Atlanta Consulting Group Advisors, LLC
•CIK: 2019038•Filing: Q4 2025
Atlanta Consulting Group Advisors, LLC manages $442M across a diversified portfolio of 160 positions. The fund exhibits a significant allocation to broad market ETFs, notably holding IVV at $56.3M and IJR at $50.4M. Further concentration is evident in RSP ($41.9M) and ARLP ($27.0M), suggesting a core focus on diversified equity exposure. The top ten holdings include major tech and financial names such as MSFT ($10.9M) and JPM ($15.6M).
Total AUM
$441.6M
QoQ Performance
+8.1%
Positions
130
Top 10 Concentration
61.3%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IJR
RSP
ARLP
IVV12.8%
IJR11.4%
RSP9.5%
ARLP6.1%
IJH4.5%
EAGL4.2%
VOO4.1%
JPM3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other60.7%
ETF17.3%
Technology7.3%
Financial7.2%
Consumer1.7%
Industrial1.4%
Healthcare1.3%
Consumer Staples1.3%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW26 new positions
↑76 increased
↓26 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024