Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WEST PACES ADVISORS INC. (CIK 2004720) reported $516.2M across 196 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VOO ($66.1M, 12.81%), IJH ($56.8M, 11.00%), VIG ($39.8M, 7.72%), AVEM ($33.1M, 6.41%), TDTT ($32.3M, 6.26%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $66.1M | 12.81% | 110,668 | Added |
| 2 | IJH | ISHARES TR | $56.8M | 11.00% | 841,112 | Trimmed |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $39.8M | 7.72% | 185,200 | Added |
| 4 | AVEM | AMERICAN CENTY ETF TR | $33.1M | 6.41% | 410,546 | Added |
| 5 | TDTT | FLEXSHARES TR | $32.3M | 6.26% | 1.3M | Added |
| 6 | IEF | ISHARES TR | $29.1M | 5.64% | 305,140 | Added |
| 7 | IEFA | ISHARES TR | $24.0M | 4.66% | 265,476 | Added |
| 8 | IJR | ISHARES TR | $23.5M | 4.54% | 188,708 | Trimmed |
| 9 | AVSC | AMERICAN CENTY ETF TR | $15.8M | 3.07% | 254,079 | Trimmed |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $15.2M | 2.95% | 23,382 | Trimmed |
| 11 | KO | COCA COLA CO | $8.4M | 1.62% | 109,854 | Trimmed |
| 12 | JPST | J P MORGAN EXCHANGE TRADED F | $8.3M | 1.60% | 163,353 | Trimmed |
| 13 | SCHC | SCHWAB STRATEGIC TR | $7.5M | 1.45% | 160,633 | Trimmed |
| 14 | IWV | ISHARES TR | $6.6M | 1.28% | 17,861 | Trimmed |
| 15 | VTI | VANGUARD INDEX FDS | $6.4M | 1.23% | 19,824 | Added |
| 16 | AAPL | APPLE INC | $5.2M | 1.01% | 20,466 | Trimmed |
| 17 | IVV | ISHARES TR | $4.7M | 0.91% | 7,200 | Hold |
| 18 | MSFT | MICROSOFT CORP | $4.1M | 0.80% | 11,104 | Trimmed |
| 19 | VTIP | VANGUARD MALVERN FDS | $4.1M | 0.79% | 81,809 | Trimmed |
| 20 | HD | HOME DEPOT INC | $3.4M | 0.66% | 10,346 | Trimmed |
| 21 | SO | SOUTHERN CO | $3.3M | 0.63% | 33,747 | Hold |
| 22 | JPM | JPMORGAN CHASE & CO | $3.2M | 0.62% | 10,954 | Trimmed |
| 23 | CSX | CSX CORP | $3.2M | 0.61% | 76,930 | Hold |
| 24 | AVGO | BROADCOM INC | $3.1M | 0.60% | 9,931 | Trimmed |
| 25 | NSC | NORFOLK SOUTHN CORP | $3.1M | 0.60% | 10,746 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31