West Paces Advisors

West Paces Advisors as of Dec. 31, 2025

Portfolio Holdings for West Paces Advisors

West Paces Advisors holds 200 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 13.2 $68M 109k 627.13
Ishares Tr Core S&p Mcp Etf (IJH) 10.8 $56M 847k 66.00
Vanguard Specialized Funds Div App Etf (VIG) 7.5 $39M 176k 219.78
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.0 $31M 405k 77.02
Flexshares Tr Iboxx 3r Targt (TDTT) 5.8 $30M 1.2M 24.06
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.4 $28M 293k 96.16
Ishares Tr Core Msci Eafe (IEFA) 4.5 $23M 261k 89.46
Ishares Tr Core S&p Scp Etf (IJR) 4.5 $23M 194k 120.18
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.1 $16M 24k 681.93
American Centy Etf Tr Avantis Us Small (AVSC) 3.0 $15M 263k 58.74
Coca-Cola Company (KO) 2.0 $10M 147k 69.91
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.6 $8.4M 167k 50.59
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.5 $7.8M 171k 45.53
Ishares Tr Russell 3000 Etf (IWV) 1.3 $6.9M 18k 386.85
Vanguard Index Fds Total Stk Mkt (VTI) 1.3 $6.6M 20k 335.28
Apple (AAPL) 1.1 $5.7M 21k 271.86
Microsoft Corporation (MSFT) 1.1 $5.5M 11k 483.63
Ishares Tr Core S&p500 Etf (IVV) 1.0 $4.9M 7.2k 684.90
Home Depot (HD) 0.9 $4.4M 13k 344.11
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $4.2M 84k 49.46
Broadcom (AVGO) 0.8 $4.0M 12k 346.09
JPMorgan Chase & Co. (JPM) 0.7 $3.5M 11k 322.22
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.6 $3.2M 121k 26.23
Norfolk Southern (NSC) 0.6 $3.1M 11k 288.72
Alphabet Cap Stk Cl C (GOOG) 0.6 $3.0M 9.5k 313.81
Southern Company (SO) 0.6 $2.9M 34k 87.20
Eli Lilly & Co. (LLY) 0.6 $2.9M 2.7k 1074.76
CSX Corporation (CSX) 0.5 $2.8M 77k 36.25
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.5 $2.8M 4.6k 603.28
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.4 $2.3M 95k 24.04
NVIDIA Corporation (NVDA) 0.4 $2.3M 12k 186.50
Procter & Gamble Company (PG) 0.4 $2.2M 16k 143.31
Amazon (AMZN) 0.4 $2.2M 9.4k 230.82
Johnson & Johnson (JNJ) 0.4 $2.1M 10k 206.95
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.1M 6.8k 313.00
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $2.1M 31k 67.13
Abbvie (ABBV) 0.4 $2.1M 9.0k 228.50
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $2.1M 20k 104.07
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $1.9M 59k 32.75
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.6M 13k 123.26
Onestream Cl A (OS) 0.3 $1.6M 85k 18.38
Regency Centers Corporation (REG) 0.3 $1.6M 23k 69.03
Chevron Corporation (CVX) 0.3 $1.5M 9.6k 152.42
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.4M 15k 96.27
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.4M 48k 28.48
McDonald's Corporation (MCD) 0.3 $1.3M 4.4k 305.64
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $1.3M 16k 82.82
Nextera Energy (NEE) 0.2 $1.3M 16k 80.28
Williams Companies (WMB) 0.2 $1.2M 21k 60.11
Bank of America Corporation (BAC) 0.2 $1.2M 22k 55.00
Travelers Companies (TRV) 0.2 $1.2M 4.2k 290.03
Cisco Systems (CSCO) 0.2 $1.2M 16k 77.03
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.1M 2.4k 473.30
Costco Wholesale Corporation (COST) 0.2 $1.1M 1.3k 862.15
Visa Com Cl A (V) 0.2 $1.1M 3.0k 350.71
Exxon Mobil Corporation (XOM) 0.2 $1.1M 8.9k 120.34
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.1M 2.8k 373.44
Ishares Tr 3yrtb Etf (ISHG) 0.2 $1.0M 13k 75.24
UnitedHealth (UNH) 0.2 $976k 3.0k 330.13
Truist Financial Corp equities (TFC) 0.2 $951k 19k 49.21
Spdr Gold Tr Gold Shs (GLD) 0.2 $935k 2.4k 396.31
Marsh & McLennan Companies 0.2 $903k 4.9k 185.50
Mondelez Intl Cl A (MDLZ) 0.2 $886k 17k 53.83
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $882k 15k 58.73
PNC Financial Services (PNC) 0.2 $869k 4.2k 208.72
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $869k 29k 30.07
Meta Platforms Cl A (META) 0.2 $854k 1.3k 660.09
Caterpillar (CAT) 0.2 $843k 1.5k 572.87
Wal-Mart Stores (WMT) 0.2 $829k 7.4k 111.41
Texas Instruments Incorporated (TXN) 0.2 $824k 4.8k 173.50
Merck & Co (MRK) 0.2 $813k 7.7k 105.26
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $799k 10k 79.73
Nucor Corporation (NUE) 0.2 $793k 4.9k 163.11
Corning Incorporated (GLW) 0.2 $776k 8.9k 87.56
Eaton Corp SHS (ETN) 0.1 $764k 2.4k 318.51
Automatic Data Processing (ADP) 0.1 $747k 2.9k 257.27
Pepsi (PEP) 0.1 $708k 4.9k 143.51
Northern Trust Corporation (NTRS) 0.1 $684k 5.0k 136.59
Cme (CME) 0.1 $672k 2.5k 273.10
Cummins (CMI) 0.1 $669k 1.3k 510.63
Lockheed Martin Corporation (LMT) 0.1 $667k 1.4k 483.74
Accenture Plc Ireland Shs Class A (ACN) 0.1 $667k 2.5k 268.30
Sempra Energy (SRE) 0.1 $665k 7.5k 88.29
Raytheon Technologies Corp (RTX) 0.1 $659k 3.6k 183.38
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $570k 1.1k 502.65
Union Pacific Corporation (UNP) 0.1 $560k 2.4k 231.32
Walt Disney Company (DIS) 0.1 $551k 4.8k 113.77
Vanguard Index Fds Growth Etf (VUG) 0.1 $536k 1.1k 487.86
Te Connectivity Ord Shs (TEL) 0.1 $527k 2.3k 227.51
Ishares Tr Select Divid Etf (DVY) 0.1 $524k 3.7k 141.14
Oracle Corporation (ORCL) 0.1 $515k 2.6k 194.91
Spdr Series Trust State Street Spd (SDY) 0.1 $515k 3.7k 139.16
Vici Pptys (VICI) 0.1 $513k 18k 28.12
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $506k 4.2k 119.35
Wec Energy Group (WEC) 0.1 $497k 4.7k 105.47
Illinois Tool Works (ITW) 0.1 $497k 2.0k 246.34
Paychex (PAYX) 0.1 $493k 4.4k 112.18
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $461k 1.5k 303.89
Ishares Tr Russell 2000 Etf (IWM) 0.1 $442k 1.8k 246.16
Hartford Financial Services (HIG) 0.1 $441k 3.2k 137.80
PPL Corporation (PPL) 0.1 $438k 13k 35.02
General Dynamics Corporation (GD) 0.1 $435k 1.3k 336.66
Tesla Motors (TSLA) 0.1 $417k 927.00 449.72
Starbucks Corporation (SBUX) 0.1 $407k 4.8k 84.21
Emerson Electric (EMR) 0.1 $407k 3.1k 132.73
International Business Machines (IBM) 0.1 $401k 1.4k 296.21
Ishares Gold Tr Ishares New (IAU) 0.1 $391k 4.8k 81.17
Arthur J. Gallagher & Co. (AJG) 0.1 $388k 1.5k 258.79
McKesson Corporation (MCK) 0.1 $387k 472.00 820.29
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $377k 3.5k 106.70
AvalonBay Communities (AVB) 0.1 $377k 2.1k 181.31
Duke Energy Corp Com New (DUK) 0.1 $370k 3.2k 117.21
Danaher Corporation (DHR) 0.1 $368k 1.6k 228.92
Amgen (AMGN) 0.1 $363k 1.1k 327.31
Trane Technologies SHS (TT) 0.1 $355k 913.00 389.20
Intuitive Surgical Com New (ISRG) 0.1 $346k 611.00 566.36
Southstate Bk Corp (SSB) 0.1 $339k 3.6k 94.11
Genuine Parts Company (GPC) 0.1 $323k 2.6k 122.96
Netflix (NFLX) 0.1 $311k 3.3k 93.76
Palantir Technologies Cl A (PLTR) 0.1 $310k 1.7k 177.75
Advanced Micro Devices (AMD) 0.1 $306k 1.4k 214.16
Aon Shs Cl A (AON) 0.1 $303k 859.00 352.88
Capital One Financial (COF) 0.1 $300k 1.2k 242.36
Targa Res Corp (TRGP) 0.1 $298k 1.6k 184.50
Thermo Fisher Scientific (TMO) 0.1 $297k 512.00 579.45
Ge Aerospace Com New (GE) 0.1 $290k 941.00 308.03
Air Products & Chemicals (APD) 0.1 $288k 1.2k 247.02
Ishares Tr Msci Eafe Etf (EFA) 0.1 $286k 3.0k 96.03
Regions Financial Corporation (RF) 0.1 $285k 11k 27.10
Roper Industries (ROP) 0.1 $284k 637.00 445.13
Mastercard Incorporated Cl A (MA) 0.1 $280k 490.00 571.18
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $280k 5.2k 53.76
Vanguard Index Fds Value Etf (VTV) 0.1 $278k 1.5k 190.99
Kinder Morgan (KMI) 0.1 $277k 10k 27.49
Apollo Global Mgmt (APO) 0.1 $274k 1.9k 144.76
Micron Technology (MU) 0.1 $269k 941.00 285.41
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $267k 1.9k 143.97
Gilead Sciences (GILD) 0.1 $266k 2.2k 122.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $260k 4.2k 62.47
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $257k 10k 25.08
Ishares Tr Tips Bd Etf (TIP) 0.0 $253k 2.3k 109.91
Wells Fargo & Company (WFC) 0.0 $250k 2.7k 93.20
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $249k 5.1k 48.75
Morgan Stanley Com New (MS) 0.0 $246k 1.4k 177.53
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.0 $239k 8.7k 27.43
Intercontinental Exchange (ICE) 0.0 $239k 1.5k 161.97
Philip Morris International (PM) 0.0 $235k 1.5k 160.40
Marathon Petroleum Corp (MPC) 0.0 $232k 1.4k 162.63
Oneok (OKE) 0.0 $228k 3.1k 73.50
SYSCO Corporation (SYY) 0.0 $223k 3.0k 73.69
American Express Company (AXP) 0.0 $222k 601.00 369.95
Fastenal Company (FAST) 0.0 $220k 5.5k 40.13
salesforce (CRM) 0.0 $219k 827.00 264.91
Boston Scientific Corporation (BSX) 0.0 $218k 2.3k 95.35
Invesco Currencyshares Brit Brit Poun Strl (FXB) 0.0 $217k 1.7k 129.75
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $215k 1.0k 210.34
Ishares Tr Core Msci Euro (IEUR) 0.0 $213k 3.0k 70.98
Qualcomm (QCOM) 0.0 $202k 1.2k 171.05
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $187k 6.3k 29.61
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $163k 1.7k 96.88
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $155k 6.0k 25.76
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $135k 2.7k 50.94
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $121k 571.00 211.94
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $118k 650.00 181.21
RPC (RES) 0.0 $114k 21k 5.44
Spdr Series Trust State Street Spd (KRE) 0.0 $93k 1.4k 64.81
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $81k 1.7k 46.54
Ishares Tr U.s. Tech Etf (IYW) 0.0 $80k 400.00 199.68
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $75k 1.7k 44.72
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $70k 216.00 323.01
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $67k 653.00 101.98
Flexshares Tr Mornstar Usmkt (TILT) 0.0 $60k 243.00 248.69
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $56k 1.7k 32.62
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $55k 500.00 110.19
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $42k 146.00 289.72
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $42k 345.00 121.75
Ishares Tr U.s. Finls Etf (IYF) 0.0 $38k 295.00 128.93
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $38k 693.00 54.77
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $38k 1.4k 26.91
Ishares Tr Us Industrials (IYJ) 0.0 $36k 240.00 148.17
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $28k 345.00 80.63
Vanguard Index Fds Small Cp Etf (VB) 0.0 $19k 72.00 257.94
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $16k 111.00 141.78
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $15k 105.00 141.06
Ishares Tr Us Consum Discre (IYC) 0.0 $14k 135.00 103.13
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $11k 36.00 302.11
Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $8.5k 75.00 113.72
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $7.2k 70.00 102.54
Ishares Tr Core Msci Total (IXUS) 0.0 $7.1k 84.00 84.71
Select Sector Spdr Tr State Street Com (XLC) 0.0 $6.9k 59.00 117.71
Select Sector Spdr Tr State Street Con (XLY) 0.0 $6.9k 58.00 119.41
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $6.4k 45.00 141.16
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $5.9k 35.00 167.94
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $5.5k 100.00 54.71
Select Sector Spdr Tr State Street Hea (XLV) 0.0 $4.6k 30.00 154.80
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $3.5k 35.00 99.51
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $2.7k 18.00 148.67
Ishares Tr Ishares Biotech (IBB) 0.0 $1.2k 7.00 168.71
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $1.0k 5.00 209.20
Ishares Tr U S Equity Factr (LRGF) 0.0 $763.999500 11.00 69.45