WEST PACES ADVISORS INC. 13F Holdings

Name: SEC Form 13F Institutional Holdings Database
Creator: 13F Fund Database
License: https://www.sec.gov/about/secdataaccess

CIK 0002004720

As of Sep 30, 2025, WEST PACES ADVISORS INC. reported 188 positions worth $502.4M in its SEC Form 13F filing.

Top 25 holdings

Security	Ticker	Sector	Shares	Value	% of portfolio
VANGUARD 500 INDEX FUND	VOO	—	107,636	$65.9M	13.12%
ISHARES CORE S&P MID-CAP ETF	IJH	—	852,607	$55.6M	11.07%
VANGUARD DIVIDEND APPREC ETF	VIG	—	170,850	$36.9M	7.34%
AVANTIS EMERGING MARKETS EQUITY ETF	AVEM	Equity	402,837	$30.3M	6.02%
FLEXSHARES IBOXX 3-YEAR TARGET DURATION TIPS INDEX FUND	TDTT	—	1,201,092	$29.2M	5.82%
ISHARES 7-10 YEAR TREASURY BOND ETF	IEF	—	286,817	$27.7M	5.51%
ISHARES CORE S&P SMALL-CAP ETF	IJR	—	196,339	$23.3M	4.64%
ISHARES CORE MSCI EAFE ETF	IEFA	—	254,541	$22.2M	4.42%
SPDR S&P 500 ETF TRUST	SPY	—	23,880	5.9M	3.17%
AVANTIS US SMALL CAP EQUITY ETF	AVSC	Equity	261,073	4.9M	2.97%
COCA COLA CO	KO	Consumer Defensive	149,773	$9.9M	1.98%
SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF	SCHC	—	173,908	$7.9M	1.58%
ISHARES RUSSELL 3000 ETF	IWV	—	18,871	$7.2M	1.42%
JPMORGAN ULTRA-SHORT INCOME	JPST	—	139,210	$7.1M	1.41%
VANGUARD TOTAL STOCK MKT ETF	VTI	—	19,557	$6.4M	1.28%
MICROSOFT CORP	MSFT	Technology	10,890	$5.6M	1.12%
APPLE INC	AAPL	Technology	21,014	$5.4M	1.06%
HOME DEPOT INC	HD	Consumer Cyclical	12,938	$5.2M	1.04%
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	VTIP	—	97,291	$4.9M	0.98%
ISHARES CORE S&P 500 ETF	IVV	—	7,243	$4.8M	0.96%
BROADCOM INC	AVGO	Technology	11,558	$3.8M	0.76%
JPMORGAN CHASE & CO	JPM	Financial Services	10,957	$3.5M	0.69%
NORFOLK SOUTHERN CORP	NSC	Industrials	10,721	$3.2M	0.64%
SCHWAB US BROAD MARKET ETF	SCHB	—	123,028	$3.2M	0.63%
SOUTHERN CO	SO	Utilities	31,368	$3.0M	0.59%