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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 4 of 39  ·  765 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 1,232.0 $1.2M 0.19% -63.0 -4.9% $935.28 +1.3%
62 IWF ISHARES RUSSELL 1000 GROWTH ETF 8,955.0 $1.1M 0.19% +7K +275.6% $124.17 -1.4%
63 EFA ISHARES MSCI EAFE ETF 10,469.0 $1.1M 0.18% +7K +251.4% $103.88 +4.2%
64 NUE NUCOR CORP COM Basic Materials 4,859.0 $1.1M 0.18% $222.75 +9.4%
65 MU MICRON TECHNOLOGY INC COM Technology 894.0 $1.0M 0.17% -47.0 -5.0% $1154.31 -16.2%
66 V VISA INC COM CL A Financial Services 2,969.0 $1.0M 0.17% -72.0 -2.4% $343.09 +8.1%
67 SCHM SCHWAB U.S. MID-CAP ETF 27,546.0 $1.0M 0.17% -1K -4.7% $36.87 -1.9%
68 TXN TEXAS INSTRS INC COM Technology 3,186.0 $950K 0.16% -2K -32.9% $298.08 -11.3%
69 MCD MCDONALDS CORP COM Consumer Cyclical 3,489.0 $943K 0.16% -903.0 -20.6% $270.33 +0.2%
70 SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF 8,223.0 $876K 0.15% +5K +132.6% $106.47 -0.2%
71 NTRS NORTHERN TR CORP COM Financial Services 5,008.0 $871K 0.15% $173.84 +5.8%
72 VGSH VANGUARD SHORT-TERM TREASURY ETF 14,905.0 $867K 0.15% -109.0 -0.7% $58.20 -0.1%
73 WMT WALMART INC COM Consumer Defensive 7,627.0 $864K 0.14% +187.0 +2.5% $113.26 -8.4%
74 TFC TRUIST FINL CORP COM Financial Services 17,334.0 $864K 0.14% -2K -10.3% $49.82 +1.2%
75 MRK MERCK & CO INC COM Healthcare 6,717.0 $863K 0.14% -1K -13.0% $128.50 +18.7%
76 ISHG ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF 11,554.0 $858K 0.14% -2K -13.7% $74.25 +2.6%
77 ETN EATON CORP PLC SHS Industrials 1,987.0 $847K 0.14% -412.0 -17.2% $426.12 -1.6%
78 MDLZ MONDELEZ INTL INC CL A Consumer Defensive 14,403.0 $833K 0.14% -2K -12.4% $57.84 +11.4%
79 GLD SPDR GOLD SHARES Financial Services 2,258.0 $832K 0.14% -100.0 -4.2% $368.38 +14.9%
80 AMD ADVANCED MICRO DEVICES INC COM Technology 1,364.0 $792K 0.13% -66.0 -4.6% $580.91 -18.5%
Page 4 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%