WEST PACES ADVISORS INC.

WEST PACES ADVISORS INC. is an Investment Adviser institutional filer with the SEC under CIK 2004720, reporting 692 portfolio positions, with 14 historical 13F filings on file. Most recent reporting period: 2026-09-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: GA
• Filing type: 13F-HR
• Latest reporting period: 2026-09-30
• Last filed: 2026-10-13

Top 10 portfolio positions

The largest reported holdings in WEST PACES ADVISORS INC.'s most recent 13F filing, ranked by reported market value.

1. VANGUARD S&P 500 ETF (VOO)
2. ISHARES CORE S&P MID-CAP ETF (IJH)
3. VANGUARD DIVIDEND APPRECIATION ETF (VIG)
4. AVANTIS EMERGING MARKETS EQUITY ETF (AVEM)
5. NORTHERN TRUST IBOXX 3 YR DURATION TIPS ETF (TDTT)
6. ISHARES CORE MSCI EAFE ETF (IEFA)
7. ISHARES CORE S&P SMALL CAP ETF (IJR)
8. ISHARES CORE U.S. AGGREGATE BOND ETF (AGG)
9. STATE STREET SPDR S&P 500 ETF (SPY)
10. AVANTIS U.S SMALL CAP EQUITY ETF (AVSC)