StockDriftsStockDriftsTop 50 West Paces Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 13.58% | 413.7K | $79.7M | +270.21%(+301.99K) | $621.87(+13.30%) | 2026-09-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 10.36% | 844.6K | $60.8M | -0.94%(-8.05K) | $41.71(+73.52%) | 2026-09-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 7.73% | 194.4K | $45.4M | +0.65%(+1.25K) | $198.71(+21.30%) | 2026-09-30 | |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 6.53% | 407.2K | $38.3M | +1.49%(+5.98K) | $56.27(+58.96%) | 2026-09-30 | |
| TDTT | NORTHERN TRUST IBOXX 3 YR DURATION TIPS ETF | 5.46% | 1.38M | $32.0M | -1.99%(-28.02K) | $25.13(-6.78%) | 2026-09-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 4.77% | 288.8K | $28.0M | +6.75%(+18.26K) | $65.51(+46.47%) | 2026-09-30 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 3.99% | 172.1K | $23.4M | -6.82%(-12.60K) | $75.64(+79.56%) | 2026-09-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 3.36% | 208.6K | $19.7M | +344.12%(+161.65K) | $97.27(-2.22%) | 2026-09-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 2.99% | 23.0K | $17.5M | -0.41%(-94) | $360.37(+112.69%) | 2026-09-30 | |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | 2.96% | 251.0K | $17.4M | -1.62%(-4.13K) | $51.13(+35.44%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.06% | +44.51% | +5.82% | +32.68% |
| Top 20 Holdings Unweighted | +14.24% | +49.09% | +6.94% | +39.85% |
West Paces Advisors INC reports $586.48M in US-listed equity holdings across 692 positions in its most recent 13F filing. Its largest disclosed positions are VOO (13.6%), IJH (10.4%) and VIG (7.7%). The top 20 holdings account for 73.55% of reported assets. Its disclosed equity book has returned +44.51% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from West Paces Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2004720). View West Paces Advisors INC’s 13F filings on SEC