West Paces Advisors

West Paces Advisors as of March 31, 2026

Portfolio Holdings for West Paces Advisors

West Paces Advisors holds 197 positions in its portfolio as reported in the March 2026 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) 12.8 $66M 111k 597.55
Ishares Tr Core S&p Mcp Etf (IJH) 11.0 $57M 841k 67.53
Vanguard Specialized Funds Div App Etf (VIG) 7.7 $40M 185k 215.06
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.4 $33M 411k 80.58
Flexshares Tr Iboxx 3r Targt (TDTT) 6.3 $32M 1.3M 24.24
Ishares Tr 7-10 Yr Trsy Bd (IEF) 5.6 $29M 305k 95.44
Ishares Tr Core Msci Eafe (IEFA) 4.7 $24M 266k 90.53
Ishares Tr Core S&p Scp Etf (IJR) 4.5 $24M 189k 124.31
American Centy Etf Tr Avantis Us Small (AVSC) 3.1 $16M 254k 62.30
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.9 $15M 23k 650.33
Coca-Cola Company (KO) 1.6 $8.4M 110k 76.05
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.6 $8.3M 163k 50.61
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 1.5 $7.5M 161k 46.74
Ishares Tr Russell 3000 Etf (IWV) 1.3 $6.6M 18k 370.68
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $6.4M 20k 320.81
Apple (AAPL) 1.0 $5.2M 21k 253.79
Ishares Tr Core S&p500 Etf (IVV) 0.9 $4.7M 7.2k 653.22
Microsoft Corporation (MSFT) 0.8 $4.1M 11k 370.18
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.8 $4.1M 82k 49.95
Home Depot (HD) 0.7 $3.4M 10k 328.90
Southern Company (SO) 0.6 $3.3M 34k 96.52
JPMorgan Chase & Co. (JPM) 0.6 $3.2M 11k 294.16
CSX Corporation (CSX) 0.6 $3.2M 77k 41.05
Norfolk Southern (NSC) 0.6 $3.1M 11k 287.00
Broadcom (AVGO) 0.6 $3.1M 9.9k 309.50
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.5 $2.8M 4.6k 616.76
Alphabet Cap Stk Cl C (GOOG) 0.5 $2.7M 9.4k 286.87
Johnson & Johnson (JNJ) 0.5 $2.5M 10k 244.44
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $2.5M 99k 25.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.5 $2.3M 94k 24.75
Eli Lilly & Co. (LLY) 0.4 $2.3M 2.5k 919.85
Ishares Tr Msci Acwi Ex Us (ACWX) 0.4 $2.1M 31k 68.47
NVIDIA Corporation (NVDA) 0.4 $2.1M 12k 174.40
Proshares Tr S&p 500 Dv Arist (NOBL) 0.4 $2.1M 20k 106.01
Onestream Cl A 0.4 $2.0M 85k 24.00
Procter & Gamble Company (PG) 0.4 $2.0M 14k 144.44
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.4 $2.0M 60k 32.95
Amazon (AMZN) 0.4 $2.0M 9.4k 208.27
Chevron Corporation (CVX) 0.4 $1.9M 9.4k 206.91
Alphabet Cap Stk Cl A (GOOGL) 0.4 $1.9M 6.8k 287.56
Abbvie (ABBV) 0.3 $1.8M 8.2k 217.50
Exxon Mobil Corporation (XOM) 0.3 $1.7M 10k 169.66
Regency Centers Corporation (REG) 0.3 $1.5M 20k 75.66
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.5M 13k 113.11
Ishares Tr Rus Mid Cap Etf (IWR) 0.3 $1.4M 15k 97.23
Nextera Energy (NEE) 0.3 $1.4M 15k 92.88
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $1.4M 42k 33.67
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $1.4M 47k 29.08
Williams Companies (WMB) 0.3 $1.3M 18k 72.78
Cisco Systems (CSCO) 0.2 $1.3M 16k 77.59
Costco Wholesale Corporation (COST) 0.2 $1.3M 1.3k 996.22
Travelers Companies (TRV) 0.2 $1.2M 4.2k 291.65
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $1.2M 14k 82.57
McDonald's Corporation (MCD) 0.2 $1.2M 3.7k 310.81
Bank of America Corporation (BAC) 0.2 $1.1M 22k 48.75
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $1.0M 2.4k 426.40
Spdr Gold Tr Gold Shs (GLD) 0.2 $1.0M 2.4k 430.29
Ishares Tr Rus 1000 Etf (IWB) 0.2 $1.0M 2.8k 356.56
Caterpillar (CAT) 0.2 $989k 1.4k 708.46
Wal-Mart Stores (WMT) 0.2 $938k 7.6k 124.28
Merck & Co (MRK) 0.2 $912k 7.6k 120.29
Visa Com Cl A (V) 0.2 $908k 3.0k 302.24
Mondelez Intl Cl A (MDLZ) 0.2 $897k 16k 57.64
Ishares Tr 3yrtb Etf (ISHG) 0.2 $897k 12k 74.18
Truist Financial Corp equities (TFC) 0.2 $889k 19k 45.97
Vanguard Scottsdale Fds Short Term Treas (VGSH) 0.2 $879k 15k 58.54
UnitedHealth (UNH) 0.2 $871k 3.2k 270.61
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.2 $864k 28k 30.96
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $840k 2.5k 337.95
PNC Financial Services (PNC) 0.2 $824k 4.0k 208.08
Nucor Corporation (NUE) 0.2 $822k 4.9k 169.10
Corning Incorporated (GLW) 0.2 $804k 5.9k 135.98
Cummins (CMI) 0.2 $797k 1.5k 537.96
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $794k 10k 79.27
Eaton Corp SHS (ETN) 0.1 $762k 2.1k 357.67
Lockheed Martin Corporation (LMT) 0.1 $758k 1.3k 604.52
Raytheon Technologies Corp (RTX) 0.1 $752k 3.9k 192.88
Cme (CME) 0.1 $745k 2.5k 295.37
Meta Platforms Cl A (META) 0.1 $739k 1.3k 572.13
Pepsi (PEP) 0.1 $735k 4.7k 155.28
Sempra Energy (SRE) 0.1 $707k 7.3k 97.17
Texas Instruments Incorporated (TXN) 0.1 $704k 3.6k 194.15
Northern Trust Corporation (NTRS) 0.1 $699k 5.0k 139.57
Union Pacific Corporation (UNP) 0.1 $585k 2.4k 242.62
Automatic Data Processing (ADP) 0.1 $565k 2.8k 203.21
Ishares Tr Select Divid Etf (DVY) 0.1 $562k 3.7k 151.41
General Dynamics Corporation (GD) 0.1 $551k 1.6k 343.22
Spdr Series Trust State Street Spd (SDY) 0.1 $540k 3.7k 145.94
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $538k 1.1k 479.20
Wec Energy Group (WEC) 0.1 $526k 4.5k 115.78
Illinois Tool Works (ITW) 0.1 $515k 2.0k 260.33
Ishares Tr 3 7 Yr Treas Bd (IEI) 0.1 $503k 4.2k 118.60
Te Connectivity Ord Shs (TEL) 0.1 $501k 2.4k 209.02
Vici Pptys (VICI) 0.1 $498k 18k 27.32
PPL Corporation (PPL) 0.1 $492k 13k 38.20
Philip Morris International (PM) 0.1 $474k 2.9k 165.34
Hartford Financial Services (HIG) 0.1 $465k 3.4k 135.23
Walt Disney Company (DIS) 0.1 $464k 4.8k 96.37
Ishares Tr Russell 2000 Etf (IWM) 0.1 $445k 1.8k 248.00
Marsh & McLennan Companies (MRSH) 0.1 $442k 2.5k 173.45
Targa Res Corp (TRGP) 0.1 $431k 1.7k 250.73
Vanguard Index Fds Growth Etf (VUG) 0.1 $428k 980.00 436.79
Ishares Gold Tr Ishares New (IAU) 0.1 $425k 4.8k 88.16
Accenture Plc Ireland Shs Class A (ACN) 0.1 $420k 2.1k 198.29
Duke Energy Corp Com New (DUK) 0.1 $413k 3.2k 130.94
Starbucks Corporation (SBUX) 0.1 $409k 4.6k 89.59
McKesson Corporation (MCK) 0.1 $409k 472.00 865.36
Emerson Electric (EMR) 0.1 $402k 3.1k 131.00
Amgen (AMGN) 0.1 $390k 1.1k 351.85
Fastenal Company (FAST) 0.1 $386k 8.3k 46.40
Trane Technologies SHS (TT) 0.1 $381k 913.00 416.74
Oracle Corporation (ORCL) 0.1 $377k 2.6k 147.11
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $377k 3.5k 106.50
Marathon Petroleum Corp (MPC) 0.1 $349k 1.4k 244.18
Tesla Motors (TSLA) 0.1 $348k 936.00 371.75
Darden Restaurants (DRI) 0.1 $335k 1.7k 196.04
Southstate Bk Corp (SSB) 0.1 $333k 3.6k 92.52
AvalonBay Communities (AVB) 0.1 $331k 2.0k 163.35
International Business Machines (IBM) 0.1 $328k 1.4k 242.39
Kinder Morgan (KMI) 0.1 $327k 9.7k 33.53
Arthur J. Gallagher & Co. (AJG) 0.1 $325k 1.5k 216.58
Micron Technology (MU) 0.1 $318k 941.00 337.84
Netflix (NFLX) 0.1 $313k 3.3k 96.15
Ishares Tr Tips Bd Etf (TIP) 0.1 $309k 2.8k 110.36
Gilead Sciences (GILD) 0.1 $302k 2.2k 139.37
Danaher Corporation (DHR) 0.1 $294k 1.5k 189.60
Advanced Micro Devices (AMD) 0.1 $291k 1.4k 203.43
Ishares Tr Msci Eafe Etf (EFA) 0.1 $289k 3.0k 97.13
Garmin SHS (GRMN) 0.1 $279k 1.2k 232.01
Genuine Parts Company (GPC) 0.1 $278k 2.6k 105.75
Regions Financial Corporation (RF) 0.1 $274k 11k 26.12
Intuitive Surgical Com New (ISRG) 0.1 $273k 593.00 460.99
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $273k 8.9k 30.68
Oneok (OKE) 0.1 $267k 3.0k 90.39
Ge Aerospace Com New (GE) 0.1 $267k 941.00 283.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $263k 4.1k 64.08
Palantir Technologies Cl A (PLTR) 0.0 $255k 1.7k 146.28
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.0 $247k 5.1k 48.46
Select Sector Spdr Tr State Street Tec (XLK) 0.0 $247k 1.9k 132.90
Thermo Fisher Scientific (TMO) 0.0 $247k 502.00 491.53
Aon Shs Cl A (AON) 0.0 $245k 759.00 322.78
Apollo Global Mgmt (APO) 0.0 $244k 2.2k 111.42
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $243k 4.5k 54.05
Mastercard Incorporated Cl A (MA) 0.0 $235k 470.00 499.97
Intercontinental Exchange (ICE) 0.0 $232k 1.5k 157.30
Dell Technologies CL C (DELL) 0.0 $226k 1.4k 164.13
Capital One Financial (COF) 0.0 $226k 1.2k 182.43
Vanguard Index Fds Value Etf (VTV) 0.0 $225k 1.1k 196.20
Morgan Stanley Com New (MS) 0.0 $225k 1.4k 164.57
Kla Corp Com New (KLAC) 0.0 $221k 150.00 1472.41
Wells Fargo & Company (WFC) 0.0 $219k 2.8k 79.61
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $219k 1.0k 213.67
SYSCO Corporation (SYY) 0.0 $216k 3.0k 71.33
Invesco Currencyshares Brit Brit Poun Strl (FXB) 0.0 $213k 1.7k 127.35
Ishares Tr Core Msci Euro (IEUR) 0.0 $211k 3.0k 70.27
Asml Hldg Nv N Y Registry Shs (ASML) 0.0 $210k 159.00 1320.83
Analog Devices (ADI) 0.0 $209k 656.00 318.14
Invesco Currencyshares Euro Euro Shs (FXE) 0.0 $204k 1.9k 106.69
British Amern Tob Sponsored Adr (BTI) 0.0 $202k 3.5k 58.47
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.0 $192k 6.3k 30.50
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.0 $186k 3.7k 50.98
Ishares Tr S&p 100 Etf (OEF) 0.0 $186k 585.00 318.07
Ishares Tr Global 100 Etf (IOO) 0.0 $166k 1.4k 120.97
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.0 $151k 6.1k 24.91
RPC (RES) 0.0 $149k 21k 7.08
Ishares Tr S&p Mc 400gr Etf (IJK) 0.0 $145k 1.4k 100.62
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.0 $125k 574.00 217.36
Ishares Tr Rus 2000 Val Etf (IWN) 0.0 $123k 650.00 189.59
Select Sector Spdr Tr State Street Ene (XLE) 0.0 $103k 1.7k 61.27
Spdr Series Trust State Street Spd (KRE) 0.0 $94k 1.4k 65.15
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $80k 1.7k 46.19
Ishares Tr U.s. Tech Etf (IYW) 0.0 $73k 400.00 181.42
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.0 $72k 653.00 110.47
Ishares Tr Rus 2000 Grw Etf (IWO) 0.0 $68k 216.00 313.81
Flexshares Tr Mornstar Usmkt (TILT) 0.0 $59k 243.00 241.37
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $55k 500.00 108.99
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $50k 1.7k 29.13
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.0 $50k 2.0k 25.48
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $42k 146.00 286.68
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $40k 1.0k 38.86
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.0 $38k 481.00 79.56
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 0.0 $38k 345.00 109.69
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.0 $36k 1.4k 25.64
Ishares Tr Us Industrials (IYJ) 0.0 $35k 240.00 147.54
Ishares Tr U.s. Finls Etf (IYF) 0.0 $35k 295.00 117.66
Select Sector Spdr Tr State Street Fin (XLF) 0.0 $30k 600.00 49.37
Vanguard Index Fds Small Cp Etf (VB) 0.0 $19k 72.00 261.92
Ishares Tr Msci Acwi Etf (ACWI) 0.0 $15k 111.00 138.66
Ishares Tr Us Consum Discre (IYC) 0.0 $13k 135.00 96.92
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.0 $11k 36.00 302.25
Ishares Tr Core Msci Total (IXUS) 0.0 $7.3k 84.00 86.73
Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $5.7k 100.00 56.79
Select Sector Spdr Tr State Street Uti (XLU) 0.0 $4.1k 90.00 45.89
Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $2.6k 18.00 142.44
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.0 $1.6k 16.00 100.19
Vanguard Index Fds Extend Mkt Etf (VXF) 0.0 $1.0k 5.00 205.80
Ishares Tr U S Equity Factr (LRGF) 0.0 $726.000000 11.00 66.00