account_balance
Investment manager · 13F filer · SEC CIK 2004720
West Paces Advisors Inc.
Reported value$586Mas of Sep 30, 2026
Positions692 29 new, 102 sold out
Top 10 weight61.7%VOO alone is 14%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard S&P 500 ETF
13.6%Added +270%
IJHiShares Core S&P Mid-Cap ETF
10.4%
VIGVanguard Dividend Appreciation ETF
7.7%
AVEMAvantis Emerging Markets Equity ETF
6.5%
TDTTNorthern Trust Iboxx 3 Yr Duration Tips ETF
5.5%
IEFAiShares Core MSCI EAFE ETF
4.8%Added +7%
IJRiShares Core S&P Small Cap ETF
4.0%Trimmed −7%
AGGiShares Core U.S. Aggregate Bond ETF
3.4%Added +344%
SPYSPDR S&P 500 ETF Trust
3.0%
AVSCAvantis U.S Small Cap Equity ETF
3.0%
KOCoca-Cola Co
1.9%−4%
IWViShares Russell 3000 ETF
1.4%
VOOVanguard S&P 500 ETF
13.6%Added +270%
IJHiShares Core S&P Mid-Cap ETF
10.4%
VIGVanguard Dividend Appreciation ETF
7.7%
AVEMAvantis Emerging Markets Equity ETF
6.5%
TDTTNorthern Trust Iboxx 3 Yr Duration Tips ETF
5.5%
IEFAiShares Core MSCI EAFE ETF
4.8%
IJRiShares Core S&P Small Cap ETF
4.0%
AGG3.4%
SPY3.0%AVSC
KO1.9%IWV
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
VOO Vanguard S&P 500 ETF 13.6% Added +270%
IJH iShares Core S&P Mid-Cap ETF 10.4% Held
VIG Vanguard Dividend Appreciation ETF 7.7% Held
AVEM Avantis Emerging Markets Equity ETF 6.5% Held
TDTT Northern Trust Iboxx 3 Yr Duration Tips ETF 5.5% Held
IEFA iShares Core MSCI EAFE ETF 4.8% Added +7%
IJR iShares Core S&P Small Cap ETF 4.0% Trimmed −7%
AGG iShares Core U.S. Aggregate Bond ETF 3.4% Added +344%
SPY SPDR S&P 500 ETF Trust 3.0% HeldAVSC Avantis U.S Small Cap Equity ETF 3.0% Held
KO Coca-Cola Co 1.9% Trimmed −4%IWV iShares Russell 3000 ETF 1.4% Added +4%
What changed
Biggest moves since Jun 30, 2026
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