Atlanta Consulting Group Advisors, LLC

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$560.27M
13F filings
2
Latest filing
May 16, 2025

Top 10 holdings

IVV $44.76M
16.51% of AUM
ARLP $30.49M
11.25% of AUM
IJR $21.56M
7.95% of AUM
IJH $12.55M
4.63% of AUM
JPM $12.32M
4.54% of AUM
MSFT $9.00M
3.32% of AUM
AVUV $7.95M
2.93% of AUM
BRK.A $6.81M
2.51% of AUM
BRK.A $6.81M
2.51% of AUM
CHDN $6.13M
2.26% of AUM

About this filer

FilingIQ has indexed 2 quarterly Form 13F filings from Atlanta Consulting Group Advisors, LLC. Reported assets under management total $560.27M.

View live Atlanta Consulting Group Advisors, LLC filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Atlanta Consulting Group Advisors, LLC have under management?
Per Atlanta Consulting Group Advisors, LLC's most recent SEC Form 13F filing dated May 16, 2025, total assets under management are $560.27M. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Atlanta Consulting Group Advisors, LLC submitted?
FilingIQ has indexed 2 quarterly Form 13F filings from Atlanta Consulting Group Advisors, LLC. Filings are due 45 days after quarter-end.
Where does Atlanta Consulting Group Advisors, LLC's holdings data come from?
Every position shown on this page sources back to Atlanta Consulting Group Advisors, LLC's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.