WEST PACES ADVISORS INC.
CIK 2004720
13F filing for Q2 2026・No. 3,526
- Holdings
- US$596.03M
- Quarter change
- +US$79.85M
- Entries
- 765
- Net bought (estimate)
- +US$23.52M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 570
- Sold out 2
- Cut 68
- Added 84
- Corporate actions 0
- Unchanged 43
Largest holdings
765 stocks worth US$596.03M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VOOVanguard S&P 500 ETFETF | Added | 111,760 | US$76.76M | 12.88% |
| IJHISHARES CORE S&P MID-CAP ETFETF | Added | 852,655 | US$65.75M | 11.03% |
| VANGUARD DIVIDEND APPRECIATION ETFETF | Added | 193,155 | US$45.7M | 7.67% |
| AVANTIS EMERGING MARKETS EQUITY ETFETF | Cut | 401,179 | US$38.71M | 6.49% |
| FLEXSHARES IBOXX 3 Yr DURATION TIPS ETFETF | Added | 1,407,121 | US$33.64M | 5.64% |
| ISHARES CORE S&P SMALL CAP ETFETF | Cut | 184,651 | US$27.39M | 4.59% |
| ISHARES CORE MSCI EAFE ETFETF | Added | 270,561 | US$26.13M | 4.38% |
| IEFISHARES 7-10 YEAR TREASURY BOND ETFETF | Cut | 271,846 | US$25.71M | 4.31% |
| AVANTIS U.S SMALL CAP EQUITY ETFETF | Added | 255,132 | US$18.71M | 3.14% |
| SPYSTATE STREET SPDR S&P 500 ETFETF | Cut | 23,098 | US$17.25M | 2.89% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 20, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.