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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 3 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PG PROCTER & GAMBLE CO COM Consumer Defensive 13,666.0 $2.0M 0.34% -2K -11.8% $146.64 -1.3%
42 IVW ISHARES S&P 500 GROWTH ETF 14,404.0 $2.0M 0.33% +1K +11.6% $137.53 +0.9%
43 IWR ISHARES RUSSELL MIDCAP ETF 16,263.0 $1.8M 0.30% +2K +11.4% $110.32 +2.8%
44 NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 30,000.0 $1.7M 0.28% +10K +51.9% $56.16 +4.6%
45 CVX CHEVRON CORPORATION COM Energy 10,138.0 $1.7M 0.28% +579.0 +6.1% $165.77 +23.8%
46 UNH UNITEDHEALTH GROUP INC COM Healthcare 3,953.0 $1.6M 0.28% +997.0 +33.7% $415.66 -6.1%
47 CMI CUMMINS INC COM Industrials 2,232.0 $1.6M 0.27% +922.0 +70.4% $713.25 -17.6%
48 SCHA SCHWAB U.S. SMALL-CAP ETF 42,824.0 $1.5M 0.26% -5K -11.3% $36.13 -3.6%
49 CAT CATERPILLAR INC COM Industrials 1,338.0 $1.4M 0.24% -133.0 -9.0% $1064.90 -22.3%
50 REGCO REGENCY CTRS CORP COM 17,635.0 $1.4M 0.24% -5K -22.1% $79.74
51 PNC PNC FINL SVCS GROUP INC COM Financial Services 5,573.0 $1.4M 0.23% +1K +33.8% $246.21 -1.3%
52 NEE NEXTERA ENERGY INC COM Utilities 15,410.0 $1.4M 0.23% -184.0 -1.2% $87.77 -4.7%
53 WMB WILLIAMS COS INC COM Energy 18,068.0 $1.3M 0.23% -2K -11.8% $74.34 -5.2%
54 EXXONMOBIL HOLDINGS CORP COM SHS 9,801.0 $1.3M 0.23% NEW $136.72
55 TSM TAIWAN SEMI MANUFACTURING Technology 2,750.0 $1.3M 0.22% +1K +81.4% $477.57 -12.3%
56 BAC BANK OF AMER CORP COM Financial Services 22,099.0 $1.3M 0.21% -229.0 -1.0% $56.98 +8.3%
57 GLW CORNING INC COM Technology 4,887.0 $1.2M 0.21% -4K -44.9% $255.44 -41.4%
58 TRV TRAVELERS COMPANIES INC COM Financial Services 3,667.0 $1.2M 0.20% -535.0 -12.7% $330.08 +10.1%
59 SHY ISHARES 1-3 YEAR TREASURY BOND ETF 14,486.0 $1.2M 0.20% -2K -10.4% $82.11 -0.1%
60 IWB ISHARES RUSSELL 1000 ETF 2,840.0 $1.2M 0.20% $409.50 +2.5%
Page 3 of 39  ·  765 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%