern Company (SO) 0.1 $380k 4.0k 95.71
Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $375k 2.0k 188.09
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $375k 4.5k 83.75
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.1 $370k 8.7k 42.66
Sherwin-Williams Company (SHW) 0.1 $370k 1.1k 344.32
salesforce (CRM) 0.1 $368k 2.3k 157.12
Meta Platforms Cl A (META) 0.1 $353k 627.00 563.29
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.1 $350k 6.9k 50.66
Lowe's Companies (LOW) 0.1 $346k 1.6k 220.49
Cme (CME) 0.1 $346k 1.6k 220.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $343k 11k 31.71
Mettler-Toledo International (MTD) 0.1 $342k 268.00 1277.51
Pfizer (PFE) 0.1 $336k 14k 24.08
American Electric Power Company (AEP) 0.1 $324k 2.4k 136.81
Kla Corp Com New (KLAC) 0.1 $324k 1.1k 301.71
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $322k 3.3k 96.43
Us Bancorp Com New (USB) 0.0 $309k 5.1k 60.63
Ishares Gold Tr Ishares New (IAU) 0.0 $308k 4.1k 75.51
TJX Companies (TJX) 0.0 $305k 2.0k 151.50
Johnson Controls Internation SHS (JCI) 0.0 $305k 2.1k 146.51
Darden Restaurants (DRI) 0.0 $304k 1.5k 206.01
Solventum Corp Com Shs (SOLV) 0.0 $304k 3.9k 77.15
Starwood Property Trust (STWD) 0.0 $303k 19k 16.38
Vanguard World Extended Dur (EDV) 0.0 $302k 4.6k 65.08
Netflix (NFLX) 0.0 $299k 4.2k 71.40
Cisco Systems (CSCO) 0.0 $294k 2.5k 117.46
Palantir Technologies Cl A (PLTR) 0.0 $294k 2.5k 116.67
Xcel Energy (XEL) 0.0 $289k 3.6k 80.89
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.0 $286k 6.8k 42.41
PNC Financial Services (PNC) 0.0 $285k 1.2k 246.25
DTE Energy Company (DTE) 0.0 $285k 1.9k 153.53
Realty Income (O) 0.0 $283k 4.5k 62.23
Select Sector Spdr Tr St Str Svc Etf (XLC) 0.0 $280k 2.6k 107.13
Walt Disney Company (DIS) 0.0 $277k 2.9k 97.00
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $273k 571.00 478.52
Boeing Company (BA) 0.0 $258k 1.2k 216.47
Service Corporation International (SCI) 0.0 $255k 3.4k 75.96
Flexsteel Industries (FLXS) 0.0 $244k 3.3k 74.73
Putnam Etf Trust Focused Lar Cap (PVAL) 0.0 $241k 4.7k 50.95
Dominion Resources (D) 0.0 $226k 3.3k 68.28
Raytheon Technologies Corp (RTX) 0.0 $217k 1.1k 189.73
Marvell Technology (MRVL) 0.0 $216k 725.00 297.89
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.0 $212k 300.00 705.04
Dell Technologies CL C (DELL) 0.0 $211k 488.00 431.46
Stock Yards Ban (SYBT) 0.0 $210k 2.7k 76.79
NiSource (NI) 0.0 $208k 4.4k 47.55
Abbott Laboratories (ABT) 0.0 $205k 2.3k 90.74
Southern Copper Corporation (SCCO) 0.0 $204k 1.2k 174.26
Emerson Electric (EMR) 0.0 $204k 1.4k 143.15
Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $201k 405.00 496.73
Capital Group Core Balanced SHS (CGBL) 0.0 $200k 5.3k 37.96
Brightstar Lottery Shs Usd (BRSL) 0.0 $177k 17k 10.72
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.0 $173k 10k 17.31