13F Insight
DOSSIER · 13F-HR · Q1 2026

WEST PACES ADVISORS INC.

$516M in tracked AUM across 197 positions as of Q1 2026.

WP
CIK 0002004720 · last filed Mar 31, 2026
Total AUM
$516M
as of Q1 2026
Holdings
197
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · 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...

2. Key Holdings

The portfolio is dominated by "Core" equity and fixed income ETFs designed to track broad market indices.

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
VOO
VANGUARD INDEX FDS
$66M111K12.8%02
IJH
ISHARES TR
$57M841K11.0%03
VIG
VANGUARD SPECIALIZED FUNDS
$40M185K7.7%04
AVEM
AMERICAN CENTY ETF TR
$33M411K6.4%05
TDTT
FLEXSHARES TR
$32M1.3M6.3%06
IEF
ISHARES TR
$29M305K5.6%07
IEFA
ISHARES TR
$24M265K4.7%08
IJR
ISHARES TR
$23M189K4.5%09
AVSC
AMERICAN CENTY ETF TR
$16M254K3.1%10
SPY
STATE STR SPDR S&P 500 ETF T
$15M23K2.9%

Filing history

2026Q1Mar 31
$516M▼ 0.2%
197 positionsView →2025Q4Dec 31
$517M▲ 2.9%
200 positionsView →2025Q3Sep 30
$502M▲ 6.9%
188 positionsView →2025Q2Jun 30
$470M▲ 337.6%
201 positionsLocked2025Q1Mar 31
$107M▼ 73.8%
229 positionsLocked2024Q4Dec 31
$410M▲ 0.3%
558 positionsLocked2024Q3Sep 30
$408M▲ 6.5%
552 positionsLocked2024Q2Jun 30
$383M▲ 1.1%
571 positionsLocked2024Q1Mar 31
$379M▲ 6.6%
587 positionsLocked2023Q4Dec 31
$356M▲ 11.5%
616 positionsLocked2023Q3Sep 30
$319M▼ 5.9%
521 positionsLocked2023Q2Jun 30
$339M▲ 5.4%
549 positionsLocked
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