Atlanta Consulting Group Advisors, LLC

ATLANTA, GA · CIK 2019038 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2017 · limited liability company

Assets managed$14.7bn
Staff23 · 10 in investment roles
Main clients (by assets)Charities 31%, Pension plans 27%, High net worth individuals 20%
Form ADV · 2026-04-27SEC adviser record

Kindinstitutions
Others nearbyAtlanta, GA, Lexington, KY

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Atlanta, GA (main office)United States	United States	about 6
Lexington, KYUnited States	United States	4

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$630.8m reported value +35.6% vs Q1 2026

185positions

56.4%in top 10

47 new 90 added 33 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	ISHARES TR CORE S&P SCP ETF IJR	IJR	492,883	$73.1m11.59%	11.59%	Added +34.2k	+34,204 7.5%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	85,882	$64.3m10.20%	10.20%	Added +1.7k	+1,696 2.0%
3	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	219,378	$46.7m7.40%	7.40%	Added +140	+140 0.1%
4	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	53,048	$36.4m5.78%	5.78%	Added +23.6k	+23,588 80.1%
5	ISHARES TR CORE S&P MCP ETF IJH	IJH	455,097	$35.1m5.56%	5.56%	Added +27.8k	+27,828 6.5%
6	ALLIANCE RESOURCE PARTNERS L UT LTD PART ARLP	ARLP	1,178,592	$28.3m4.48%	4.48%	Reduced -1.5k	-1,500 -0.1%
7	ISHARES INC CORE MSCI EMKT IEMG	IEMG	285,160	$23.6m3.74%	3.74%	Reduced -29.0k	-28,999 -9.2%
8	2023 ETF SERIES TRUST EAGLE CAPITAL SE EAGL	EAGL	565,484	$18.2m2.88%	2.88%	Reduced -11.0k	-10,962 -1.9%
9	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	120,060	$15.0m2.37%	2.37%	Added +29.1k	+29,149 32.1%
10	JPMORGAN CHASE & CO COM JPM	JPM	45,339	$14.8m2.35%	2.35%	Added +374	+374 0.8%
11	EXXON MOBIL CORP COM XOM	XOM	85,548	$11.7m1.85%	1.85%	Added +59.6k	+59,629 230.1%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	21,555	$10.8m1.71%	1.71%	Added +11.4k	+11,364 111.5%
13	FIRST TR EXCHANGE-TRADED FD WCM INTL EQUITY WCMI	WCMI	433,206	$8.5m1.34%	1.34%	New
14	MICROSOFT CORP COM MSFT	MSFT	21,978	$8.2m1.30%	1.30%	Added +909	+909 4.3%
15	PROCTER AND GAMBLE CO COM PG	PG	51,293	$7.5m1.19%	1.19%	Added +35.7k	+35,726 229.5%
16	ALPHABET INC CAP STK CL C GOOG	GOOG	20,258	$7.2m1.13%	1.13%	Added +8.6k	+8,555 73.1%
17	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	72,383	$7.0m1.11%	1.11%	Added +20.2k	+20,151 38.6%
18	COCA COLA CO COM KO	KO	80,934	$6.6m1.05%	1.05%	Added +11.5k	+11,451 16.5%
19	CHURCHILL DOWNS INC COM CHDN	CHDN	70,973	$6.4m1.01%	1.01%	Reduced -35.1k	-35,078 -33.1%
20	ISHARES TR CORE MSCI EAFE IEFA	IEFA	62,176	$6.0m0.95%	0.95%	Added +545	+545 0.9%
21	APPLE INC COM AAPL	AAPL	19,610	$5.7m0.90%	0.90%	Added +412	+412 2.1%
22	MERCK & CO INC COM MRK	MRK	40,446	$5.2m0.83%	0.83%	Added +35.0k	+35,025 646.1%
23	JOHNSON & JOHNSON COM JNJ	JNJ	19,551	$5.0m0.79%	0.79%	Added +7.5k	+7,522 62.5%
24	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	70,329	$4.8m0.75%	0.75%	Added +1	+1 0.0%
25	BLACKSTONE INC COM BX	BX	37,839	$4.5m0.71%	0.71%	Added +12.8k	+12,828 51.3%
26	CHEVRON CORP NEW COM CVX	CVX	25,938	$4.3m0.68%	0.68%	Added +5.6k	+5,572 27.4%
27	GOLDMAN SACHS GROUP INC COM GS	GS	3,927	$4.0m0.63%	0.63%	Added +2.6k	+2,618 200.0%
28	NVIDIA CORPORATION COM NVDA	NVDA	17,428	$3.5m0.55%	0.55%	Added +741	+741 4.4%
29	MARKEL GROUP INC COM MKL	MKL	1,748	$3.4m0.54%	0.54%	Added +1.2k	+1,160 197.3%
30	VISA INC COM CL A V	V	9,874	$3.4m0.54%	0.54%	Added +215	+215 2.2%
31	AMAZON COM INC COM AMZN	AMZN	14,026	$3.3m0.53%	0.53%	Added +3.3k	+3,313 30.9%
32	ISHARES TR MRGSTR SM CP GR ISCG	ISCG	50,882	$3.3m0.53%	0.53%	Unchanged
33	3M CO COM MMM	MMM	20,318	$3.3m0.52%	0.52%	New
34	ABBVIE INC COM ABBV	ABBV	13,055	$3.3m0.52%	0.52%	Added +9.8k	+9,850 307.3%
35	ISHARES TR IBOXX HI YD ETF HYG	HYG	40,500	$3.2m0.51%	0.51%	Added +6.3k	+6,350 18.6%
36	SELECT SECTOR SPDR TR RL EST SEL SEC XLRE	XLRE	72,733	$3.2m0.51%	0.51%	Added +6.9k	+6,869 10.4%
37	VANGUARD INDEX FDS MID CAP ETF VO	VO	37,195	$3.0m0.48%	0.48%	Added +3.9k	+3,923 11.8%
38	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	10,421	$2.9m0.46%	0.46%	Added +8.7k	+8,669 494.8%
39	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	36,930	$2.9m0.46%	0.46%	Added +1.5k	+1,498 4.2%
40	AMERICAN EXPRESS CO COM AXP	AXP	8,410	$2.8m0.45%	0.45%	Added +4.8k	+4,831 135.0%
41	HUNTINGTON BANCSHARES INC COM HBAN	HBAN	157,048	$2.8m0.44%	0.44%	New
42	ISHARES TR CORE US AGGBD ET AGG	AGG	27,751	$2.7m0.44%	0.44%	Added +60	+60 0.2%
43	GLOBAL X FDS S&P 500 CATHOLIC CATH	CATH	28,617	$2.5m0.40%	0.40%	New
44	GAMING & LEISURE PPTYS INC COM GLPI	GLPI	56,525	$2.5m0.40%	0.40%	New
45	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,862	$2.5m0.39%	0.39%	Added +609	+609 9.7%
46	CATERPILLAR INC COM CAT	CAT	2,282	$2.4m0.39%	0.39%	Added +29	+29 1.3%
47	BROADCOM INC COM AVGO	AVGO	6,144	$2.3m0.37%	0.37%	Reduced -554	-554 -8.3%
48	MARATHON PETE CORP COM MPC	MPC	9,036	$2.3m0.37%	0.37%	Added +1.3k	+1,264 16.3%
49	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	29,411	$2.3m0.36%	0.36%	Added +1.3k	+1,300 4.6%
50	BANK AMERICA CORP COM BAC	BAC	38,061	$2.2m0.34%	0.34%	Added +302	+302 0.8%
51	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	14,004	$2.2m0.34%	0.34%	Unchanged
52	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,882	$2.2m0.34%	0.34%	Reduced -2	-2 -0.1%
53	FIRST TR LRGE CP CORE ALPHA COM SHS FEX	FEX	15,049	$2.1m0.33%	0.33%	Unchanged
54	MASCO CORP COM MAS	MAS	24,785	$2.0m0.32%	0.32%	Unchanged
55	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	15,347	$2.0m0.31%	0.31%	Added +601	+601 4.1%
56	WALMART INC COM WMT	WMT	16,871	$1.9m0.30%	0.30%	Added +338	+338 2.0%
57	VANGUARD SCOTTSDALE FDS VNG RUS1000VAL VONV	VONV	17,535	$1.9m0.30%	0.30%	Added +3.1k	+3,062 21.2%
58	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	23,395	$1.9m0.29%	0.29%	Added +1.1k	+1,090 4.9%
59	UNION PAC CORP COM UNP	UNP	6,101	$1.7m0.26%	0.26%	Reduced -31	-31 -0.5%
60	CSX CORP COM CSX	CSX	34,732	$1.7m0.26%	0.26%	Added +2.7k	+2,733 8.5%
61	TRUIST FINL CORP COM TFC	TFC	30,966	$1.5m0.24%	0.24%	New
62	WELLS FARGO CO NEW COM WFC	WFC	18,514	$1.5m0.24%	0.24%	Added +13.3k	+13,339 257.8%
63	GE AEROSPACE COM NEW GE	GE	3,973	$1.5m0.24%	0.24%	Added +11	+11 0.3%
64	SCHWAB CHARLES CORP COM SCHW	SCHW	15,629	$1.4m0.23%	0.23%	New
65	BROWN & BROWN INC COM BRO	BRO	21,775	$1.4m0.22%	0.22%	New
66	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	39,974	$1.4m0.22%	0.22%	Added +3.9k	+3,855 10.7%
67	GE VERNOVA INC COM GEV	GEV	1,160	$1.4m0.22%	0.22%	Reduced -23	-23 -1.9%
68	ELI LILLY & CO COM LLY	LLY	1,103	$1.3m0.21%	0.21%	Added +382	+382 53.0%
69	DUKE ENERGY CORP NEW COM NEW DUK	DUK	10,271	$1.3m0.21%	0.21%	Added +2.8k	+2,837 38.2%
70	NATIXIS ETF TRUST II NATIXIS LOOMIS LSGR	LSGR	29,855	$1.3m0.20%	0.20%	Added +3.5k	+3,481 13.2%
71	UNITED PARCEL SERVICE INC CL B UPS	UPS	11,640	$1.3m0.20%	0.20%	Reduced -492	-492 -4.1%
72	MOODYS CORP COM MCO	MCO	2,752	$1.2m0.20%	0.20%	Added +2.1k	+2,088 314.5%
73	MCDONALDS CORP COM MCD	MCD	4,490	$1.2m0.19%	0.19%	Added +2.7k	+2,718 153.4%
74	AMERICAN CENTY ETF TR AVANTIS INTL SML AVDS	AVDS	15,499	$1.2m0.18%	0.18%	Added +1.4k	+1,432 10.2%
75	HOME BANCSHARES INC COM HOMB	HOMB	39,498	$1.1m0.18%	0.18%	New
76	ISHARES TR 10-20 YR TRS ETF TLH	TLH	11,178	$1.1m0.18%	0.18%	Added +1.3k	+1,315 13.3%
77	UNITEDHEALTH GROUP INC COM UNH	UNH	2,653	$1.1m0.17%	0.17%	Added +94	+94 3.7%
78	FIRST CTZNS BANCSHARES INC N CL A FCNCA	FCNCA	520	$1.1m0.17%	0.17%	New
79	PEPSICO INC COM PEP	PEP	7,654	$1.0m0.16%	0.16%	Added +4.2k	+4,192 121.1%
80	PHILIP MORRIS INTL INC COM PM	PM	5,616	$1.0m0.16%	0.16%	New
81	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	1,056	$1.0m0.16%	0.16%	New
82	PIMCO ETF TR ENHANCD SHORT EMNT	EMNT	10,190	$1.0m0.16%	0.16%	New
83	VERIZON COMMUNICATIONS INC COM VZ	VZ	23,551	$997.1k0.16%	0.16%	Added +2.9k	+2,946 14.3%
84	CUMMINS INC COM CMI	CMI	1,370	$977.1k0.15%	0.15%	Reduced -72	-72 -5.0%
85	STERLING CAP FDS SHOR DURA BD ETF BBSGX	BBSGX	39,021	$974.7k0.15%	0.15%	New
86	MONDELEZ INTL INC CL A MDLZ	MDLZ	16,449	$959.6k0.15%	0.15%	Added +10.3k	+10,346 169.5%
87	DIMENSIONAL ETF TRUST EMGR CRE EQT MNG DFAE	DFAE	23,592	$948.6k0.15%	0.15%	Added +318	+318 1.4%
88	TOPBUILD CORP COM BLD	BLD	2,660	$943.0k0.15%	0.15%	Unchanged
89	CORNING INC COM GLW	GLW	3,680	$940.0k0.15%	0.15%	Added +3	+3 0.1%
90	TORTOISE CAPITAL SERIES TRUS ENERGY FD TNGY	TNGY	96,000	$932.2k0.15%	0.15%	Unchanged
91	INTEL CORP COM INTC	INTC	6,208	$866.8k0.14%	0.14%	Added +46	+46 0.8%
92	ALLSTATE CORP COM ALL	ALL	3,571	$853.5k0.14%	0.14%	Reduced -194	-194 -5.2%
93	REAVES UTIL INCOME FD COM SH BEN INT UTG	UTG	20,938	$852.6k0.14%	0.14%	Added +49	+49 0.2%
94	HOME DEPOT INC COM HD	HD	2,404	$847.8k0.13%	0.13%	Reduced -129	-129 -5.1%
95	ISHARES TR CORE MSCI INTL IDEV	IDEV	9,497	$845.3k0.13%	0.13%	Added +966	+966 11.3%
96	ANALOG DEVICES INC COM ADI	ADI	2,126	$844.4k0.13%	0.13%	Reduced -242	-242 -10.2%
97	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	8,203	$826.9k0.13%	0.13%	Added +20	+20 0.2%
98	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	22,081	$811.7k0.13%	0.13%	Unchanged
99	NEXTERA ENERGY INC COM NEE	NEE	9,085	$797.4k0.13%	0.13%	Added +2.5k	+2,471 37.4%
100	ROYCE SMALL CAP TRUST INC COM RVT	RVT	42,931	$792.9k0.13%	0.13%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
INVESCO ACTIVELY MANAGED EXC GSY	GSY	12,032	$603.0k12.0k shares
VANGUARD BD INDEX FDS BND	BND	3,972	$292.5k4.0k shares
COMCAST CORP NEW CMCSA	CMCSA	9,148	$262.6k9.1k shares
AIR PRODS & CHEMS INC APD	APD	868	$252.1k868 shares
ZOETIS INC ZTS	ZTS	1,989	$235.1k2.0k shares