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CIK: 0002004720
Total reported value
$596.0M
$596.0M
200 檔
37.6%
At the close of Q4 2025, West Paces Advisors Inc. disclosed equity holdings valued at approximately $596.0M, spread across 200 reported holdings.
In Q4 2025, West Paces Advisors Inc. displayed an active expansion posture, initiating 10 new positions and adding to 24 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 13.23% | +0.07% | +1.34% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 10.81% | +0.03% | -0.64% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.48% | -0.05% | +2.99% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 6.04% | +0.08% | +0.61% | |
| 5 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 5.78% | -0.62% | +3.41% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 5.44% | -1.33% | +1.97% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.52% | -0.28% | +2.52% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.51% | +0.05% | -1.29% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.10% | -0.06% | -1.63% | |
| 10 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 2.99% | +0.07% | +0.66% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.99% | +0.18% | -1.62% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.63% | -0.16% | +19.87% | |
| 13 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.50% | -0.25% | -1.81% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.34% | -0.01% | -4.95% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.28% | +0.03% | +1.15% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.11% | -0.04% | +0.25% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.06% | -0.09% | +3.81% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.95% | -0.05% | -0.59% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 0.85% | -0.06% | -1.17% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.81% | -0.10% | -13.47% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.77% | +0.04% | -0.73% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | — | +0.37% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.62% | -0.01% | -1.43% | |
| 24 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.60% | -0.03% | +0.23% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.58% | +0.04% | +3.30% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 0.57% | -0.09% | +7.58% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.05% | +0.26% | |
| 28 | CSX | Csx CORP | Stock-Industrials | 0.54% | — | -0.59% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.53% | — | +0.04% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.44% | -0.02% | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.44% | +0.04% | +19.70% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.05% | -0.83% | |
| 33 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | +0.01% | +3.77% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.06% | +2.09% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | +0.03% | +4.18% | |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.40% | -0.01% | +3.58% | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.40% | — | -1.44% | |
| 38 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.40% | -0.13% | — | |
| 39 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.37% | -0.02% | +0.11% | |
| 40 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.31% | +0.05% | +13.71% | |
| 41 | K4F | Onestream Inc | Stock-Other | 0.30% | -0.40% | EXIT | |
| 42 | REG | Regency Centers CORP | Stock-Real Estate | 0.30% | -0.06% | — | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.28% | -0.10% | -1.57% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.27% | +0.02% | -4.00% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.27% | — | -1.73% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.26% | -0.06% | -1.88% | |
| 47 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.26% | -0.03% | -45.60% | |
| 48 | NEE | Nextera Energy Inc | Stock-Utilities | 0.24% | -0.04% | +1.54% | |
| 49 | WMB | Williams Cos Inc | Stock-Energy | 0.24% | -0.02% | -1.48% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.24% | — | -1.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.2% | +19.87% | Add |
| 2 | LLY | Eli Lilly & Co | +0.2% | +0.26% | Add |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +2.99% | Add |
| 4 | GOOG | Alphabet Inc-cl C | +0.1% | +3.30% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.34% | Add |
| 6 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.52% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.18% | Add |
| 8 | NVDA | Nvidia CORP | +0.1% | +19.70% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +0.25% | Add |
| 10 | VUG | Vanguard Growth ETF | +0.1% | +116.77% | Add |
| 11 | GLD | Spdr Gold Shares | +0.1% | +29.35% | Add |
| 12 | JNJ | Johnson & Johnson | 0% | +2.09% | Add |
| 13 | IVW | Ishares S&p 500 Growth ETF | 0% | +13.71% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | 0% | +51.15% | Add |
| 15 | SUB | Ishares Short-term National | 0% | +83.64% | Add |
| 16 | CAT | Caterpillar Inc | 0% | +3.81% | Add |
| 17 | AVEM | Avantis Emerging Markets Eq | 0% | +0.61% | Add |
| 18 | AVSC | Avantis US Small Cap Equity | 0% | +0.66% | Add |
| 19 | AMZN | Amazon.com Inc | 0% | +3.77% | Add |
| 20 | KO | Coca-cola Co/the | 0% | -1.62% | Trim |
| 21 | VTI | Vanguard Total Stock Mkt ETF | — | +1.15% | Add |
| 22 | ETN | Eaton Corporation plc | 0% | -2.84% | Trim |
| 23 | TDTT | Flexshares Iboxx 3-year Targ | 0% | +3.41% | Add |
| 24 | APD | Air Products & Chemicals Inc | 0% | -38.11% | Trim |
| 25 | ORCL | Oracle CORP | 0% | +4.51% | Add |
| 26 | MRSH | Marsh & Mclennan Cos | -0.1% | -12.39% | Trim |
| 27 | PG | Procter & Gamble Co/the | -0.1% | -0.83% | Trim |
| 28 | FXB | Invesco Currencyshares Briti | -0.1% | -57.12% | Trim |
| 29 | ISHG | Ishares -3 Year Internationa | -0.1% | -20.16% | Trim |
| 30 | MSFT | Microsoft CORP | -0.1% | +3.81% | Add |
| 31 | IEF | Ishares 7-10 Year Treasury B | -0.1% | +1.97% | Add |
| 32 | SSB | Southstate Bank CORP | -0.1% | -50.00% | Trim |
| 33 | IWV | Ishares Russell 3000 ETF | -0.1% | -4.95% | Trim |
| 34 | VTIP | Vanguard Short-term Tips | -0.2% | -13.47% | Trim |
| 35 | HD | Home Depot Inc | -0.2% | -1.17% | Trim |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | -0.2% | -45.60% | Trim |
| 37 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -0.64% | Trim |
| 38 | VGSH | Vanguard Short-term Treasury | — | NEW | New buy |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | New buy |
| 40 | KDP | Keurig Dr Pepper Inc | — | EXIT | Sold out |
| 41 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 42 | MU | Micron Technology Inc | — | NEW | New buy |
| 43 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 44 | ISTB | Ishares Core 1-5 Year Usd Bo | — | NEW | New buy |
| 45 | MS | Morgan Stanley | — | NEW | New buy |
| 46 | SW | Smurfit Westrock Plc | — | EXIT | Sold out |
| 47 | AXP | American Express Co | — | NEW | New buy |
| 48 | CRM | Salesforce Inc | — | NEW | New buy |
| 49 | FND | Floor & Decor Holdings Inc-a | — | EXIT | Sold out |
| 50 | QCOM | Qualcomm Inc | — | NEW | New buy |
According to official SEC Form 13F filings, West Paces Advisors Inc. reported a total U.S. public equity portfolio value of $596.0M across 200 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VOO, IJH, VIG) accounted for 37.6% of total reported equity market value during Q4 2025.
Top New Position Initiated
VGSH
市值: $881.8K
Top Position Liquidated / Trimmed
KDP
前期市值: $283.6K
During Q4 2025, West Paces Advisors Inc.'s top holdings by market value included VOO (13.2%)、IJH (10.8%)、VIG (7.5%). The largest single position, VOO, represented 13.2% of total portfolio value.
In Q4 2025, West Paces Advisors Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 24 positions, trimming 13 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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