Atlanta Consulting Group Advisors, LLC
CIK 2019038 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- IJR12.25%
- IVV11.82%
- RSP9.04%
- ARLP7.01%
- IJH6.20%
- IEMG4.71%
- VOO3.78%
- EAGL3.77%
- JPM2.84%
- AVUV2.16%
Share classes counted separately63.58%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IEMGWeight increased · +3.08 pp1.63% → 4.71%Shares +207.11K (+193.47%)
- IJHWeight increased · +1.66 pp4.54% → 6.20%Shares +123.46K (+40.64%)
- IVVWeight decreased · -0.94 pp12.76% → 11.82%Shares +1.92K (+2.33%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $57.02M | 12.25% | 458.68K shares | 11.41% → 12.25%+0.84 pp +39.49K (+9.42%) | Added | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $54.99M | 11.82% | 84.19K shares | 12.76% → 11.82%-0.94 pp +1.92K (+2.33%) | Added | ↗▾ |
| 03 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $42.08M | 9.04% | 219.24K shares | 9.49% → 9.04%-0.45 pp +449 (+0.21%) | Added | ↗▾ |
| 04 | ARLPALLIANCE RESOURCE PARTNERSUT LTD PART View history and evidence | $32.63M | 7.01% | 1.18M shares | 6.11% → 7.01%+0.90 pp +18.85K (+1.62%) | Added | ↗▾ |
| 05 | IJHISHARES CORE S&P MIDCAP ETFCORE S&P MCP ETF View history and evidence | $28.85M | 6.20% | 427.27K shares | 4.54% → 6.20%+1.66 pp +123.46K (+40.64%) | Added | ↗▾ |
| 06 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $21.91M | 4.71% | 314.16K shares | 1.63% → 4.71%+3.08 pp +207.11K (+193.47%) | Added | ↗▾ |
| 07 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $17.60M | 3.78% | 29.46K shares | 4.08% → 3.78%-0.30 pp +763 (+2.66%) | Added | ↗▾ |
| 08 | EAGLEAGLE CAPITAL SELECT EQTYEAGLE CAPITAL SE View history and evidence | $17.54M | 3.77% | 576.45K shares | 4.20% → 3.77%-0.43 pp +5.63K (+0.99%) | Added | ↗▾ |
| 09 | JPMJPMORGAN CHASE & CO View history and evidence | $13.23M | 2.84% | 44.97K shares | 3.54% → 2.84%-0.70 pp -3.48K (-7.19%) | Reduced | ↗▾ |
| 10 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $10.04M | 2.16% | 90.91K shares | 2.07% → 2.16%+0.09 pp +1.09K (+1.21%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 25
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWR ISHARES RUSSELL MID-CAP ETF | Non-derivative | -11,654 | -$1.12M | SEC filing ↗ | SEC filing ↗ |
| IWM ISHARES RUSSELL 2000 ETF | Non-derivative | -4,222 | -$1.04M | SEC filing ↗ | SEC filing ↗ |
| CAH CARDINAL HEALTH INC | Non-derivative | -3,376 | -$693.77K | SEC filing ↗ | SEC filing ↗ |
3 / 25 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2019038 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 465293379
}Research all 143 reported holdings.
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