Atlanta Consulting Group Advisors, LLC

Est. AUM

$465.3M

13F long equity, this entity only

Positions

143

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P SCP ETF	$57.0M	458679	12.25%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$55.0M	84186	11.82%	SOLE
3	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$42.1M	219238	9.04%	SOLE
4	ALLIANCE RESOURCE PARTNERS L	UT LTD PART	$32.6M	1180092	7.01%	SOLE
5	ISHARES TR	CORE S&P MCP ETF	$28.9M	427269	6.20%	SOLE
6	ISHARES INC	CORE MSCI EMKT	$21.9M	314159	4.71%	SOLE
7	VANGUARD INDEX FDS	S&P 500 ETF SHS	$17.6M	29460	3.78%	SOLE
8	2023 ETF SERIES TRUST	EAGLE CAPITAL SE	$17.5M	576446	3.77%	SOLE
9	JPMORGAN CHASE & CO	COM	$13.2M	44965	2.84%	SOLE
10	AMERICAN CENTY ETF TR	US SML CP VALU	$10.0M	90911	2.16%	SOLE
11	CHURCHILL DOWNS INC	COM	$9.5M	106051	2.05%	SOLE
12	MICROSOFT CORP	COM	$7.8M	21069	1.68%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$5.6M	61631	1.20%	SOLE
14	COCA COLA CO	COM	$5.3M	69483	1.14%	SOLE
15	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.9M	10191	1.05%	SOLE
16	APPLE INC	COM	$4.9M	19198	1.05%	SOLE
17	EXXON MOBIL CORP	COM	$4.4M	25919	0.95%	SOLE
18	CHEVRON CORPORATION	COM	$4.2M	20366	0.91%	SOLE
19	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$4.2M	52232	0.90%	SOLE
20	SPDR SERIES TRUST	STATE STREET SPD	$4.2M	70328	0.90%	SOLE
21	ALPHABET INC	CAP STK CL C	$3.4M	11703	0.72%	SOLE
22	JOHNSON & JOHNSON	COM	$2.9M	12029	0.63%	SOLE
23	VISA INC	COM CL A	$2.9M	9659	0.63%	SOLE
24	NVIDIA CORPORATION	COM	$2.9M	16687	0.63%	SOLE
25	BLACKSTONE INC	COM	$2.9M	25011	0.62%	SOLE
26	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.8M	35432	0.60%	SOLE
27	ISHARES TR	MRGSTR SM CP GR	$2.8M	50882	0.60%	SOLE
28	ISHARES TR	CORE US AGGBD ET	$2.7M	27691	0.59%	SOLE
29	ISHARES TR	IBOXX HI YD ETF	$2.7M	34150	0.58%	SOLE
30	SELECT SECTOR SPDR TR	STATE STREET REA	$2.7M	65864	0.58%	SOLE
31	VANGUARD INDEX FDS	MID CAP ETF	$2.4M	8318	0.51%	SOLE
32	PROCTER & GAMBLE CO	COM	$2.2M	15567	0.48%	SOLE
33	AMAZON COM INC	COM	$2.2M	10713	0.48%	SOLE
34	VANGUARD BD INDEX FDS	SHORT TRM BOND	$2.2M	28111	0.47%	SOLE
35	BROADCOM INC	COM	$2.1M	6698	0.45%	SOLE
36	WALMART INC	COM	$2.1M	16533	0.44%	SOLE
37	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.0M	14004	0.44%	SOLE
38	MARATHON PETE CORP	COM	$1.9M	7772	0.41%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.9M	2884	0.40%	SOLE
40	BANK AMERICA CORP	COM	$1.8M	37759	0.40%	SOLE
41	FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.8M	15049	0.39%	SOLE
42	ALPHABET INC	CAP STK CL A	$1.8M	6253	0.39%	SOLE
43	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.6M	14746	0.35%	SOLE
44	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$1.6M	22305	0.34%	SOLE
45	CATERPILLAR INC	COM	$1.6M	2253	0.34%	SOLE
46	MASCO CORP	COM	$1.5M	24785	0.32%	SOLE
47	UNION PAC CORP	COM	$1.5M	6132	0.32%	SOLE
48	VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.4M	14473	0.29%	SOLE
49	CSX CORP	COM	$1.3M	31999	0.28%	SOLE
50	UNITED PARCEL SVCS INC	CL B	$1.2M	12132	0.26%	SOLE

1–50 of 143

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.