Atlanta Consulting Group Advisors, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 465,293
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/15/2026 | 143 | 465,293 | 13F-HR | Atlanta Consulting Group Advisors, LLC |
| Q4 2025 | 2/11/2026 | 160 | 441,568 | 13F-HR | Atlanta Consulting Group Advisors, LLC |
| Q3 2025 | 11/5/2025 | 144 | 408,677 | 13F-HR | Atlanta Consulting Group Advisors, LLC |
| Q2 2025 | 8/8/2025 | 131 | 365,304 | 13F-HR | Atlanta Consulting Group Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 159.2 K | 34.2% | 0 | 122.5 K | -122.5 K |
| ETFs | 303.9 K | 65.3% | 144.4 K | 0 | 144.4 K |
| Debt | 2.204 K | 0.5% | 2.204 K | 0 | 2.204 K |
| Other | 0 | 0.0% | 0 | 412 | -412 |
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Fund Snapshot
Q1 2026
Latest filed
5/15/2026
Total value ($000)
465,293
Holdings
143
QoQ value change ($000)
23,725
(5.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.