WEST PACES ADVISORS INC.: 13F holdings
CIK 20047202026Q2
| Positions | 765 |
|---|
| Reported value | $596.0m |
|---|
| Filed | 2026-07-20 |
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Change since last quarter
| Positions | 765 (+568 vs prior quarter) |
|---|
| Reported value | $596.0m (+15.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD S&P 500 ETF | 111,760 | $76.8m | 12.9% |
| IJH ISHARES CORE S&P MID-CAP ETF | 852,655 | $65.7m | 11.0% |
| VIG VANGUARD DIVIDEND APPRECIATION ETF | 193,155 | $45.7m | 7.7% |
| AVEM AVANTIS EMERGING MARKETS EQUITY ETF | 401,179 | $38.7m | 6.5% |
| TDTT FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF | 1,407,121 | $33.6m | 5.6% |
| IJR ISHARES CORE S&P SMALL CAP ETF | 184,651 | $27.4m | 4.6% |
| IEFA ISHARES CORE MSCI EAFE ETF | 270,561 | $26.1m | 4.4% |
| IEF ISHARES 7-10 YEAR TREASURY BOND ETF | 271,846 | $25.7m | 4.3% |
| AVSC AVANTIS U.S SMALL CAP EQUITY ETF | 255,132 | $18.7m | 3.1% |
| SPY STATE STREET SPDR S&P 500 ETF | 23,098 | $17.2m | 2.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2004720")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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