Atlanta Consulting Group Advisors, LLC
Annual return '25
+12.0%
SPY '25
+17.7%
Alpha
-5.7ptsvs SPY
Invested
$465.3M
Holdings
142
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IJR
ISHARES TR
Q1 2026: Sold 100.0% (419.2k → 136 shares)
12.3%
02
$IVV
ISHARES TR
Q1 2026: Sold 99.5% (82.3k → 449 shares)
11.8%
03
$RSP
INVESCO EXCHANGE TRADED FD T
Q1 2026: Sold 100.0% (218.8k → 29 shares)
9.0%
04
$ARLP
ALLIANCE RESOURCE PARTNERS L
Q1 2026: Exited (was 1.16M shares)
7.0%
05
$IJH
ISHARES TR
Q1 2026: Sold 99.7% (303.8k → 895 shares)
6.2%
06
$IEMG
ISHARES INC
Q1 2026: Sold 99.9% (107.0k → 142 shares)
4.7%
07
$VOO
VANGUARD INDEX FDS
Q1 2026: Sold 99.2% (28.7k → 219 shares)
3.8%
08
$EAGL
2023 ETF SERIES TRUST
Q1 2026: Exited (was 570.8k shares)
3.8%
09
$JPM
JPMORGAN CHASE & CO
Q1 2026: Sold 99.8% (48.5k → 92 shares)
2.8%
10
$AVUV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 89.8k shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:48 UTC.