Atlanta Consulting Group Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Atlanta, GA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
143
Total value ($000)
$465,293
Net value change ($000)
+23,725 (5.4%)
New positions
7
Sold out positions
25
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEMG 14,717 204.5%
IJH 8,802 43.9%
IJR 6,640 13.2%
ARLP 5,654 21.0%
AVEM 3,946 1500.4%
AGG 2,289 497.6%
XOM 1,276 40.9%
AVUV 883 9.6%
CVX 847 25.2%
BNDX 756 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -3,144 -28.7%
CHDN -2,586 -21.3%
JPM -2,385 -15.3%
IVV -1,358 -2.4%
BX -1,249 -30.3%
IWR -1,122 -100.0%
IWM -1,039 -100.0%
V -1,008 -25.7%
EAGL -994 -5.4%
AMZN -920 -29.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type