WEST PACES ADVISORS INC.

Name: WEST PACES ADVISORS INC. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002004720 · ATLANTA, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-20 · Open the SEC source ↗

WEST PACES ADVISORS INC. reported 765 positions worth $596.0M as of June 30, 2026 (13F filed July 20, 2026). Largest holding: VOO (12.9%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$596.0M

2026 Q2

Positions

765

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

63.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 765 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VOO	VANGUARD S&P 500 ETF	SH	$76.8M	12.88%	111,760	—	—
▸ 2	IJH	ISHARES CORE S&P MID-CAP ETF	SH	$65.7M	11.03%	852,655	—	—
▸ 3	VIG	VANGUARD DIVIDEND APPRECIATION ETF	SH	$45.7M	7.67%	193,155	—	—
▸ 4	AVEM	AVANTIS EMERGING MARKETS EQUITY ETF	SH	$38.7M	6.49%	401,179	—	—
▸ 5	TDTT	FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF	SH	$33.6M	5.64%	1,407,121	—	—
▸ 6	IJR	ISHARES CORE S&P SMALL CAP ETF	SH	$27.4M	4.59%	184,651	—	—
▸ 7	IEFA	ISHARES CORE MSCI EAFE ETF	SH	$26.1M	4.38%	270,561	—	—
▸ 8	IEF	ISHARES 7-10 YEAR TREASURY BOND ETF	SH	$25.7M	4.31%	271,846	—	—
▸ 9	AVSC	AVANTIS U.S SMALL CAP EQUITY ETF	SH	$18.7M	3.14%	255,132	—	—
▸ 10	SPY	STATE STREET SPDR S&P 500 ETF	SH	$17.2M	2.89%	23,098	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WEST PACES ADVISORS INC. hold as of Q2 2026?

WEST PACES ADVISORS INC. reported 765 positions worth $596.0M in its Q2 2026 13F filing. Largest positions: VOO (12.9%), IJH (11.0%), VIG (7.7%), AVEM (6.5%) and TDTT (5.6%).

What did WEST PACES ADVISORS INC. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WEST PACES ADVISORS INC. 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.