§ 13F · FUND PROFILE
WEST PACES ADVISORS INC..
AUM · $596M (13F)Positions · 765Turnover · n/a · Q2Filed · Jul 20, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$20M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD S&P 500 ETF | 112K | $77M | 12.9% | +1% |
| 2 | IJH | ISHARES CORE S&P MID-CAP ETF | 853K | $66M | 11.0% | +1% |
| 3 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | 193K | $46M | 7.7% | +4% |
| 4 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 401K | $39M | 6.5% | −2% |
| 5 | TDTT | FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF | 1.41M | $34M | 5.6% | +6% |
| 6 | IJR | ISHARES CORE S&P SMALL CAP ETF | 185K | $27M | 4.6% | −2% |
| 7 | IEFA | ISHARES CORE MSCI EAFE ETF | 271K | $26M | 4.4% | +2% |
| 8 | IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 272K | $26M | 4.3% | −11% |
| 9 | AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | 255K | $19M | 3.1% | ±0% |
| 10 | SPY | STATE STREET SPDR S&P 500 ETF | 23K | $17M | 2.9% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEST SIGNAL
AC read
WEST PACES ADVISORS INC. is a Other fund managing $596 million in assets. The fund runs a broad portfolio of 765 positions.
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