1y return+17.1%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2024: $133 against $143 in the S&P 500.2
Atlanta Consulting Group Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IJRIshares Tr | $73.1M | 11.6% | +7.5% |
| IVVIshares Tr | $64.3M | 10.2% | +2.0% |
| RSPInvesco Exchange Traded Fd T | $46.7M | 7.4% | |
| VOOVanguard Index Fds | $36.4M | 5.8% | +80.1% |
| IJHIshares Tr | $35.1M | 5.6% | +6.5% |
| ARLPAlliance Resource Partners L | $28.3M | 4.5% | |
| IEMGIshares Inc | $23.6M | 3.7% | −9.2% |
| EAGL2023 Etf Series Trust | $18.2M | 2.9% | −1.9% |
| AVUVAmerican Centy Etf Tr | $15.0M | 2.4% | +32.1% |
| JPMJpmorgan Chase & Co | $14.8M | 2.4% | |
| Exxon Mobil CorpCUSIP 30231G102 | $11.7M | 1.9% | +230.1% |
| BRK/BBerkshire Hathaway Inc Del | $10.8M | 1.7% | +111.5% |
| WCMIFirst Tr Exchange-traded Fd | $8.5M | 1.3% | New |
| MSFTMicrosoft Corp | $8.2M | 1.3% | +4.3% |
| PGProcter & Gamble Co | $7.5M | 1.2% | +229.5% |
| GOOGAlphabet Inc | $7.2M | 1.1% | +73.1% |
| AVEMAmerican Centy Etf Tr | $7.0M | 1.1% | +38.6% |
| KOCoca Cola Co | $6.6M | 1.0% | +16.5% |
| CHDNChurchill Downs Inc | $6.4M | 1.0% | −33.1% |
| IEFAIshares Tr | $6.0M | 1.0% | |
| AAPLApple Inc | $5.7M | 0.9% | +2.1% |
| MRKMerck & Co Inc | $5.2M | 0.8% | +646.1% |
| JNJJohnson & Johnson | $5.0M | 0.8% | +62.5% |
| SPMDSpdr Series Trust | $4.8M | 0.8% | |
| BXBlackstone Inc | $4.5M | 0.7% | +51.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GSGoldman Sachs Group Inc | March 31, 2024 | +142.1% | $4.0M |
| GOOGAlphabet Inc | March 31, 2024 | +132.1% | $7.2M |
| NVDANvidia Corporation | March 31, 2024 | +121.4% | $3.5M |
| AAPLApple Inc | March 31, 2024 | +68.7% | $5.7M |
| JPMJpmorgan Chase & Co | March 31, 2024 | +63.4% | $14.8M |
| JNJJohnson & Johnson | March 31, 2024 | +60.5% | $5.0M |
| IEMGIshares Inc | March 31, 2024 | +60.5% | $23.6M |
| AXPAmerican Express Co | March 31, 2024 | +48.6% | $2.8M |
| IBMInternational Business Machs | March 31, 2024 | +47.3% | $2.9M |
| VOOVanguard Index Fds | March 31, 2024 | +42.9% | $36.4M |
Sold off last quarter
- GSYInvesco Actively Managed Exc was $603K
- BNDVanguard Bd Index Fds was $292K
- CMCSAComcast Corp New was $263K
- APDAir Products And Chemicals I was $252K
- ZTSZoetis Inc was $235K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −0.4% | −4.6% |
| December 31, 2025 | +1.0% | +2.4% |
| September 30, 2025 | +5.7% | +7.8% |
| June 30, 2025 | +5.9% | +10.5% |
| March 31, 2025 | −2.0% | −4.6% |
| December 31, 2024 | +0.6% | +2.1% |
| September 30, 2024 | +7.3% | +5.4% |
| June 30, 2024 | +1.6% | +4.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Atlanta Consulting Group Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2019038&type=13F-HR&dateb=&owner=include&count=40CIK 2019038
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2019038/000142050626001758/Filed August 14, 2026 · accession 0001420506-26-001758