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CIK: 0002004720
Total reported value
$586.5M
$586.5M
765 檔
44.4%
As reported in its official Q2 2026 Form 13F filing, West Paces Advisors Inc.'s tracked investment portfolio stood at $586.5M with 765 total positions.
In Q2 2026, West Paces Advisors Inc. displayed an active expansion posture, initiating 96 new positions and adding to 56 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 765 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.88% | +0.70% | +0.99% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 11.03% | -0.67% | +1.37% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 7.67% | +0.06% | +4.30% | |
| 4 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 6.49% | +0.04% | -2.28% | |
| 5 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 5.64% | -0.18% | +5.59% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 4.59% | -0.60% | -2.15% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.38% | +0.39% | +1.92% | |
| 8 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.31% | -3.21% | -10.91% | |
| 9 | AVSC | Avantis US Small Cap Equity | ETF-Small Cap | 3.14% | -0.18% | +0.41% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.89% | +0.10% | -1.21% | |
| 11 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.80% | +0.07% | +19.96% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.44% | -0.23% | +3.85% | |
| 13 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.27% | +0.08% | -0.53% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.26% | +0.03% | +2.47% | |
| 15 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.20% | +0.06% | -7.79% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.97% | +0.16% | -2.22% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.86% | +0.02% | -4.65% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.78% | +2.58% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | +0.31% | +2.16% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.69% | +0.02% | -0.37% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | -0.03% | +1.41% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.62% | +0.02% | +2.41% | |
| 23 | CSX | Csx CORP | Stock-Industrials | 0.61% | — | +0.01% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | -0.05% | -1.18% | |
| 25 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.57% | — | +0.05% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.56% | -0.02% | +1.28% | |
| 27 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.55% | -0.04% | +2.39% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 0.54% | -0.08% | -0.80% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | -0.04% | -2.80% | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.47% | +0.02% | -1.49% | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.45% | +0.08% | +12.26% | |
| 32 | DFIS | Dimensional International Sm | ETF-Other | 0.45% | +0.24% | +84.63% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.43% | +0.03% | -1.99% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | — | -3.89% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.41% | — | +0.59% | |
| 36 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-Other | 0.40% | +0.02% | — | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.39% | +0.03% | +3.30% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.36% | — | -1.15% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.35% | -0.01% | +8.69% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | +0.02% | -1.10% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.34% | -0.08% | -0.78% | |
| 42 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | +11.24% | |
| 43 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.30% | — | +11.36% | |
| 44 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 0.28% | -0.02% | +51.85% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.28% | +0.08% | +7.60% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.28% | +0.01% | +22.84% | |
| 47 | CMI | Cummins Inc | Stock-Industrials | 0.27% | -0.07% | +50.71% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.26% | -0.03% | -8.20% | |
| 49 | CAT | Caterpillar Inc | Stock-Industrials | 0.24% | -0.06% | -4.15% | |
| 50 | REG | Regency Centers CORP | Stock-Real Estate | 0.24% | -0.02% | -12.42% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.8% | NEW | New buy |
| 2 | ✓ | +0.2% | NEW | New buy | |
| 3 | KO | Coca-cola Co/the | +0.2% | +19.96% | Add |
| 4 | DFIS | Dimensional International Sm | +0.2% | +84.63% | Add |
| 5 | EFA | Ishares Msci Eafe ETF | +0.1% | +251.43% | Add |
| 6 | CMI | Cummins Inc | +0.1% | +50.71% | Add |
| 7 | UNH | Unitedhealth Group Inc | +0.1% | +22.84% | Add |
| 8 | MU | Micron Technology Inc | +0.1% | -4.99% | Trim |
| 9 | CSCO | Cisco Systems Inc | +0.1% | +8.69% | Add |
| 10 | AVEM | Avantis Emerging Markets Eq | +0.1% | -2.28% | Trim |
| 11 | SUB | Ishares Short-term National | +0.1% | +132.62% | Add |
| 12 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.99% | Add |
| 13 | AVSC | Avantis US Small Cap Equity | +0.1% | +0.41% | Add |
| 14 | PNC | Pnc Financial Services Group | +0.1% | +40.66% | Add |
| 15 | AMD | Advanced Micro Devices | +0.1% | -4.62% | Trim |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +168.23% | Add |
| 17 | AMAT | Applied Materials Inc | +0.1% | NEW | New buy |
| 18 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +10.62% | Add |
| 19 | VB | Vanguard Small-cap ETF | +0.1% | +1468.06% | Add |
| 20 | IJR | Ishares Core S&p Small-cap E | +0.1% | -2.15% | Trim |
| 21 | LLY | Eli Lilly & Co | +0.1% | -2.80% | Trim |
| 22 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +11.24% | Add |
| 23 | GLW | Corning Inc | +0.1% | -17.31% | Trim |
| 24 | CAT | Caterpillar Inc | +0.1% | -4.15% | Trim |
| 25 | DELL | Dell Technologies -c | +0.1% | -12.43% | Trim |
| 26 | AVGO | Broadcom Inc | 0% | +1.41% | Add |
| 27 | GOOG | Alphabet Inc-cl C | 0% | +1.28% | Add |
| 28 | NVDA | Nvidia CORP | 0% | +12.26% | Add |
| 29 | GRMN | Garmin Ltd. | 0% | +88.93% | Add |
| 30 | TRGP | Targa Resources CORP | 0% | +49.33% | Add |
| 31 | AYI | Acuity Inc | 0% | NEW | New buy |
| 32 | PH | Parker Hannifin CORP | 0% | NEW | New buy |
| 33 | VXUS | Vanguard Total Intl Stock | 0% | NEW | New buy |
| 34 | INTC | Intel CORP | 0% | NEW | New buy |
| 35 | ECL | Ecolab Inc | 0% | NEW | New buy |
| 36 | IJH | Ishares Core S&p Midcap ETF | 0% | +1.37% | Add |
| 37 | VTI | Vanguard Total Stock Mkt ETF | 0% | +2.47% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | 0% | +0.59% | Add |
| 39 | AXP | American Express Co | 0% | NEW | New buy |
| 40 | QCOM | Qualcomm Inc | 0% | NEW | New buy |
| 41 | LRCX | Lam Research CORP | 0% | NEW | New buy |
| 42 | KLAC | Kla CORP | 0% | +829.33% | Add |
| 43 | ALL | Allstate CORP | 0% | NEW | New buy |
| 44 | PANW | Palo Alto Networks Inc | 0% | NEW | New buy |
| 45 | DRI | Darden Restaurants Inc | 0% | +48.42% | Add |
| 46 | LIN | Linde plc | 0% | NEW | New buy |
| 47 | PWR | Quanta Services Inc | 0% | NEW | New buy |
| 48 | CI | THE Cigna Group | 0% | NEW | New buy |
| 49 | BLK | Blackrock Inc | 0% | NEW | New buy |
| 50 | GS | Goldman Sachs Group Inc | 0% | NEW | New buy |
According to official SEC Form 13F filings, West Paces Advisors Inc. reported a total U.S. public equity portfolio value of $586.5M across 765 disclosed positions in Q2 2026.
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 44.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
AGG
市值: $4.6M
Top Position Liquidated / Trimmed
K4F
前期市值: $2.0M
During Q2 2026, West Paces Advisors Inc.'s top holdings by market value included VOO (12.9%)、IJH (11.0%)、VIG (7.7%). The largest single position, VOO, represented 12.9% of total portfolio value.
In Q2 2026, West Paces Advisors Inc. made 195 total portfolio adjustments, initiating 96 new buys, adding to 56 positions, trimming 41 holdings, and fully liquidating 2 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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