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Portfolio (Quarterly) Guide ↗

WEST PACES ADVISORS INC.

· CIK 0002004720
13F Portfolio $596M AUM 765 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 577 New 58 Added 87 Reduced 12 Exited
Page 1 of 3  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD S&P 500 ETF 111,760.0 $76.8M 12.88% +3K +2.5% $686.81 +2.5%
2 IJH ISHARES CORE S&P MID-CAP ETF 852,655.0 $65.7M 11.03% +6K +0.7% $77.11 -0.4%
3 VIG VANGUARD DIVIDEND APPRECIATION ETF 193,155.0 $45.7M 7.67% +17K +9.8% $236.62 +3.1%
4 TDTT FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF 1,407,121.0 $33.6M 5.64% +165K +13.3% $23.91 -1.3%
5 IEFA ISHARES CORE MSCI EAFE ETF 270,561.0 $26.1M 4.38% +10K +3.7% $96.58 +4.4%
6 JPMORGAN ULTRA-SHORT INCOME ETF 169,640.0 $8.6M 1.44% +3K +1.7% $50.57
7 VTI VANGUARD TOTAL STOCK MARKET ETF 20,314.0 $7.5M 1.26% +533.0 +2.7% $370.03 +2.2%
8 JPM JPMORGAN CHASE & CO COM Financial Services 11,218.0 $3.7M 0.62% +221.0 +2.0% $327.33 +7.4%
9 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 4,671.0 $3.3M 0.55% +109.0 +2.4% $703.41 -0.5%
10 NVDA NVIDIA CORPORATION COM Technology 13,537.0 $2.7M 0.45% +1K +11.1% $200.09 +7.3%
11 AMZN AMAZON COM INC COM Consumer Cyclical 9,727.0 $2.3M 0.39% +332.0 +3.5% $238.34 +8.5%
12 SCHE SCHWAB EMERGING MARKETS EQUITY ETF 59,329.0 $2.2M 0.36% +748.0 +1.3% $36.26 +2.0%
13 CSCO CISCO SYS INC COM Technology 17,865.0 $2.1M 0.35% +2K +13.5% $117.46 -5.5%
14 IVW ISHARES S&P 500 GROWTH ETF 14,404.0 $2.0M 0.33% +1K +11.6% $137.53 +0.9%
15 IWR ISHARES RUSSELL MIDCAP ETF 16,263.0 $1.8M 0.30% +2K +11.4% $110.32 +2.8%
16 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 30,000.0 $1.7M 0.28% +10K +51.9% $56.16 +4.6%
17 CVX CHEVRON CORPORATION COM Energy 10,138.0 $1.7M 0.28% +579.0 +6.1% $165.77 +23.8%
18 UNH UNITEDHEALTH GROUP INC COM Healthcare 3,953.0 $1.6M 0.28% +997.0 +33.7% $415.66 -6.1%
19 CMI CUMMINS INC COM Industrials 2,232.0 $1.6M 0.27% +922.0 +70.4% $713.25 -17.6%
20 PNC PNC FINL SVCS GROUP INC COM Financial Services 5,573.0 $1.4M 0.23% +1K +33.8% $246.21 -1.3%
Page 1 of 3  ·  58 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.9%
Technology 20.7%
Industrials 12.2%
Consumer Defensive 12.1%
Healthcare 8.8%
Consumer Cyclical 6.7%
Utilities 5.0%
Energy 3.6%
Communication Services 2.9%
Basic Materials 1.3%