West Paces Advisors Inc. Top Holdings and 13F Report (2026) About West Paces Advisors Inc.Investment ActivityWest Paces Advisors Inc. has $516.18 million in total holdings as of March 31, 2026.West Paces Advisors Inc. owns shares of 197 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 2.42% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, West Paces Advisors Inc. has purchased 200 new stocks and bought additional shares in 37 stocks.West Paces Advisors Inc. sold shares of 75 stocks and completely divested from 16 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $66,129,751iShares Core S&P Mid-Cap ETF $56,800,280Vanguard Dividend Appreciation ETF $39,829,157Avantis Emerging Markets Equity ETF $33,081,794FlexShares iBoxx 3 Year Target Duration TIPS Index Fund $32,301,906 Largest New Holdings this Quarter 25434V773 - Dimensional International Small Cap ETF $1,399,561 Holding237194105 - Darden Restaurants $335,228 HoldingH2906T109 - Garmin $278,644 Holding24703L202 - Dell Technologies $225,843 Holding482480100 - KLA $220,862 Holding Largest Purchases this Quarter FlexShares iBoxx 3 Year Target Duration TIPS Index Fund 90,596 shares (about $2.20M)Vanguard Dividend Appreciation ETF 9,234 shares (about $1.99M)Dimensional International Small Cap ETF 41,567 shares (about $1.40M)iShares 7-10 Year Treasury Bond ETF 12,678 shares (about $1.21M)Vanguard S&P 500 ETF 1,594 shares (about $952.50K) Largest Sales this Quarter CocaCola 37,493 shares (about $2.85M)Home Depot 2,441 shares (about $802.84K)iShares Core S&P Small-Cap ETF 5,099 shares (about $633.86K)Schwab US Broad Market ETF 22,635 shares (about $568.14K)Avantis U.S. Small Cap Equity ETF 8,728 shares (about $543.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWest Paces Advisors Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$66,129,751$952,496 â–²1.5%110,66812.8%ETFIJHiShares Core S&P Mid-Cap ETF$56,800,280$407,003 â–¼-0.7%841,11211.0%ETFVIGVanguard Dividend Appreciation ETF$39,829,157$1,985,866 â–²5.2%185,2007.7%ETFAVEMAvantis Emerging Markets Equity ETF$33,081,794$422,884 â–²1.3%410,5466.4%ETFTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$32,301,906$2,196,047 â–²7.3%1,332,5876.3%ETFIEFiShares 7-10 Year Treasury Bond ETF$29,122,570$1,209,989 â–²4.3%305,1405.6%ETFIEFAiShares Core MSCI EAFE ETF$24,033,528$408,381 â–²1.7%265,4764.7%ETFIJRiShares Core S&P Small-Cap ETF$23,458,239$633,855 â–¼-2.6%188,7084.5%ETFAVSCAvantis U.S. Small Cap Equity ETF$15,829,135$543,755 â–¼-3.3%254,0793.1%ETFSPYSPDR S&P 500 ETF Trust$15,205,955$70,235 â–¼-0.5%23,3822.9%FinanceKOCocaCola$8,354,429$2,851,354 â–¼-25.4%109,8541.6%Consumer StaplesJPSTJPMorgan Ultra-Short Income ETF$8,267,294$178,046 â–¼-2.1%163,3531.6%ETFSCHCSchwab International Small-Cap Equity ETF$7,507,966$473,288 â–¼-5.9%160,6331.5%ETFIWViShares Russell 3000 ETF$6,620,715$27,801 â–¼-0.4%17,8611.3%ETFVTIVanguard Total Stock Market ETF$6,359,748$13,795 â–²0.2%19,8241.2%ETFAAPLApple$5,193,987$152,272 â–¼-2.8%20,4661.0%Computer and TechnologyIVViShares Core S&P 500 ETF$4,703,1510.0%7,2000.9%ETFMSFTMicrosoft$4,110,453$74,406 â–¼-1.8%11,1040.8%Computer and TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$4,086,364$118,881 â–¼-2.8%81,8090.8%ManufacturingHDHome Depot$3,402,792$802,843 â–¼-19.1%10,3460.7%Retail/WholesaleSOSouthern$3,257,2600.0%33,7470.6%UtilitiesJPMJPMorgan Chase & Co.$3,222,229$12,649 â–¼-0.4%10,9540.6%FinanceCSXCSX$3,157,9770.0%76,9300.6%TransportationNSCNorfolk Southern$3,084,1020.0%10,7460.6%TransportationAVGOBroadcom$3,073,681$477,564 â–¼-13.4%9,9310.6%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$2,813,6590.0%4,5620.5%ETFGOOGAlphabet$2,694,901$32,991 â–¼-1.2%9,3940.5%Computer and TechnologyJNJJohnson & Johnson$2,488,155$39,599 â–¼-1.6%10,1790.5%MedicalSCHBSchwab US Broad Market ETF$2,475,563$568,139 â–¼-18.7%98,6280.5%ETFSCHFSchwab International Equity ETF$2,324,418$16,360 â–¼-0.7%93,9160.5%ETFLLYEli Lilly and Company$2,295,955$213,406 â–¼-8.5%2,4960.4%MedicalACWXiShares MSCI ACWI ex U.S. ETF$2,129,3490.0%31,0990.4%ManufacturingNVDANVIDIA$2,103,095$21,626 â–¼-1.0%12,0590.4%Computer and TechnologyNOBLProShares S&P 500 Aristocrats ETF$2,094,3570.0%19,7560.4%ETFONESTREAM INC$2,045,2320.0%85,2180.4%CL APGProcter & Gamble$1,989,307$249,006 â–¼-11.1%13,7730.4%Consumer StaplesSCHESchwab Emerging Markets Equity ETF$1,977,740$47,481 â–²2.5%60,0220.4%ETFAMZNAmazon.com$1,961,070$4,374 â–²0.2%9,4160.4%Retail/WholesaleCVXChevron$1,949,481$28,346 â–¼-1.4%9,4220.4%EnergyGOOGLAlphabet$1,947,952$15,241 â–¼-0.8%6,7740.4%Computer and TechnologyABBVAbbVie$1,779,120$185,524 â–¼-9.4%8,1800.3%MedicalXOMExxonMobil$1,699,626$197,142 â–²13.1%10,0180.3%EnergyREGRegency Centers$1,523,414$189,150 â–¼-11.0%20,1350.3%FinanceIVWiShares S&P 500 Growth ETF$1,464,592$4,638 â–²0.3%12,9480.3%ETFIWRiShares Russell Mid-Cap ETF$1,419,9470.0%14,6040.3%ETFNEENextEra Energy$1,403,658$44,674 â–¼-3.1%15,1130.3%UtilitiesDFISDimensional International Small Cap ETF$1,399,561$1,399,561 â–²New Holding41,5670.3%ETFSCHASchwab US Small-Cap ETF$1,356,546$47,691 â–¼-3.4%46,6490.3%ETFWMBWilliams Companies$1,301,212$189,953 â–¼-12.7%17,8790.3%EnergyCSCOCisco Systems$1,275,363$53,615 â–²4.4%16,4370.2%Computer and TechnologyCOSTCostco Wholesale$1,261,215$28,890 â–¼-2.2%1,2660.2%Retail/WholesaleTRVTravelers Companies$1,228,709$3,208 â–²0.3%4,2130.2%FinanceSHYiShares 1-3 Year Treasury Bond ETF$1,168,448$167,287 â–¼-12.5%14,1510.2%ManufacturingMCDMcDonald's$1,161,178$203,890 â–¼-14.9%3,7360.2%Retail/WholesaleBACBank of America$1,088,4900.0%22,3280.2%FinanceIWFiShares Russell 1000 Growth ETF$1,016,5380.0%2,3840.2%ETFGLDSPDR Gold Shares$1,014,6240.0%2,3580.2%FinanceIWBiShares Russell 1000 ETF$1,012,6300.0%2,8400.2%ETFCATCaterpillar$989,010$53,134 â–¼-5.1%1,3960.2%IndustrialsWALMART INC$938,314$13,671 â–²1.5%7,5500.2%COMMRKMerck & Co., Inc.$911,461$17,443 â–¼-1.9%7,5770.2%MedicalVVisa$908,231$10,881 â–¼-1.2%3,0050.2%Business ServicesMDLZMondelez International$897,282$51,011 â–¼-5.4%15,5670.2%Consumer StaplesISHGiShares 1-3 Year International Treasury Bond ETF$897,258$96,069 â–¼-9.7%12,0950.2%ETFTFCTruist Financial$888,7840.0%19,3340.2%FinanceVGSHVanguard Short-Term Treasury ETF$879,037$117 â–²0.0%15,0160.2%ETFUNHUnitedHealth Group$870,826$70,900 â–²8.9%3,2180.2%MedicalSCHMSchwab U.S. Mid-Cap ETF$864,322$30,248 â–¼-3.4%27,9170.2%ETFTSMTaiwan Semiconductor Manufacturing$840,144$327,812 â–²64.0%2,4860.2%Computer and TechnologyPNCThe PNC Financial Services Group$824,411$42,240 â–¼-4.9%3,9620.2%FinanceNUENucor$821,6570.0%4,8590.2%Basic MaterialsGLWCorning$803,620$401,674 â–¼-33.3%5,9100.2%Computer and TechnologyCMICummins$796,716$91,991 â–²13.1%1,4810.2%Auto/Tires/TrucksVCSHVanguard Short-Term Corporate Bond ETF$794,2850.0%10,0200.2%ETFETNEaton$762,195$95,856 â–¼-11.2%2,1310.1%IndustrialsLMTLockheed Martin$757,460$75,565 â–¼-9.1%1,2530.1%AerospaceRTXRTX$752,045$58,829 â–²8.5%3,8990.1%AerospaceCMECME Group$744,627$17,722 â–²2.4%2,5210.1%FinanceMETAMeta Platforms$739,192$1,144 â–¼-0.2%1,2920.1%Computer and TechnologyPEPPepsiCo$734,781$31,211 â–¼-4.1%4,7320.1%Consumer StaplesSRESempra Energy$706,645$25,265 â–¼-3.5%7,2720.1%UtilitiesTXNTexas Instruments$704,174$218,028 â–¼-23.6%3,6270.1%Computer and TechnologyNTRSNorthern Trust$698,9670.0%5,0080.1%FinanceUNPUnion Pacific$584,957$2,426 â–¼-0.4%2,4110.1%TransportationADPAutomatic Data Processing$565,334$24,792 â–¼-4.2%2,7820.1%Computer and TechnologyDVYiShares Select Dividend ETF$562,3370.0%3,7140.1%ETFGDGeneral Dynamics$550,525$106,741 â–²24.1%1,6040.1%AerospaceSDYSPDR S&P Dividend ETF$540,2700.0%3,7020.1%ETFBRK.BBerkshire Hathaway$538,142$4,792 â–¼-0.9%1,1230.1%FinanceWECWEC Energy Group$525,878$20,030 â–¼-3.7%4,5420.1%UtilitiesITWIllinois Tool Works$514,678$10,153 â–¼-1.9%1,9770.1%IndustrialsIEIiShares 3-7 Year Treasury Bond ETF$502,5080.0%4,2370.1%ETFTE CONNECTIVITY PLC$501,021$16,722 â–²3.5%2,3970.1%ORD SHSVICIVICI Properties$497,525$410 â–¼-0.1%18,2110.1%FinancePPLPPL$492,436$15,051 â–²3.2%12,8910.1%UtilitiesPMPhilip Morris International$473,864$231,641 â–²95.6%2,8660.1%Consumer StaplesHIGThe Hartford Insurance Group$464,786$32,050 â–²7.4%3,4370.1%FinanceDISWalt Disney$464,235$2,698 â–¼-0.6%4,8170.1%Consumer DiscretionaryIWMiShares Russell 2000 ETF$444,9120.0%1,7940.1%FinanceMARSH & MCLENNAN COS INC$441,604$402,404 â–¼-47.7%2,5460.1%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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