West Paces Advisors Inc. 13F Holdings · Q2 2026
West Paces Advisors Inc. reported 765 securities worth $596.03M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VOO (12.88%), IJH (11.03%), VIG (7.67%). Among its top 25 positions this quarter: 1 new, 14 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | $76.8M | 12.88% | 111,760 | Added |
| 2 | IJH | ISHARES CORE S&P MID-CAP ETF | $65.7M | 11.03% | 852,655 | Added |
| 3 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $45.7M | 7.67% | 193,155 | Added |
| 4 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $38.7M | 6.49% | 401,179 | Trimmed |
| 5 | TDTT | FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF | $33.6M | 5.64% | 1.4M | Added |
| 6 | IJR | ISHARES CORE S&P SMALL CAP ETF | $27.4M | 4.59% | 184,651 | Trimmed |
| 7 | IEFA | ISHARES CORE MSCI EAFE ETF | $26.1M | 4.38% | 270,561 | Added |
| 8 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | $25.7M | 4.31% | 271,846 | Trimmed |
| 9 | AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | $18.7M | 3.14% | 255,132 | Added |
| 10 | SPY | STATE STREET SPDR S&P 500 ETF | $17.2M | 2.89% | 23,098 | Trimmed |
| 11 | KO | COCA COLA CO COM | $10.7M | 1.80% | 131,783 | Added |
| 12 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $8.6M | 1.44% | 169,640 | Added |
| 13 | IWV | ISHARES RUSSELL 3000 ETF | $7.6M | 1.27% | 17,766 | Trimmed |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $7.5M | 1.26% | 20,314 | Added |
| 15 | SCHC | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | $7.1M | 1.20% | 148,122 | Trimmed |
| 16 | AAPL | APPLE INC COM | $5.8M | 0.97% | 20,012 | Trimmed |
| 17 | IVV | ISHARES CORE S&P 500 ETF | $5.1M | 0.86% | 6,865 | Trimmed |
| 18 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $4.6M | 0.78% | 46,975 | New |
| 19 | MSFT | MICROSOFT CORP COM | $4.2M | 0.71% | 11,344 | Added |
| 20 | VTIP | VANGUARD ST INFLATION PROTECTED ETF | $4.1M | 0.69% | 81,510 | Trimmed |
| 21 | AVGO | BROADCOM INC COM | $3.8M | 0.64% | 10,071 | Added |
| 22 | JPM | JPMORGAN CHASE & CO COM | $3.7M | 0.62% | 11,218 | Added |
| 23 | CSX | CSX CORP COM | $3.7M | 0.61% | 76,935 | Added |
| 24 | HD | HOME DEPOT INC COM | $3.6M | 0.60% | 10,224 | Trimmed |
| 25 | NSC | NORFOLK SOUTHN CORP COM | $3.4M | 0.57% | 10,751 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR