Investor
WEST PACES ADVISORS INC.
CIK 0002004720 · filed 2026-01-21 · SEC filing
13F book
$517M
Positions
200
Largest name
13.2%
Vanguard Index Fds
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Index Fds | — | 109.1K | $68.4M | 13.2% | — | Held |
| Ishares Tr | — | 847.1K | $55.9M | 10.8% | — | Held |
| Vanguard Specialized Funds | — | 176K | $38.7M | 7.5% | — | Held |
| American Centy Etf Tr | — | 405.3K | $31.2M | 6.0% | — | Held |
| Flexshares Tr | — | 1.24M | $29.9M | 5.8% | — | Held |
| Ishares Tr | — | 292.5K | $28.1M | 5.4% | — | Held |
| Ishares Tr | — | 261K | $23.3M | 4.5% | — | Held |
| Ishares Tr | — | 193.8K | $23.3M | 4.5% | — | Held |
| Spdr S&P 500 Etf Tr | — | 23.5K | $16M | 3.1% | — | Held |
| American Centy Etf Tr | — | 262.8K | $15.4M | 3.0% | — | Held |
| Coca Cola Co | KO | 147.3K | $10.3M | 2.0% | — | Held |
| J P Morgan Exchange Traded F | — | 166.9K | $8.44M | 1.6% | — | Held |
| Schwab Strategic Tr | — | 170.8K | $7.77M | 1.5% | — | Held |
| Ishares Tr | — | 17.9K | $6.94M | 1.3% | — | Held |
| Vanguard Index Fds | — | 19.8K | $6.63M | 1.3% | — | Held |
| Apple Inc. | AAPL | 21.1K | $5.73M | 1.1% | — | Held |
| Microsoft Corp | MSFT | 11.3K | $5.47M | 1.1% | — | Held |
| Ishares Tr | — | 7.2K | $4.93M | 1.0% | — | Held |
| Home Depot, Inc. | HD | 12.8K | $4.4M | 0.9% | — | Held |
| Vanguard Malvern Fds | — | 84.2K | $4.16M | 0.8% | — | Held |
| Broadcom Inc. | AVGO | 11.5K | $3.97M | 0.8% | — | Held |
| Jpmorgan Chase & Co. | — | 11K | $3.54M | 0.7% | — | Held |
| Schwab Strategic Tr | — | 121.3K | $3.18M | 0.6% | — | Held |
| Norfolk Southn Corp | — | 10.7K | $3.1M | 0.6% | — | Held |
| Alphabet Inc | — | 9.51K | $2.98M | 0.6% | — | Held |
| Southern Co | — | 33.7K | $2.94M | 0.6% | — | Held |
| Eli Lilly & Co | LLY | 2.73K | $2.93M | 0.6% | — | Held |
| Csx Corp | CSX | 76.9K | $2.79M | 0.5% | — | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 4.56K | $2.75M | 0.5% | — | Held |
| Schwab Strategic Tr | — | 94.6K | $2.27M | 0.4% | — | Held |
| Nvidia Corp | NVDA | 12.2K | $2.27M | 0.4% | — | Held |
| Procter And Gamble Co | PG | 15.5K | $2.22M | 0.4% | — | Held |
| Amazon Com Inc | AMZN | 9.39K | $2.17M | 0.4% | — | Held |
| Johnson & Johnson | JNJ | 10.3K | $2.14M | 0.4% | — | Held |
| Alphabet Inc | — | 6.83K | $2.14M | 0.4% | — | Held |
| Ishares Tr | — | 31.1K | $2.09M | 0.4% | — | Held |
| AbbVie Inc. | ABBV | 9.03K | $2.06M | 0.4% | — | Held |
| Proshares Tr | — | 19.8K | $2.06M | 0.4% | — | Held |
| Schwab Strategic Tr | — | 58.6K | $1.92M | 0.4% | — | Held |
| Ishares Tr | — | 12.9K | $1.59M | 0.3% | — | Held |
| Onestream Inc | — | 85.2K | $1.57M | 0.3% | — | Held |
| Regency Ctrs Corp | — | 22.6K | $1.56M | 0.3% | — | Held |
| Chevron Corp New | CVX | 9.56K | $1.46M | 0.3% | — | Held |
| Ishares Tr | — | 14.6K | $1.41M | 0.3% | — | Held |
| Schwab Strategic Tr | — | 48.3K | $1.38M | 0.3% | — | Held |
| Mcdonalds Corp | MCD | 4.39K | $1.34M | 0.3% | — | Held |
| Ishares Tr | — | 16.2K | $1.34M | 0.3% | — | Held |
| Nextera Energy Inc | — | 15.6K | $1.25M | 0.2% | — | Held |
| Williams Cos Inc | — | 20.5K | $1.23M | 0.2% | — | Held |
| Bank America Corp | — | 22.3K | $1.23M | 0.2% | — | Held |
| Travelers Companies, Inc. | TRV | 4.2K | $1.22M | 0.2% | — | Held |
| Cisco Sys Inc | — | 15.7K | $1.21M | 0.2% | — | Held |
| Ishares Tr | — | 2.38K | $1.13M | 0.2% | — | Held |
| Costco Whsl Corp New | — | 1.29K | $1.12M | 0.2% | — | Held |
| Visa Inc. | V | 3.04K | $1.07M | 0.2% | — | Held |
| Exxon Mobil Corp | — | 8.86K | $1.07M | 0.2% | — | Held |
| Ishares Tr | — | 2.84K | $1.06M | 0.2% | — | Held |
| Ishares Tr | — | 13.4K | $1.01M | 0.2% | — | Held |
| Unitedhealth Group Inc | UNH | 2.96K | $975.9K | 0.2% | — | Held |
| Truist Finl Corp | — | 19.3K | $951.4K | 0.2% | — | Held |
| Spdr Gold Tr | — | 2.36K | $934.5K | 0.2% | — | Held |
| Marsh & Mclennan Cos Inc | — | 4.87K | $902.7K | 0.2% | — | Held |
| Mondelez Intl Inc | — | 16.5K | $885.6K | 0.2% | — | Held |
| Vanguard Scottsdale Fds | — | 15K | $881.8K | 0.2% | — | Held |
| Pnc Finl Svcs Group Inc | — | 4.17K | $869.3K | 0.2% | — | Held |
| Schwab Strategic Tr | — | 28.9K | $868.8K | 0.2% | — | Held |
| Meta Platforms, Inc. | META | 1.29K | $854.2K | 0.2% | — | Held |
| Caterpillar Inc | CAT | 1.47K | $842.7K | 0.2% | — | Held |
| Walmart Inc. | WMT | 7.44K | $828.9K | 0.2% | — | Held |
| Texas Instrs Inc | — | 4.75K | $824.1K | 0.2% | — | Held |
| Merck & Co., Inc. | MRK | 7.72K | $812.8K | 0.2% | — | Held |
| Vanguard Scottsdale Fds | — | 10K | $798.9K | 0.2% | — | Held |
| Nucor Corp | NUE | 4.86K | $792.6K | 0.2% | — | Held |
| Corning Inc | — | 8.86K | $776.2K | 0.1% | — | Held |
| Eaton Corp Plc | ETN | 2.4K | $764.1K | 0.1% | — | Held |
| Automatic Data Processing In | — | 2.9K | $747.1K | 0.1% | — | Held |
| Pepsico Inc | PEP | 4.93K | $707.9K | 0.1% | — | Held |
| Northern Tr Corp | — | 5.01K | $684K | 0.1% | — | Held |
| Cme Group Inc. | CME | 2.46K | $672.1K | 0.1% | — | Held |
| Cummins Inc | CMI | 1.31K | $668.9K | 0.1% | — | Held |
| Lockheed Martin Corp | LMT | 1.38K | $666.6K | 0.1% | — | Held |
| Accenture Plc Ireland | — | 2.48K | $666.5K | 0.1% | — | Held |
| Sempra | — | 7.53K | $665K | 0.1% | — | Held |
| RTX Corp | RTX | 3.59K | $659.1K | 0.1% | — | Held |
| Berkshire Hathaway Inc Del | — | 1.13K | $569.5K | 0.1% | — | Held |
| Union Pac Corp | — | 2.42K | $560K | 0.1% | — | Held |
| Disney Walt Co | — | 4.84K | $551.2K | 0.1% | — | Held |
| Vanguard Growth Etf | — | 1.1K | $536.2K | 0.1% | — | Held |
| Te Connectivity Plc | TEL | 2.32K | $527.1K | 0.1% | — | Held |
| Ishares Tr | — | 3.71K | $524.2K | 0.1% | — | Held |
| Oracle Corp | — | 2.64K | $515.3K | 0.1% | — | Held |
| Spdr Series Trust | — | 3.7K | $515.2K | 0.1% | — | Held |
| Vici Pptys Inc | — | 18.2K | $512.5K | 0.1% | — | Held |
| Ishares Tr | — | 4.24K | $505.7K | 0.1% | — | Held |
| Wec Energy Group, Inc. | WEC | 4.71K | $497.3K | 0.1% | — | Held |
| Illinois Tool Wks Inc | — | 2.02K | $496.6K | 0.1% | — | Held |
| Paychex Inc | PAYX | 4.39K | $493K | 0.1% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 1.52K | $460.7K | 0.1% | — | Held |
| Ishares Tr | — | 1.79K | $441.6K | 0.1% | — | Held |
| Hartford Insurance Group Inc | — | 3.2K | $441K | 0.1% | — | Held |
| Ppl Corp | — | 12.5K | $437.6K | 0.1% | — | Held |
| General Dynamics Corp | GD | 1.29K | $435.3K | 0.1% | — | Held |
| Tesla, Inc. | TSLA | 927 | $416.9K | 0.1% | — | Held |
| Starbucks Corp | SBUX | 4.84K | $407.2K | 0.1% | — | Held |
| Emerson Elec Co | — | 3.06K | $406.7K | 0.1% | — | Held |
| International Business Machs | — | 1.35K | $400.8K | 0.1% | — | Held |
| Ishares Gold Tr | — | 4.82K | $390.8K | 0.1% | — | Held |
| Gallagher Arthur J & Co | — | 1.5K | $388.2K | 0.1% | — | Held |
| Mckesson Corp | MCK | 472 | $387.2K | 0.1% | — | Held |
| Ishares Tr | — | 3.54K | $377.2K | 0.1% | — | Held |
| Avalonbay Cmntys Inc | — | 2.08K | $376.8K | 0.1% | — | Held |
| Duke Energy Corp New | — | 3.15K | $369.8K | 0.1% | — | Held |
| Danaher Corporation | — | 1.61K | $367.9K | 0.1% | — | Held |
| Amgen Inc | AMGN | 1.11K | $363K | 0.1% | — | Held |
| Trane Technologies Plc | TT | 913 | $355.3K | 0.1% | — | Held |
| Intuitive Surgical Inc | ISRG | 611 | $346K | 0.1% | — | Held |
| Southstate Bk Corp | — | 3.6K | $338.8K | 0.1% | — | Held |
| Genuine Parts Co | GPC | 2.63K | $323.1K | 0.1% | — | Held |
| Netflix Inc | NFLX | 3.32K | $311.3K | 0.1% | — | Held |
| Palantir Technologies Inc. | PLTR | 1.74K | $309.5K | 0.1% | — | Held |
| Advanced Micro Devices Inc | AMD | 1.43K | $306.2K | 0.1% | — | Held |
| Aon plc | AON | 859 | $303.1K | 0.1% | — | Held |
| Capital One Finl Corp | — | 1.24K | $299.6K | 0.1% | — | Held |
| Targa Res Corp | — | 1.61K | $298K | 0.1% | — | Held |
| Thermo Fisher Scientific Inc. | TMO | 512 | $296.7K | 0.1% | — | Held |
| Ge Aerospace | — | 941 | $289.9K | 0.1% | — | Held |
| Air Prods & Chems Inc | — | 1.17K | $288K | 0.1% | — | Held |
| Ishares Tr | — | 2.98K | $286.1K | 0.1% | — | Held |
| Regions Financial Corp New | — | 10.5K | $284.7K | 0.1% | — | Held |
| Roper Technologies Inc | ROP | 637 | $283.5K | 0.1% | — | Held |
| Mastercard Inc | MA | 490 | $279.9K | 0.1% | — | Held |
| Vanguard Intl Equity Index F | — | 5.2K | $279.6K | 0.1% | — | Held |
| Vanguard Index Fds | — | 1.45K | $277.5K | 0.1% | — | Held |
| Kinder Morgan Inc Del | — | 10.1K | $277.3K | 0.1% | — | Held |
| Apollo Global Mgmt Inc | — | 1.89K | $273.7K | 0.1% | — | Held |
| Micron Technology Inc | MU | 941 | $268.6K | 0.1% | — | Held |
| Select Sector Spdr Tr | — | 1.86K | $267.4K | 0.1% | — | Held |
| Gilead Sciences, Inc. | GILD | 2.17K | $266.2K | 0.1% | — | Held |
| Vanguard Tax-Managed Fds | — | 4.16K | $259.9K | 0.1% | — | Held |
| Schwab Strategic Tr | — | 10.3K | $257.4K | 0.1% | — | Held |
| Ishares Tr | — | 2.3K | $252.8K | 0.0% | — | Held |
| Wells Fargo Co New | — | 2.68K | $249.7K | 0.0% | — | Held |
| Ishares Tr | — | 5.1K | $248.7K | 0.0% | — | Held |
| Morgan Stanley | — | 1.38K | $245.7K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 8.73K | $239.4K | 0.0% | — | Held |
| Intercontinental Exchange In | — | 1.47K | $238.6K | 0.0% | — | Held |
| Philip Morris Intl Inc | — | 1.47K | $235K | 0.0% | — | Held |
| Marathon Pete Corp | — | 1.43K | $232.4K | 0.0% | — | Held |
| Oneok Inc /New/ | OKE | 3.1K | $228K | 0.0% | — | Held |
| Sysco Corp | SYY | 3.03K | $223.2K | 0.0% | — | Held |
| American Express Co | AXP | 601 | $222.3K | 0.0% | — | Held |
| Fastenal Co | FAST | 5.48K | $219.8K | 0.0% | — | Held |
| Salesforce, Inc. | CRM | 827 | $219.1K | 0.0% | — | Held |
| Boston Scientific Corp | BSX | 2.29K | $218.4K | 0.0% | — | Held |
| Invesco Currencyshares Brit | — | 1.67K | $216.6K | 0.0% | — | Held |
| Ishares Tr | — | 1.02K | $215.4K | 0.0% | — | Held |
| Ishares Tr | — | 3K | $212.9K | 0.0% | — | Held |
| Qualcomm Inc | — | 1.18K | $202.2K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 6.3K | $186.5K | 0.0% | — | Held |
| Ishares Tr | — | 1.68K | $162.9K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 6.03K | $155.3K | 0.0% | — | Held |
| J P Morgan Exchange Traded F | — | 2.65K | $135K | 0.0% | — | Held |
| Vanguard Index Fds | — | 571 | $121K | 0.0% | — | Held |
| Ishares Tr | — | 650 | $117.8K | 0.0% | — | Held |
| Rpc Inc | RES | 21K | $114.2K | 0.0% | — | Held |
| Spdr Series Trust | — | 1.44K | $93.3K | 0.0% | — | Held |
| Ishares Tr | — | 1.73K | $80.6K | 0.0% | — | Held |
| Ishares Tr | — | 400 | $79.9K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 1.69K | $75.4K | 0.0% | — | Held |
| Ishares Tr | — | 216 | $69.8K | 0.0% | — | Held |
| American Centy Etf Tr | — | 653 | $66.6K | 0.0% | — | Held |
| Flexshares Tr | — | 243 | $60.4K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 1.71K | $55.7K | 0.0% | — | Held |
| Ishares Tr | — | 500 | $55.1K | 0.0% | — | Held |
| Vanguard Index Fds | — | 146 | $42.3K | 0.0% | — | Held |
| Vanguard Scottsdale Fds | — | 345 | $42K | 0.0% | — | Held |
| Ishares Tr | — | 295 | $38K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 693 | $38K | 0.0% | — | Held |
| Schwab Strategic Tr | — | 1.41K | $37.8K | 0.0% | — | Held |
| Ishares Tr | — | 240 | $35.6K | 0.0% | — | Held |
| Ishares Tr | — | 345 | $27.8K | 0.0% | — | Held |
| Vanguard Index Fds | — | 72 | $18.6K | 0.0% | — | Held |
| Ishares Tr | — | 111 | $15.7K | 0.0% | — | Held |
| Vanguard Intl Equity Index F | — | 105 | $14.8K | 0.0% | — | Held |
| Ishares Tr | — | 135 | $13.9K | 0.0% | — | Held |
| Vanguard Index Fds | — | 36 | $10.9K | 0.0% | — | Held |
| Ishares Tr | — | 75 | $8.53K | 0.0% | — | Held |
| Ishares Tr | — | 70 | $7.18K | 0.0% | — | Held |
| Ishares Tr | — | 84 | $7.12K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 59 | $6.95K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 58 | $6.93K | 0.0% | — | Held |
| Ishares Tr | — | 45 | $6.35K | 0.0% | — | Held |
| Ishares Tr | — | 35 | $5.88K | 0.0% | — | Held |
| Ishares Tr | — | 100 | $5.47K | 0.0% | — | Held |
| Select Sector Spdr Tr | — | 30 | $4.64K | 0.0% | — | Held |
| Vanguard Scottsdale Fds | — | 35 | $3.48K | 0.0% | — | Held |
| Ishares Tr | — | 18 | $2.68K | 0.0% | — | Held |
| Ishares Tr | — | 7 | $1.18K | 0.0% | — | Held |
| Vanguard Index Fds | — | 5 | $1.05K | 0.0% | — | Held |
| Ishares Tr | — | 11 | $764 | 0.0% | — | Held |
Positions as of Q4 2025. 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.