BUILDER INVESTMENT GROUP INC /ADV

CIK 0000727117 • 6 13F filings • Apr 21, 2025 – Jul 17, 2026

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Filer information

Filed by: BUILDER INVESTMENT GROUP INC /ADV, CCO/EVP
Address: 4401 NORTHSIDE PKWY NW, SUITE 520, ATLANTA, GA, 30327
Phone: 404-233-9341
AUM: $463.0M

AUM over time

$504.7M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $463.0M101 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$221K	0.0%Prev: 0.1%	1,767 SH	Decreased
ABBVIE INC	COM	$487K	0.1%Prev: 0.1%	2,133 SH	Decreased
AFLAC INC	COM	$2.3M	0.5%Prev: 0.5%	20,770 SH	Decreased
ALPHABET INC	CAP STK CL A	$1.1M	0.2%Prev: 0.2%	3,533 SH	Increased
ALPHABET INC	CAP STK CL C	$719K	0.2%Prev: 0.1%	2,292 SH	Increased-178 SH
AMAZON COM INC	COM	$321K	0.1%Prev: 0.1%	1,389 SH	Decreased-224 SH
AMGEN INC	COM	$471K	0.1%Prev: 0.1%	1,440 SH	Increased
APPLE INC	COM	$3.0M	0.6%Prev: 0.6%	10,921 SH	Increased-302 SH
APPLIED MATLS INC	COM	$398K	0.1%Prev: 0.1%	1,550 SH	Increased
AT&T INC	COM	$281K	0.1%Prev: 0.1%	11,302 SH	Decreased
BALL CORP	COM	$2.1M	0.5%Prev: 0.5%	39,882 SH	Increased-350 SH
BANK NEW YORK MELLON CORP	COM	$918K	0.2%Prev: 0.2%	7,911 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$433K	0.1%Prev: 0.1%	862 SH	Decreased
BOEING CO	COM	$296K	0.1%Prev: 0.1%	1,365 SH	Decreased-42 SH
BWX TECHNOLOGIES INC	COM	$8.1M	1.7%Prev: 1.9%	46,660 SH	Decreased-105 SH
CHEVRON CORP NEW	COM	$810K	0.2%Prev: 0.3%	5,312 SH	Decreased-2,900 SH
CISCO SYS INC	COM	$5.9M	1.3%Prev: 1.2%	76,713 SH	Increased-91 SH
CLARUS CORP NEW	COM	$467K	0.1%Prev: 0.1%	139,303 SH	Decreased-511 SH
COCA COLA CO	COM	$5.7M	1.2%Prev: 1.2%	82,151 SH	Increased
COMCAST CORP NEW	CL A	$359K	0.1%Prev: 0.1%	12,000 SH	Decreased-345 SH
COPART INC	COM	$626K	0.1%Prev: 0.2%	16,000 SH	Decreased
COSTCO WHSL CORP NEW	COM	$992K	0.2%Prev: 0.2%	1,150 SH	Decreased
CROWN CASTLE INC	COM	$3.5M	0.8%Prev: 0.9%	39,537 SH	Decreased-75 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$895K	0.2%Prev: 0.2%	21,025 SH	Increased+528 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$5.2M	1.1%Prev: 1.1%	160,706 SH	Increased+7,866 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$2.3M	0.5%Prev: 0.5%	46,400 SH	Increased-1,727 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$18.9M	4.1%Prev: 3.9%	495,879 SH	Increased+17,921 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$254K	0.1%Prev: 0.1%	5,301 SH	Decreased-98 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$488K	0.1%Prev: 0.1%	10,436 SH	Increased+33 SH
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$777K	0.2%Prev: 0.2%	10,472 SH	Increased+971 SH
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$2.4M	0.5%Prev: 0.4%	69,738 SH	Increased+17,743 SH
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$5.9M	1.3%Prev: 1.3%	127,393 SH	Increased
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$2.8M	0.6%Prev: 0.5%	122,676 SH	Increased+24,271 SH
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$22.2M	4.8%Prev: 4.7%	318,809 SH	Increased+14,467 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.1M	0.2%Prev: 0.2%	32,801 SH	Increased+7,711 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$5.0M	1.1%Prev: 1.0%	67,483 SH	Increased+4,129 SH
ELI LILLY & CO	COM	$28.1M	6.1%Prev: 4.6%	26,119 SH	Increased-650 SH
EQUIFAX INC	COM	$1.3M	0.3%Prev: 0.4%	6,153 SH	Decreased
EQUINOX GOLD CORP	COM	$15.2M	3.3%Prev: 2.7%	1,079,404 SH	Increased-4,980 SH
EXXON MOBIL CORP	COM	$9.3M	2.0%Prev: 2.0%	77,590 SH	Increased-84 SH
FISERV INC	COM	$3.0M	0.6%Prev: 1.5%	44,056 SH	Decreased-8,514 SH
GALLAGHER ARTHUR J & CO	COM	$1.4M	0.3%Prev: 0.4%	5,496 SH	Decreased
HALLIBURTON CO	COM	$3.3M	0.7%Prev: 0.7%	116,870 SH	Increased-1,425 SH
HOME DEPOT INC	COM	$5.7M	1.2%Prev: 1.5%	16,694 SH	Decreased-64 SH
HONEYWELL INTL INC	COM	$868K	0.2%Prev: 0.2%	4,447 SH	Decreased
HUNTINGTON INGALLS INDS INC	COM	$6.8M	1.5%	20,040 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$733K	0.2%Prev: 0.2%	2,475 SH	Increased
ISHARES TR	CORE S&P500 ETF	$2.6M	0.6%Prev: 0.6%	3,765 SH	Decreased-169 SH
ISHARES TR	MSCI EAFE ETF	$1.5M	0.3%Prev: 0.3%	15,562 SH	Increased-65 SH
ISHARES TR	RUS 1000 ETF	$296K	0.1%Prev: 0.1%	793 SH	Increased
ISHARES TR	RUS 1000 GRW ETF	$748K	0.2%Prev: 0.2%	1,580 SH	Decreased-95 SH
ISHARES TR	RUS 1000 VAL ETF	$222K	0.0%Prev: 0.0%	1,055 SH	Increased
ISHARES TR	RUS 2000 VAL ETF	$378K	0.1%Prev: 0.1%	2,087 SH	Increased
ISHARES TR	RUS MD CP GR ETF	$2.3M	0.5%Prev: 0.5%	16,911 SH	Decreased-141 SH
ISHARES TR	RUS MDCP VAL ETF	$358K	0.1%Prev: 0.1%	2,540 SH	Decreased-31 SH
ISHARES TR	RUS MID CAP ETF	$3.0M	0.6%Prev: 0.7%	30,916 SH	Decreased-240 SH
ISHARES TR	RUSSELL 2000 ETF	$2.0M	0.4%Prev: 0.4%	8,067 SH	Increased+2 SH
ISHARES TR	S&P 500 GRWT ETF	$216K	0.0%Prev: 0.1%	1,756 SH	Decreased-175 SH
JOHNSON & JOHNSON	COM	$6.2M	1.3%Prev: 1.2%	29,806 SH	Increased-30 SH
JPMORGAN CHASE & CO.	COM	$627K	0.1%Prev: 0.1%	1,945 SH	Decreased-100 SH
L3HARRIS TECHNOLOGIES INC	COM	$570K	0.1%Prev: 0.1%	1,940 SH	Decreased
LAM RESEARCH CORP	COM NEW	$257K	0.1%Prev: 0.0%	1,500 SH	Increased
LOCKHEED MARTIN CORP	COM	$5.8M	1.3%Prev: 1.3%	12,067 SH	Increased+659 SH
LOWES COS INC	COM	$757K	0.2%Prev: 0.2%	3,139 SH	Decreased
MARATHON PETE CORP	COM	$228K	0.0%Prev: 0.1%	1,400 SH	Decreased
MARSH & MCLENNAN COS INC	COM	$7.1M	1.5%Prev: 1.8%	38,456 SH	Decreased-650 SH
MASTERCARD INCORPORATED	CL A	$204K	0.0%Prev: 0.1%	357 SH	Decreased-129 SH
MERCK & CO INC	COM	$837K	0.2%Prev: 0.1%	7,955 SH	Increased+6 SH
MICROSOFT CORP	COM	$15.9M	3.4%Prev: 3.8%	32,840 SH	Decreased-1 SH
NIKE INC	CL B	$287K	0.1%Prev: 0.1%	4,500 SH	Decreased
NVIDIA CORPORATION	COM	$148.6M	32.1%Prev: 34.5%	796,538 SH	Decreased-26,743 SH
PALANTIR TECHNOLOGIES INC	CL A	$746K	0.2%Prev: 0.2%	4,198 SH	Decreased
PAN AMERN SILVER CORP	COM	$13.9M	3.0%Prev: 2.3%	268,194 SH	Increased-700 SH
PEPSICO INC	COM	$3.7M	0.8%Prev: 0.8%	25,635 SH	Increased-230 SH
PFIZER INC	COM	$272K	0.1%Prev: 0.1%	10,910 SH	Decreased
PROCTER AND GAMBLE CO	COM	$668K	0.1%Prev: 0.2%	4,664 SH	Decreased
RANGE RES CORP	COM	$5.2M	1.1%Prev: 1.2%	147,385 SH	Increased+10,565 SH
RTX CORPORATION	COM	$9.1M	2.0%Prev: 1.9%	49,548 SH	Increased-50 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$691K	0.1%Prev: 0.2%	25,410 SH	Increased
SCHWAB STRATEGIC TR	INTL EQTY ETF	$356K	0.1%Prev: 0.1%	14,805 SH	Increased+323 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$817K	0.2%Prev: 0.2%	31,154 SH	Increased+717 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$717K	0.2%Prev: 0.2%	26,157 SH	Increased+39 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$384K	0.1%Prev: 0.1%	14,284 SH	Increased+692 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$300K	0.1%Prev: 0.1%	10,547 SH	Increased+644 SH
SELECT SECTOR SPDR TR	STATE STREET ENE	$397K	0.1%	8,880 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$223K	0.0%	1,550 SH	New
SLB LIMITED	COM STK	$4.5M	1.0%	116,445 SH	New
SOUTHERN CO	COM	$557K	0.1%Prev: 0.1%	6,387 SH	Decreased-275 SH
SOUTHSTATE BK CORP	COM	$228K	0.0%Prev: 0.1%	2,422 SH	Decreased
SPDR S&P 500 ETF TR	TR UNIT	$3.5M	0.8%Prev: 0.7%	5,203 SH	Increased+260 SH
TEXAS INSTRS INC	COM	$4.0M	0.9%Prev: 1.0%	23,325 SH	Decreased-30 SH
THE CIGNA GROUP	COM	$2.6M	0.6%Prev: 0.6%	9,531 SH	Decreased
THERMO FISHER SCIENTIFIC INC	COM	$232K	0.1%	400 SH	New
TJX COS INC NEW	COM	$7.9M	1.7%Prev: 1.7%	51,270 SH	Increased+150 SH
TRAVELERS COMPANIES INC	COM	$348K	0.1%Prev: 0.1%	1,200 SH	Increased
UNION PAC CORP	COM	$1.0M	0.2%Prev: 0.2%	4,486 SH	Decreased
UNITED PARCEL SERVICE INC	CL B	$4.0M	0.9%Prev: 0.8%	40,522 SH	Increased-346 SH
VANGUARD WORLD FD	MATERIALS ETF	$1.0M	0.2%Prev: 0.2%	4,853 SH	Increased
VISA INC	COM CL A	$9.9M	2.1%Prev: 2.2%	28,090 SH	Increased-20 SH
WALMART INC	COM	$1.0M	0.2%Prev: 0.2%	9,060 SH	Increased-1 SH
WELLS FARGO CO NEW	COM	$303K	0.1%Prev: 0.1%	3,250 SH	Increased

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $203K
BLACKSTONE INC — $265K
SCHLUMBERGER LTD — $4.1M
SELECT SECTOR SPDR TR — $409K
SELECT SECTOR SPDR TR — $218K
TESLA INC — $235K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0001172661-26-000338	$463.0M	View
Oct 14, 2025	Q3 2025	13F-HR	0001172661-25-004273	$445.1M	View
Jul 17, 2026	Q2 2026