13F Insight
DOSSIER · 13F-HR · Q2 2026

PACES FERRY WEALTH ADVISORS, LLC

$270M in tracked AUM across 144 positions as of Q2 2026.

PF
CIK 0001819919 · last filed Jun 30, 2026
Total AUM
$270M
as of Q2 2026
Holdings
144
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

PACES FERRY WEALTH ADVISORS, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHG
SCHWAB STRATEGIC TR
$23M694K8.7%02
SCHD
SCHWAB STRATEGIC TR
$19M603K7.1%03
OSEA
HARBOR ETF TRUST
$19M620K7.0%04
NVDA
NVIDIA CORPORATION
$15M76K5.7%05
AAPL
APPLE INC
$15M50K5.4%06
JPST
J P MORGAN EXCHANGE TRADED F
$14M280K5.2%07
AFL
AFLAC INC
$13M115K5.0%08
FLOT
ISHARES TR
$9M176K3.3%09
SCHV
SCHWAB STRATEGIC TR
$7M209K2.7%10
RSP
INVESCO EXCHANGE TRADED FD T
$7M33K2.6%

Filing history

2026Q2Jun 30
$270M▲ 9.6%
144 positionsView →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 positionsLocked
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