Atlanta Consulting Group Advisors, LLC
RIA/Wealth
Atlanta Consulting Group Advisors, LLC is a RIA/Wealth based in Atlanta, GA led by Matthew Christian Bauder, reporting $13.6B in AUM as of Q3 2025 with 59% ETF concentration and 64% concentrated in top 10 holdings.
Managing PartnerMatthew Christian Bauder
- Portfolio Value
- $407.8M
- Positions
- 143
- Top Holding
- IVV at 12.98%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Atlanta Consulting Group Advisors, LLC's portfolio (64.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $52.9M | 12.98% | +$424.3K Bought | — 79.1K shares | |
ETF ETF | $48.8M | 11.96% | +$1.1M Bought | — 410.4K shares | |
ETF ETF | $41.4M | 10.16% | -$6.9M Sold | — 218.5K shares | |
Coal Energy | $29.4M | 7.20% | +$12.6K Bought | 0.90% 1.2M shares | |
ETF ETF | $18.9M | 4.64% | +$316.5K Bought | — 290.2K shares | |
Unknown Unknown | $18.0M | 4.42% | +$57.7K Bought | — 576.7K shares | |
ETF ETF | $17.8M | 4.37% | +$8.0M Bought | — 29.0K shares | |
Banks - Diversified Financial Services | $15.0M | 3.67% | +$75.1K Bought | 0.00% 47.5K shares | |
Software - Infrastructure Technology | $10.9M | 2.67% | +$66.8K Bought | 0.00% 21.0K shares | |
ETF ETF | $9.2M | 2.25% | +$152.8K Bought | — 92.2K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Atlanta Consulting Group Advisors, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Atlanta Consulting Group Advisors, LLC
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