West Paces Advisors Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 23, 2025), West Paces Advisors Inc. reported 201 stock positions worth $470.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 12.8% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 11.3%) and Vanguard Dividend Apprec ETF (VIG, 7.1%). Compared with Q1 2025, it opened 22 new positions, sold out of 384, added to 64 and reduced 58. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +11%) and the biggest sale iShares Core S&P Small-Cap E (IJR, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0002004720
- Portfolio Value
- $470.0M (Q2 2025)
- SEC Filing
- 0001398344-25-013608 ↗ filed Jul 23, 2025
Holdings Value
Holdings 201 stocks · $470.0M
| VOO Vanguard S&P 500 ETF | 12.78% | 105,736 | $60.1M | Add +10.9% |
| IJH iShares Core S&P Midcap ETF | 11.32% | 857,595 | $53.2M | Add +1.3% |
| VIG Vanguard Dividend Apprec ETF | 7.09% | 162,798 | $33.3M | Add +6.6% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 5.97% | 1,157,668 | $28.1M | Add +0.4% |
| AVEM Avantis Emerging Markets Eq | 5.66% | 388,158 | $26.6M | Reduce -4.0% |
| IEF iShares 7-10 Year Treasury B | 5.42% | 265,757 | $25.5M | Add +2.4% |
| IJR iShares Core S&P Small-Cap E | 4.73% | 203,391 | $22.2M | Reduce -4.8% |
| IEFA iShares Core MSCI Eafe ETF | 4.26% | 239,927 | $20.0M | Reduce -8.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.30% | 25,080 | $15.5M | Add +9.2% |
| AVSC Avantis US Small Cap Equity | 2.88% | 262,159 | $13.5M | Add +14.8% |
| KO The Coca-Cola Co. | 2.35% | 156,298 | $11.1M | Add +0.2% |
| SCHC Schwab Intl Small-Cap Equity | 1.61% | 177,517 | $7.6M | Reduce -6.2% |
| IWV iShares Russell 3000 ETF | 1.41% | 18,896 | $6.6M | Reduce -0.7% |
| JPST JPMorgan Ultra-Short Income | 1.30% | 120,198 | $6.1M | Reduce -1.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.26% | 19,496 | $5.9M | Reduce -0.9% |
| MSFT Microsoft Corp. | 1.12% | 10,580 | $5.3M | Add +19.9% |
| VTIP Vanguard Short-Term Tips | 1.04% | 97,191 | $4.9M | Add +0.1% |
| HD Home Depot Inc. | 1.03% | 13,261 | $4.9M | Reduce -0.5% |
| IVV iShares Core S&P 500 ETF | 0.97% | 7,311 | $4.5M | Add +22.7% |
| AAPL Apple Inc. | 0.93% | 21,279 | $4.4M | Reduce -10.1% |
| AVGO Broadcom Inc. | 0.74% | 12,599 | $3.5M | Reduce -6.7% |
| JPM JPMorgan Chase & Co. | 0.69% | 11,250 | $3.3M | Reduce -0.5% |
| SCHB Schwab US Broad Market ETF | 0.64% | 126,108 | $3.0M | Add +18.5% |
| SO The Southern Co. | 0.61% | 31,466 | $2.9M | Add +14.8% |
| NSC Norfolk Southern Corp. | 0.58% | 10,736 | $2.7M | Add +40.6% |
| MDY State Street SPDR S&P Midcap | 0.55% | 4,560 | $2.6M | No change |
| CSX CSX Corp. | 0.54% | 77,386 | $2.5M | Add +8.4% |
| PG The Procter & Gamble Co. | 0.53% | 15,764 | $2.5M | Add +12.4% |
| OS Onestream Inc. | 0.51% | 85,108 | $2.4M | No change |
| LLY Eli Lilly & Co. | 0.45% | 2,739 | $2.1M | Add +3.1% |
| SCHF Schwab Intl Equity ETF | 0.43% | 90,906 | $2.0M | Reduce -15.4% |
| AMZN Amazon.com Inc. | 0.43% | 9,124 | $2.0M | No change |
| NOBL Proshares S&P 500 Dividend A | 0.42% | 19,606 | $2.0M | Add +1.3% |
| NVDA Nvidia Corp. | 0.39% | 11,646 | $1.8M | Reduce -2.9% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.39% | 30,024 | $1.8M | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.38% | 58,598 | $1.8M | Reduce -21.7% |
| ABBV Abbvie Inc. | 0.36% | 9,217 | $1.7M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 0.36% | 9,572 | $1.7M | Reduce -3.2% |
| REG Regency Centers Corp. | 0.34% | 22,635 | $1.6M | No change |
| JNJ Johnson & Johnson | 0.32% | 9,730 | $1.5M | Add +17.1% |
| CVX Chevron Corp. | 0.30% | 9,943 | $1.4M | Reduce -12.9% |
| MRK Merck & Co. Inc. | 0.30% | 17,866 | $1.4M | Reduce -15.3% |
| IWR iShares Russell Mid-Cap ETF | 0.30% | 15,262 | $1.4M | No change |
| MCD McDonald's Corp. | 0.28% | 4,514 | $1.3M | Reduce -3.7% |
| WMB Williams Cos Inc. | 0.27% | 20,319 | $1.3M | Reduce -2.5% |
| SCHA Schwab US Small-Cap ETF | 0.27% | 49,528 | $1.3M | Reduce -0.5% |
| COST Costco Wholesale Corp. | 0.26% | 1,246 | $1.2M | Add +0.6% |
| MRSH Marsh & McLennan Cos | 0.25% | 5,463 | $1.2M | Add +1.0% |
| SHY iShares 1-3 Year Treasury Bo | 0.25% | 14,308 | $1.2M | Add +13.9% |
| GOOGL Alphabet Inc. Class A | 0.25% | 6,674 | $1.2M | Add +2.7% |
| TXN Texas Instruments Inc. | 0.25% | 5,550 | $1.2M | Reduce -5.6% |
| MDLZ Mondelez International Inc. Class A | 0.24% | 16,754 | $1.1M | Add +5.3% |
| NEE Nextera Energy Inc. | 0.24% | 16,112 | $1.1M | Add +1.0% |
| TRV The Travelers Cos Inc. | 0.23% | 4,112 | $1.1M | Reduce -2.7% |
| V Visa Inc. Class A | 0.23% | 3,001 | $1.1M | Add +0.0% |
| ISHG iShares -3 Year Internationa | 0.22% | 13,430 | $1.0M | New |
| CSCO Cisco Systems Inc. | 0.22% | 14,583 | $1.0M | Reduce -2.0% |
| IVW iShares S&P 500 Growth ETF | 0.21% | 8,990 | $990K | Add +5.3% |
| IWF iShares Russell 1000 Growth | 0.21% | 2,274 | $965K | Add +0.9% |
| IWB iShares Russell 1000 ETF | 0.21% | 2,840 | $964K | No change |
| PEP Pepsico Inc. | 0.20% | 7,230 | $955K | Reduce -15.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 20,129 | $953K | No change |
| ETN Eaton Corp. PLC | 0.20% | 2,665 | $951K | Reduce -7.6% |
| XOM Exxon Mobil Corp. | 0.19% | 8,488 | $915K | Add +17.6% |
| ADP Automatic Data Processing | 0.19% | 2,870 | $885K | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.19% | 1,196 | $883K | Add +1.3% |
| TFC Truist Financial Corp. | 0.18% | 19,230 | $827K | Reduce -25.5% |
| SCHM Schwab US Mid Cap ETF | 0.17% | 29,147 | $818K | Add +100.3% |
| PNC PNC Financial Services Group | 0.17% | 4,276 | $797K | Reduce -18.8% |
| WMT Walmart Inc. | 0.17% | 7,935 | $776K | Add +28.3% |
| CME Cme Group Inc. | 0.15% | 2,483 | $684K | Add +1.8% |
| SSB Southstate Bank Corp. | 0.14% | 7,200 | $663K | No change |
| LMT Lockheed Martin Corp. | 0.14% | 1,427 | $661K | Reduce -2.9% |
| UNH Unitedhealth Group Inc. | 0.14% | 2,069 | $645K | Add +31.3% |
| PAYX Paychex Inc. | 0.14% | 4,431 | $645K | Add +0.4% |
| NTRS Northern Trust Corp. | 0.14% | 5,003 | $634K | No change |
| NUE Nucor Corp. | 0.13% | 4,849 | $628K | Add +191.6% |
| SRE Sempra | 0.13% | 8,128 | $616K | Reduce -3.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.13% | 4,928 | $611K | Reduce -23.5% |
| APD Air Products & Chemicals Inc. | 0.13% | 2,141 | $604K | No change |
| ORCL Oracle Corp. | 0.12% | 2,664 | $582K | No change |
| GLD SPDR Gold Shares | 0.12% | 1,898 | $579K | Reduce -6.6% |
| CAT Caterpillar Inc. | 0.12% | 1,467 | $570K | No change |
| GLW Corning Inc. | 0.12% | 10,436 | $549K | Reduce -0.9% |
| UNP Union Pacific Corp. | 0.12% | 2,381 | $548K | Add +21.5% |
| RTX RTX Corp. | 0.12% | 3,731 | $545K | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,109 | $539K | No change |
| DELL Dell Technologies -C | 0.11% | 4,121 | $505K | Reduce -10.7% |
| ITW Illinois Tool Works | 0.10% | 1,995 | $493K | Reduce -3.0% |
| QCOM Qualcomm Inc. | 0.10% | 3,082 | $491K | Reduce -4.9% |
| CMI Cummins Inc. | 0.10% | 1,476 | $483K | Add +6.6% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.10% | 1,500 | $480K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.10% | 3,502 | $475K | No change |
| DVY iShares Select Dividend ETF | 0.10% | 3,494 | $464K | No change |
| SBUX Starbucks Corp. | 0.10% | 4,897 | $449K | Reduce -15.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.09% | 1,500 | $442K | No change |
| WEC WEC Energy Group Inc. | 0.09% | 4,191 | $437K | Reduce -2.4% |
| IEI iShares 3-7 Year Treasury Bo | 0.09% | 3,587 | $427K | Reduce -2.7% |
| TT Trane Technologies PLC | 0.09% | 961 | $420K | No change |
| PPL PPL Corp. | 0.09% | 12,282 | $416K | Add +9.0% |
Portfolio Sells Q1 2025 → Q2 2025
| IJR iShares Core S&P Small-Cap E | Reduce -4.8% | 4.73% | −0.36 |
| AAPL Apple Inc. | Reduce -10.1% | 0.93% | −0.27 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.2% | 4.26% | −0.24 |
| CVX Chevron Corp. | Reduce -12.9% | 0.30% | −0.13 |
| MRK Merck & Co. Inc. | Reduce -15.3% | 0.30% | −0.13 |
| JPST JPMorgan Ultra-Short Income | Reduce -1.8% | 1.30% | −0.12 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -21.7% | 0.38% | −0.09 |
| PEP Pepsico Inc. | Reduce -15.1% | 0.20% | −0.09 |
| HD Home Depot Inc. | Reduce -0.5% | 1.03% | −0.08 |
| TFC Truist Financial Corp. | Reduce -25.5% | 0.18% | −0.07 |
| SCHF Schwab Intl Equity ETF | Reduce -15.4% | 0.43% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.06 |
| MCD McDonald's Corp. | Reduce -3.7% | 0.28% | −0.05 |
| PSX Phillips 66 | Reduce -35.8% | 0.07% | −0.05 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.05 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.04 |
| ALL Allstate Corp. | Sold out | 0.00% | −0.04 |
| RF Regions Financial Corp. | Sold out | 0.00% | −0.04 |
| PNC PNC Financial Services Group | Reduce -18.8% | 0.17% | −0.04 |
| IEUR iShares Core MSCI Europe ETF | Sold out | 0.00% | −0.04 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.04 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.04 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.04 |
| LIN Linde PLC | Sold out | 0.00% | −0.04 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.04 |
| TGT Target Corp. | Sold out | 0.00% | −0.04 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.04 |
| WCN Waste Connections Inc. | Sold out | 0.00% | −0.04 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| O Realty Income Corp. | Reduce -29.8% | 0.06% | −0.03 |
| COP Conocophillips | Sold out | 0.00% | −0.03 |
| SBUX Starbucks Corp. | Reduce -15.3% | 0.10% | −0.03 |
| AXP American Express Co. | Sold out | 0.00% | −0.03 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.03 |
| MS Morgan Stanley | Sold out | 0.00% | −0.03 |
| BIV Vanguard Intermediate-Term B | Sold out | 0.00% | −0.03 |
| WM Waste Management Inc. | Sold out | 0.00% | −0.03 |
| ADI Analog Devices Inc. | Sold out | 0.00% | −0.03 |
| PEG Public Service Enterprise GP | Sold out | 0.00% | −0.03 |
| SYK Stryker Corp. | Sold out | 0.00% | −0.03 |
| T AT&T Inc. | Sold out | 0.00% | −0.03 |
| PH Parker Hannifin Corp. | Sold out | 0.00% | −0.03 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.03 |
| SCMB Schwab Municipal Bond ETF | Reduce -37.4% | 0.04% | −0.03 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.03 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.02 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.02 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.02 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.02 |
| KLAC KLA Corp. | Sold out | 0.00% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +10.9% | 12.78% | +1.62 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.2% | 3.30% | +0.37 |
| MSFT Microsoft Corp. | Add +19.9% | 1.12% | +0.37 |
| AVSC Avantis US Small Cap Equity | Add +14.8% | 2.88% | +0.36 |
| VIG Vanguard Dividend Apprec ETF | Add +6.6% | 7.09% | +0.34 |
| ISHG iShares -3 Year Internationa | New | 0.22% | +0.22 |
| IVV iShares Core S&P 500 ETF | Add +22.7% | 0.97% | +0.20 |
| NSC Norfolk Southern Corp. | Add +40.6% | 0.58% | +0.17 |
| SCHB Schwab US Broad Market ETF | Add +18.5% | 0.64% | +0.12 |
| NUE Nucor Corp. | Add +191.6% | 0.13% | +0.09 |
| FXB Invesco Currencyshares Briti | New | 0.09% | +0.09 |
| SCHM Schwab US Mid Cap ETF | Add +100.3% | 0.17% | +0.09 |
| IJH iShares Core S&P Midcap ETF | Add +1.3% | 11.32% | +0.06 |
| CSX CSX Corp. | Add +8.4% | 0.54% | +0.06 |
| ACN Accenture PLC Class A | Add +292.6% | 0.08% | +0.06 |
| FXF Invesco Currencyshares Swiss | New | 0.05% | +0.05 |
| FXY Invesco Currencyshares Japan | New | 0.05% | +0.05 |
| VGSH Vanguard Short-Term Treasury | New | 0.05% | +0.05 |
| SUB iShares Short-Term National | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +28.3% | 0.17% | +0.04 |
| SO The Southern Co. | Add +14.8% | 0.61% | +0.04 |
| VICI Vici Properties Inc. | Add +141.3% | 0.07% | +0.04 |
| MPC Marathon Petroleum Corp. | Add +375.9% | 0.04% | +0.04 |
| META Meta Platforms Inc. Class A | Add +1.3% | 0.19% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +5.3% | 0.21% | +0.03 |
| GPC Genuine Parts Co. | Add +71.8% | 0.07% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +2.7% | 0.25% | +0.02 |
| IWF iShares Russell 1000 Growth | Add +0.9% | 0.21% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +93.9% | 0.04% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Add +91.0% | 0.05% | +0.02 |
| COF Capital One Financial Corp. | Add +38.5% | 0.05% | +0.02 |
| SHY iShares 1-3 Year Treasury Bo | Add +13.9% | 0.25% | +0.02 |
| HIG Hartford Insurance Group Inc. | Add +27.4% | 0.07% | +0.01 |
| EMR Emerson Electric Co. | Add +3.0% | 0.09% | +0.01 |
| UNP Union Pacific Corp. | Add +21.5% | 0.12% | +0.01 |
| XLK SS Technology Select Sector | Add +11.2% | 0.04% | +0.01 |
| IJS iShares S&P Small-Cap 600 Va | New | 0.01% | +0.01 |
| EFA iShares MSCI Eafe ETF | Add +13.5% | 0.06% | +0.01 |
| IYW iShares Ustechnology ETF | Add +36.0% | 0.02% | +0.01 |
| IJT iShares S&P Small-Cap 600 GR | New | 0.01% | +0.01 |
| IYZ iShares US Telecommunication | New | 0.01% | +0.01 |
| NFRA NT GLBL BRD Infra ETF | New | 0.01% | +0.01 |
| IYG iShares U.S. Financial Servi | New | 0.01% | +0.01 |
| HYGV NT HY Val-SCRD BD ETF | New | 0.01% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.4% | 0.05% | +0.01 |
| SCHG Schwab US Large-Cap Growth | Add +46.8% | 0.02% | +0.01 |
| IYC iShares US Consumer Discreti | Add +101.0% | 0.01% | +0.00 |
| GUNR NT Mstar GLBL NR ETF | New | 0.00% | +0.00 |
| RWR SS SPDR Dow Jones REIT ETF | New | 0.00% | +0.00 |
| CMI Cummins Inc. | Add +6.6% | 0.10% | +0.00 |
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 |