West Paces Advisors Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 20, 2026), West Paces Advisors Inc. reported 764 stock positions worth $596.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.9% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 11.0%) and Vanguard Dividend Apprec ETF (VIG, 7.7%). Compared with Q1 2026, it opened 568 new positions, sold out of 1, added to 82 and reduced 71. The biggest buy was a new position in iShares Core U.S. Aggregate (AGG) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0002004720
- Portfolio Value
- $596.0M (Q2 2026)
- SEC Filing
- 0001398344-26-012281 ↗ filed Jul 20, 2026
Holdings Value
Holdings 764 stocks · $596.0M
| VOO Vanguard S&P 500 ETF | 12.88% | 111,760 | $76.8M | Add +1.0% |
| IJH iShares Core S&P Midcap ETF | 11.03% | 852,655 | $65.7M | Add +1.4% |
| VIG Vanguard Dividend Apprec ETF | 7.67% | 193,155 | $45.7M | Add +4.3% |
| AVEM Avantis Emerging Markets Eq | 6.49% | 401,179 | $38.7M | Reduce -2.3% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 5.64% | 1,407,121 | $33.6M | Add +5.6% |
| IJR iShares Core S&P Small-Cap E | 4.59% | 184,651 | $27.4M | Reduce -2.1% |
| IEFA iShares Core MSCI Eafe ETF | 4.38% | 270,561 | $26.1M | Add +1.9% |
| IEF iShares 7-10 Year Treasury B | 4.31% | 271,846 | $25.7M | Reduce -10.9% |
| AVSC Avantis US Small Cap Equity | 3.14% | 255,132 | $18.7M | Add +0.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.89% | 23,098 | $17.2M | Reduce -1.2% |
| KO The Coca-Cola Co. | 1.80% | 131,783 | $10.7M | Add +20.0% |
| JPST JPMorgan Ultra-Short Income | 1.44% | 169,640 | $8.6M | Add +3.9% |
| IWV iShares Russell 3000 ETF | 1.27% | 17,766 | $7.6M | Reduce -0.5% |
| VTI VG Morningstar TS MKT ETF-US | 1.26% | 20,314 | $7.5M | Add +2.5% |
| SCHC Schwab Intl Small-Cap Equity | 1.20% | 148,122 | $7.1M | Reduce -7.8% |
| AAPL Apple Inc. | 0.97% | 20,012 | $5.8M | Reduce -2.2% |
| IVV iShares Core S&P 500 ETF | 0.86% | 6,865 | $5.1M | Reduce -4.7% |
| AGG iShares Core U.S. Aggregate | 0.78% | 46,975 | $4.6M | New |
| MSFT Microsoft Corp. | 0.71% | 11,344 | $4.2M | Add +2.2% |
| VTIP Vanguard Short-Term Tips | 0.69% | 81,510 | $4.1M | Reduce -0.4% |
| AVGO Broadcom Inc. | 0.64% | 10,071 | $3.8M | Add +1.4% |
| JPM JPMorgan Chase & Co. | 0.62% | 11,218 | $3.7M | Add +2.4% |
| CSX CSX Corp. | 0.61% | 76,935 | $3.7M | Add +0.0% |
| HD Home Depot Inc. | 0.60% | 10,224 | $3.6M | Reduce -1.2% |
| NSC Norfolk Southern Corp. | 0.57% | 10,751 | $3.4M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.56% | 9,514 | $3.4M | Add +1.3% |
| MDY State Street SPDR S&P Midcap | 0.55% | 4,671 | $3.3M | Add +2.4% |
| SO The Southern Co. | 0.54% | 33,477 | $3.2M | Reduce -0.8% |
| LLY Eli Lilly & Co. | 0.49% | 2,426 | $2.9M | Reduce -2.8% |
| SCHB Schwab US Broad Market ETF | 0.47% | 97,156 | $2.8M | Reduce -1.5% |
| NVDA Nvidia Corp. | 0.45% | 13,537 | $2.7M | Add +12.3% |
| DFIS Dimensional International SM | 0.45% | 76,747 | $2.7M | Add +84.6% |
| SCHF Schwab Intl Equity ETF | 0.43% | 92,045 | $2.5M | Reduce -2.0% |
| JNJ Johnson & Johnson | 0.42% | 9,783 | $2.5M | Reduce -3.9% |
| GOOGL Alphabet Inc. Class A | 0.41% | 6,814 | $2.4M | Add +0.6% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.40% | 31,099 | $2.4M | No change |
| AMZN Amazon.com Inc. | 0.39% | 9,727 | $2.3M | Add +3.3% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.36% | 59,329 | $2.2M | Reduce -1.1% |
| CSCO Cisco Systems Inc. | 0.35% | 17,865 | $2.1M | Add +8.7% |
| ABBV Abbvie Inc. | 0.34% | 8,090 | $2.0M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.34% | 13,666 | $2.0M | Reduce -0.8% |
| IVW iShares S&P 500 Growth ETF | 0.33% | 14,404 | $2.0M | Add +11.2% |
| IWR iShares Russell Mid-Cap ETF | 0.30% | 16,263 | $1.8M | Add +11.4% |
| NOBL Proshares S&P 500 Dividend A | 0.28% | 30,000 | $1.7M | Reduce -24.1% |
| CVX Chevron Corp. | 0.28% | 10,138 | $1.7M | Add +7.6% |
| UNH Unitedhealth Group Inc. | 0.28% | 3,953 | $1.6M | Add +22.8% |
| CMI Cummins Inc. | 0.27% | 2,232 | $1.6M | Add +50.7% |
| SCHA Schwab US Small-Cap ETF | 0.26% | 42,824 | $1.5M | Reduce -8.2% |
| CAT Caterpillar Inc. | 0.24% | 1,338 | $1.4M | Reduce -4.2% |
| REG Regency Centers Corp. | 0.24% | 17,635 | $1.4M | Reduce -12.4% |
| PNC PNC Financial Services Group | 0.23% | 5,573 | $1.4M | Add +40.7% |
| NEE Nextera Energy Inc. | 0.23% | 15,410 | $1.4M | Add +2.0% |
| WMB Williams Cos Inc. | 0.23% | 18,068 | $1.3M | Add +1.1% |
| XOM Exxonmobil Holdings Corp. | 0.22% | 9,801 | $1.3M | Reduce -2.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 2,750 | $1.3M | Add +10.6% |
| BAC Bank of America Corp. | 0.21% | 22,099 | $1.3M | Reduce -1.0% |
| GLW Corning Inc. | 0.21% | 4,887 | $1.2M | Reduce -17.3% |
| TRV The Travelers Cos Inc. | 0.20% | 3,667 | $1.2M | Reduce -13.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.20% | 14,486 | $1.2M | Add +2.4% |
| IWB iShares Russell 1000 ETF | 0.20% | 2,840 | $1.2M | No change |
| COST Costco Wholesale Corp. | 0.19% | 1,232 | $1.2M | Reduce -2.7% |
| IWF iShares Russell 1000 Growth | 0.19% | 8,955 | $1.1M | Reduce -6.1% |
| EFA iShares MSCI Eafe ETF | 0.18% | 10,469 | $1.1M | Add +251.4% |
| NUE Nucor Corp. | 0.18% | 4,859 | $1.1M | No change |
| MU Micron Technology Inc. | 0.17% | 894 | $1.0M | Reduce -5.0% |
| V Visa Inc. Class A | 0.17% | 2,969 | $1.0M | Reduce -1.2% |
| SCHM Schwab US Mid Cap ETF | 0.17% | 27,546 | $1.0M | Reduce -1.3% |
| TXN Texas Instruments Inc. | 0.16% | 3,186 | $950K | Reduce -12.2% |
| MCD McDonald's Corp. | 0.16% | 3,489 | $943K | Reduce -6.6% |
| SUB iShares Short-Term National | 0.15% | 8,223 | $876K | Add +132.6% |
| NTRS Northern Trust Corp. | 0.15% | 5,008 | $871K | No change |
| VGSH Vanguard Short-Term Treasury | 0.15% | 14,905 | $867K | Reduce -0.7% |
| WMT Walmart Inc. | 0.14% | 7,627 | $864K | Add +1.0% |
| TFC Truist Financial Corp. | 0.14% | 17,334 | $864K | Reduce -10.3% |
| MRK Merck & Co. Inc. | 0.14% | 6,717 | $863K | Reduce -11.3% |
| ISHG iShares -3 Year Internationa | 0.14% | 11,554 | $858K | Reduce -4.5% |
| ETN Eaton Corp. PLC | 0.14% | 1,987 | $847K | Reduce -6.8% |
| MDLZ Mondelez International Inc. Class A | 0.14% | 14,403 | $833K | Reduce -7.5% |
| GLD SPDR Gold Shares | 0.14% | 2,258 | $832K | Reduce -4.2% |
| AMD Advanced Micro Devices | 0.13% | 1,364 | $792K | Reduce -4.6% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.13% | 10,020 | $792K | No change |
| SRE Sempra | 0.13% | 8,057 | $747K | Add +10.8% |
| META Meta Platforms Inc. Class A | 0.12% | 1,314 | $740K | Add +1.7% |
| RTX RTX Corp. | 0.12% | 3,831 | $727K | Reduce -1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.12% | 12,049 | $719K | Add +168.2% |
| TRGP Targa Resources Corp. | 0.12% | 2,564 | $688K | Add +49.3% |
| UNP Union Pacific Corp. | 0.11% | 2,432 | $662K | Add +0.9% |
| GD General Dynamics Corp. | 0.11% | 1,854 | $657K | Add +15.6% |
| ADP Automatic Data Processing | 0.11% | 2,817 | $631K | Add +1.3% |
| IWM iShares Russell 2000 ETF | 0.10% | 2,077 | $624K | Add +15.8% |
| PEP Pepsico Inc. | 0.10% | 4,532 | $614K | Reduce -4.2% |
| DVY iShares Select Dividend ETF | 0.10% | 3,714 | $580K | No change |
| PM Philip Morris International | 0.10% | 3,203 | $579K | Add +11.8% |
| CME Cme Group Inc. | 0.10% | 2,596 | $573K | Add +3.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,140 | $570K | Add +1.5% |
| SDY SS SPDR S&P Dividend ETF | 0.09% | 3,702 | $563K | No change |
| ITW Illinois Tool Works | 0.09% | 2,028 | $549K | Add +2.6% |
| TEL Te Connectivity PLC | 0.09% | 2,697 | $544K | Add +12.5% |
| GRMN Garmin Ltd. | 0.09% | 2,269 | $539K | Add +88.9% |
| WEC WEC Energy Group Inc. | 0.09% | 4,569 | $534K | Add +0.6% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $22 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | 8 | $22 | New |
Total filed on the 13F, all lines: $596.0M.
Portfolio Sells Q1 2026 → Q2 2026
| IEF iShares 7-10 Year Treasury B | Reduce -10.9% | 4.31% | −1.33 |
| OS Onestream Inc. | Sold out | 0.00% | −0.40 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -7.8% | 1.20% | −0.26 |
| NOBL Proshares S&P 500 Dividend A | Reduce -24.1% | 0.28% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -64.0% | 0.04% | −0.11 |
| VTIP Vanguard Short-Term Tips | Reduce -0.4% | 0.69% | −0.10 |
| XOM Exxonmobil Holdings Corp. | Reduce -2.2% | 0.22% | −0.10 |
| SO The Southern Co. | Reduce -0.8% | 0.54% | −0.09 |
| MCD McDonald's Corp. | Reduce -6.6% | 0.16% | −0.07 |
| JNJ Johnson & Johnson | Reduce -3.9% | 0.42% | −0.07 |
| REG Regency Centers Corp. | Reduce -12.4% | 0.24% | −0.06 |
| GLD SPDR Gold Shares | Reduce -4.2% | 0.14% | −0.06 |
| HD Home Depot Inc. | Reduce -1.2% | 0.60% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -55.2% | 0.03% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.2% | 2.89% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -2.7% | 0.19% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.34% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -4.7% | 0.86% | −0.05 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -32.9% | 0.06% | −0.04 |
| PEP Pepsico Inc. | Reduce -4.2% | 0.10% | −0.04 |
| ACN Accenture PLC Class A | Reduce -2.9% | 0.04% | −0.04 |
| TRV The Travelers Cos Inc. | Reduce -13.0% | 0.20% | −0.04 |
| AAPL Apple Inc. | Reduce -2.2% | 0.97% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -7.5% | 0.14% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -11.3% | 0.14% | −0.03 |
| ISHG iShares -3 Year Internationa | Reduce -4.5% | 0.14% | −0.03 |
| TFC Truist Financial Corp. | Reduce -10.3% | 0.14% | −0.03 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.7% | 0.15% | −0.02 |
| RTX RTX Corp. | Reduce -1.7% | 0.12% | −0.02 |
| NFLX Netflix Inc. | Reduce -3.9% | 0.04% | −0.02 |
| SCHF Schwab Intl Equity ETF | Reduce -2.0% | 0.43% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -1.1% | 0.36% | −0.02 |
| VICI Vici Properties Inc. | Reduce -4.5% | 0.08% | −0.02 |
| DUK Duke Energy Corp. | Reduce -2.1% | 0.07% | −0.01 |
| DIS The Walt Disney Co. | Reduce -1.2% | 0.08% | −0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -13.2% | 0.04% | −0.01 |
| IWV iShares Russell 3000 ETF | Reduce -0.5% | 1.27% | −0.01 |
| RES RPC Inc. | Reduce -16.9% | 0.02% | −0.01 |
| IEUR iShares Core MSCI Europe ETF | Reduce -22.3% | 0.03% | −0.01 |
| OKE Oneok Inc. | Reduce -6.4% | 0.04% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -45.5% | 0.01% | −0.01 |
| AON Aon PLC Class A | Reduce -12.4% | 0.04% | −0.01 |
| IWF iShares Russell 1000 Growth | Reduce -6.1% | 0.19% | −0.01 |
| SCHR Schwab Intermediate-Term US | Reduce -16.9% | 0.02% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.4% | 0.04% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -1.5% | 0.47% | −0.01 |
| FXE Invesco Currencyshares Euro | Reduce -4.8% | 0.03% | −0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -84.4% | 0.00% | −0.01 |
| ETN Eaton Corp. PLC | Reduce -6.8% | 0.14% | −0.01 |
| V Visa Inc. Class A | Reduce -1.2% | 0.17% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| AGG iShares Core U.S. Aggregate | New | 0.78% | +0.78 |
| DFIS Dimensional International SM | Add +84.6% | 0.45% | +0.18 |
| KO The Coca-Cola Co. | Add +20.0% | 1.80% | +0.18 |
| EFA iShares MSCI Eafe ETF | Add +251.4% | 0.18% | +0.13 |
| CMI Cummins Inc. | Add +50.7% | 0.27% | +0.11 |
| UNH Unitedhealth Group Inc. | Add +22.8% | 0.28% | +0.11 |
| CSCO Cisco Systems Inc. | Add +8.7% | 0.35% | +0.10 |
| SUB iShares Short-Term National | Add +132.6% | 0.15% | +0.07 |
| VWO Vanguard Ftse Emerging Marke | Add +168.2% | 0.12% | +0.07 |
| AVSC Avantis US Small Cap Equity | Add +0.4% | 3.14% | +0.07 |
| PNC PNC Financial Services Group | Add +40.7% | 0.23% | +0.07 |
| AMAT Applied Materials Inc. | New | 0.07% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +1.0% | 12.88% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | Add +10.6% | 0.22% | +0.06 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1468.1% | 0.06% | +0.05 |
| IVW iShares S&P 500 Growth ETF | Add +11.2% | 0.33% | +0.05 |
| NVDA Nvidia Corp. | Add +12.3% | 0.45% | +0.05 |
| AVGO Broadcom Inc. | Add +1.4% | 0.64% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +1.3% | 0.56% | +0.04 |
| AYI Acuity Inc. | New | 0.04% | +0.04 |
| PH Parker Hannifin Corp. | New | 0.04% | +0.04 |
| INTC Intel Corp. | New | 0.04% | +0.04 |
| VXUS Vanguard Total Intl Stock | New | 0.04% | +0.04 |
| GRMN Garmin Ltd. | Add +88.9% | 0.09% | +0.04 |
| ECL Ecolab Inc. | New | 0.04% | +0.04 |
| AXP American Express Co. | New | 0.03% | +0.03 |
| QCOM Qualcomm Inc. | New | 0.03% | +0.03 |
| LRCX Lam Research Corp. | New | 0.03% | +0.03 |
| ALL Allstate Corp. | New | 0.03% | +0.03 |
| PANW Palo Alto Networks Inc. | New | 0.03% | +0.03 |
| TRGP Targa Resources Corp. | Add +49.3% | 0.12% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 0.41% | +0.03 |
| LIN Linde PLC | New | 0.03% | +0.03 |
| PWR Quanta Services Inc. | New | 0.03% | +0.03 |
| CI The Cigna Group | New | 0.03% | +0.03 |
| VTI VG Morningstar TS MKT ETF-US | Add +2.5% | 1.26% | +0.03 |
| BLK BlackRock Inc. | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | New | 0.03% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +1.4% | 11.03% | +0.03 |
| APO Apollo Global Management Inc. | Add +69.4% | 0.07% | +0.03 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.03% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +11.4% | 0.30% | +0.03 |
| GEV GE Vernova Inc. | New | 0.03% | +0.03 |
| VYM Vanguard High DVD Yield ETF | New | 0.03% | +0.03 |
| UPS United Parcel Service Class B | New | 0.02% | +0.02 |
| VGK Vanguard Ftse Europe ETF | New | 0.02% | +0.02 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| TGT Target Corp. | New | 0.02% | +0.02 |
| SAMT Strategas Macro Them Opps | New | 0.02% | +0.02 |
| IEMG iShares Core MSCI Emerging | New | 0.02% | +0.02 |
Notes & Other Activity Q1 2026 → Q2 2026
| GME.WS Gamestop Corp. | *W EXP 10/30/202 | New | 8 | $22 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 764 | $596.0M | VOO, IJH, VIG, AVEM, TDTT |
| Q1 2026 | 197 | $516.2M | VOO, IJH, VIG, AVEM, TDTT |
| Q4 2025 | 200 | $517.0M | VOO, IJH, VIG, AVEM, TDTT |
| Q3 2025 | 188 | $502.4M | VOO, IJH, VIG, AVEM, TDTT |
| Q2 2025 | 201 | $470.0M | VOO, IJH, VIG, TDTT, AVEM |
| Q1 2025 | 563 | $439.0M | IJH, VOO, VIG, TDTT, IEF |
| Q4 2024 | 556 | $409.7M | IJH, VOO, AVEM, TDTT, IJR |
| Q3 2024 | 547 | $408.3M | IJH, VOO, AVEM, IJR, TDTT |
| Q2 2024 | 567 | $383.5M | IJH, VOO, IJR, AVEM, TDTT |
| Q1 2024 | 580 | $379.5M | IJH, IJR, VOO, TDTT, AVEM |