West Paces Advisors Inc. Top Holdings and 13F Report (2026)

About West Paces Advisors Inc.

Investment Activity

West Paces Advisors Inc. has $596.03 million in total holdings as of June 30, 2026.
West Paces Advisors Inc. owns shares of 765 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 6.41% of the portfolio was purchased this quarter.
About 2.18% of the portfolio was sold this quarter.
This quarter, West Paces Advisors Inc. has purchased 197 new stocks and bought additional shares in 86 stocks.
West Paces Advisors Inc. sold shares of 66 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Vanguard S&P 500 ETF: $76,757,946
iShares Core S&P Mid-Cap ETF: $65,748,200
Vanguard Dividend Appreciation ETF: $45,704,369
Avantis Emerging Markets Equity ETF: $38,709,724
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund: $33,644,260

Largest New Holdings this Quarter

464287226 - iShares Core U.S. Aggregate Bond ETF: $4,649,586 Holding
30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS: $1,339,963 Holding
038222105 - Applied Materials: $398,373 Holding
00508Y102 - Acuity: $233,153 Holding
701094104 - Parker-Hannifin: $223,011 Holding

Largest Purchases this Quarter

iShares Core U.S. Aggregate Bond ETF: 46,975 shares (about $4.65M)
Vanguard Dividend Appreciation ETF: 7,955 shares (about $1.88M)
CocaCola: 21,929 shares (about $1.78M)
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund: 74,534 shares (about $1.78M)
EXXONMOBIL HOLDINGS CORP COM SHS: 9,801 shares (about $1.34M)

Largest Sales this Quarter

iShares 7-10 Year Treasury Bond ETF: 33,294 shares (about $3.15M)
Avantis Emerging Markets Equity ETF: 9,367 shares (about $903.82K)
Schwab International Small-Cap Equity ETF: 12,511 shares (about $602.03K)
iShares Core S&P Small-Cap ETF: 4,057 shares (about $601.69K)
Lockheed Martin: 802 shares (about $408.59K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VOO Vanguard S&P 500 ETF	$76,757,946	$749,997 â–²	1.0%	111,760	12.9%	ETF
IJH iShares Core S&P Mid-Cap ETF	$65,748,200	$890,080 â–²	1.4%	852,655	11.0%	ETF
VIG Vanguard Dividend Appreciation ETF	$45,704,369	$1,882,313 â–²	4.3%	193,155	7.7%	ETF
AVEM Avantis Emerging Markets Equity ETF	$38,709,724	$903,821 â–¼	-2.3%	401,179	6.5%	ETF
TDTT FlexShares iBoxx 3 Year Target Duration TIPS Index Fund	$33,644,260	$1,782,108 â–²	5.6%	1,407,121	5.6%	ETF
IJR iShares Core S&P Small-Cap ETF	$27,385,561	$601,693 â–¼	-2.1%	184,651	4.6%	ETF
IEFA iShares Core MSCI EAFE ETF	$26,130,805	$491,110 â–²	1.9%	270,561	4.4%	ETF
IEF iShares 7-10 Year Treasury Bond ETF	$25,708,485	$3,148,615 â–¼	-10.9%	271,846	4.3%	ETF
AVSC Avantis U.S. Small Cap Equity ETF	$18,711,412	$77,227 â–²	0.4%	255,132	3.1%	ETF
SPY SPDR S&P 500 ETF Trust	$17,248,619	$212,079 â–¼	-1.2%	23,098	2.9%	Finance
KO CocaCola	$10,709,975	$1,782,165 â–²	20.0%	131,783	1.8%	Consumer Staples
JPST JPMorgan Ultra-Short Income ETF	$8,578,674	$317,933 â–²	3.8%	169,640	1.4%	ETF
IWV iShares Russell 3000 ETF	$7,575,422	$40,508 â–¼	-0.5%	17,766	1.3%	ETF
VTI Vanguard Total Stock Market ETF	$7,516,847	$181,316 â–²	2.5%	20,314	1.3%	ETF
SCHC Schwab International Small-Cap Equity ETF	$7,127,609	$602,027 â–¼	-7.8%	148,122	1.2%	ETF
AAPL Apple	$5,790,699	$131,370 â–¼	-2.2%	20,012	1.0%	Computer and Technology
IVV iShares Core S&P 500 ETF	$5,141,464	$250,894 â–¼	-4.7%	6,865	0.9%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$4,649,586	$4,649,586 â–²	New Holding	46,975	0.8%	Finance
MSFT Microsoft	$4,231,648	$89,527 â–²	2.2%	11,344	0.7%	Computer and Technology
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$4,094,251	$15,019 â–¼	-0.4%	81,510	0.7%	Manufacturing
AVGO Broadcom	$3,804,316	$52,885 â–²	1.4%	10,071	0.6%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,671,988	$86,415 â–²	2.4%	11,218	0.6%	Finance
CSX CSX	$3,656,721	$238 â–²	0.0%	76,935	0.6%	Transportation
HD Home Depot	$3,605,814	$43,027 â–¼	-1.2%	10,224	0.6%	Retail/Wholesale
NSC Norfolk Southern	$3,382,157	$1,573 â–²	0.0%	10,751	0.6%	Transportation
GOOG Alphabet	$3,361,411	$42,397 â–²	1.3%	9,514	0.6%	Computer and Technology
MDY SPDR S&P MidCap 400 ETF Trust	$3,285,623	$76,672 â–²	2.4%	4,671	0.6%	ETF
SO Southern	$3,204,084	$25,842 â–¼	-0.8%	33,477	0.5%	Utilities
LLY Eli Lilly and Company	$2,910,142	$83,969 â–¼	-2.8%	2,426	0.5%	Medical
SCHB Schwab US Broad Market ETF	$2,813,638	$42,629 â–¼	-1.5%	97,156	0.5%	ETF
NVDA NVIDIA	$2,708,680	$295,740 â–²	12.3%	13,537	0.5%	Computer and Technology
DFIS Dimensional International Small Cap ETF	$2,688,447	$1,232,355 â–²	84.6%	76,747	0.5%	ETF
SCHF Schwab International Equity ETF	$2,549,644	$51,827 â–¼	-2.0%	92,045	0.4%	ETF
JNJ Johnson & Johnson	$2,484,589	$100,572 â–¼	-3.9%	9,783	0.4%	Medical
GOOGL Alphabet	$2,435,151	$14,295 â–²	0.6%	6,814	0.4%	Computer and Technology
ACWX iShares MSCI ACWI ex U.S. ETF	$2,366,945		0.0%	31,099	0.4%	Manufacturing
AMZN Amazon.com	$2,318,333	$74,124 â–²	3.3%	9,727	0.4%	Retail/Wholesale
SCHE Schwab Emerging Markets Equity ETF	$2,151,266	$25,128 â–¼	-1.2%	59,329	0.4%	ETF
CSCO Cisco Systems	$2,098,401	$167,731 â–²	8.7%	17,865	0.4%	Computer and Technology
ABBV AbbVie	$2,035,827	$22,648 â–¼	-1.1%	8,090	0.3%	Medical
PG Procter & Gamble	$2,003,916	$15,690 â–¼	-0.8%	13,666	0.3%	Consumer Staples
IVW iShares S&P 500 Growth ETF	$1,981,030	$200,249 â–²	11.2%	14,404	0.3%	ETF
IWR iShares Russell Mid-Cap ETF	$1,794,134	$183,021 â–²	11.4%	16,263	0.3%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$1,684,800	$575,303 â–²	51.9%	30,000	0.3%	ETF
CVX Chevron	$1,680,530	$118,688 â–²	7.6%	10,138	0.3%	Energy
UNH UnitedHealth Group	$1,643,118	$305,513 â–²	22.8%	3,953	0.3%	Medical
CMI Cummins	$1,591,976	$535,651 â–²	50.7%	2,232	0.3%	Auto/Tires/Trucks
SCHA Schwab US Small-Cap ETF	$1,547,223	$138,197 â–¼	-8.2%	42,824	0.3%	ETF
CAT Caterpillar	$1,424,836	$61,764 â–¼	-4.2%	1,338	0.2%	Industrials
REG Regency Centers	$1,406,215	$199,350 â–¼	-12.4%	17,635	0.2%	Finance
PNC The PNC Financial Services Group	$1,372,135	$396,646 â–²	40.7%	5,573	0.2%	Finance
NEE NextEra Energy	$1,352,501	$26,067 â–²	2.0%	15,410	0.2%	Utilities
WMB Williams Companies	$1,343,153	$14,050 â–²	1.1%	18,068	0.2%	Energy
EXXONMOBIL HOLDINGS CORP COM SHS	$1,339,963	$1,339,963 â–²	New Holding	9,801	0.2%	Stock
TSM Taiwan Semiconductor Manufacturing	$1,313,318	$126,079 â–²	10.6%	2,750	0.2%	Computer and Technology
BAC Bank of America	$1,259,201	$13,048 â–¼	-1.0%	22,099	0.2%	Finance
GLW Corning	$1,248,357	$261,320 â–¼	-17.3%	4,887	0.2%	Computer and Technology
TRV Travelers Companies	$1,210,393	$180,222 â–¼	-13.0%	3,667	0.2%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$1,189,445	$27,507 â–²	2.4%	14,486	0.2%	Manufacturing
IWB iShares Russell 1000 ETF	$1,162,980		0.0%	2,840	0.2%	ETF
COST Costco Wholesale	$1,152,268	$31,800 â–¼	-2.7%	1,232	0.2%	Retail/Wholesale
IWF iShares Russell 1000 Growth ETF	$1,111,942	$815,921 â–²	275.6%	8,955	0.2%	ETF
EFA iShares MSCI EAFE ETF	$1,087,520	$778,061 â–²	251.4%	10,469	0.2%	Finance
NUE Nucor	$1,082,342		0.0%	4,859	0.2%	Basic Materials
MU Micron Technology	$1,031,949	$54,252 â–¼	-5.0%	894	0.2%	Computer and Technology
V Visa	$1,018,634	$12,351 â–¼	-1.2%	2,969	0.2%	Business Services
SCHM Schwab U.S. Mid-Cap ETF	$1,015,607	$13,679 â–¼	-1.3%	27,546	0.2%	ETF
TXN Texas Instruments	$949,694	$131,455 â–¼	-12.2%	3,186	0.2%	Computer and Technology
MCD McDonald's	$943,174	$66,771 â–¼	-6.6%	3,489	0.2%	Retail/Wholesale
SUB iShares Short-Term National Muni Bond ETF	$875,503	$499,131 â–²	132.6%	8,223	0.1%	ETF
NTRS Northern Trust	$870,591		0.0%	5,008	0.1%	Finance
VGSH Vanguard Short-Term Treasury ETF	$867,471	$6,460 â–¼	-0.7%	14,905	0.1%	ETF
WALMART INC COM	$863,834	$8,721 â–²	1.0%	7,627	0.1%	Stock
TFC Truist Financial	$863,580	$99,640 â–¼	-10.3%	17,334	0.1%	Finance
MRK Merck & Co., Inc.	$863,122	$110,508 â–¼	-11.4%	6,717	0.1%	Medical
ISHG iShares 1-3 Year International Treasury Bond ETF	$857,827	$40,167 â–¼	-4.5%	11,554	0.1%	ETF
ETN Eaton	$846,700	$61,361 â–¼	-6.8%	1,987	0.1%	Industrials
MDLZ Mondelez International	$833,070	$67,326 â–¼	-7.5%	14,403	0.1%	Consumer Staples
GLD SPDR Gold Shares	$831,802	$36,838 â–¼	-4.2%	2,258	0.1%	Finance
AMD Advanced Micro Devices	$792,361	$38,340 â–¼	-4.6%	1,364	0.1%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$791,881		0.0%	10,020	0.1%	ETF
SRE Sempra Energy	$746,988	$72,780 â–²	10.8%	8,057	0.1%	Utilities
META Meta Platforms	$740,163	$12,392 â–²	1.7%	1,314	0.1%	Computer and Technology
RTX RTX	$726,784	$12,900 â–¼	-1.7%	3,831	0.1%	Aerospace
VWO Vanguard FTSE Emerging Markets ETF	$719,205	$451,077 â–²	168.2%	12,049	0.1%	ETF
TRGP Targa Resources	$687,511	$227,115 â–²	49.3%	2,564	0.1%	Energy
UNP Union Pacific	$661,504	$5,712 â–²	0.9%	2,432	0.1%	Transportation
GD General Dynamics	$656,761	$88,560 â–²	15.6%	1,854	0.1%	Aerospace
ADP Automatic Data Processing	$630,964	$7,839 â–²	1.3%	2,817	0.1%	Computer and Technology
IWM iShares Russell 2000 ETF	$623,907	$85,010 â–²	15.8%	2,077	0.1%	Finance
PEP PepsiCo	$613,588	$27,078 â–¼	-4.2%	4,532	0.1%	Consumer Staples
DVY iShares Select Dividend ETF	$580,498		0.0%	3,714	0.1%	ETF
PM Philip Morris International	$579,455	$60,967 â–²	11.8%	3,203	0.1%	Consumer Staples
CME CME Group	$573,312	$16,563 â–²	3.0%	2,596	0.1%	Finance
BRK.B Berkshire Hathaway	$570,445	$8,507 â–²	1.5%	1,140	0.1%	Finance
SDY SPDR S&P Dividend ETF	$563,370		0.0%	3,702	0.1%	ETF
ITW Illinois Tool Works	$548,601	$13,796 â–²	2.6%	2,028	0.1%	Industrials
TE CONNECTIVITY PLC ORD SHS	$543,742	$60,483 â–²	12.5%	2,697	0.1%	Stock
GRMN Garmin	$538,978	$253,693 â–²	88.9%	2,269	0.1%	Computer and Technology
WEC WEC Energy Group	$533,573	$3,153 â–²	0.6%	4,569	0.1%	Utilities

Showing largest 100 holdings. View all holdings.

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West Paces Advisors Inc. Top Holdings and 13F Report (2026)

About West Paces Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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West Paces Advisors Inc. Top Holdings and 13F Report (2026)

About West Paces Advisors Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWest Paces Advisors Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools