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Portfolio (Quarterly) Guide ↗

WEST PACES ADVISORS INC.

· CIK 0002004720
13F Portfolio $517M AUM 200 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 88 Added 40 Reduced 8 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGSH VANGUARD SCOTTSDALE FDS 15,014.0 $882K 0.17% NEW $58.73 -1.0%
2 VCSH VANGUARD SCOTTSDALE FDS 10,020.0 $799K 0.15% NEW $79.73 -1.1%
3 VTV VANGUARD INDEX FDS 1,453.0 $278K 0.05% NEW $190.99 +13.6%
4 MU MICRON TECHNOLOGY INC Technology 941.0 $269K 0.05% NEW $285.41 +301.1%
5 VEA VANGUARD TAX-MANAGED FDS 4,160.0 $260K 0.05% NEW $62.47 +15.8%
6 ISTB ISHARES TR 5,102.0 $249K 0.05% NEW $48.75 -1.1%
7 MS MORGAN STANLEY Financial Services 1,384.0 $246K 0.05% NEW $177.53 +26.9%
8 AXP AMERICAN EXPRESS CO Financial Services 601.0 $222K 0.04% NEW $369.95 -8.5%
9 CRM SALESFORCE INC Technology 827.0 $219K 0.04% NEW $264.91 -42.0%
10 QCOM QUALCOMM INC Technology 1,182.0 $202K 0.04% NEW $171.05 +33.9%
11 IUSB ISHARES TR 1,732.0 $81K 0.02% NEW $46.54 -0.8%
12 VONG VANGUARD SCOTTSDALE FDS 345.0 $42K 0.01% NEW $121.75 +4.0%
13 VBK VANGUARD INDEX FDS 36.0 $11K 0.00% NEW $302.11 +17.6%
14 IUSV ISHARES TR 70.0 $7K 0.00% NEW $102.54 +7.1%
15 XLC SELECT SECTOR SPDR TR 59.0 $7K 0.00% NEW $117.71 -6.7%
16 XLY SELECT SECTOR SPDR TR 58.0 $7K 0.00% NEW $119.41 -2.1%
17 IUSG ISHARES TR 35.0 $6K 0.00% NEW $167.94 +12.2%
18 XLV SELECT SECTOR SPDR TR 30.0 $5K 0.00% NEW $154.80 -3.4%
19 VTWO VANGUARD SCOTTSDALE FDS 35.0 $3K 0.00% NEW $99.51 +19.6%
20 IBB ISHARES TR 7.0 $1K NEW $168.71 +2.6%

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 26.5%
Technology 18.4%
Consumer Defensive 12.6%
Industrials 10.5%
Healthcare 8.5%
Consumer Cyclical 6.9%
Communication Services 5.2%
Utilities 4.7%
Energy 3.8%
Real Estate 1.9%