§ 13F · FUND PROFILE
WEST PACES ADVISORS INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $502M (13F)Positions · 188Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 111K | $66M | 12.8% | +1% |
| 2 | IJH | ISHARES TR | 841K | $57M | 11.0% | −1% |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 185K | $40M | 7.7% | +5% |
| 4 | AVEM | AMERICAN CENTY ETF TR | 411K | $33M | 6.4% | +1% |
| 5 | TDTT | FLEXSHARES TR | 1.33M | $32M | 6.3% | +7% |
| 6 | IEF | ISHARES TR | 305K | $29M | 5.6% | +4% |
| 7 | IEFA | ISHARES TR | 265K | $24M | 4.7% | +2% |
| 8 | IJR | ISHARES TR | 189K | $23M | 4.5% | −3% |
| 9 | AVSC | AMERICAN CENTY ETF TR | 254K | $16M | 3.1% | −3% |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | 23K | $15M | 2.9% | ±0% |
§ 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 $502 million in assets. The fund runs a portfolio of 188 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed