WEST PACES ADVISORS INC.

Est. AUM

$516.2M

13F long equity, this entity only

Positions

197

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$66.1M	110668	12.81%	SOLE
2	ISHARES TR	CORE S&P MCP ETF	$56.8M	841112	11.00%	SOLE
3	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$39.8M	185200	7.72%	SOLE
4	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$33.1M	410546	6.41%	SOLE
5	FLEXSHARES TR	IBOXX 3R TARGT	$32.3M	1332587	6.26%	SOLE
6	ISHARES TR	7-10 YR TRSY BD	$29.1M	305140	5.64%	SOLE
7	ISHARES TR	CORE MSCI EAFE	$24.0M	265476	4.66%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$23.5M	188708	4.54%	SOLE
9	AMERICAN CENTY ETF TR	AVANTIS US SMALL	$15.8M	254079	3.07%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.2M	23382	2.95%	SOLE
11	COCA COLA CO	COM	$8.4M	109854	1.62%	SOLE
12	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$8.3M	163353	1.60%	SOLE
13	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$7.5M	160633	1.45%	SOLE
14	ISHARES TR	RUSSELL 3000 ETF	$6.6M	17861	1.28%	SOLE
15	VANGUARD INDEX FDS	TOTAL STK MKT	$6.4M	19824	1.23%	SOLE
16	APPLE INC	COM	$5.2M	20466	1.01%	SOLE
17	ISHARES TR	CORE S&P500 ETF	$4.7M	7200	0.91%	SOLE
18	MICROSOFT CORP	COM	$4.1M	11104	0.80%	SOLE
19	VANGUARD MALVERN FDS	STRM INFPROIDX	$4.1M	81809	0.79%	SOLE
20	HOME DEPOT INC	COM	$3.4M	10346	0.66%	SOLE
21	SOUTHERN CO	COM	$3.3M	33747	0.63%	SOLE
22	JPMORGAN CHASE & CO	COM	$3.2M	10954	0.62%	SOLE
23	CSX CORP	COM	$3.2M	76930	0.61%	SOLE
24	NORFOLK SOUTHN CORP	COM	$3.1M	10746	0.60%	SOLE
25	BROADCOM INC	COM	$3.1M	9931	0.60%	SOLE
26	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.8M	4562	0.55%	SOLE
27	ALPHABET INC	CAP STK CL C	$2.7M	9394	0.52%	SOLE
28	JOHNSON & JOHNSON	COM	$2.5M	10179	0.48%	SOLE
29	SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.5M	98628	0.48%	SOLE
30	SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.3M	93916	0.45%	SOLE
31	ELI LILLY & CO	COM	$2.3M	2496	0.44%	SOLE
32	ISHARES TR	MSCI ACWI EX US	$2.1M	31099	0.41%	SOLE
33	NVIDIA CORPORATION	COM	$2.1M	12059	0.41%	SOLE
34	PROSHARES TR	S&P 500 DV ARIST	$2.1M	19756	0.41%	SOLE
35	ONESTREAM INC	CL A	$2.0M	85218	0.40%	SOLE
36	PROCTER & GAMBLE CO	COM	$2.0M	13773	0.39%	SOLE
37	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.0M	60022	0.38%	SOLE
38	AMAZON COM INC	COM	$2.0M	9416	0.38%	SOLE
39	CHEVRON CORPORATION	COM	$1.9M	9422	0.38%	SOLE
40	ALPHABET INC	CAP STK CL A	$1.9M	6774	0.38%	SOLE
41	ABBVIE INC	COM	$1.8M	8180	0.34%	SOLE
42	EXXON MOBIL CORP	COM	$1.7M	10018	0.33%	SOLE
43	REGENCY CTRS CORP	COM	$1.5M	20135	0.30%	SOLE
44	ISHARES TR	S&P 500 GRWT ETF	$1.5M	12948	0.28%	SOLE
45	ISHARES TR	RUS MID CAP ETF	$1.4M	14604	0.28%	SOLE
46	NEXTERA ENERGY INC	COM	$1.4M	15113	0.27%	SOLE
47	DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$1.4M	41567	0.27%	SOLE
48	SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	46649	0.26%	SOLE
49	WILLIAMS COS INC	COM	$1.3M	17879	0.25%	SOLE
50	CISCO SYS INC	COM	$1.3M	16437	0.25%	SOLE

1–50 of 197

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.