13F Insight
DOSSIER · 13F-HR · Q4 2025

PACES FERRY WEALTH ADVISORS, LLC

$246M in tracked AUM across 132 positions as of Q4 2025.

PF
CIK 0001819919 · last filed Dec 31, 2025
Total AUM
$246M
as of Q4 2025
Holdings
132
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
AI Analysis · Q4 2025

PACES FERRY WEALTH ADVISORS, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$21M641K8.5%02
OSEA
HARBOR ETF TRUST
$16M544K6.7%03
SCHD
SCHWAB STRATEGIC TR
$16M571K6.4%04
AAPL
APPLE INC
$15M54K6.0%05
NVDA
NVIDIA CORPORATION
$14M75K5.7%06
AFL
AFLAC INC
$14M124K5.6%07
JPST
J P MORGAN EXCHANGE TRADED F
$12M242K5.0%08
FLOT
ISHARES TR
$8M152K3.1%09
SCHV
SCHWAB STRATEGIC TR
$6M214K2.6%10
MUNI
PIMCO ETF TR
$6M114K2.4%

Filing history

2025Q4Dec 31
$246M▲ 2.5%
132 positionsView →2025Q3Sep 30
$240M▲ 10.4%
128 positionsView →2025Q2Jun 30
$218M▲ 8.3%
122 positionsLocked2025Q1Mar 31
$201M▼ 2.3%
123 positionsLocked2024Q4Dec 31
$206M▲ 18.4%
131 positionsLocked2024Q3Sep 30
$174M▲ 4.9%
119 positionsLocked2024Q2Jun 30
$166M▲ 6.2%
113 positionsLocked2024Q1Mar 31
$156M▲ 8.6%
111 positionsLocked2023Q4Dec 31
$144M▲ 14.0%
107 positionsLocked2023Q3Sep 30
$126M▼ 5.3%
105 positionsLocked2023Q2Jun 30
$133M▲ 7.4%
108 positionsLocked2023Q1Mar 31
$124M▲ 20.6%
111 positionsLocked
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