Paces Ferry Wealth Advisors, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $223 Million distributed in 128 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $20.2M, Nvidia Corp with a value of $14.2M, Schwab Strategic Tr Us Dividen with a value of $14.2M, Aflac Inc with a value of $14.1M, and Apple Inc. with a value of $13.8M.
Examining the 13F form we can see an increase of $20.8M in the current position value, from $202M to 223M.
Below you can find more details about Paces Ferry Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$223 Million
ETFs: $112 Million
Technology: $43.4 Million
Financial Services: $25.3 Million
Communication Services: $12.1 Million
Consumer Cyclical: $11.6 Million
Healthcare: $8.04 Million
Industrials: $5.22 Million
Consumer Defensive: $2.61 Million
Other: $2.21 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
