Atlanta Consulting Group Advisors, LLC

CIK 0002019038 • 7 13F filings • May 15, 2025 – Aug 14, 2026

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Filer information

Filed by: Atlanta Consulting Group Advisors, LLC, Chief Compliance Officer
Address: 5600 GLENRIDGE DRIVE NE, SUITE 230-EAST, ATLANTA, GA, 30342
Phone: 888-317-2810
AUM: $441.6M

AUM over time

$630.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $441.6M159 positionsView on SEC.gov

			% of Portfolio
2023 ETF SERIES TRUST	EAGLE CAPITAL SE	$18.5M	4.2%Prev: 0.1%	570,814 SH	Increased+557,906 SH
ABBVIE INC	COM	$600K	0.1%Prev: 0.1%	2,625 SH	Increased+1,447 SH
ADVANCED MICRO DEVICES INC	COM	$223K	0.1%	1,042 SH	New
AFFILIATED MANAGERS GROUP IN	COM	$332K	0.1%Prev: 0.1%	1,150 SH	Increased
AIR PRODS & CHEMS INC	COM	$333K	0.1%Prev: 0.1%	1,348 SH	Increased+261 SH
ALLIANCE RESOURCE PARTNERS L	UT LTD PART	$27.0M	6.1%Prev: 11.2%	1,161,240 SH	Decreased+1,500 SH
ALLSTATE CORP	COM	$787K	0.2%Prev: 0.3%	3,762 SH	Increased
ALPHABET INC	CAP STK CL A	$2.6M	0.6%Prev: 0.4%	8,277 SH	Increased+2,430 SH
ALPHABET INC	CAP STK CL C	$3.6M	0.8%Prev: 0.8%	11,545 SH	Increased+556 SH
AMAZON COM INC	COM	$3.2M	0.7%Prev: 0.8%	13,650 SH	Increased+4,188 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$263K	0.1%	3,409 SH	New
AMERICAN CENTY ETF TR	AVANTIS INTL SML	$867K	0.2%	12,419 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$9.2M	2.1%Prev: 2.9%	89,825 SH	Increased+7,471 SH
AMERICAN ELEC PWR CO INC	COM	$287K	0.1%Prev: 0.1%	2,487 SH	Increased+69 SH
AMERICAN EXPRESS CO	COM	$1.3M	0.3%Prev: 0.4%	3,590 SH	Increased+272 SH
AMNEAL PHARMACEUTICALS INC	COM STK CL A	$126K	0.0%Prev: 0.0%	10,000 SH	Increased
ANALOG DEVICES INC	COM	$488K	0.1%Prev: 0.1%	1,799 SH	Increased+230 SH
APPLE INC	COM	$5.5M	1.2%Prev: 1.7%	20,167 SH	Increased+1,646 SH
APPLOVIN CORP	COM CL A	$365K	0.1%	542 SH	New
BANK AMERICA CORP	COM	$2.1M	0.5%Prev: 0.3%	37,560 SH	Increased+20,685 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.4M	1.2%Prev: 2.5%	10,714 SH	Decreased-4,306 SH
BLACKSTONE INC	COM	$4.1M	0.9%Prev: 1.7%	26,759 SH	Decreased-552 SH
BOEING CO	COM	$256K	0.1%Prev: 0.1%	1,180 SH	Increased
BOSTON SCIENTIFIC CORP	COM	$552K	0.1%Prev: 0.1%	5,785 SH	Increased+2,085 SH
BROADCOM INC	COM	$3.0M	0.7%Prev: 0.8%	8,605 SH	Increased-356 SH
BROOKFIELD CORP	CL A LTD VT SH	$379K	0.1%Prev: 0.1%	8,267 SH	Increased+3,205 SH
CAPITAL GROUP INTL FOCUS EQT	SHS CREATION UNI	$881K	0.2%	29,825 SH	New
CARDINAL HEALTH INC	COM	$694K	0.2%	3,376 SH	New
CATERPILLAR INC	COM	$1.3M	0.3%Prev: 0.3%	2,280 SH	Increased
CHEVRON CORP NEW	COM	$3.4M	0.8%Prev: 1.1%	22,095 SH	Increased+891 SH
CHUBB LIMITED	COM	$498K	0.1%Prev: 0.2%	1,589 SH	Increased
CHURCHILL DOWNS INC	COM	$12.1M	2.7%Prev: 2.3%	106,051 SH	Increased+60,137 SH
CIENA CORP	COM NEW	$685K	0.2%	2,930 SH	New
CME GROUP INC	COM	$361K	0.1%Prev: 0.2%	1,322 SH	Decreased-1,117 SH
COCA COLA CO	COM	$4.9M	1.1%Prev: 1.6%	70,088 SH	Increased+1,432 SH
CORNING INC	COM	$318K	0.1%	3,633 SH	New
CROWDSTRIKE HLDGS INC	CL A	$233K	0.1%	496 SH	New
CSX CORP	COM	$1.2M	0.3%Prev: 0.5%	31,993 SH	Decreased-11,175 SH
CUMMINS INC	COM	$667K	0.2%Prev: 0.1%	1,306 SH	Increased+456 SH
DARDEN RESTAURANTS INC	COM	$309K	0.1%Prev: 0.1%	1,680 SH	Decreased-357 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$527K	0.1%	16,176 SH	New
DISNEY WALT CO	COM	$337K	0.1%Prev: 0.1%	2,945 SH	Increased+355 SH
DTE ENERGY CO	COM	$239K	0.1%Prev: 0.1%	1,833 SH	Increased+13 SH
DUKE ENERGY CORP NEW	COM NEW	$879K	0.2%Prev: 0.3%	7,500 SH	Increased+874 SH
EATON CORP PLC	SHS	$686K	0.2%Prev: 0.3%	2,153 SH	Decreased-652 SH
ELEVANCE HEALTH INC FORMERLY	COM	$326K	0.1%	931 SH	New
ELI LILLY & CO	COM	$867K	0.2%Prev: 0.2%	807 SH	Increased+56 SH
ENBRIDGE INC	COM	$298K	0.1%Prev: 0.1%	6,237 SH	Increased+548 SH
ENTERPRISE PRODS PARTNERS L	COM	$708K	0.2%Prev: 0.3%	22,081 SH	Increased
EXXON MOBIL CORP	COM	$3.1M	0.7%Prev: 1.0%	25,931 SH	Increased-521 SH
FIRST TR EXCHANGE-TRADED ALP	COM SHS	$1.8M	0.4%	15,049 SH	New
GE AEROSPACE	COM NEW	$1.2M	0.3%Prev: 0.3%	3,963 SH	Increased-337 SH
GE VERNOVA INC	COM	$768K	0.2%Prev: 0.1%	1,175 SH	Increased+102 SH
GLOBAL X FDS	US INFR DEV ETF	$419K	0.1%	8,715 SH	New
GOLDMAN SACHS ETF TR	NASDAQ-100 PREMI	$254K	0.1%	4,807 SH	New
GOLDMAN SACHS GROUP INC	COM	$1.2M	0.3%Prev: 0.2%	1,309 SH	Increased+174 SH
HASBRO INC	COM	$342K	0.1%	4,171 SH	New
HOME DEPOT INC	COM	$964K	0.2%Prev: 0.4%	2,801 SH	Decreased+68 SH
HOWMET AEROSPACE INC	COM	$392K	0.1%	1,913 SH	New
INTEL CORP	COM	$225K	0.1%	6,085 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$334K	0.1%	2,064 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$562K	0.1%Prev: 0.1%	1,897 SH	Increased+261 SH
INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$596K	0.1%	11,870 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$41.9M	9.5%Prev: 0.7%	218,789 SH	Increased+208,246 SH
ISHARES GOLD TR	ISHARES NEW	$283K	0.1%	3,484 SH	New
ISHARES INC	CORE MSCI EMKT	$7.2M	1.6%Prev: 1.5%	107,048 SH	Increased+31,285 SH
ISHARES TR	0-3 MNTH TREASRY	$331K	0.1%	3,295 SH	New
ISHARES TR	10-20 YR TRS ETF	$899K	0.2%Prev: 0.3%	8,847 SH	Increased+192 SH
ISHARES TR	BROAD USD HIGH	$412K	0.1%Prev: 0.1%	11,027 SH	Increased+1,094 SH
ISHARES TR	CORE MSCI EAFE	$6.0M	1.4%Prev: 1.5%	67,481 SH	Increased+7,714 SH
ISHARES TR	CORE MSCI INTL	$433K	0.1%Prev: 0.1%	5,248 SH	Increased+1,210 SH
ISHARES TR	CORE S&P MCP ETF	$20.1M	4.5%Prev: 4.6%	303,810 SH	Increased+102,420 SH
ISHARES TR	CORE S&P SCP ETF	$50.4M	11.4%Prev: 8.0%	419,185 SH	Increased+232,043 SH
ISHARES TR	CORE S&P500 ETF	$56.3M	12.8%Prev: 16.5%	82,268 SH	Increased+6,229 SH
ISHARES TR	CORE US AGGBD ET	$460K	0.1%Prev: 0.2%	4,601 SH	Decreased-2,360 SH
ISHARES TR	IBOXX HI YD ETF	$3.3M	0.8%Prev: 1.0%	41,403 SH	Increased+6,600 SH
ISHARES TR	MRGSTR SM CP GR	$3.2M	0.7%	58,405 SH	New
ISHARES TR	RUS MID CAP ETF	$1.1M	0.3%	11,654 SH	New
ISHARES TR	RUSSELL 2000 ETF	$1.0M	0.2%	4,222 SH	New
ISHARES TR	S&P 500 VAL ETF	$672K	0.2%Prev: 0.2%	3,167 SH	Increased
J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$1.6M	0.4%Prev: 0.2%	22,098 SH	Increased+14,096 SH
JOHNSON & JOHNSON	COM	$2.4M	0.5%Prev: 0.6%	11,605 SH	Increased+444 SH
JOHNSON CTLS INTL PLC	SHS	$564K	0.1%	4,697 SH	New
JPMORGAN CHASE & CO.	COM	$15.6M	3.5%Prev: 4.5%	48,450 SH	Increased-2,927 SH
LOWES COS INC	COM	$386K	0.1%Prev: 0.1%	1,602 SH	Decreased
MARATHON PETE CORP	COM	$1.3M	0.3%Prev: 0.4%	7,905 SH	Increased-312 SH
MARKEL GROUP INC	COM	$1.3M	0.3%Prev: 0.4%	588 SH	Increased+30 SH
MASCO CORP	COM	$1.6M	0.4%Prev: 0.7%	24,785 SH	Decreased
MCDONALDS CORP	COM	$596K	0.1%Prev: 0.2%	1,950 SH	Decreased-245 SH
MEDTRONIC PLC	SHS	$283K	0.1%Prev: 0.1%	2,926 SH	Increased
MERCK & CO INC	COM	$557K	0.1%Prev: 0.4%	5,261 SH	Decreased-5,469 SH
META PLATFORMS INC	CL A	$1.1M	0.2%Prev: 0.1%	1,627 SH	Increased+1,006 SH
MICRON TECHNOLOGY INC	COM	$362K	0.1%	1,267 SH	New
MICROSOFT CORP	COM	$10.9M	2.5%Prev: 3.3%	22,628 SH	Increased+1,274 SH
MONDELEZ INTL INC	CL A	$317K	0.1%Prev: 0.1%	5,835 SH	Decreased-538 SH
MOODYS CORP	COM	$352K	0.1%Prev: 0.1%	690 SH	Increased+12 SH
MOTOROLA SOLUTIONS INC	COM NEW	$821K	0.2%Prev: 0.4%	2,136 SH	Decreased
NATIXIS ETF TRUST II	NATIXIS LOOMIS	$1.1M	0.2%	24,636 SH	New
NETFLIX INC	COM	$382K	0.1%Prev: 0.2%	4,070 SH	Decreased+3,597 SH
NEXTERA ENERGY INC	COM	$492K	0.1%Prev: 0.2%	6,125 SH	Increased-692 SH
NIKE INC	CL B	$484K	0.1%Prev: 0.2%	7,550 SH	Decreased+272 SH
NVIDIA CORPORATION	COM	$3.8M	0.9%Prev: 0.8%	20,182 SH	Increased+4,477 SH
ORACLE CORP	COM	$209K	0.0%	1,073 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$444K	0.1%	2,500 SH	New
PALO ALTO NETWORKS INC	COM	$326K	0.1%Prev: 0.1%	1,770 SH	Increased
PEPSICO INC	COM	$513K	0.1%Prev: 0.2%	3,539 SH	Increased+233 SH
PFIZER INC	COM	$343K	0.1%Prev: 0.1%	13,787 SH	Decreased+717 SH
PIMCO ETF TR	ACTIVE BD ETF	$374K	0.1%	3,996 SH	New
PIMCO ETF TR	ENHAN SHRT MA AC	$824K	0.2%Prev: 0.2%	8,182 SH	Increased+2,847 SH
PNC FINL SVCS GROUP INC	COM	$242K	0.1%Prev: 0.1%	1,157 SH	Increased+87 SH
PROCTER AND GAMBLE CO	COM	$2.3M	0.5%Prev: 1.1%	15,942 SH	Decreased-2,166 SH
RAYMOND JAMES FINL INC	COM	$543K	0.1%Prev: 0.2%	3,383 SH	Decreased-396 SH
REALTY INCOME CORP	COM	$216K	0.0%Prev: 0.1%	3,807 SH	Decreased-977 SH
REAVES UTIL INCOME FD	COM SH BEN INT	$766K	0.2%Prev: 0.3%	20,838 SH	Increased-2,157 SH
ROCKET COS INC	COM CL A	$460K	0.1%	23,749 SH	New
ROYCE SMALL CAP TRUST INC	COM	$691K	0.2%Prev: 0.3%	42,931 SH	Increased-814 SH
RTX CORPORATION	COM	$204K	0.0%	1,111 SH	New
S&P GLOBAL INC	COM	$435K	0.1%	832 SH	New
SALESFORCE INC	COM	$647K	0.1%Prev: 0.3%	2,438 SH	Decreased-184 SH
SELECT SECTOR SPDR TR	STATE STREET COM	$275K	0.1%	2,336 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$246K	0.1%	1,588 SH	New
SELECT SECTOR SPDR TR	STATE STREET REA	$2.0M	0.5%	49,540 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$327K	0.1%	2,268 SH	New
SHERWIN WILLIAMS CO	COM	$342K	0.1%Prev: 0.1%	1,055 SH	Increased+120 SH
SOUTHERN CO	COM	$204K	0.0%Prev: 0.1%	2,344 SH	Decreased-314 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$203K	0.0%	4,580 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$2.0M	0.4%Prev: 0.5%	2,884 SH	Increased+363 SH
SPDR SERIES TRUST	STATE STREET SPD	$4.9M	1.1%	83,934 SH	New
SPOTIFY TECHNOLOGY S A	SHS	$299K	0.1%	515 SH	New
SS&C TECHNOLOGIES HLDGS INC	COM	$332K	0.1%	3,799 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$220K	0.0%	723 SH	New
TKO GROUP HOLDINGS INC	CL A	$208K	0.0%	997 SH	New
TOPBUILD CORP	COM	$1.1M	0.3%Prev: 0.3%	2,660 SH	Increased
TORTOISE CAPITAL SERIES TRUS	ENERGY FD	$879K	0.2%	96,000 SH	New
UNION PAC CORP	COM	$1.4M	0.3%Prev: 0.5%	6,040 SH	Increased+93 SH
UNITED PARCEL SERVICE INC	CL B	$1.2M	0.3%Prev: 0.6%	12,304 SH	Decreased-533 SH
UNITEDHEALTH GROUP INC	COM	$793K	0.2%Prev: 0.5%	2,403 SH	Decreased-280 SH
US BANCORP DEL	COM NEW	$271K	0.1%Prev: 0.1%	5,034 SH	Increased+298 SH
VANGUARD ADMIRAL FDS INC	MIDCP 400 GRTH	$212K	0.0%	1,764 SH	New
VANGUARD ADMIRAL FDS INC	SMLCP 600 GRTH	$386K	0.1%Prev: 0.1%	3,185 SH	Increased
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$294K	0.1%	3,972 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$1.8M	0.4%Prev: 0.5%	6,284 SH	Increased+1,123 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$18.0M	4.1%Prev: 0.6%	28,697 SH	Increased+25,679 SH
VANGUARD INDEX FDS	VALUE ETF	$398K	0.1%Prev: 0.1%	2,086 SH	Increased+800 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$278K	0.1%	3,775 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$458K	0.1%Prev: 0.1%	8,511 SH	Increased
VANGUARD INTL EQUITY INDEX F	FTSE PACIFIC ETF	$293K	0.1%Prev: 0.1%	3,246 SH	Increased+172 SH
VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.0M	0.5%Prev: 0.6%	13,933 SH	Increased
VANGUARD SCOTTSDALE FDS	LONG TERM TREAS	$775K	0.2%	13,895 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$2.8M	0.6%	34,721 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$1.5M	0.3%Prev: 0.4%	12,254 SH	Increased+867 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000VAL	$1.2M	0.3%Prev: 0.4%	13,337 SH	Increased+978 SH
VANGUARD WORLD FD	EXTENDED DUR	$363K	0.1%	5,588 SH	New
VERIZON COMMUNICATIONS INC	COM	$738K	0.2%Prev: 0.3%	18,117 SH	Decreased-597 SH
VISA INC	COM CL A	$3.9M	0.9%Prev: 1.3%	11,198 SH	Increased+424 SH
WALMART INC	COM	$2.1M	0.5%Prev: 0.6%	19,188 SH	Increased+358 SH
WELLS FARGO CO NEW	COM	$601K	0.1%	6,448 SH	New
WESTERN DIGITAL CORP	COM	$277K	0.1%	1,609 SH	New
XCEL ENERGY INC	COM	$260K	0.1%Prev: 0.1%	3,491 SH	Increased+78 SH

Sold (vs prior filing)

AT&T INC — $246K
BERKSHIRE HATHAWAY INC DEL — $6.8M
COMCAST CORP NEW — $543K
ENSTAR GROUP LIMITED — $290K
FIDELITY COVINGTON TRUST — $298K
FIDELITY NATL INFORMATION SV — $319K
FIRST TR LRGE CP CORE ALPHA — $1.6M
GLOBAL X FDS — $2.7M
GOLDMAN SACHS ETF TR — $236K
INVESCO MUNICIPAL TRUST — $118K
ISHARES TR — $671K
MCCORMICK & CO INC — $353K
MICROSTRATEGY INC — $217K
PPL CORP — $230K
PUBLIC SVC ENTERPRISE GRP IN — $243K
SELECT SECTOR SPDR TR — $358K
SELECT SECTOR SPDR TR — $240K
SELECT SECTOR SPDR TR — $1.4M
SELECT SECTOR SPDR TR — $301K
SELECT SECTOR SPDR TR — $298K
… and 2 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 11, 2026	Q4 2025	13F-HR	0001420506-26-000296	$441.6M	View
May 16, 2025	Q4 2024	13F-HR/A	0001420506-25-001324	$271.1M	View
Nov 5, 2025	Q3 2025