StockDriftsStockDriftsTop 50 West Paces Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 12.88% | 111.8K | $76.8M | +0.99%(+1.09K) | $427.41(+66.74%) | 2026-06-30 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 11.03% | 852.7K | $65.7M | +1.37%(+11.54K) | $41.71(+88.31%) | 2026-06-30 | |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | 7.67% | 193.2K | $45.7M | +4.30%(+7.96K) | $198.48(+23.47%) | 2026-06-30 | |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | 6.49% | 401.2K | $38.7M | -2.28%(-9.37K) | $55.69(+68.19%) | 2026-06-30 | |
| TDTT | FLEXSHARES IBOXX 3 Yr DURATION TIPS ETF | 5.64% | 1.41M | $33.6M | +5.59%(+74.53K) | $25.13(-6.24%) | 2026-06-30 | |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 4.59% | 184.7K | $27.4M | -2.15%(-4.06K) | $75.64(+98.26%) | 2026-06-30 | |
| IEFA | ISHARES CORE MSCI EAFE ETF | 4.38% | 270.6K | $26.1M | +1.92%(+5.08K) | $63.67(+59.13%) | 2026-06-30 | |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 4.31% | 271.8K | $25.7M | -10.91%(-33.29K) | $103.10(-9.83%) | 2026-06-30 | |
| AVSC | AVANTIS U.S SMALL CAP EQUITY ETF | 3.14% | 255.1K | $18.7M | +0.41%(+1.05K) | $51.13(+47.17%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 2.89% | 23.1K | $17.2M | -1.21%(-284) | $360.37(+115.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.16% | +41.08% | +5.95% | +33.48% |
| Top 20 Holdings Unweighted | +12.34% | +41.78% | +6.66% | +38.05% |
West Paces Advisors INC reports $596.03M in US-listed equity holdings across 765 positions in its most recent 13F filing. Its largest disclosed positions are VOO (12.9%), IJH (11.0%) and VIG (7.7%). The top 20 holdings account for 74% of reported assets. Its disclosed equity book has returned +41.08% on a three-year cumulative basis. Figures reflect the Q2 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