West Paces Advisors Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 22, 2025), West Paces Advisors Inc. reported 188 stock positions worth $502.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.1% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 11.1%) and Vanguard Dividend Apprec ETF (VIG, 7.3%). Compared with Q2 2025, it opened 15 new positions, sold out of 28, added to 45 and reduced 89. The biggest buy was Avantis Emerging Markets Eq (AVEM, shares +4%) and the biggest sale Coca-Cola (KO, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0002004720
- Portfolio Value
- $502.4M (Q3 2025)
- SEC Filing
- 0001398344-25-019519 ↗ filed Oct 22, 2025
Holdings Value
Holdings 188 stocks · $502.4M
| VOO Vanguard S&P 500 ETF | 13.12% | 107,636 | $65.9M | Add +1.8% |
| IJH iShares Core S&P Midcap ETF | 11.07% | 852,607 | $55.6M | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 7.34% | 170,850 | $36.9M | Add +5.0% |
| AVEM Avantis Emerging Markets Eq | 6.02% | 402,837 | $30.3M | Add +3.8% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 5.82% | 1,201,092 | $29.2M | Add +3.8% |
| IEF iShares 7-10 Year Treasury B | 5.51% | 286,817 | $27.7M | Add +7.9% |
| IJR iShares Core S&P Small-Cap E | 4.64% | 196,339 | $23.3M | Reduce -3.5% |
| IEFA iShares Core MSCI Eafe ETF | 4.42% | 254,541 | $22.2M | Add +6.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.17% | 23,880 | $15.9M | Reduce -4.8% |
| AVSC Avantis US Small Cap Equity | 2.97% | 261,073 | $14.9M | Reduce -0.4% |
| KO The Coca-Cola Co. | 1.98% | 149,773 | $9.9M | Reduce -4.2% |
| SCHC Schwab Intl Small-Cap Equity | 1.58% | 173,908 | $7.9M | Reduce -2.0% |
| IWV iShares Russell 3000 ETF | 1.42% | 18,871 | $7.2M | Reduce -0.1% |
| JPST JPMorgan Ultra-Short Income | 1.41% | 139,210 | $7.1M | Add +15.8% |
| VTI VG Morningstar TS MKT ETF-US | 1.28% | 19,557 | $6.4M | Add +0.3% |
| MSFT Microsoft Corp. | 1.12% | 10,890 | $5.6M | Add +2.9% |
| AAPL Apple Inc. | 1.06% | 21,014 | $5.4M | Reduce -1.3% |
| HD Home Depot Inc. | 1.04% | 12,938 | $5.2M | Reduce -2.4% |
| VTIP Vanguard Short-Term Tips | 0.98% | 97,291 | $4.9M | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.96% | 7,243 | $4.8M | Reduce -0.9% |
| AVGO Broadcom Inc. | 0.76% | 11,558 | $3.8M | Reduce -8.3% |
| JPM JPMorgan Chase & Co. | 0.69% | 10,957 | $3.5M | Reduce -2.6% |
| NSC Norfolk Southern Corp. | 0.64% | 10,721 | $3.2M | Reduce -0.1% |
| SCHB Schwab US Broad Market ETF | 0.63% | 123,028 | $3.2M | Reduce -2.4% |
| SO The Southern Co. | 0.59% | 31,368 | $3.0M | Reduce -0.3% |
| CSX CSX Corp. | 0.55% | 77,386 | $2.7M | No change |
| MDY State Street SPDR S&P Midcap | 0.54% | 4,560 | $2.7M | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.49% | 29,738 | $2.5M | Add +107.8% |
| PG The Procter & Gamble Co. | 0.48% | 15,627 | $2.4M | Reduce -0.9% |
| GOOG Alphabet Inc. Class C | 0.45% | 9,205 | $2.2M | Reduce -3.8% |
| SCHF Schwab Intl Equity ETF | 0.44% | 94,577 | $2.2M | Add +4.0% |
| ABBV Abbvie Inc. | 0.42% | 9,165 | $2.1M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.41% | 2,721 | $2.1M | Reduce -0.7% |
| NOBL Proshares S&P 500 Dividend A | 0.41% | 19,756 | $2.0M | Add +0.8% |
| AMZN Amazon.com Inc. | 0.40% | 9,054 | $2.0M | Reduce -0.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.39% | 58,517 | $2.0M | Reduce -0.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.39% | 30,024 | $2.0M | No change |
| NVDA Nvidia Corp. | 0.38% | 10,178 | $1.9M | Reduce -12.6% |
| JNJ Johnson & Johnson | 0.37% | 10,129 | $1.9M | Add +4.1% |
| REG Regency Centers Corp. | 0.33% | 22,635 | $1.7M | No change |
| GOOGL Alphabet Inc. Class A | 0.32% | 6,553 | $1.6M | Reduce -1.8% |
| OS Onestream Inc. | 0.31% | 85,218 | $1.6M | Add +0.1% |
| CVX Chevron Corp. | 0.30% | 9,711 | $1.5M | Reduce -2.3% |
| IWR iShares Russell Mid-Cap ETF | 0.29% | 15,212 | $1.5M | Reduce -0.3% |
| SCHA Schwab US Small-Cap ETF | 0.27% | 49,138 | $1.4M | Reduce -0.8% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 11,351 | $1.4M | Add +26.3% |
| MCD McDonald's Corp. | 0.27% | 4,476 | $1.4M | Reduce -0.8% |
| WMB Williams Cos Inc. | 0.26% | 20,796 | $1.3M | Add +2.4% |
| ISHG iShares -3 Year Internationa | 0.25% | 16,770 | $1.3M | Add +24.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.23% | 22,556 | $1.2M | Add +12.1% |
| COST Costco Wholesale Corp. | 0.23% | 1,256 | $1.2M | Add +0.8% |
| NEE Nextera Energy Inc. | 0.23% | 15,358 | $1.2M | Reduce -4.7% |
| TRV The Travelers Cos Inc. | 0.23% | 4,112 | $1.1M | No change |
| MRSH Marsh & McLennan Cos | 0.22% | 5,554 | $1.1M | Add +1.7% |
| CSCO Cisco Systems Inc. | 0.21% | 15,397 | $1.1M | Add +5.6% |
| IWF iShares Russell 1000 Growth | 0.21% | 2,240 | $1.0M | Reduce -1.5% |
| IWB iShares Russell 1000 ETF | 0.21% | 2,840 | $1.0M | No change |
| MDLZ Mondelez International Inc. Class A | 0.20% | 16,266 | $1.0M | Reduce -2.9% |
| UNH Unitedhealth Group Inc. | 0.20% | 2,921 | $1.0M | Add +41.2% |
| V Visa Inc. Class A | 0.20% | 2,897 | $989K | Reduce -3.5% |
| XOM Exxon Mobil Corp. | 0.19% | 8,535 | $962K | Add +0.6% |
| ETN Eaton Corp. PLC | 0.18% | 2,469 | $924K | Reduce -7.3% |
| TXN Texas Instruments Inc. | 0.18% | 4,955 | $910K | Reduce -10.7% |
| TFC Truist Financial Corp. | 0.17% | 19,070 | $872K | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 0.17% | 1,172 | $861K | Reduce -2.0% |
| SCHM Schwab US Mid Cap ETF | 0.17% | 28,852 | $855K | Reduce -1.0% |
| ADP Automatic Data Processing | 0.17% | 2,870 | $842K | No change |
| PNC PNC Financial Services Group | 0.17% | 4,151 | $834K | Reduce -2.9% |
| GLW Corning Inc. | 0.16% | 10,056 | $825K | Reduce -3.6% |
| WMT Walmart Inc. | 0.15% | 7,544 | $777K | Reduce -4.9% |
| MRK Merck & Co. Inc. | 0.15% | 8,955 | $752K | Reduce -49.9% |
| LMT Lockheed Martin Corp. | 0.14% | 1,427 | $712K | No change |
| SSB Southstate Bank Corp. | 0.14% | 7,200 | $712K | No change |
| ORCL Oracle Corp. | 0.14% | 2,530 | $712K | Reduce -5.0% |
| CAT Caterpillar Inc. | 0.13% | 1,417 | $676K | Reduce -3.4% |
| SRE Sempra | 0.13% | 7,494 | $674K | Reduce -7.8% |
| PEP Pepsico Inc. | 0.13% | 4,795 | $673K | Reduce -33.7% |
| NTRS Northern Trust Corp. | 0.13% | 5,000 | $673K | Reduce -0.1% |
| CME Cme Group Inc. | 0.13% | 2,463 | $666K | Reduce -0.8% |
| NUE Nucor Corp. | 0.13% | 4,836 | $655K | Reduce -0.3% |
| GLD SPDR Gold Shares | 0.13% | 1,823 | $648K | Reduce -4.0% |
| RTX RTX Corp. | 0.12% | 3,588 | $600K | Reduce -3.8% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.12% | 17,791 | $580K | Add +72.4% |
| ACN Accenture PLC Class A | 0.12% | 2,349 | $579K | Add +83.5% |
| UNP Union Pacific Corp. | 0.11% | 2,388 | $564K | Add +0.3% |
| PAYX Paychex Inc. | 0.11% | 4,395 | $557K | Reduce -0.8% |
| CMI Cummins Inc. | 0.11% | 1,276 | $539K | Reduce -13.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,072 | $539K | Reduce -3.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 4,698 | $538K | Reduce -4.7% |
| DVY iShares Select Dividend ETF | 0.10% | 3,714 | $528K | Add +6.3% |
| SDY SS SPDR S&P Dividend ETF | 0.10% | 3,702 | $518K | Add +5.7% |
| ITW Illinois Tool Works | 0.10% | 1,972 | $514K | Reduce -1.1% |
| APD Air Products & Chemicals Inc. | 0.10% | 1,884 | $514K | Reduce -12.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.10% | 4,237 | $506K | Add +18.1% |
| FXB Invesco Currencyshares Briti | 0.10% | 3,892 | $504K | Add +25.6% |
| TEL Te Connectivity PLC | 0.10% | 2,248 | $494K | New |
| WEC WEC Energy Group Inc. | 0.09% | 4,162 | $477K | Reduce -0.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.09% | 1,500 | $465K | No change |
| PPL PPL Corp. | 0.09% | 12,332 | $458K | Add +0.4% |
| IWM iShares Russell 2000 ETF | 0.09% | 1,806 | $437K | Add +0.7% |
Portfolio Sells Q2 2025 → Q3 2025
| KO The Coca-Cola Co. | Reduce -4.2% | 1.98% | −0.38 |
| IJH iShares Core S&P Midcap ETF | Reduce -0.6% | 11.07% | −0.24 |
| MRK Merck & Co. Inc. | Reduce -49.9% | 0.15% | −0.15 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.8% | 3.17% | −0.13 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.11 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.10 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.5% | 4.64% | −0.09 |
| PEP Pepsico Inc. | Reduce -33.7% | 0.13% | −0.07 |
| PSX Phillips 66 | Sold out | 0.00% | −0.07 |
| O Realty Income Corp. | Sold out | 0.00% | −0.06 |
| TXN Texas Instruments Inc. | Reduce -10.7% | 0.18% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -0.9% | 0.48% | −0.06 |
| FXF Invesco Currencyshares Swiss | Sold out | 0.00% | −0.05 |
| FXY Invesco Currencyshares Japan | Sold out | 0.00% | −0.05 |
| PLD Prologis Inc. | Sold out | 0.00% | −0.05 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.05 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.05 |
| ARES Ares Management Corp. Class A | Sold out | 0.00% | −0.04 |
| HPQ HP Inc. | Sold out | 0.00% | −0.04 |
| CI The Cigna Group | Sold out | 0.00% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -0.7% | 0.41% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.9% | 0.20% | −0.04 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -2.0% | 1.58% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 0.40% | −0.03 |
| V Visa Inc. Class A | Reduce -3.5% | 0.20% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -12.0% | 0.10% | −0.03 |
| PAYX Paychex Inc. | Reduce -0.8% | 0.11% | −0.03 |
| SO The Southern Co. | Reduce -0.3% | 0.59% | −0.02 |
| DIS The Walt Disney Co. | Reduce -4.7% | 0.11% | −0.02 |
| KDP Keurig Dr Pepper Inc. | Reduce -0.5% | 0.06% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -11.3% | 0.07% | −0.02 |
| ETN Eaton Corp. PLC | Reduce -7.3% | 0.18% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -4.0% | 0.05% | −0.02 |
| DHR Danaher Corp. | Reduce -16.2% | 0.06% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -2.0% | 0.17% | −0.02 |
| SBUX Starbucks Corp. | Reduce -2.6% | 0.08% | −0.02 |
| NFLX Netflix Inc. | Reduce -1.0% | 0.07% | −0.01 |
| NVDA Nvidia Corp. | Reduce -12.6% | 0.38% | −0.01 |
| CME Cme Group Inc. | Reduce -0.8% | 0.13% | −0.01 |
| ROP Roper Technologies Inc. | Reduce -0.3% | 0.06% | −0.01 |
| AON Aon PLC Class A | Reduce -10.4% | 0.06% | −0.01 |
| TT Trane Technologies PLC | Reduce -3.8% | 0.08% | −0.01 |
| WMT Walmart Inc. | Reduce -4.9% | 0.15% | −0.01 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.27% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -2.4% | 0.63% | −0.01 |
| BSX Boston Scientific Corp. | Reduce -4.5% | 0.04% | −0.01 |
| OKE Oneok Inc. | Reduce -0.8% | 0.05% | −0.01 |
| MCK McKesson Corp. | Reduce -9.9% | 0.07% | −0.01 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -82.6% | 0.00% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.3% | 0.11% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| AVEM Avantis Emerging Markets Eq | Add +3.8% | 6.02% | +0.36 |
| VOO Vanguard S&P 500 ETF | Add +1.8% | 13.12% | +0.34 |
| VIG Vanguard Dividend Apprec ETF | Add +5.0% | 7.34% | +0.25 |
| SHY iShares 1-3 Year Treasury Bo | Add +107.8% | 0.49% | +0.24 |
| IEFA iShares Core MSCI Eafe ETF | Add +6.1% | 4.42% | +0.16 |
| JPST JPMorgan Ultra-Short Income | Add +15.8% | 1.41% | +0.11 |
| TEL Te Connectivity PLC | New | 0.10% | +0.10 |
| IEF iShares 7-10 Year Treasury B | Add +7.9% | 5.51% | +0.09 |
| AVB Avalonbay Communities Inc. | New | 0.08% | +0.08 |
| UNH Unitedhealth Group Inc. | Add +41.2% | 0.20% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Add +26.3% | 0.27% | +0.06 |
| JNJ Johnson & Johnson | Add +4.1% | 0.37% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.06% | +0.06 |
| RF Regions Financial Corp. | New | 0.05% | +0.05 |
| TRGP Targa Resources Corp. | New | 0.05% | +0.05 |
| APO Apollo Global Management Inc. | New | 0.05% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | New | 0.05% | +0.05 |
| VICI Vici Properties Inc. | Add +72.4% | 0.12% | +0.04 |
| AMD Advanced Micro Devices | New | 0.04% | +0.04 |
| IEUR iShares Core MSCI Europe ETF | New | 0.04% | +0.04 |
| ISHG iShares -3 Year Internationa | Add +24.9% | 0.25% | +0.04 |
| ACN Accenture PLC Class A | Add +83.5% | 0.12% | +0.03 |
| BAC Bank of America Corp. | Add +12.1% | 0.23% | +0.03 |
| GD General Dynamics Corp. | Add +22.2% | 0.07% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 1.28% | +0.02 |
| JMST JPM Ultra-Short Muni Income | Add +148.8% | 0.03% | +0.02 |
| FXB Invesco Currencyshares Briti | Add +25.6% | 0.10% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +4.0% | 0.44% | +0.01 |
| IEI iShares 3-7 Year Treasury Bo | Add +18.1% | 0.10% | +0.01 |
| XLK SS Technology Select Sector | Add +16.9% | 0.05% | +0.01 |
| HIG Hartford Insurance Group Inc. | Add +11.5% | 0.08% | +0.01 |
| DVY iShares Select Dividend ETF | Add +6.3% | 0.10% | +0.01 |
| FAST Fastenal Co. | Add +0.7% | 0.06% | +0.01 |
| GPC Genuine Parts Co. | Add +0.5% | 0.07% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +0.7% | 0.09% | +0.00 |
| VWO Vanguard Ftse Emerging Marke | Add +7.9% | 0.04% | +0.00 |
| MSFT Microsoft Corp. | Add +2.9% | 1.12% | +0.00 |
| PPL PPL Corp. | Add +0.4% | 0.09% | +0.00 |
| SDY SS SPDR S&P Dividend ETF | Add +5.7% | 0.10% | +0.00 |
| OEF iShares S&P 100 ETF | New | 0.00% | +0.00 |
| AGG iShares Core U.S. Aggregate | New | 0.00% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.00% | +0.00 |
| MUB iShares National Muni Bond E | New | 0.00% | +0.00 |
| AVDE Avantis International Equity | New | 0.00% | +0.00 |
| LRGF iShares US Equity Factor ETF | New | 0.00% | +0.00 |
| MA Mastercard Inc. Class A | Add +0.9% | 0.05% | −0.00 |
| AMGN Amgen Inc. | Add +0.5% | 0.06% | −0.00 |
| XOM Exxon Mobil Corp. | Add +0.6% | 0.19% | −0.00 |
| UNP Union Pacific Corp. | Add +0.3% | 0.11% | −0.00 |
| PM Philip Morris International | Add +7.4% | 0.04% | −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 |