West Paces Advisors Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), West Paces Advisors Inc. reported 200 stock positions worth $517.0 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 13.2% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 10.8%) and Vanguard Dividend Apprec ETF (VIG, 7.5%). Compared with Q3 2025, it opened 20 new positions, sold out of 8, added to 97 and reduced 42. The biggest buy was JPMorgan Ultra-Short Income (JPST, shares +20%) and the biggest sale iShares Core S&P Midcap ETF (IJH, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0002004720
- Portfolio Value
- $517.0M (Q4 2025)
- SEC Filing
- 0001398344-26-000988 ↗ filed Jan 21, 2026
Holdings Value
Holdings 200 stocks · $517.0M
| VOO Vanguard S&P 500 ETF | 13.23% | 109,074 | $68.4M | Add +1.3% |
| IJH iShares Core S&P Midcap ETF | 10.81% | 847,139 | $55.9M | Reduce -0.6% |
| VIG Vanguard Dividend Apprec ETF | 7.48% | 175,966 | $38.7M | Add +3.0% |
| AVEM Avantis Emerging Markets Eq | 6.04% | 405,298 | $31.2M | Add +0.6% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 5.78% | 1,241,991 | $29.9M | Add +3.4% |
| IEF iShares 7-10 Year Treasury B | 5.44% | 292,462 | $28.1M | Add +2.0% |
| IEFA iShares Core MSCI Eafe ETF | 4.52% | 260,965 | $23.3M | Add +2.5% |
| IJR iShares Core S&P Small-Cap E | 4.51% | 193,807 | $23.3M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.10% | 23,490 | $16.0M | Reduce -1.6% |
| AVSC Avantis US Small Cap Equity | 2.99% | 262,807 | $15.4M | Add +0.7% |
| KO The Coca-Cola Co. | 1.99% | 147,347 | $10.3M | Reduce -1.6% |
| JPST JPMorgan Ultra-Short Income | 1.63% | 166,871 | $8.4M | Add +19.9% |
| SCHC Schwab Intl Small-Cap Equity | 1.50% | 170,759 | $7.8M | Reduce -1.8% |
| IWV iShares Russell 3000 ETF | 1.34% | 17,936 | $6.9M | Reduce -5.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.28% | 19,781 | $6.6M | Add +1.1% |
| AAPL Apple Inc. | 1.11% | 21,066 | $5.7M | Add +0.3% |
| MSFT Microsoft Corp. | 1.06% | 11,305 | $5.5M | Add +3.8% |
| IVV iShares Core S&P 500 ETF | 0.95% | 7,200 | $4.9M | Reduce -0.6% |
| HD Home Depot Inc. | 0.85% | 12,787 | $4.4M | Reduce -1.2% |
| VTIP Vanguard Short-Term Tips | 0.81% | 84,189 | $4.2M | Reduce -13.5% |
| AVGO Broadcom Inc. | 0.77% | 11,474 | $4.0M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.69% | 10,997 | $3.5M | Add +0.4% |
| SCHB Schwab US Broad Market ETF | 0.62% | 121,263 | $3.2M | Reduce -1.4% |
| NSC Norfolk Southern Corp. | 0.60% | 10,746 | $3.1M | Add +0.2% |
| GOOG Alphabet Inc. Class C | 0.58% | 9,509 | $3.0M | Add +3.3% |
| SO The Southern Co. | 0.57% | 33,747 | $2.9M | Add +7.6% |
| LLY Eli Lilly & Co. | 0.57% | 2,728 | $2.9M | Add +0.3% |
| CSX CSX Corp. | 0.54% | 76,930 | $2.8M | Reduce -0.6% |
| MDY State Street SPDR S&P Midcap | 0.53% | 4,562 | $2.8M | Add +0.0% |
| SCHF Schwab Intl Equity ETF | 0.44% | 94,577 | $2.3M | No change |
| NVDA Nvidia Corp. | 0.44% | 12,183 | $2.3M | Add +19.7% |
| PG The Procter & Gamble Co. | 0.43% | 15,497 | $2.2M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.42% | 9,395 | $2.2M | Add +3.8% |
| JNJ Johnson & Johnson | 0.41% | 10,341 | $2.1M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 0.41% | 6,827 | $2.1M | Add +4.2% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.40% | 31,099 | $2.1M | Add +3.6% |
| ABBV Abbvie Inc. | 0.40% | 9,033 | $2.1M | Reduce -1.4% |
| NOBL Proshares S&P 500 Dividend A | 0.40% | 19,756 | $2.1M | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.37% | 58,581 | $1.9M | Add +0.1% |
| IVW iShares S&P 500 Growth ETF | 0.31% | 12,907 | $1.6M | Add +13.7% |
| OS Onestream Inc. | 0.30% | 85,218 | $1.6M | No change |
| REG Regency Centers Corp. | 0.30% | 22,635 | $1.6M | No change |
| CVX Chevron Corp. | 0.28% | 9,559 | $1.5M | Reduce -1.6% |
| IWR iShares Russell Mid-Cap ETF | 0.27% | 14,604 | $1.4M | Reduce -4.0% |
| SCHA Schwab US Small-Cap ETF | 0.27% | 48,289 | $1.4M | Reduce -1.7% |
| MCD McDonald's Corp. | 0.26% | 4,392 | $1.3M | Reduce -1.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.26% | 16,177 | $1.3M | Reduce -45.6% |
| NEE Nextera Energy Inc. | 0.24% | 15,594 | $1.3M | Add +1.5% |
| WMB Williams Cos Inc. | 0.24% | 20,489 | $1.2M | Reduce -1.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 22,328 | $1.2M | Reduce -1.0% |
| TRV The Travelers Cos Inc. | 0.24% | 4,202 | $1.2M | Add +2.2% |
| CSCO Cisco Systems Inc. | 0.23% | 15,746 | $1.2M | Add +2.3% |
| IWF iShares Russell 1000 Growth | 0.22% | 2,384 | $1.1M | Add +6.4% |
| COST Costco Wholesale Corp. | 0.22% | 1,295 | $1.1M | Add +3.1% |
| V Visa Inc. Class A | 0.21% | 3,041 | $1.1M | Add +5.0% |
| XOM Exxon Mobil Corp. | 0.21% | 8,856 | $1.1M | Add +3.8% |
| IWB iShares Russell 1000 ETF | 0.21% | 2,840 | $1.1M | No change |
| ISHG iShares -3 Year Internationa | 0.19% | 13,390 | $1.0M | Reduce -20.2% |
| UNH Unitedhealth Group Inc. | 0.19% | 2,956 | $976K | Add +1.2% |
| TFC Truist Financial Corp. | 0.18% | 19,334 | $951K | Add +1.4% |
| GLD SPDR Gold Shares | 0.18% | 2,358 | $934K | Add +29.4% |
| MRSH Marsh & McLennan Cos | 0.17% | 4,866 | $903K | Reduce -12.4% |
| MDLZ Mondelez International Inc. Class A | 0.17% | 16,452 | $886K | Add +1.1% |
| VGSH Vanguard Short-Term Treasury | 0.17% | 15,014 | $882K | New |
| PNC PNC Financial Services Group | 0.17% | 4,165 | $869K | Add +0.3% |
| SCHM Schwab US Mid Cap ETF | 0.17% | 28,894 | $869K | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.17% | 1,294 | $854K | Add +10.4% |
| CAT Caterpillar Inc. | 0.16% | 1,471 | $843K | Add +3.8% |
| WMT Walmart Inc. | 0.16% | 7,440 | $829K | Reduce -1.4% |
| TXN Texas Instruments Inc. | 0.16% | 4,750 | $824K | Reduce -4.1% |
| MRK Merck & Co. Inc. | 0.16% | 7,722 | $813K | Reduce -13.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 10,020 | $799K | New |
| NUE Nucor Corp. | 0.15% | 4,859 | $793K | Add +0.5% |
| GLW Corning Inc. | 0.15% | 8,864 | $776K | Reduce -11.8% |
| ETN Eaton Corp. PLC | 0.15% | 2,399 | $764K | Reduce -2.8% |
| ADP Automatic Data Processing | 0.14% | 2,904 | $747K | Add +1.2% |
| PEP Pepsico Inc. | 0.14% | 4,933 | $708K | Add +2.9% |
| NTRS Northern Trust Corp. | 0.13% | 5,008 | $684K | Add +0.2% |
| CME Cme Group Inc. | 0.13% | 2,461 | $672K | Reduce -0.1% |
| CMI Cummins Inc. | 0.13% | 1,310 | $669K | Add +2.7% |
| LMT Lockheed Martin Corp. | 0.13% | 1,378 | $667K | Reduce -3.4% |
| ACN Accenture PLC Class A | 0.13% | 2,484 | $666K | Add +5.8% |
| SRE Sempra | 0.13% | 7,532 | $665K | Add +0.5% |
| RTX RTX Corp. | 0.13% | 3,594 | $659K | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.11% | 1,133 | $570K | Add +5.7% |
| UNP Union Pacific Corp. | 0.11% | 2,421 | $560K | Add +1.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.11% | 4,845 | $551K | Add +3.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 1,099 | $536K | Add +116.8% |
| TEL Te Connectivity PLC | 0.10% | 2,317 | $527K | Add +3.1% |
| DVY iShares Select Dividend ETF | 0.10% | 3,714 | $524K | No change |
| ORCL Oracle Corp. | 0.10% | 2,644 | $515K | Add +4.5% |
| SDY SS SPDR S&P Dividend ETF | 0.10% | 3,702 | $515K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.10% | 18,226 | $513K | Add +2.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.10% | 4,237 | $506K | No change |
| WEC WEC Energy Group Inc. | 0.10% | 4,715 | $497K | Add +13.3% |
| ITW Illinois Tool Works | 0.10% | 2,016 | $497K | Add +2.2% |
| PAYX Paychex Inc. | 0.10% | 4,395 | $493K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.09% | 1,516 | $461K | Add +51.1% |
| IWM iShares Russell 2000 ETF | 0.09% | 1,794 | $442K | Reduce -0.7% |
| HIG Hartford Insurance Group Inc. | 0.09% | 3,200 | $441K | Add +7.1% |
Portfolio Sells Q3 2025 → Q4 2025
| IJH iShares Core S&P Midcap ETF | Reduce -0.6% | 10.81% | −0.26 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -45.6% | 0.26% | −0.23 |
| HD Home Depot Inc. | Reduce -1.2% | 0.85% | −0.19 |
| VTIP Vanguard Short-Term Tips | Reduce -13.5% | 0.81% | −0.17 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.3% | 4.51% | −0.14 |
| IWV iShares Russell 3000 ETF | Reduce -5.0% | 1.34% | −0.08 |
| SSB Southstate Bank Corp. | Reduce -50.0% | 0.07% | −0.08 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -1.8% | 1.50% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.6% | 3.10% | −0.07 |
| ISHG iShares -3 Year Internationa | Reduce -20.2% | 0.19% | −0.06 |
| FXB Invesco Currencyshares Briti | Reduce -57.1% | 0.04% | −0.06 |
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.43% | −0.05 |
| MRSH Marsh & McLennan Cos | Reduce -12.4% | 0.17% | −0.05 |
| APD Air Products & Chemicals Inc. | Reduce -38.1% | 0.06% | −0.05 |
| SW Smurfit Westrock PLC | Sold out | 0.00% | −0.05 |
| FND Floor & Decor Holdings Inc. Class A | Sold out | 0.00% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -2.8% | 0.15% | −0.04 |
| WMB Williams Cos Inc. | Reduce -1.5% | 0.24% | −0.02 |
| ABBV Abbvie Inc. | Reduce -1.4% | 0.40% | −0.02 |
| TXN Texas Instruments Inc. | Reduce -4.1% | 0.16% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -4.0% | 0.27% | −0.02 |
| CVX Chevron Corp. | Reduce -1.6% | 0.28% | −0.02 |
| SCHB Schwab US Broad Market ETF | Reduce -1.4% | 0.62% | −0.01 |
| GLW Corning Inc. | Reduce -11.8% | 0.15% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -3.4% | 0.13% | −0.01 |
| FAST Fastenal Co. | Reduce -2.8% | 0.04% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.9% | 0.26% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.6% | 0.95% | −0.01 |
| TT Trane Technologies PLC | Reduce -1.3% | 0.07% | −0.01 |
| CSX CSX Corp. | Reduce -0.6% | 0.54% | −0.01 |
| XLE SS Energy Select Sector | Reduce -31.2% | 0.01% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.7% | 0.27% | −0.01 |
| SCMB Schwab Municipal Bond ETF | Reduce -8.8% | 0.03% | −0.00 |
| CME Cme Group Inc. | Reduce -0.1% | 0.13% | −0.00 |
| RES RPC Inc. | Reduce -17.6% | 0.02% | −0.00 |
| OEF iShares S&P 100 ETF | Sold out | 0.00% | −0.00 |
| IWM iShares Russell 2000 ETF | Reduce -0.7% | 0.09% | −0.00 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.00 |
| IYW iShares Ustechnology ETF | Reduce -5.9% | 0.02% | −0.00 |
| IYG iShares U.S. Financial Servi | Sold out | 0.00% | −0.00 |
| IYC iShares US Consumer Discreti | Reduce -21.5% | 0.00% | −0.00 |
| EEM iShares MSCI Emerging Market | Reduce -35.5% | 0.00% | −0.00 |
| MUB iShares National Muni Bond E | Sold out | 0.00% | −0.00 |
| AVDE Avantis International Equity | Sold out | 0.00% | −0.00 |
| WMT Walmart Inc. | Reduce -1.4% | 0.16% | +0.01 |
| BAC Bank of America Corp. | Reduce -1.0% | 0.24% | +0.01 |
| MRK Merck & Co. Inc. | Reduce -13.8% | 0.16% | +0.01 |
| AVGO Broadcom Inc. | Reduce -0.7% | 0.77% | +0.01 |
| KO The Coca-Cola Co. | Reduce -1.6% | 1.99% | +0.02 |
Portfolio Buys Q3 2025 → Q4 2025
| JPST JPMorgan Ultra-Short Income | Add +19.9% | 1.63% | +0.23 |
| VGSH Vanguard Short-Term Treasury | New | 0.17% | +0.17 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.15% | +0.15 |
| LLY Eli Lilly & Co. | Add +0.3% | 0.57% | +0.15 |
| VIG Vanguard Dividend Apprec ETF | Add +3.0% | 7.48% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 0.58% | +0.13 |
| VOO Vanguard S&P 500 ETF | Add +1.3% | 13.23% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +4.2% | 0.41% | +0.10 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.5% | 4.52% | +0.09 |
| NVDA Nvidia Corp. | Add +19.7% | 0.44% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +116.8% | 0.10% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| GLD SPDR Gold Shares | Add +29.4% | 0.18% | +0.05 |
| VEA Vanguard Ftse Developed ETF | New | 0.05% | +0.05 |
| ISTB iShares Core 1-5 Year Usd Bo | New | 0.05% | +0.05 |
| MS Morgan Stanley | New | 0.05% | +0.05 |
| AXP American Express Co. | New | 0.04% | +0.04 |
| AAPL Apple Inc. | Add +0.3% | 1.11% | +0.04 |
| CRM Salesforce Inc. | New | 0.04% | +0.04 |
| JNJ Johnson & Johnson | Add +2.1% | 0.41% | +0.04 |
| QCOM Qualcomm Inc. | New | 0.04% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +13.7% | 0.31% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +51.1% | 0.09% | +0.03 |
| SUB iShares Short-Term National | Add +83.6% | 0.07% | +0.03 |
| CAT Caterpillar Inc. | Add +3.8% | 0.16% | +0.03 |
| CSCO Cisco Systems Inc. | Add +2.3% | 0.23% | +0.02 |
| AMZN Amazon.com Inc. | Add +3.8% | 0.42% | +0.02 |
| NUE Nucor Corp. | Add +0.5% | 0.15% | +0.02 |
| CMI Cummins Inc. | Add +2.7% | 0.13% | +0.02 |
| IWD iShares Russell 1000 Value E | Add +92.8% | 0.04% | +0.02 |
| AMD Advanced Micro Devices | Add +7.4% | 0.06% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +7.0% | 0.07% | +0.02 |
| AVEM Avantis Emerging Markets Eq | Add +0.6% | 6.04% | +0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.02% | +0.02 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +3.6% | 0.40% | +0.02 |
| TSLA Tesla Inc. | Add +24.9% | 0.08% | +0.01 |
| XOM Exxon Mobil Corp. | Add +3.8% | 0.21% | +0.01 |
| ACN Accenture PLC Class A | Add +5.8% | 0.13% | +0.01 |
| GD General Dynamics Corp. | Add +23.7% | 0.08% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Add +8.5% | 0.06% | +0.01 |
| NEE Nextera Energy Inc. | Add +1.5% | 0.24% | +0.01 |
| AVSC Avantis US Small Cap Equity | Add +0.7% | 2.99% | +0.01 |
| AMGN Amgen Inc. | Add +4.8% | 0.07% | +0.01 |
| TFC Truist Financial Corp. | Add +1.4% | 0.18% | +0.01 |
| COF Capital One Financial Corp. | Add +8.7% | 0.06% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +25.8% | 0.05% | +0.01 |
| IWF iShares Russell 1000 Growth | Add +6.4% | 0.22% | +0.01 |
| V Visa Inc. Class A | Add +5.0% | 0.21% | +0.01 |
| DHR Danaher Corp. | Add +1.4% | 0.07% | +0.01 |
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 |