BUILDER INVESTMENT GROUP INC /ADV

ATLANTA, GA · CIK 727117 · 13F filing filed 2026-07-17

SEC-registered investment adviser since 1983 · corporation

Assets managed$952.5m
Staff6 · 4 in investment roles
Main clients (by assets)High net worth individuals 82%, Individuals 13%, Companies 2%
Websitebig-inc.com
Form ADV · 2026-03-31SEC adviser record

$504.7m reported value +9.5% vs Q1 2026

107positions

59.4%in top 10

11 new 27 added 20 reduced 5 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	781,428	$156.4m30.98%	30.98%	Reduced -4.4k	-4,380 -0.6%
2	ELI LILLY & CO COM LLY	LLY	26,104	$31.3m6.20%	6.20%	Unchanged
3	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	324,817	$26.7m5.30%	5.30%	Added +9.2k	+9,213 2.9%
4	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	506,835	$20.9m4.14%	4.14%	Added +20.2k	+20,227 4.2%
5	MICROSOFT CORP COM MSFT	MSFT	33,095	$12.3m2.45%	2.45%	Added +271	+271 0.8%
6	PAN AMERN SILVER CORP COM PAAS	PAAS	267,444	$12.0m2.37%	2.37%	Unchanged
7	EXXON MOBIL CORP COM XOM	XOM	78,386	$10.7m2.12%	2.12%	Reduced -99	-99 -0.1%
8	EQUINOX GOLD CORP COM EQX	EQX	1,073,604	$10.4m2.07%	2.07%	Added +10.0k	+10,000 0.9%
9	VISA INC COM CL A V	V	28,065	$9.6m1.91%	1.91%	Unchanged
10	RTX CORPORATION COM RTX	RTX	49,477	$9.4m1.86%	1.86%	Added +1	+1 0.0%
11	BWX TECHNOLOGIES INC COM BWXT	BWXT	46,585	$9.1m1.80%	1.80%	Unchanged
12	CISCO SYS INC COM CSCO	CSCO	76,629	$9.0m1.78%	1.78%	Added +1	+1 0.0%
13	VANGUARD WELLINGTON FD US MOMENTUM VFMO	VFMO	33,690	$8.4m1.67%	1.67%	Added +21.8k	+21,772 182.7%
14	TJX COS INC NEW COM TJX	TJX	51,370	$7.8m1.54%	1.54%	Added +100	+100 0.2%
15	JOHNSON & JOHNSON COM JNJ	JNJ	29,676	$7.5m1.49%	1.49%	Reduced -130	-130 -0.4%
16	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	127,393	$7.0m1.39%	1.39%	Unchanged
17	TEXAS INSTRS INC COM TXN	TXN	23,325	$7.0m1.38%	1.38%	Unchanged
18	COCA COLA CO COM KO	KO	82,076	$6.7m1.32%	1.32%	Unchanged
19	MARSH & MCLENNAN COS INC COM MRSH	MRSH	38,456	$6.4m1.27%	1.27%	Unchanged
20	LOCKHEED MARTIN CORP COM LMT	LMT	12,117	$6.2m1.22%	1.22%	Added +50	+50 0.4%
21	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	147,489	$5.9m1.18%	1.18%	Reduced -7.3k	-7,322 -4.7%
22	HOME DEPOT INC COM HD	HD	16,699	$5.9m1.17%	1.17%	Added +3	+3 0.0%
23	HUNTINGTON INGALLS INDS INC COM HII	HII	19,970	$5.6m1.11%	1.11%	Reduced -70	-70 -0.3%
24	RANGE RES CORP COM RRC	RRC	149,805	$5.6m1.10%	1.10%	Reduced -5.0k	-5,000 -3.2%
25	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	66,816	$5.5m1.10%	1.10%	Reduced -1.6k	-1,626 -2.4%
26	SCHLUMBERGER LTD COM STK SLB	SLB	116,345	$5.4m1.07%	1.07%	Unchanged
27	BOEING CO COM BA	BA	23,010	$5.0m0.99%	0.99%	Added +21.7k	+21,665 1610.8%
28	UNITED PARCEL SERVICE INC CL B UPS	UPS	40,111	$4.3m0.85%	0.85%	Reduced -200	-200 -0.5%
29	HALLIBURTON CO COM HAL	HAL	117,032	$4.0m0.79%	0.79%	Unchanged
30	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	4,920	$3.7m0.73%	0.73%	Reduced -60	-60 -1.2%
31	PEPSICO INC COM PEP	PEP	26,210	$3.5m0.70%	0.70%	Added +600	+600 2.3%
32	ISHARES TR RUS MID CAP ETF IWR	IWR	30,642	$3.4m0.67%	0.67%	Reduced -274	-274 -0.9%
33	DIMENSIONAL ETF TRUST US REAL ESTATE E US REAL ESTATE E		121,280	$3.2m0.63%	0.63%	Added +2.3k	+2,316 1.9%
34	APPLE INC COM AAPL	AAPL	10,441	$3.0m0.60%	0.60%	Added +1	+1 0.0%
35	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	75,531	$3.0m0.59%	0.59%	Added +9.7k	+9,733 14.8%
36	CROWN CASTLE INC COM CCI	CCI	38,538	$2.9m0.58%	0.58%	Reduced -1.1k	-1,070 -2.7%
37	COHEN & STEERS ETF TRUST INFRASTRUCTURE CSIO	CSIO	99,767	$2.8m0.56%	0.56%	Added +10.7k	+10,715 12.0%
38	ISHARES TR CORE S&P500 ETF IVV	IVV	3,765	$2.8m0.56%	0.56%	Unchanged
39	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		69,712	$2.7m0.54%	0.54%	Added +27.6k	+27,649 65.7%
40	THE CIGNA GROUP COM CI	CI	9,528	$2.6m0.52%	0.52%	Unchanged
41	ISHARES TR RUS MD CP GR ETF IWP	IWP	16,912	$2.5m0.49%	0.49%	Added +1	+1 0.0%
42	AFLAC INC COM AFL	AFL	20,770	$2.4m0.48%	0.48%	Unchanged
43	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	44,911	$2.4m0.48%	0.48%	Added +972	+972 2.2%
44	ISHARES TR RUSSELL 2000 ETF IWM	IWM	7,900	$2.4m0.47%	0.47%	Reduced -151	-151 -1.9%
45	BALL CORP COM BALL	BALL	36,182	$2.3m0.45%	0.45%	Reduced -2.7k	-2,700 -6.9%
46	ISHARES TR MSCI EAFE ETF EFA	EFA	15,562	$1.6m0.32%	0.32%	Unchanged
47	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,533	$1.3m0.25%	0.25%	Unchanged
48	UNION PAC CORP COM UNP	UNP	4,486	$1.2m0.24%	0.24%	Unchanged
49	GALLAGHER ARTHUR J & CO COM AJG	AJG	5,226	$1.2m0.24%	0.24%	Reduced -270	-270 -4.9%
50	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	14,403	$1.2m0.23%	0.23%	Added +1.4k	+1,432 11.0%
51	BANK NEW YORK MELLON CORP COM BNY	BNY	7,911	$1.1m0.23%	0.23%	Unchanged
52	APPLIED MATLS INC COM AMAT	AMAT	1,550	$1.1m0.22%	0.22%	Unchanged
53	VANGUARD WORLD FD MATERIALS ETF VAW	VAW	4,853	$1.1m0.22%	0.22%	Unchanged
54	COSTCO WHSL CORP NEW COM COST	COST	1,150	$1.1m0.21%	0.21%	Unchanged
55	NORTHERN LIGHTS FD TR OCEAN PARK DIVER DUKZ	DUKZ	40,254	$1.0m0.20%	0.20%	New
56	WALMART INC COM WMT	WMT	9,067	$1.0m0.20%	0.20%	Added +7	+7 0.1%
57	MERCK & CO INC COM MRK	MRK	7,967	$1.0m0.20%	0.20%	Added +6	+6 0.1%
58	EQUIFAX INC COM EFX	EFX	6,153	$976.6k0.19%	0.19%	Unchanged
59	SCHWAB STRATEGIC TR US BRD MKT ETF SCHB	SCHB	31,992	$926.5k0.18%	0.18%	Added +422	+422 1.3%
60	ISHARES TR RUS 1000 GRW ETF IWF	IWF	6,320	$784.8k0.16%	0.16%	Unchanged
61	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	24,454	$775.4k0.15%	0.15%	Reduced -256	-256 -1.0%
62	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	24,862	$773.2k0.15%	0.15%	Reduced -103	-103 -0.4%
63	DIMENSIONAL ETF TRUST CORE FIXED INCOM DFCF	DFCF	17,615	$743.5k0.15%	0.15%	Reduced -885	-885 -4.8%
64	ALPHABET INC CAP STK CL C GOOG	GOOG	2,052	$725.0k0.14%	0.14%	Unchanged
65	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	2,475	$696.0k0.14%	0.14%	Unchanged
66	LOWES COS INC COM LOW	LOW	3,139	$692.1k0.14%	0.14%	Unchanged
67	PROCTER AND GAMBLE CO COM PG	PG	4,664	$683.9k0.14%	0.14%	Unchanged
68	INTEL CORP COM INTC	INTC	4,600	$642.3k0.13%	0.13%	Unchanged
69	JPMORGAN CHASE & CO COM JPM	JPM	1,945	$636.7k0.13%	0.13%	Unchanged
70	LAM RESEARCH CORP COM NEW LRCX	LRCX	1,400	$606.7k0.12%	0.12%	Unchanged
71	SOUTHERN CO COM SO	SO	6,337	$606.5k0.12%	0.12%	Unchanged
72	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	1,940	$563.7k0.11%	0.11%	Unchanged
73	ABBVIE INC COM ABBV	ABBV	2,133	$536.7k0.11%	0.11%	Unchanged
74	AMGEN INC COM AMGN	AMGN	1,440	$521.5k0.10%	0.10%	Unchanged
75	HONEYWELL INTL INC COM HON	HON	2,223	$497.7k0.10%	0.10%	New
76	HONEYWELL AEROSPACE INC COM HONA	HONA	2,223	$491.5k0.10%	0.10%	New
77	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	4,121	$480.8k0.10%	0.10%	Reduced -77	-77 -1.8%
78	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	16,208	$477.0k0.09%	0.09%	Added +1.9k	+1,921 13.4%
79	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,600	$476.6k0.09%	0.09%	New
80	ISHARES TR RUS 2000 VAL ETF IWN	IWN	2,062	$456.1k0.09%	0.09%	Unchanged
81	COPART INC COM CPRT	CPRT	16,000	$451.0k0.09%	0.09%	Unchanged
82	CLARUS CORP NEW COM CLAR	CLAR	139,412	$439.1k0.09%	0.09%	Added +52	+52 0.0%
83	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	862	$431.3k0.09%	0.09%	Unchanged
84	SELECT SECTOR SPDR TR ENERGY XLE	XLE	8,050	$427.5k0.08%	0.08%	Reduced -800	-800 -9.0%
85	ISHARES TR RUS MDCP VAL ETF IWS	IWS	2,540	$418.1k0.08%	0.08%	Unchanged
86	TRAVELERS COMPANIES INC COM TRV	TRV	1,200	$396.1k0.08%	0.08%	Unchanged
87	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	13,996	$387.7k0.08%	0.08%	Added +447	+447 3.3%
88	MARATHON PETE CORP COM MPC	MPC	1,400	$357.9k0.07%	0.07%	Unchanged
89	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	9,687	$350.0k0.07%	0.07%	Unchanged
90	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	7,158	$341.8k0.07%	0.07%	Added +1.0k	+1,003 16.3%
91	ISHARES TR RUS 1000 ETF IWB	IWB	793	$324.7k0.06%	0.06%	Unchanged
92	DIMENSIONAL ETF TRUST US CORE EQT MKT DFAU	DFAU	5,850	$302.4k0.06%	0.06%	Reduced -4.8k	-4,756 -44.8%
93	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,550	$295.3k0.06%	0.06%	Unchanged
94	COMCAST CORP NEW CL A CMCSA	CMCSA	12,000	$294.6k0.06%	0.06%	Unchanged
95	WELLS FARGO CO NEW COM WFC	WFC	3,250	$268.6k0.05%	0.05%	Unchanged
96	PFIZER INC COM PFE	PFE	10,910	$262.7k0.05%	0.05%	Unchanged
97	ISHARES TR RUS 1000 VAL ETF IWD	IWD	1,055	$255.8k0.05%	0.05%	Unchanged
98	AMAZON COM INC COM AMZN	AMZN	1,044	$248.8k0.05%	0.05%	Unchanged
99	SOUTHSTATE BK CORP COM SSB	SSB	2,422	$242.0k0.05%	0.05%	Unchanged
100	ISHARES TR S&P 500 GRWT ETF IVW	IVW	1,756	$241.5k0.05%	0.05%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
FISERV INC FISV	FISV	39,469	$2.2m39.5k shares
HONEYWELL INTL INC		2,224	$1.0m2.2k shares
NIKE INC NKE	NKE	4,500	$237.7k4.5k shares
IMPERIAL OIL LTD IMO	IMO	1,760	$230.2k1.8k shares
AGNICO EAGLE MINES LTD AEM	AEM	1,087	$220.6k1.1k shares