Atlanta Consulting Group Advisors, LLC - Portfolio overview

Atlanta Consulting Group Advisors, LLC has 158 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Financial Services.

Largest reported holdings by portfolio allocation

1. IJR - ISHARES TR, 12.16%
2. IVV - ISHARES TR, 11.73%
3. RSP - INVESCO EXCHANGE TRADED FD T, 8.97%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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