PACES FERRY WEALTH ADVISORS, LLC
PACES FERRY WEALTH ADVISORS, LLC reported 142 positions worth $269.9M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: SCHG (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHG | SH | $23.5M | 8.70% | 693,962 | — | — | |
| ▸ 2 | SCHD | SH | $19.1M | 7.08% | 602,649 | — | — | |
| ▸ 3 | OSEA | SH | $18.9M | 7.01% | 619,704 | — | — | |
| ▸ 4 | NVDA | SH | $15.0M | 5.58% | 75,207 | — | — | |
| ▸ 5 | AAPL | SH | $14.6M | 5.40% | 50,357 | — | — | |
| ▸ 6 | JPST | SH | $14.2M | 5.24% | 279,870 | — | — | |
| ▸ 7 | AFL | SH | $13.5M | 4.99% | 114,761 | — | — | |
| ▸ 8 | FLOT | SH | $9.0M | 3.33% | 175,894 | — | — | |
| ▸ 9 | SCHV | SH | $7.3M | 2.70% | 209,065 | — | — | |
| ▸ 10 | RSP | SH | $7.0M | 2.61% | 33,060 | — | — |
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Frequently Asked Questions
What stocks does PACES FERRY WEALTH ADVISORS, LLC hold as of Q2 2026?
PACES FERRY WEALTH ADVISORS, LLC reported 142 positions worth $269.9M in its Q2 2026 13F filing. Largest positions: SCHG (8.7%), SCHD (7.1%), OSEA (7.0%), NVDA (5.6%) and AAPL (5.4%).
What did PACES FERRY WEALTH ADVISORS, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PACES FERRY WEALTH ADVISORS, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.