account_balance

Investment manager · 13F filer · SEC CIK 1819919

Paces Ferry Wealth Advisors, LLC

Reported value$267Mas of Jun 30, 2026
Positions136 19 new, 10 sold out
Top 10 weight53.1%SCHG alone is 9%
FiledAug 1344 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SCHG Schwab Strategic Tr 8.8% Held
SCHD Schwab Strategic Tr 7.2% Added +4%
OSEA Harbor ETF Trust 7.1% Added +7%
NVDA NVIDIA Corp 5.6% HeldAAPL Apple Inc. 5.5% Trimmed −7%
JPST J P Morgan Exchange Traded F 5.3% Added +7%
AFL Aflac Inc 5.0% Held
FLOT iShares Tr 3.4% Added +8%
SCHV Schwab Strategic Tr 2.7% Held
RSP Invesco Exchange Traded Fd T 2.6% Added +2%
MUNI Pimco ETF Tr 2.3% Held
AMZN Amazon.com Inc 2.0% Trimmed −7%

What changed

Biggest moves since Mar 31, 2026

Filed Aug 13, 2026, compared with the May 6, 2026 filing
add_circleNew
arrow_upwardAdded
  • UNH +38%
  • IGIB +14%
  • SPEU +12%
  • IGSB +10%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist