DOSSIER · 13F-HR · Q1 2026

WEST PACES ADVISORS INC.

WEST PACES's pension fund based in New York, NY — $516M in tracked AUM across 197 positions as of Q1 2026.

WP

WEST PACES·New York, NY·Pension Fund

CIK 0002004720 · last filed Mar 31, 2026

Total AUM

$516M

▼ 8.0%

vs prior

Holdings

197

—

positions

Whale Score

65

65

tracked

Activity

—

no data

changes this Q

Top sector

Tech

39% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

1. Portfolio Overview

West Paces Advisors Inc. has reported a substantial expansion in its management footprint, with the total portfolio value surging by 343.6%, rising from $116.53 million to $517.00 million between Q3 2025 and Q4 2025. This dramatic increase suggests significant capital inflows or a major strategic restructuring during the quarter. The portfolio now comprises 200 holdings, indicating a highly diversified approach.

The most striking feature of this portfo...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VANGUARD INDEX FDS

$66M111K12.8%

02

ISHARES TR

$57M841K11.0%

03

VANGUARD SPECIALIZED FUNDS

$40M185K7.7%

04

AMERICAN CENTY ETF TR

$33M411K6.4%

05

FLEXSHARES TR

$32M1.3M6.3%

06

ISHARES TR

$29M305K5.6%

07

ISHARES TR

$24M265K4.7%

08

ISHARES TR

$23M189K4.5%

09

AMERICAN CENTY ETF TR

$16M254K3.1%

10

STATE STR SPDR S&P 500 ETF T

$15M23K2.9%

Filing history

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