West Paces Advisors Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), West Paces Advisors Inc. reported 197 stock positions worth $516.2 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, 11.0%) and Vanguard Dividend Apprec ETF (VIG, 7.7%). Compared with Q4 2025, it opened 13 new positions, sold out of 16, added to 37 and reduced 75. The biggest buy was NT Iboxx 3Y Dur Tips ETF (TDTT, shares +7%) and the biggest sale Coca-Cola (KO, shares −25%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0002004720
- Portfolio Value
- $516.2M (Q1 2026)
- SEC Filing
- 0001398344-26-008327 ↗ filed May 5, 2026
Holdings Value
Holdings 197 stocks · $516.2M
| VOO Vanguard S&P 500 ETF | 12.81% | 110,668 | $66.1M | Add +1.5% |
| IJH iShares Core S&P Midcap ETF | 11.00% | 841,112 | $56.8M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 7.72% | 185,200 | $39.8M | Add +5.3% |
| AVEM Avantis Emerging Markets Eq | 6.41% | 410,546 | $33.1M | Add +1.3% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 6.26% | 1,332,587 | $32.3M | Add +7.3% |
| IEF iShares 7-10 Year Treasury B | 5.64% | 305,140 | $29.1M | Add +4.3% |
| IEFA iShares Core MSCI Eafe ETF | 4.66% | 265,476 | $24.0M | Add +1.7% |
| IJR iShares Core S&P Small-Cap E | 4.54% | 188,708 | $23.5M | Reduce -2.6% |
| AVSC Avantis US Small Cap Equity | 3.07% | 254,079 | $15.8M | Reduce -3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.95% | 23,382 | $15.2M | Reduce -0.5% |
| KO The Coca-Cola Co. | 1.62% | 109,854 | $8.4M | Reduce -25.4% |
| JPST JPMorgan Ultra-Short Income | 1.60% | 163,353 | $8.3M | Reduce -2.1% |
| SCHC Schwab Intl Small-Cap Equity | 1.45% | 160,633 | $7.5M | Reduce -5.9% |
| IWV iShares Russell 3000 ETF | 1.28% | 17,861 | $6.6M | Reduce -0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.23% | 19,824 | $6.4M | Add +0.2% |
| AAPL Apple Inc. | 1.01% | 20,466 | $5.2M | Reduce -2.9% |
| IVV iShares Core S&P 500 ETF | 0.91% | 7,200 | $4.7M | No change |
| MSFT Microsoft Corp. | 0.80% | 11,104 | $4.1M | Reduce -1.8% |
| VTIP Vanguard Short-Term Tips | 0.79% | 81,809 | $4.1M | Reduce -2.8% |
| HD Home Depot Inc. | 0.66% | 10,346 | $3.4M | Reduce -19.1% |
| SO The Southern Co. | 0.63% | 33,747 | $3.3M | No change |
| JPM JPMorgan Chase & Co. | 0.62% | 10,954 | $3.2M | Reduce -0.4% |
| CSX CSX Corp. | 0.61% | 76,930 | $3.2M | No change |
| NSC Norfolk Southern Corp. | 0.60% | 10,746 | $3.1M | No change |
| AVGO Broadcom Inc. | 0.60% | 9,931 | $3.1M | Reduce -13.4% |
| MDY State Street SPDR S&P Midcap | 0.55% | 4,562 | $2.8M | No change |
| GOOG Alphabet Inc. Class C | 0.52% | 9,394 | $2.7M | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.48% | 10,179 | $2.5M | Reduce -1.6% |
| SCHB Schwab US Broad Market ETF | 0.48% | 98,628 | $2.5M | Reduce -18.7% |
| SCHF Schwab Intl Equity ETF | 0.45% | 93,916 | $2.3M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.44% | 2,496 | $2.3M | Reduce -8.5% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.41% | 31,099 | $2.1M | No change |
| NVDA Nvidia Corp. | 0.41% | 12,059 | $2.1M | Reduce -1.0% |
| NOBL Proshares S&P 500 Dividend A | 0.41% | 19,756 | $2.1M | No change |
| OS Onestream Inc. | 0.40% | 85,218 | $2.0M | No change |
| PG The Procter & Gamble Co. | 0.39% | 13,773 | $2.0M | Reduce -11.1% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.38% | 60,022 | $2.0M | Add +2.5% |
| AMZN Amazon.com Inc. | 0.38% | 9,416 | $2.0M | Add +0.2% |
| CVX Chevron Corp. | 0.38% | 9,422 | $1.9M | Reduce -1.4% |
| GOOGL Alphabet Inc. Class A | 0.38% | 6,774 | $1.9M | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.34% | 8,180 | $1.8M | Reduce -9.4% |
| XOM Exxon Mobil Corp. | 0.33% | 10,018 | $1.7M | Add +13.1% |
| REG Regency Centers Corp. | 0.30% | 20,135 | $1.5M | Reduce -11.0% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 12,948 | $1.5M | Add +0.3% |
| IWR iShares Russell Mid-Cap ETF | 0.28% | 14,604 | $1.4M | No change |
| NEE Nextera Energy Inc. | 0.27% | 15,113 | $1.4M | Reduce -3.1% |
| DFIS Dimensional International SM | 0.27% | 41,567 | $1.4M | New |
| SCHA Schwab US Small-Cap ETF | 0.26% | 46,649 | $1.4M | Reduce -3.4% |
| WMB Williams Cos Inc. | 0.25% | 17,879 | $1.3M | Reduce -12.7% |
| CSCO Cisco Systems Inc. | 0.25% | 16,437 | $1.3M | Add +4.4% |
| COST Costco Wholesale Corp. | 0.24% | 1,266 | $1.3M | Reduce -2.2% |
| TRV The Travelers Cos Inc. | 0.24% | 4,213 | $1.2M | Add +0.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.23% | 14,151 | $1.2M | Reduce -12.5% |
| MCD McDonald's Corp. | 0.23% | 3,736 | $1.2M | Reduce -14.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 22,328 | $1.1M | No change |
| IWF iShares Russell 1000 Growth | 0.20% | 2,384 | $1.0M | No change |
| GLD SPDR Gold Shares | 0.20% | 2,358 | $1.0M | No change |
| IWB iShares Russell 1000 ETF | 0.20% | 2,840 | $1.0M | No change |
| CAT Caterpillar Inc. | 0.19% | 1,396 | $989K | Reduce -5.1% |
| WMT Walmart Inc. | 0.18% | 7,550 | $938K | Add +1.5% |
| MRK Merck & Co. Inc. | 0.18% | 7,577 | $911K | Reduce -1.9% |
| V Visa Inc. Class A | 0.18% | 3,005 | $908K | Reduce -1.2% |
| MDLZ Mondelez International Inc. Class A | 0.17% | 15,567 | $897K | Reduce -5.4% |
| ISHG iShares -3 Year Internationa | 0.17% | 12,095 | $897K | Reduce -9.7% |
| TFC Truist Financial Corp. | 0.17% | 19,334 | $889K | No change |
| VGSH Vanguard Short-Term Treasury | 0.17% | 15,016 | $879K | Add +0.0% |
| UNH Unitedhealth Group Inc. | 0.17% | 3,218 | $871K | Add +8.9% |
| SCHM Schwab US Mid Cap ETF | 0.17% | 27,917 | $864K | Reduce -3.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.16% | 2,486 | $840K | Add +64.0% |
| PNC PNC Financial Services Group | 0.16% | 3,962 | $824K | Reduce -4.9% |
| NUE Nucor Corp. | 0.16% | 4,859 | $822K | No change |
| GLW Corning Inc. | 0.16% | 5,910 | $804K | Reduce -33.3% |
| CMI Cummins Inc. | 0.15% | 1,481 | $797K | Add +13.1% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.15% | 10,020 | $794K | No change |
| ETN Eaton Corp. PLC | 0.15% | 2,131 | $762K | Reduce -11.2% |
| LMT Lockheed Martin Corp. | 0.15% | 1,253 | $757K | Reduce -9.1% |
| RTX RTX Corp. | 0.15% | 3,899 | $752K | Add +8.5% |
| CME Cme Group Inc. | 0.14% | 2,521 | $745K | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.14% | 1,292 | $739K | Reduce -0.1% |
| PEP Pepsico Inc. | 0.14% | 4,732 | $735K | Reduce -4.1% |
| SRE Sempra | 0.14% | 7,272 | $707K | Reduce -3.5% |
| TXN Texas Instruments Inc. | 0.14% | 3,627 | $704K | Reduce -23.6% |
| NTRS Northern Trust Corp. | 0.14% | 5,008 | $699K | No change |
| UNP Union Pacific Corp. | 0.11% | 2,411 | $585K | Reduce -0.4% |
| ADP Automatic Data Processing | 0.11% | 2,782 | $565K | Reduce -4.2% |
| DVY iShares Select Dividend ETF | 0.11% | 3,714 | $562K | No change |
| GD General Dynamics Corp. | 0.11% | 1,604 | $551K | Add +24.1% |
| SDY SS SPDR S&P Dividend ETF | 0.10% | 3,702 | $540K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 1,123 | $538K | Reduce -0.9% |
| WEC WEC Energy Group Inc. | 0.10% | 4,542 | $526K | Reduce -3.7% |
| ITW Illinois Tool Works | 0.10% | 1,977 | $515K | Reduce -1.9% |
| IEI iShares 3-7 Year Treasury Bo | 0.10% | 4,237 | $503K | No change |
| TEL Te Connectivity PLC | 0.10% | 2,397 | $501K | Add +3.5% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.10% | 18,211 | $498K | Reduce -0.1% |
| PPL PPL Corp. | 0.10% | 12,891 | $492K | Add +3.1% |
| PM Philip Morris International | 0.09% | 2,866 | $474K | Add +95.6% |
| HIG Hartford Insurance Group Inc. | 0.09% | 3,437 | $465K | Add +7.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.09% | 4,817 | $464K | Reduce -0.6% |
| IWM iShares Russell 2000 ETF | 0.09% | 1,794 | $445K | No change |
| MRSH Marsh & McLennan Cos | 0.09% | 2,546 | $442K | Reduce -47.7% |
Portfolio Sells Q4 2025 → Q1 2026
| KO The Coca-Cola Co. | Reduce -25.4% | 1.62% | −0.37 |
| MSFT Microsoft Corp. | Reduce -1.8% | 0.80% | −0.26 |
| HD Home Depot Inc. | Reduce -19.1% | 0.66% | −0.19 |
| AVGO Broadcom Inc. | Reduce -13.4% | 0.60% | −0.17 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 2.95% | −0.15 |
| SCHB Schwab US Broad Market ETF | Reduce -18.7% | 0.48% | −0.14 |
| LLY Eli Lilly & Co. | Reduce -8.5% | 0.44% | −0.12 |
| AAPL Apple Inc. | Reduce -2.9% | 1.01% | −0.10 |
| PAYX Paychex Inc. | Sold out | 0.00% | −0.10 |
| MRSH Marsh & McLennan Cos | Reduce -47.7% | 0.09% | −0.09 |
| JPM JPMorgan Chase & Co. | Reduce -0.4% | 0.62% | −0.06 |
| IWV iShares Russell 3000 ETF | Reduce -0.4% | 1.28% | −0.06 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -1.2% | 0.52% | −0.06 |
| ROP Roper Technologies Inc. | Sold out | 0.00% | −0.05 |
| ABBV Abbvie Inc. | Reduce -9.4% | 0.34% | −0.05 |
| SCHC Schwab Intl Small-Cap Equity | Reduce -5.9% | 1.45% | −0.05 |
| ACN Accenture PLC Class A | Reduce -14.8% | 0.08% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -11.1% | 0.39% | −0.04 |
| AXP American Express Co. | Sold out | 0.00% | −0.04 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.04 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.04 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -0.8% | 0.38% | −0.04 |
| ADP Automatic Data Processing | Reduce -4.2% | 0.11% | −0.04 |
| MCD McDonald's Corp. | Reduce -14.9% | 0.23% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -12.5% | 0.23% | −0.03 |
| NVDA Nvidia Corp. | Reduce -1.0% | 0.41% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.1% | 1.60% | −0.03 |
| V Visa Inc. Class A | Reduce -1.2% | 0.18% | −0.03 |
| ORCL Oracle Corp. | Reduce -3.0% | 0.07% | −0.03 |
| TXN Texas Instruments Inc. | Reduce -23.6% | 0.14% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -0.1% | 0.14% | −0.02 |
| ISHG iShares -3 Year Internationa | Reduce -9.7% | 0.17% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.8% | 0.08% | −0.02 |
| SCHR Schwab Intermediate-Term US | Reduce -41.1% | 0.03% | −0.02 |
| SCMB Schwab Municipal Bond ETF | Reduce -67.7% | 0.01% | −0.02 |
| DIS The Walt Disney Co. | Reduce -0.6% | 0.09% | −0.02 |
| DHR Danaher Corp. | Reduce -3.6% | 0.06% | −0.01 |
| ISRG Intuitive Surgical Inc. | Reduce -3.0% | 0.05% | −0.01 |
| VTIP Vanguard Short-Term Tips | Reduce -2.8% | 0.79% | −0.01 |
| AON Aon PLC Class A | Reduce -11.6% | 0.05% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -20.9% | 0.04% | −0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.9% | 0.05% | −0.01 |
| AVB Avalonbay Communities Inc. | Reduce -2.6% | 0.06% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -4.1% | 0.05% | −0.01 |
| PNC PNC Financial Services Group | Reduce -4.9% | 0.16% | −0.01 |
| REG Regency Centers Corp. | Reduce -11.0% | 0.30% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -13.6% | 0.05% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.9% | 0.10% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| TDTT NT Iboxx 3Y Dur Tips ETF | Add +7.3% | 6.26% | +0.48 |
| AVEM Avantis Emerging Markets Eq | Add +1.3% | 6.41% | +0.37 |
| DFIS Dimensional International SM | New | 0.27% | +0.27 |
| VIG Vanguard Dividend Apprec ETF | Add +5.3% | 7.72% | +0.24 |
| IEF iShares 7-10 Year Treasury B | Add +4.3% | 5.64% | +0.20 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.7% | 4.66% | +0.14 |
| XOM Exxon Mobil Corp. | Add +13.1% | 0.33% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | Add +64.0% | 0.16% | +0.07 |
| DRI Darden Restaurants Inc. | New | 0.06% | +0.06 |
| GRMN Garmin Ltd. | New | 0.05% | +0.05 |
| PM Philip Morris International | Add +95.6% | 0.09% | +0.05 |
| DELL Dell Technologies -C | New | 0.04% | +0.04 |
| KLAC KLA Corp. | New | 0.04% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.04% | +0.04 |
| ADI Analog Devices Inc. | New | 0.04% | +0.04 |
| FXE Invesco Currencyshares Euro | New | 0.04% | +0.04 |
| BTI British American Tob-SP ADR | New | 0.04% | +0.04 |
| OEF iShares S&P 100 ETF | New | 0.04% | +0.04 |
| FAST Fastenal Co. | Add +51.7% | 0.07% | +0.03 |
| IOO iShares Global 100 ETF | New | 0.03% | +0.03 |
| TRGP Targa Resources Corp. | Add +6.3% | 0.08% | +0.03 |
| CMI Cummins Inc. | Add +13.1% | 0.15% | +0.03 |
| GD General Dynamics Corp. | Add +24.1% | 0.11% | +0.02 |
| WMT Walmart Inc. | Add +1.5% | 0.18% | +0.02 |
| RTX RTX Corp. | Add +8.5% | 0.15% | +0.02 |
| CME Cme Group Inc. | Add +2.4% | 0.14% | +0.01 |
| CSCO Cisco Systems Inc. | Add +4.4% | 0.25% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +2.5% | 0.38% | +0.01 |
| TIP iShares Tips Bond ETF | Add +21.7% | 0.06% | +0.01 |
| PPL PPL Corp. | Add +3.1% | 0.10% | +0.01 |
| JMST JPM Ultra-Short Muni Income | Add +37.7% | 0.04% | +0.01 |
| DFAC Dimensional US Core Equity 2 | New | 0.01% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +1.9% | 0.05% | +0.01 |
| XLE SS Energy Select Sector | Add +0.1% | 0.02% | +0.01 |
| HIG Hartford Insurance Group Inc. | Add +7.4% | 0.09% | +0.00 |
| TRV The Travelers Cos Inc. | Add +0.3% | 0.24% | +0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +39.4% | 0.01% | +0.00 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.00% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +0.5% | 0.02% | +0.00 |
| VGSH Vanguard Short-Term Treasury | Add +0.0% | 0.17% | −0.00 |
| EMR Emerson Electric Co. | Add +0.0% | 0.08% | −0.00 |
| TEL Te Connectivity PLC | Add +3.5% | 0.10% | −0.00 |
| APO Apollo Global Management Inc. | Add +15.9% | 0.05% | −0.01 |
| WFC Wells Fargo & Co. | Add +2.7% | 0.04% | −0.01 |
| TSLA Tesla Inc. | Add +1.0% | 0.07% | −0.01 |
| UNH Unitedhealth Group Inc. | Add +8.9% | 0.17% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Add +0.3% | 0.28% | −0.02 |
| AMZN Amazon.com Inc. | Add +0.2% | 0.38% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.2% | 1.23% | −0.05 |
| VOO Vanguard S&P 500 ETF | Add +1.5% | 12.81% | −0.42 |
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 |