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: $516.2M196 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$1.8M	0.3%	8,180 SH	New
ACCENTURE PLC IRELAND	SHS CLASS A	$420K	0.1%	2,117 SH	New
ADVANCED MICRO DEVICES INC	COM	$291K	0.1%	1,430 SH	New
ALPHABET INC	CAP STK CL A	$1.9M	0.4%	6,774 SH	New
ALPHABET INC	CAP STK CL C	$2.7M	0.5%	9,394 SH	New
AMAZON COM INC	COM	$2.0M	0.4%	9,416 SH	New
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$33.1M	6.4%	410,546 SH	New
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$15.8M	3.1%	254,079 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$72K	0.0%	653 SH	New
AMGEN INC	COM	$390K	0.1%	1,109 SH	New
ANALOG DEVICES INC	COM	$209K	0.0%	656 SH	New
AON PLC	SHS CL A	$245K	0.0%	759 SH	New
APOLLO GLOBAL MGMT INC	COM	$244K	0.0%	2,191 SH	New
APPLE INC	COM	$5.2M	1.0%	20,466 SH	New
ASML HLDG NV	N Y REGISTRY SHS	$210K	0.0%	159 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$565K	0.1%	2,782 SH	New
AVALONBAY CMNTYS INC	COM	$330K	0.1%	2,023 SH	New
BANK AMERICA CORP	COM	$1.1M	0.2%	22,328 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$538K	0.1%	1,123 SH	New
BRITISH AMERN TOB PLC	SPONSORED ADR	$202K	0.0%	3,451 SH	New
BROADCOM INC	COM	$3.1M	0.6%	9,931 SH	New
CAPITAL ONE FINL CORP	COM	$225K	0.0%	1,236 SH	New
CATERPILLAR INC	COM	$989K	0.2%	1,396 SH	New
CHEVRON CORPORATION	COM	$1.9M	0.4%	9,422 SH	New
CISCO SYS INC	COM	$1.3M	0.2%	16,437 SH	New
CME GROUP INC	COM	$745K	0.1%	2,521 SH	New
COCA COLA CO	COM	$8.4M	1.6%	109,854 SH	New
CORNING INC	COM	$804K	0.2%	5,910 SH	New
COSTCO WHOLESALE CORPORATION	COM	$1.3M	0.2%	1,266 SH	New
CSX CORP	COM	$3.2M	0.6%	76,930 SH	New
CUMMINS INC	COM	$797K	0.2%	1,481 SH	New
DANAHER CORP DEL	COM	$294K	0.1%	1,549 SH	New
DARDEN RESTAURANTS INC	COM	$335K	0.1%	1,710 SH	New
DELL TECHNOLOGIES INC	CL C	$226K	0.0%	1,376 SH	New
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$1.4M	0.3%	41,567 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$40K	0.0%	1,025 SH	New
DISNEY WALT CO	COM	$464K	0.1%	4,817 SH	New
DUKE ENERGY CORP NEW	COM NEW	$413K	0.1%	3,155 SH	New
EATON CORP PLC	SHS	$762K	0.1%	2,131 SH	New
ELI LILLY & CO	COM	$2.3M	0.4%	2,496 SH	New
EMERSON ELEC CO	COM	$402K	0.1%	3,065 SH	New
EXXON MOBIL CORP	COM	$1.7M	0.3%	10,018 SH	New
FASTENAL CO	COM	$386K	0.1%	8,310 SH	New
FLEXSHARES TR	IBOXX 3R TARGT	$32.3M	6.3%	1,332,587 SH	New
FLEXSHARES TR	MORNSTAR USMKT	$59K	0.0%	243 SH	New
GALLAGHER ARTHUR J & CO	COM	$325K	0.1%	1,500 SH	New
GARMIN LTD	SHS	$279K	0.1%	1,201 SH	New
GE AEROSPACE	COM NEW	$267K	0.1%	941 SH	New
GENERAL DYNAMICS CORP	COM	$551K	0.1%	1,604 SH	New
GENUINE PARTS CO	COM	$278K	0.1%	2,628 SH	New
GILEAD SCIENCES INC	COM	$302K	0.1%	2,169 SH	New
HARTFORD INSURANCE GROUP INC	COM	$465K	0.1%	3,437 SH	New
HOME DEPOT INC	COM	$3.4M	0.7%	10,346 SH	New
ILLINOIS TOOL WKS INC	COM	$515K	0.1%	1,977 SH	New
INTERCONTINENTAL EXCHANGE IN	COM	$232K	0.0%	1,473 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$328K	0.1%	1,353 SH	New
INTUITIVE SURGICAL INC	COM NEW	$273K	0.1%	593 SH	New
INVESCO CURRENCYSHARES BRIT	BRIT POUN STRL	$213K	0.0%	1,669 SH	New
INVESCO CURRENCYSHARES EURO	EURO SHS	$204K	0.0%	1,910 SH	New
ISHARES GOLD TR	ISHARES NEW	$424K	0.1%	4,815 SH	New
ISHARES TR	1 3 YR TREAS BD	$1.2M	0.2%	14,151 SH	New
ISHARES TR	3 7 YR TREAS BD	$503K	0.1%	4,237 SH	New
ISHARES TR	3YRTB ETF	$897K	0.2%	12,095 SH	New
ISHARES TR	7-10 YR TRSY BD	$29.1M	5.6%	305,140 SH	New
ISHARES TR	CORE 1 5 YR USD	$247K	0.0%	5,102 SH	New
ISHARES TR	CORE MSCI EAFE	$24.0M	4.7%	265,476 SH	New
ISHARES TR	CORE MSCI EURO	$211K	0.0%	3,000 SH	New
ISHARES TR	CORE MSCI TOTAL	$7K	0.0%	84 SH	New
ISHARES TR	CORE S&P MCP ETF	$56.8M	11.0%	841,112 SH	New
ISHARES TR	CORE S&P SCP ETF	$23.5M	4.5%	188,708 SH	New
ISHARES TR	CORE S&P TTL STK	$3K	0.0%	18 SH	New
ISHARES TR	CORE S&P500 ETF	$4.7M	0.9%	7,200 SH	New
ISHARES TR	CORE UNIVRSL USD	$80K	0.0%	1,732 SH	New
ISHARES TR	GLOBAL 100 ETF	$166K	0.0%	1,375 SH	New
ISHARES TR	IBOXX HI YD ETF	$38K	0.0%	481 SH	New
ISHARES TR	IBOXX INV CP ETF	$54K	0.0%	500 SH	New
ISHARES TR	MSCI ACWI ETF	$15K	0.0%	111 SH	New
ISHARES TR	MSCI ACWI EX US	$2.1M	0.4%	31,099 SH	New
ISHARES TR	MSCI EAFE ETF	$289K	0.1%	2,979 SH	New
ISHARES TR	MSCI EMG MKT ETF	$6K	0.0%	100 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%	2,384 SH	New
ISHARES TR	RUS 1000 VAL ETF	$219K	0.0%	1,024 SH	New
ISHARES TR	RUS 2000 GRW ETF	$68K	0.0%	216 SH	New
ISHARES TR	RUS 2000 VAL ETF	$123K	0.0%	650 SH	New
ISHARES TR	RUS MID CAP ETF	$1.4M	0.3%	14,604 SH	New
ISHARES TR	RUSSELL 2000 ETF	$445K	0.1%	1,794 SH	New
ISHARES TR	RUSSELL 3000 ETF	$6.6M	1.3%	17,861 SH	New
ISHARES TR	S&P 100 ETF	$186K	0.0%	585 SH	New
ISHARES TR	S&P 500 GRWT ETF	$1.5M	0.3%	12,948 SH	New
ISHARES TR	S&P MC 400GR ETF	$145K	0.0%	1,441 SH	New
ISHARES TR	SELECT DIVID ETF	$562K	0.1%	3,714 SH	New
ISHARES TR	SHRT NAT MUN ETF	$376K	0.1%	3,535 SH	New
ISHARES TR	TIPS BD ETF	$309K	0.1%	2,800 SH	New
ISHARES TR	U S EQUITY FACTR	$726	0.0%	11 SH	New
ISHARES TR	U.S. FINLS ETF	$35K	0.0%	295 SH	New
ISHARES TR	U.S. TECH ETF	$73K	0.0%	400 SH	New
ISHARES TR	US CONSUM DISCRE	$13K	0.0%	135 SH	New
ISHARES TR	US INDUSTRIALS	$35K	0.0%	240 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$8.3M	1.6%	163,353 SH	New
J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$186K	0.0%	3,650 SH	New
JOHNSON & JOHNSON	COM	$2.5M	0.5%	10,179 SH	New
JPMORGAN CHASE & CO	COM	$3.2M	0.6%	10,954 SH	New
KINDER MORGAN INC DEL	COM	$327K	0.1%	9,742 SH	New
KLA CORP	COM NEW	$221K	0.0%	150 SH	New
LOCKHEED MARTIN CORP	COM	$757K	0.1%	1,253 SH	New
MARATHON PETE CORP	COM	$349K	0.1%	1,429 SH	New
MARSH & MCLENNAN COS INC	COM	$442K	0.1%	2,546 SH	New
MASTERCARD INCORPORATED	CL A	$235K	0.0%	470 SH	New
MCDONALDS CORP	COM	$1.2M	0.2%	3,736 SH	New
MCKESSON CORP	COM	$408K	0.1%	472 SH	New
MERCK & CO INC	COM	$911K	0.2%	7,577 SH	New
META PLATFORMS INC	CL A	$739K	0.1%	1,292 SH	New
MICRON TECHNOLOGY INC	COM	$318K	0.1%	941 SH	New
MICROSOFT CORP	COM	$4.1M	0.8%	11,104 SH	New
MONDELEZ INTL INC	CL A	$897K	0.2%	15,567 SH	New
MORGAN STANLEY	COM NEW	$224K	0.0%	1,364 SH	New
NETFLIX INC.	COM	$313K	0.1%	3,260 SH	New
NEXTERA ENERGY INC	COM	$1.4M	0.3%	15,113 SH	New
NORFOLK SOUTHN CORP	COM	$3.1M	0.6%	10,746 SH	New
NORTHERN TR CORP	COM	$699K	0.1%	5,008 SH	New
NUCOR CORP	COM	$822K	0.2%	4,859 SH	New
NVIDIA CORPORATION	COM	$2.1M	0.4%	12,059 SH	New
ONEOK INC NEW	COM	$267K	0.1%	2,957 SH	New
ONESTREAM INC	CL A	$2.0M	0.4%	85,218 SH	New
ORACLE CORP	COM	$377K	0.1%	2,564 SH	New
PALANTIR TECHNOLOGIES INC	CL A	$255K	0.0%	1,741 SH	New
PEPSICO INC	COM	$735K	0.1%	4,732 SH	New
PHILIP MORRIS INTL INC	COM	$474K	0.1%	2,866 SH	New
PNC FINL SVCS GROUP INC	COM	$824K	0.2%	3,962 SH	New
PPL CORP	COM	$492K	0.1%	12,891 SH	New
PROCTER & GAMBLE CO	COM	$2.0M	0.4%	13,773 SH	New
PROSHARES TR	S&P 500 DV ARIST	$2.1M	0.4%	19,756 SH	New
REGENCY CTRS CORP	COM	$1.5M	0.3%	20,135 SH	New
REGIONS FINANCIAL CORP NEW	COM	$274K	0.1%	10,505 SH	New
RPC INC	COM	$149K	0.0%	21,000 SH	New
RTX CORPORATION	COM	$752K	0.1%	3,899 SH	New
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$2.0M	0.4%	60,022 SH	New
SCHWAB STRATEGIC TR	INT-TRM U.S TRES	$151K	0.0%	6,050 SH	New
SCHWAB STRATEGIC TR	INTL EQTY ETF	$2.3M	0.5%	93,916 SH	New
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$7.5M	1.5%	160,633 SH	New
SCHWAB STRATEGIC TR	MUN BD ETF	$50K	0.0%	1,950 SH	New
SCHWAB STRATEGIC TR	US BRD MKT ETF	$2.5M	0.5%	98,628 SH	New
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$273K	0.1%	8,896 SH	New
SCHWAB STRATEGIC TR	US LCAP GR ETF	$50K	0.0%	1,708 SH	New
SCHWAB STRATEGIC TR	US LCAP VA ETF	$192K	0.0%	6,300 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$36K	0.0%	1,406 SH	New
SCHWAB STRATEGIC TR	US MID-CAP ETF	$864K	0.2%	27,917 SH	New
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.4M	0.3%	46,649 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$103K	0.0%	1,686 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$30K	0.0%	600 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$247K	0.0%	1,857 SH	New
SELECT SECTOR SPDR TR	STATE STREET UTI	$4K	0.0%	90 SH	New
SEMPRA	COM	$707K	0.1%	7,272 SH	New
SOUTHERN CO	COM	$3.3M	0.6%	33,747 SH	New
SOUTHSTATE BK CORP	COM	$333K	0.1%	3,600 SH	New
SPDR GOLD TR	GOLD SHS	$1.0M	0.2%	2,358 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$634K	0.1%	5,142 SH	New
STARBUCKS CORP	COM	$409K	0.1%	4,564 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$15.2M	2.9%	23,382 SH	New
STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$2.8M	0.5%	4,562 SH	New
SYSCO CORP	COM	$216K	0.0%	3,029 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$840K	0.2%	2,486 SH	New
TARGA RES CORP	COM	$431K	0.1%	1,717 SH	New
TE CONNECTIVITY PLC	ORD SHS	$501K	0.1%	2,397 SH	New
TESLA INC	COM	$348K	0.1%	936 SH	New
TEXAS INSTRS INC	COM	$704K	0.1%	3,627 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$247K	0.0%	502 SH	New
TRANE TECHNOLOGIES PLC	SHS	$380K	0.1%	913 SH	New
TRAVELERS COMPANIES INC	COM	$1.2M	0.2%	4,213 SH	New
TRUIST FINL CORP	COM	$889K	0.2%	19,334 SH	New
UNION PAC CORP	COM	$585K	0.1%	2,411 SH	New
UNITEDHEALTH GROUP INC	COM	$871K	0.2%	3,218 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$1K	0.0%	5 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$428K	0.1%	980 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$42K	0.0%	146 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$66.1M	12.8%	110,668 SH	New
VANGUARD INDEX FDS	SM CP VAL ETF	$125K	0.0%	574 SH	New
VANGUARD INDEX FDS	SMALL CP ETF	$19K	0.0%	72 SH	New
VANGUARD INDEX FDS	SML CP GRW ETF	$11K	0.0%	36 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$6.4M	1.2%	19,824 SH	New
VANGUARD INDEX FDS	VALUE ETF	$225K	0.0%	1,149 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$243K	0.0%	4,492 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$4.1M	0.8%	81,809 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$879K	0.2%	15,016 SH	New
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$794K	0.2%	10,020 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$38K	0.0%	345 SH	New
VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$2K	0.0%	16 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$39.8M	7.7%	185,200 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$263K	0.1%	4,108 SH	New
VICI PPTYS INC	COM	$498K	0.1%	18,211 SH	New
VISA INC	COM CL A	$908K	0.2%	3,005 SH	New
WALMART INC	COM	$938K	0.2%	7,550 SH	New
WEC ENERGY GROUP INC	COM	$526K	0.1%	4,542 SH	New
WELLS FARGO & CO	COM	$219K	0.0%	2,751 SH	New
WILLIAMS COS INC	COM	$1.3M	0.3%	17,879 SH	New

Sold (vs prior filing)

3M CO COM — $40K
ABBOTT LABS COM — $164K
ABBVIE INC COM — $1.9M
ACCENTURE PLC IRELAND SHS CLASS A — $102K
ADOBE INC COM — $168K
ADVANCED MICRO DEVICES INC COM — $109K
AFLAC INC COM — $6K
AGILENT TECHNOLOGIES INC COM — $46K
AIR PRODS & CHEMS INC COM — $631K
ALAUNOS THERAPEUTICS INC COM NEW — $15
ALIBABA GROUP HLDG LTD SPONSORED ADS — $926
ALLSTATE CORP COM — $182K
ALPHABET INC CAP STK CL A — $1.0M
ALPHABET INC CAP STK CL C — $1.5M
ALPHATEC HLDGS INC COM NEW — $1K
ALTRIA GROUP INC COM — $32K
AMAZON COM INC COM — $1.7M
AMERICAN ELEC PWR CO INC COM — $35K
AMERICAN EXPRESS CO COM — $147K
AMERICAN INTL GROUP INC COM NEW — $956
… and 543 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