Investor
WEST PACES ADVISORS INC.
CIK 0002004720 · filed 2026-05-05 · SEC filing
13F book
$516.2M
Positions
197
13 new · 16 sold
Largest name
12.8%
Vanguard Index Fds
Est. mark
−$335.8K
Price effect on 184 names still held. Flow −$485.1K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 110.7K | $66.1M | 12.8% | −$3.23M | Added−$2.27M |
| Ishares Tr | — | 841.1K | $56.8M | 11.0% | $1.29M | Cut$889.1K |
| Vanguard Specialized Funds | — | 185.2K | $39.8M | 7.7% | −$830.5K | Added$1.16M |
| American Centy Etf Tr | — | 410.5K | $33.1M | 6.4% | $1.44M | Added$1.87M |
| Flexshares Tr | — | 1.33M | $32.3M | 6.3% | $223.6K | Added$2.42M |
| Ishares Tr | — | 305.1K | $29.1M | 5.6% | −$210.6K | Added$999.4K |
| Ishares Tr | — | 265.5K | $24M | 4.7% | $279.2K | Added$687.6K |
| Ishares Tr | — | 188.7K | $23.5M | 4.5% | $779.3K | Cut$166.5K |
| American Centy Etf Tr | — | 254.1K | $15.8M | 3.1% | $904.5K | Cut$391.8K |
| Spdr S&P 500 Etf Tr | — | 23.4K | $15.2M | 2.9% | −$739K | Cut−$812.7K |
| Coca Cola Co | KO | 109.9K | $8.35M | 1.6% | $674.5K | Cut−$1.95M |
| J P Morgan Exchange Traded F | — | 163.4K | $8.27M | 1.6% | $3.28K | Cut−$174.7K |
| Schwab Strategic Tr | — | 160.6K | $7.51M | 1.5% | $194.4K | Cut−$266.7K |
| Ishares Tr | — | 17.9K | $6.62M | 1.3% | −$288.8K | Cut−$317.8K |
| Vanguard Index Fds | — | 19.8K | $6.36M | 1.2% | −$286.2K | Added−$272.4K |
| Apple Inc. | AAPL | 20.5K | $5.19M | 1.0% | −$369.8K | Cut−$532.9K |
| Ishares Tr | — | 7.2K | $4.7M | 0.9% | −$228.1K | Held |
| Microsoft Corp | MSFT | 11.1K | $4.11M | 0.8% | −$1.26M | Cut−$1.36M |
| Vanguard Malvern Fds | — | 81.8K | $4.09M | 0.8% | $40.1K | Cut−$77.6K |
| Home Depot, Inc. | HD | 10.3K | $3.4M | 0.7% | −$157.4K | Cut−$997.4K |
| Southern Co | — | 33.7K | $3.26M | 0.6% | $314.5K | Held |
| Jpmorgan Chase & Co. | — | 11K | $3.22M | 0.6% | −$307.4K | Cut−$321.2K |
| Csx Corp | CSX | 76.9K | $3.16M | 0.6% | $369.3K | Held |
| Norfolk Southn Corp | — | 10.7K | $3.08M | 0.6% | −$18.5K | Held |
| Broadcom Inc. | AVGO | 9.93K | $3.07M | 0.6% | −$363.3K | Cut−$897.3K |
| Spdr S&P Midcap 400 Etf Tr | — | 4.56K | $2.81M | 0.5% | $61.5K | Held |
| Alphabet Inc | — | 9.39K | $2.69M | 0.5% | −$253.1K | Cut−$289.2K |
| Johnson & Johnson | JNJ | 10.2K | $2.49M | 0.5% | $381.6K | Cut$348.1K |
| Schwab Strategic Tr | — | 98.6K | $2.48M | 0.5% | −$111.4K | Cut−$705.2K |
| Schwab Strategic Tr | — | 93.9K | $2.32M | 0.4% | $66.7K | Cut$50.8K |
| Eli Lilly & Co | LLY | 2.5K | $2.3M | 0.4% | −$386.6K | Cut−$636K |
| Ishares Tr | — | 31.1K | $2.13M | 0.4% | $41.7K | Held |
| Nvidia Corp | NVDA | 12.1K | $2.1M | 0.4% | −$145.9K | Cut−$169K |
| Proshares Tr | — | 19.8K | $2.09M | 0.4% | $38.3K | Held |
| Onestream Inc | — | 85.2K | $2.05M | 0.4% | $478.9K | Held |
| Procter And Gamble Co | PG | 13.8K | $1.99M | 0.4% | $15.6K | Cut−$231.5K |
| Schwab Strategic Tr | — | 60K | $1.98M | 0.4% | $11.7K | Added$59.2K |
| Amazon Com Inc | AMZN | 9.42K | $1.96M | 0.4% | −$211.9K | Added−$207.5K |
| Chevron Corp New | CVX | 9.42K | $1.95M | 0.4% | $513.4K | Cut$492.5K |
| Alphabet Inc | — | 6.77K | $1.95M | 0.4% | −$172.3K | Cut−$188.9K |
| AbbVie Inc. | ABBV | 8.18K | $1.78M | 0.3% | −$90K | Cut−$284.9K |
| Exxon Mobil Corp | — | 10K | $1.7M | 0.3% | $436.8K | Added$633.9K |
| Regency Ctrs Corp | — | 20.1K | $1.52M | 0.3% | $133.5K | Cut−$39.1K |
| Ishares Tr | — | 12.9K | $1.46M | 0.3% | −$131K | Added−$126.4K |
| Ishares Tr | — | 14.6K | $1.42M | 0.3% | $14K | Held |
| Nextera Energy Inc | — | 15.1K | $1.4M | 0.3% | $190.4K | Cut$151.8K |
| Dimensional Etf Trust | — | 41.6K | $1.4M | 0.3% | — | New |
| Schwab Strategic Tr | — | 46.6K | $1.36M | 0.3% | $28K | Cut−$18.7K |
| Williams Cos Inc | — | 17.9K | $1.3M | 0.3% | $226.5K | Cut$69.6K |
| Cisco Sys Inc | — | 16.4K | $1.28M | 0.2% | $8.82K | Added$62.4K |
| Costco Whsl Corp New | — | 1.27K | $1.26M | 0.2% | $169.7K | Cut$144.7K |
| Travelers Companies, Inc. | TRV | 4.21K | $1.23M | 0.2% | $6.81K | Added$10K |
| Ishares Tr | — | 14.2K | $1.17M | 0.2% | −$3.54K | Cut−$171.3K |
| Mcdonalds Corp | MCD | 3.74K | $1.16M | 0.2% | $19.3K | Cut−$181.2K |
| Bank America Corp | — | 22.3K | $1.09M | 0.2% | −$139.6K | Held |
| Ishares Tr | — | 2.38K | $1.02M | 0.2% | −$111.8K | Held |
| Spdr Gold Tr | — | 2.36K | $1.01M | 0.2% | $80.1K | Held |
| Ishares Tr | — | 2.84K | $1.01M | 0.2% | −$47.9K | Held |
| Caterpillar Inc | CAT | 1.4K | $989K | 0.2% | $189.3K | Cut$146.3K |
| Walmart Inc. | WMT | 7.55K | $938.3K | 0.2% | $95.8K | Added$109.4K |
| Merck & Co., Inc. | MRK | 7.58K | $911.5K | 0.2% | $113.9K | Cut$98.6K |
| Visa Inc. | V | 3K | $908.2K | 0.2% | −$145.7K | Cut−$158.3K |
| Mondelez Intl Inc | — | 15.6K | $897.3K | 0.2% | $59.3K | Cut$11.7K |
| Ishares Tr | — | 12.1K | $897.3K | 0.2% | −$12.8K | Cut−$110.2K |
| Truist Finl Corp | — | 19.3K | $888.8K | 0.2% | −$62.6K | Held |
| Vanguard Scottsdale Fds | — | 15K | $879K | 0.2% | −$2.85K | Added−$2.73K |
| Unitedhealth Group Inc | UNH | 3.22K | $870.8K | 0.2% | −$175.9K | Added−$105K |
| Schwab Strategic Tr | — | 27.9K | $864.3K | 0.2% | $24.9K | Cut−$4.51K |
| Taiwan Semiconductor Mfg Ltd | — | 2.49K | $840.1K | 0.2% | $51.6K | Added$379.4K |
| Pnc Finl Svcs Group Inc | — | 3.96K | $824.4K | 0.2% | −$2.54K | Cut−$44.9K |
| Nucor Corp | NUE | 4.86K | $821.7K | 0.2% | $29.1K | Held |
| Corning Inc | — | 5.91K | $803.6K | 0.2% | $286.1K | Cut$27.5K |
| Cummins Inc | CMI | 1.48K | $796.7K | 0.2% | $35.8K | Added$127.8K |
| Vanguard Scottsdale Fds | — | 10K | $794.3K | 0.2% | −$4.61K | Held |
| Eaton Corp Plc | ETN | 2.13K | $762.2K | 0.1% | $83.5K | Cut−$1.91K |
| Lockheed Martin Corp | LMT | 1.25K | $757.5K | 0.1% | $151.3K | Cut$90.9K |
| RTX Corp | RTX | 3.9K | $752K | 0.1% | $34.1K | Added$93K |
| Cme Group Inc. | CME | 2.52K | $744.6K | 0.1% | $54.8K | Added$72.5K |
| Meta Platforms, Inc. | META | 1.29K | $739.2K | 0.1% | −$113.6K | Cut−$115K |
| Pepsico Inc | PEP | 4.73K | $734.8K | 0.1% | $55.7K | Cut$26.8K |
| Sempra | — | 7.27K | $706.6K | 0.1% | $64.6K | Cut$41.6K |
| Texas Instrs Inc | — | 3.63K | $704.2K | 0.1% | $74.9K | Cut−$119.9K |
| Northern Tr Corp | — | 5.01K | $699K | 0.1% | $14.9K | Held |
| Union Pac Corp | — | 2.41K | $585K | 0.1% | $27.2K | Cut$24.9K |
| Automatic Data Processing In | — | 2.78K | $565.3K | 0.1% | −$150.4K | Cut−$181.8K |
| Ishares Tr | — | 3.71K | $562.3K | 0.1% | $38.1K | Held |
| General Dynamics Corp | GD | 1.6K | $550.5K | 0.1% | $8.48K | Added$115.2K |
| Spdr Series Trust | — | 3.7K | $540.3K | 0.1% | $25.1K | Held |
| Berkshire Hathaway Inc Del | — | 1.12K | $538.1K | 0.1% | −$26.3K | Cut−$31.4K |
| Wec Energy Group, Inc. | WEC | 4.54K | $525.9K | 0.1% | $46.8K | Cut$28.6K |
| Illinois Tool Wks Inc | — | 1.98K | $514.7K | 0.1% | $27.7K | Cut$18.1K |
| Ishares Tr | — | 4.24K | $502.5K | 0.1% | −$3.18K | Held |
| Te Connectivity Plc | TEL | 2.4K | $501K | 0.1% | −$42.8K | Added−$26.1K |
| Vici Pptys Inc | — | 18.2K | $497.5K | 0.1% | −$14.6K | Cut−$15K |
| Ppl Corp | — | 12.9K | $492.4K | 0.1% | $39.7K | Added$54.8K |
| Philip Morris Intl Inc | — | 2.87K | $473.9K | 0.1% | $7.24K | Added$238.9K |
| Hartford Insurance Group Inc | — | 3.44K | $464.8K | 0.1% | −$8.22K | Added$23.8K |
| Disney Walt Co | — | 4.82K | $464.2K | 0.1% | −$83.8K | Cut−$87K |
| Ishares Tr | — | 1.79K | $444.9K | 0.1% | $3.3K | Held |
| Marsh & Mclennan Cos Inc | — | 2.55K | $441.6K | 0.1% | −$30.7K | Cut−$461.1K |
| Targa Res Corp | — | 1.72K | $430.5K | 0.1% | $107K | Added$132.5K |
| Vanguard Growth Etf | — | 980 | $428.1K | 0.1% | −$50K | Cut−$108.1K |
| Ishares Gold Tr | — | 4.82K | $424.5K | 0.1% | $33.7K | Held |
| Accenture Plc Ireland | — | 2.12K | $419.8K | 0.1% | −$148.2K | Cut−$246.7K |
| Duke Energy Corp New | — | 3.15K | $413.1K | 0.1% | $43.3K | Held |
| Starbucks Corp | SBUX | 4.56K | $408.9K | 0.1% | $24.6K | Cut$1.65K |
| Mckesson Corp | MCK | 472 | $408.4K | 0.1% | $21.3K | Held |
| Emerson Elec Co | — | 3.06K | $401.5K | 0.1% | −$5.29K | Added−$5.16K |
| Amgen Inc | AMGN | 1.11K | $390.2K | 0.1% | $27.2K | Held |
| Fastenal Co | FAST | 8.31K | $385.6K | 0.1% | $34.3K | Added$165.8K |
| Trane Technologies Plc | TT | 913 | $380.5K | 0.1% | $25.1K | Held |
| Oracle Corp | — | 2.56K | $377.2K | 0.1% | −$122.6K | Cut−$138.2K |
| Ishares Tr | — | 3.54K | $376.5K | 0.1% | −$707 | Held |
| Marathon Pete Corp | — | 1.43K | $348.9K | 0.1% | $116.5K | Held |
| Tesla, Inc. | TSLA | 936 | $348K | 0.1% | −$72.3K | Added−$68.9K |
| Darden Restaurants Inc | DRI | 1.71K | $335.2K | 0.1% | — | New |
| Southstate Bk Corp | — | 3.6K | $333.1K | 0.1% | −$5.72K | Held |
| Avalonbay Cmntys Inc | — | 2.02K | $330.5K | 0.1% | −$36.3K | Cut−$46.3K |
| International Business Machs | — | 1.35K | $328K | 0.1% | −$72.8K | Held |
| Kinder Morgan Inc Del | — | 9.74K | $326.6K | 0.1% | $58.8K | Cut$49.4K |
| Gallagher Arthur J & Co | — | 1.5K | $324.9K | 0.1% | −$63.3K | Held |
| Micron Technology Inc | MU | 941 | $317.9K | 0.1% | $49.3K | Held |
| Netflix Inc | NFLX | 3.26K | $313.4K | 0.1% | $7.79K | Cut$2.17K |
| Ishares Tr | — | 2.8K | $309K | 0.1% | $1.04K | Added$56.2K |
| Gilead Sciences, Inc. | GILD | 2.17K | $302.3K | 0.1% | $36.1K | Held |
| Danaher Corporation | — | 1.55K | $293.7K | 0.1% | −$60.9K | Cut−$74.2K |
| Advanced Micro Devices Inc | AMD | 1.43K | $290.9K | 0.1% | −$15.3K | Held |
| Ishares Tr | — | 2.98K | $289.4K | 0.1% | $3.28K | Held |
| Garmin Ltd | GRMN | 1.2K | $278.6K | 0.1% | — | New |
| Genuine Parts Co | GPC | 2.63K | $277.9K | 0.1% | −$45.2K | Held |
| Regions Financial Corp New | — | 10.5K | $274.4K | 0.1% | −$10.3K | Held |
| Intuitive Surgical Inc | ISRG | 593 | $273.4K | 0.1% | −$62.5K | Cut−$72.7K |
| Schwab Strategic Tr | — | 8.9K | $272.9K | 0.1% | $28.4K | Added$33.5K |
| Oneok Inc /New/ | OKE | 2.96K | $267.3K | 0.1% | $49.9K | Cut$39.3K |
| Ge Aerospace | — | 941 | $267K | 0.1% | −$22.8K | Held |
| Vanguard Tax-Managed Fds | — | 4.11K | $263.2K | 0.1% | $6.61K | Cut$3.37K |
| Palantir Technologies Inc. | PLTR | 1.74K | $254.7K | 0.0% | −$54.8K | Held |
| Ishares Tr | — | 5.1K | $247.2K | 0.0% | −$1.48K | Held |
| Select Sector Spdr Tr | — | 1.86K | $246.8K | 0.0% | −$20.6K | Held |
| Thermo Fisher Scientific Inc. | TMO | 502 | $246.7K | 0.0% | −$44.1K | Cut−$49.9K |
| Aon plc | AON | 759 | $245K | 0.0% | −$22.8K | Cut−$58.1K |
| Apollo Global Mgmt Inc | — | 2.19K | $244.1K | 0.0% | −$63K | Added−$29.6K |
| Vanguard Intl Equity Index F | — | 4.49K | $242.8K | 0.0% | $1.3K | Cut−$36.8K |
| Mastercard Inc | MA | 470 | $235K | 0.0% | −$33.5K | Cut−$44.9K |
| Intercontinental Exchange In | — | 1.47K | $231.7K | 0.0% | −$6.88K | Held |
| Dell Technologies Inc. | DELL | 1.38K | $225.8K | 0.0% | — | New |
| Capital One Finl Corp | — | 1.24K | $225.5K | 0.0% | −$74.1K | Held |
| Vanguard Index Fds | — | 1.15K | $225.4K | 0.0% | $5.99K | Cut−$52.1K |
| Morgan Stanley | — | 1.36K | $224.5K | 0.0% | −$17.7K | Cut−$21.2K |
| Kla Corp | KLAC | 150 | $220.9K | 0.0% | — | New |
| Wells Fargo Co New | — | 2.75K | $219K | 0.0% | −$36.4K | Added−$30.7K |
| Ishares Tr | — | 1.02K | $218.8K | 0.0% | $3.41K | Held |
| Sysco Corp | SYY | 3.03K | $216.1K | 0.0% | −$7.15K | Held |
| Invesco Currencyshares Brit | — | 1.67K | $212.5K | 0.0% | −$4.01K | Held |
| Ishares Tr | — | 3K | $210.8K | 0.0% | −$2.13K | Held |
| Asml Holding N V | — | 159 | $210K | 0.0% | — | New |
| Analog Devices Inc | ADI | 656 | $208.7K | 0.0% | — | New |
| Invesco Currencyshares Euro | — | 1.91K | $203.8K | 0.0% | — | New |
| British Amern Tob Plc | — | 3.45K | $201.8K | 0.0% | — | New |
| Schwab Strategic Tr | — | 6.3K | $192.2K | 0.0% | $5.61K | Held |
| J P Morgan Exchange Traded F | — | 3.65K | $186.1K | 0.0% | $106 | Added$51.1K |
| Ishares Tr | — | 585 | $186.1K | 0.0% | — | New |
| Ishares Tr | — | 1.38K | $166.3K | 0.0% | — | New |
| Schwab Strategic Tr | — | 6.05K | $150.7K | 0.0% | −$1.03K | Cut−$106.7K |
| Rpc Inc | RES | 21K | $148.7K | 0.0% | $34.4K | Held |
| Ishares Tr | — | 1.44K | $145K | 0.0% | $5.39K | Cut−$17.9K |
| Vanguard Index Fds | — | 574 | $124.8K | 0.0% | $3.1K | Added$3.75K |
| Ishares Tr | — | 650 | $123.2K | 0.0% | $5.45K | Held |
| Select Sector Spdr Tr | — | 1.69K | $103.3K | 0.0% | $27.9K | Added$27.9K |
| Spdr Series Trust | — | 1.44K | $93.8K | 0.0% | $490 | Held |
| Ishares Tr | — | 1.73K | $80K | 0.0% | −$606 | Held |
| Ishares Tr | — | 400 | $72.6K | 0.0% | −$7.3K | Held |
| American Centy Etf Tr | — | 653 | $72.1K | 0.0% | $5.54K | Held |
| Ishares Tr | — | 216 | $67.8K | 0.0% | −$1.99K | Held |
| Flexshares Tr | — | 243 | $58.7K | 0.0% | −$1.78K | Held |
| Ishares Tr | — | 500 | $54.5K | 0.0% | −$600 | Held |
| Schwab Strategic Tr | — | 1.71K | $49.8K | 0.0% | −$5.96K | Held |
| Schwab Strategic Tr | — | 1.95K | $49.7K | 0.0% | −$546 | Cut−$105.6K |
| Vanguard Index Fds | — | 146 | $41.9K | 0.0% | −$443 | Held |
| Dimensional Etf Trust | — | 1.02K | $39.8K | 0.0% | — | New |
| Ishares Tr | — | 481 | $38.3K | 0.0% | −$369 | Added$10.5K |
| Vanguard Scottsdale Fds | — | 345 | $37.8K | 0.0% | −$4.16K | Held |
| Schwab Strategic Tr | — | 1.41K | $36K | 0.0% | −$1.79K | Held |
| Ishares Tr | — | 240 | $35.4K | 0.0% | −$151 | Held |
| Ishares Tr | — | 295 | $34.7K | 0.0% | −$3.32K | Held |
| Select Sector Spdr Tr | — | 600 | $29.6K | 0.0% | −$3.24K | Cut−$8.33K |
| Vanguard Index Fds | — | 72 | $18.9K | 0.0% | $286 | Held |
| Ishares Tr | — | 111 | $15.4K | 0.0% | −$347 | Held |
| Ishares Tr | — | 135 | $13.1K | 0.0% | −$839 | Held |
| Vanguard Index Fds | — | 36 | $10.9K | 0.0% | $5 | Held |
| Ishares Tr | — | 84 | $7.29K | 0.0% | $169 | Held |
| Ishares Tr | — | 100 | $5.68K | 0.0% | $208 | Held |
| Select Sector Spdr Tr | — | 90 | $4.13K | 0.0% | — | New |
| Ishares Tr | — | 18 | $2.56K | 0.0% | −$112 | Held |
| Vanguard Scottsdale Fds | — | 16 | $1.6K | 0.0% | $11 | Cut−$1.88K |
| Vanguard Index Fds | — | 5 | $1.03K | 0.0% | −$17 | Held |
| Ishares Tr | — | 11 | $726 | 0.0% | −$38 | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.