WEST PACES ADVISORS INC.

CIK 0002004720 • 6 13F filings • Apr 15, 2025 – Jul 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $502.4M188 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$2.1M	0.4%	9,165 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$579K	0.1%	2,349 SH	New
ADVANCED MICRO DEVICES INC	COM	$216K	0.0%	1,332 SH	New
AIR PRODS & CHEMS INC	COM	$514K	0.1%	1,884 SH	New
ALPHABET INC	CAP STK CL A	$1.6M	0.3%	6,553 SH	New
ALPHABET INC	CAP STK CL C	$2.2M	0.4%	9,205 SH	New
AMAZON COM INC	COM	$2.0M	0.4%	9,054 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$30.3M	6.0%	402,837 SH	New
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$14.9M	3.0%	261,073 SH	New
AMERICAN CENTY ETF TR	INTL EQT ETF	$1K	0.0%	14 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$65K	0.0%	653 SH	New
AMGEN INC	COM	$299K	0.1%	1,058 SH	New
AON PLC	SHS CL A	$306K	0.1%	859 SH	New
APOLLO GLOBAL MGMT INC	COM	$249K	0.0%	1,866 SH	New
APPLE INC	COM	$5.4M	1.1%	21,014 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$842K	0.2%	2,870 SH	New
AVALONBAY CMNTYS INC	COM	$394K	0.1%	2,039 SH	New
BANK AMERICA CORP	COM	$1.2M	0.2%	22,556 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$539K	0.1%	1,072 SH	New
BOSTON SCIENTIFIC CORP	COM	$206K	0.0%	2,112 SH	New
BROADCOM INC	COM	$3.8M	0.8%	11,558 SH	New
CAPITAL ONE FINL CORP	COM	$242K	0.0%	1,137 SH	New
CATERPILLAR INC	COM	$676K	0.1%	1,417 SH	New
CHEVRON CORP NEW	COM	$1.5M	0.3%	9,711 SH	New
CISCO SYS INC	COM	$1.1M	0.2%	15,397 SH	New
CME GROUP INC	COM	$666K	0.1%	2,463 SH	New
COCA COLA CO	COM	$9.9M	2.0%	149,773 SH	New
CORNING INC	COM	$825K	0.2%	10,056 SH	New
COSTCO WHSL CORP NEW	COM	$1.2M	0.2%	1,256 SH	New
CSX CORP	COM	$2.7M	0.5%	77,386 SH	New
CUMMINS INC	COM	$539K	0.1%	1,276 SH	New
DANAHER CORPORATION	COM	$314K	0.1%	1,584 SH	New
DISNEY WALT CO	COM	$538K	0.1%	4,698 SH	New
DUKE ENERGY CORP NEW	COM NEW	$384K	0.1%	3,105 SH	New
EATON CORP PLC	SHS	$924K	0.2%	2,469 SH	New
ELI LILLY & CO	COM	$2.1M	0.4%	2,721 SH	New
EMERSON ELEC CO	COM	$400K	0.1%	3,046 SH	New
EXXON MOBIL CORP	COM	$962K	0.2%	8,535 SH	New
FASTENAL CO	COM	$276K	0.1%	5,633 SH	New
FLEXSHARES TR	IBOXX 3R TARGT	$29.2M	5.8%	1,201,092 SH	New
FLEXSHARES TR	MORNSTAR USMKT	$59K	0.0%	243 SH	New
FLOOR & DECOR HLDGS INC	CL A	$210K	0.0%	2,850 SH	New
GALLAGHER ARTHUR J & CO	COM	$465K	0.1%	1,500 SH	New
GE AEROSPACE	COM NEW	$274K	0.1%	911 SH	New
GENERAL DYNAMICS CORP	COM	$356K	0.1%	1,045 SH	New
GENUINE PARTS CO	COM	$364K	0.1%	2,628 SH	New
GILEAD SCIENCES INC	COM	$224K	0.0%	2,017 SH	New
HARTFORD INSURANCE GROUP INC	COM	$399K	0.1%	2,988 SH	New
HOME DEPOT INC	COM	$5.2M	1.0%	12,938 SH	New
ILLINOIS TOOL WKS INC	COM	$514K	0.1%	1,972 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$237K	0.0%	1,405 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$376K	0.1%	1,331 SH	New
INTUITIVE SURGICAL INC	COM NEW	$255K	0.1%	571 SH	New
INVESCO CURRENCYSHARES BRIT	BRIT POUN STRL	$504K	0.1%	3,892 SH	New
ISHARES GOLD TR	ISHARES NEW	$350K	0.1%	4,815 SH	New
ISHARES TR	1 3 YR TREAS BD	$2.5M	0.5%	29,738 SH	New
ISHARES TR	3 7 YR TREAS BD	$506K	0.1%	4,237 SH	New
ISHARES TR	3YRTB ETF	$1.3M	0.3%	16,770 SH	New
ISHARES TR	7-10 YR TRSY BD	$27.7M	5.5%	286,817 SH	New
ISHARES TR	CORE MSCI EAFE	$22.2M	4.4%	254,541 SH	New
ISHARES TR	CORE MSCI EURO	$204K	0.0%	3,000 SH	New
ISHARES TR	CORE MSCI TOTAL	$7K	0.0%	83 SH	New
ISHARES TR	CORE S&P MCP ETF	$55.6M	11.1%	852,607 SH	New
ISHARES TR	CORE S&P SCP ETF	$23.3M	4.6%	196,339 SH	New
ISHARES TR	CORE S&P TTL STK	$3K	0.0%	18 SH	New
ISHARES TR	CORE S&P500 ETF	$4.8M	1.0%	7,243 SH	New
ISHARES TR	CORE US AGGBD ET	$8K	0.0%	77 SH	New
ISHARES TR	IBOXX HI YD ETF	$28K	0.0%	345 SH	New
ISHARES TR	IBOXX INV CP ETF	$56K	0.0%	500 SH	New
ISHARES TR	MSCI ACWI ETF	$15K	0.0%	111 SH	New
ISHARES TR	MSCI ACWI EX US	$2.0M	0.4%	30,024 SH	New
ISHARES TR	MSCI EAFE ETF	$278K	0.1%	2,979 SH	New
ISHARES TR	MSCI EMG MKT ETF	$8K	0.0%	155 SH	New
ISHARES TR	NATIONAL MUN ETF	$1K	0.0%	12 SH	New
ISHARES TR	RUS 1000 ETF	$1.0M	0.2%	2,840 SH	New
ISHARES TR	RUS 1000 GRW ETF	$1.0M	0.2%	2,240 SH	New
ISHARES TR	RUS 1000 VAL ETF	$108K	0.0%	531 SH	New
ISHARES TR	RUS 2000 GRW ETF	$69K	0.0%	216 SH	New
ISHARES TR	RUS 2000 VAL ETF	$115K	0.0%	650 SH	New
ISHARES TR	RUS MID CAP ETF	$1.5M	0.3%	15,212 SH	New
ISHARES TR	RUSSELL 2000 ETF	$437K	0.1%	1,806 SH	New
ISHARES TR	RUSSELL 3000 ETF	$7.2M	1.4%	18,871 SH	New
ISHARES TR	S&P 100 ETF	$9K	0.0%	28 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.4M	0.3%	11,351 SH	New
ISHARES TR	S&P MC 400GR ETF	$161K	0.0%	1,681 SH	New
ISHARES TR	S&P SML 600 GWT	$6K	0.0%	45 SH	New
ISHARES TR	SELECT DIVID ETF	$528K	0.1%	3,714 SH	New
ISHARES TR	SHRT NAT MUN ETF	$206K	0.0%	1,925 SH	New
ISHARES TR	SP SMCP600VL ETF	$8K	0.0%	75 SH	New
ISHARES TR	TIPS BD ETF	$256K	0.1%	2,300 SH	New
ISHARES TR	U S EQUITY FACTR	$760	0.0%	11 SH	New
ISHARES TR	U.S. FIN SVC ETF	$6K	0.0%	64 SH	New
ISHARES TR	U.S. FINLS ETF	$37K	0.0%	295 SH	New
ISHARES TR	U.S. TECH ETF	$83K	0.0%	425 SH	New
ISHARES TR	US CONSUM DISCRE	$18K	0.0%	172 SH	New
ISHARES TR	US INDUSTRIALS	$35K	0.0%	240 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$7.1M	1.4%	139,210 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$135K	0.0%	2,650 SH	New
JOHNSON & JOHNSON	COM	$1.9M	0.4%	10,129 SH	New
JPMORGAN CHASE & CO.	COM	$3.5M	0.7%	10,957 SH	New
KEURIG DR PEPPER INC	COM	$284K	0.1%	11,116 SH	New
KINDER MORGAN INC DEL	COM	$286K	0.1%	10,087 SH	New
LOCKHEED MARTIN CORP	COM	$712K	0.1%	1,427 SH	New
MARATHON PETE CORP	COM	$239K	0.0%	1,241 SH	New
MARSH & MCLENNAN COS INC	COM	$1.1M	0.2%	5,554 SH	New
MASTERCARD INCORPORATED	CL A	$260K	0.1%	457 SH	New
MCDONALDS CORP	COM	$1.4M	0.3%	4,476 SH	New
MCKESSON CORP	COM	$352K	0.1%	456 SH	New
MERCK & CO INC	COM	$752K	0.1%	8,955 SH	New
META PLATFORMS INC	CL A	$861K	0.2%	1,172 SH	New
MICROSOFT CORP	COM	$5.6M	1.1%	10,890 SH	New
MONDELEZ INTL INC	CL A	$1.0M	0.2%	16,266 SH	New
NETFLIX INC	COM	$366K	0.1%	305 SH	New
NEXTERA ENERGY INC	COM	$1.2M	0.2%	15,358 SH	New
NORFOLK SOUTHN CORP	COM	$3.2M	0.6%	10,721 SH	New
NORTHERN TR CORP	COM	$673K	0.1%	5,000 SH	New
NUCOR CORP	COM	$655K	0.1%	4,836 SH	New
NVIDIA CORPORATION	COM	$1.9M	0.4%	10,178 SH	New
ONEOK INC NEW	COM	$226K	0.0%	3,102 SH	New
ONESTREAM INC	CL A	$1.6M	0.3%	85,218 SH	New
ORACLE CORP	COM	$712K	0.1%	2,530 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$291K	0.1%	1,597 SH	New
PAYCHEX INC	COM	$557K	0.1%	4,395 SH	New
PEPSICO INC	COM	$673K	0.1%	4,795 SH	New
PHILIP MORRIS INTL INC	COM	$211K	0.0%	1,301 SH	New
PNC FINL SVCS GROUP INC	COM	$834K	0.2%	4,151 SH	New
PPL CORP	COM	$458K	0.1%	12,332 SH	New
PROCTER AND GAMBLE CO	COM	$2.4M	0.5%	15,627 SH	New
PROSHARES TR	S&P 500 DV ARIST	$2.0M	0.4%	19,756 SH	New
REGENCY CTRS CORP	COM	$1.7M	0.3%	22,635 SH	New
REGIONS FINANCIAL CORP NEW	COM	$266K	0.1%	10,100 SH	New
ROPER TECHNOLOGIES INC	COM	$300K	0.1%	601 SH	New
RPC INC	COM	$121K	0.0%	25,500 SH	New
RTX CORPORATION	COM	$600K	0.1%	3,588 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.0M	0.4%	58,517 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$255K	0.1%	10,135 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.2M	0.4%	94,577 SH	New
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$7.9M	1.6%	173,908 SH	New
SCHWAB STRATEGIC TR	MUN BD ETF	$169K	0.0%	6,615 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$3.2M	0.6%	123,028 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$218K	0.0%	7,977 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$55K	0.0%	1,708 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$183K	0.0%	6,300 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$37K	0.0%	1,406 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$855K	0.2%	28,852 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	0.3%	49,138 SH	New
SELECT SECTOR SPDR TR	ENERGY	$109K	0.0%	1,224 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$32K	0.0%	600 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$262K	0.1%	928 SH	New
SEMPRA	COM	$674K	0.1%	7,494 SH	New
SMURFIT WESTROCK PLC	SHS	$232K	0.0%	5,453 SH	New
SOUTHERN CO	COM	$3.0M	0.6%	31,368 SH	New
SOUTHSTATE BK CORP	COM	$712K	0.1%	7,200 SH	New
SPDR GOLD TR	GOLD SHS	$648K	0.1%	1,823 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$15.9M	3.2%	23,880 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.7M	0.5%	4,560 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$518K	0.1%	3,702 SH	New
SPDR SERIES TRUST	S&P REGL BKG	$91K	0.0%	1,440 SH	New
STARBUCKS CORP	COM	$404K	0.1%	4,771 SH	New
SYSCO CORP	COM	$245K	0.0%	2,970 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$280K	0.1%	1,003 SH	New
TARGA RES CORP	COM	$254K	0.1%	1,515 SH	New
TE CONNECTIVITY PLC	ORD SHS	$494K	0.1%	2,248 SH	New
TESLA INC	COM	$330K	0.1%	742 SH	New
TEXAS INSTRS INC	COM	$910K	0.2%	4,955 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$229K	0.0%	472 SH	New
TRANE TECHNOLOGIES PLC	SHS	$390K	0.1%	925 SH	New
TRAVELERS COMPANIES INC	COM	$1.1M	0.2%	4,112 SH	New
TRUIST FINL CORP	COM	$872K	0.2%	19,070 SH	New
UNION PAC CORP	COM	$564K	0.1%	2,388 SH	New
UNITEDHEALTH GROUP INC	COM	$1.0M	0.2%	2,921 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$1K	0.0%	5 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$243K	0.0%	507 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$4K	0.0%	13 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$65.9M	13.1%	107,636 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$108K	0.0%	517 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$18K	0.0%	72 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$6.4M	1.3%	19,557 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$224K	0.0%	4,134 SH	New
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$14K	0.0%	105 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$4.9M	1.0%	97,291 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$36.9M	7.3%	170,850 SH	New
VICI PPTYS INC	COM	$580K	0.1%	17,791 SH	New
VISA INC	COM CL A	$989K	0.2%	2,897 SH	New
WALMART INC	COM	$777K	0.2%	7,544 SH	New
WEC ENERGY GROUP INC	COM	$477K	0.1%	4,162 SH	New
WELLS FARGO CO NEW	COM	$219K	0.0%	2,617 SH	New
WILLIAMS COS INC	COM	$1.3M	0.3%	20,796 SH	New

Sold (vs prior filing)

3M CO COM — $49K
ABBOTT LABORATORIES COM — $95K
ABBVIE INC COM — $2.0M
ABIVAX SA SPONSORED ADS — $5K
ACADIA HEALTHCARE COMPANY INC COM — $709
ACCENTURE PLC IRELAND SHS CLASS A — $256K
ACUITY INC COM — $233K
ADOBE INC COM — $78K
ADVANCED MICRO DEVICES INC COM — $792K
AEROVIRONMENT INC COM — $1K
AES CORP COM — $2K
AFLAC INC COM — $9K
AGEAGLE AERIAL SYS INC NEW COM SHS — $446
AGILENT TECHNOLOGIES INC COM — $22K
AIR PRODUCTS AND CHEMICALS INC COM — $94K
AKAMAI TECHNOLOGIES INC COM — $4K
ALASKA AIR GROUP INC COM — $209
ALAUNOS THERAPEUTICS INC COM NEW — $23
ALBEMARLE CORP COM — $135
ALBERTSONS COMPANIES INC COMMON STOCK — $189
… and 745 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001398344-26-018131	—	View
Jan 21, 2026	Q4 2025	13F-HR	0001398344-26-000988	$517.0M	View
Oct 22, 2025	Q3 2025