West Paces Advisors Inc. Portfolio Holdings

West Paces Advisors Inc.

  • $470 Billion
  • Q2 2025

West Paces Advisors Inc. has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $470 Billion distributed in 201 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $60.1B, Ishares Core S&P Mid Cap ETF with a value of $53.2B, Vanguard Dividend Appreciation with a value of $33.3B, Flexshares Tr Iboxx 3 Yr Targe with a value of $28.1B, and American Centy ETF Tr Avantis with a value of $26.6B.

Examining the 13F form we can see an increase of $31B in the current position value, from $439B to 470B.

West Paces Advisors Inc. is based out at Atlanta, GA

Below you can find more details about West Paces Advisors Inc. portfolio as well as his latest detailed transactions.

Portfolio value $470 Billion
ETFs: $349 Billion
Technology: $20.7 Billion
Consumer Defensive: $18.5 Billion
Financial Services: $14.1 Billion
Industrials: $12.9 Billion
Consumer Cyclical: $9.43 Billion
Healthcare: $9.42 Billion
Utilities: $5.85 Billion
Other: $13.3 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$60.1 Billion 12.78% of portfolio
105,736
Q2 2025 Added 10.92%
$0
$53.2 Billion 11.32% of portfolio
857,595
Q2 2025 Added 1.3%
$0
$33.3 Billion 7.09% of portfolio
162,798
Q2 2025 Added 6.57%
$0
$28.1 Billion 5.97% of portfolio
1,157,668
Q2 2025 Added 0.39%
$0
$26.6 Billion 5.66% of portfolio
388,158
Q2 2025 Reduced 3.98%
$0
$25.5 Billion 5.42% of portfolio
265,757
Q2 2025 Added 2.36%
$0
$22.2 Billion 4.73% of portfolio
203,391
Q2 2025 Reduced 4.77%
$0
$20 Billion 4.26% of portfolio
239,927
Q2 2025 Reduced 8.17%
$0
$15.5 Billion 3.3% of portfolio
25,080
Q2 2025 Added 9.17%
$0
$13.5 Billion 2.88% of portfolio
262,159
Q2 2025 Added 14.8%
$299B
$11.1 Billion 2.35% of portfolio
156,298
Q2 2025 Added 0.16%
$0
$7.56 Billion 1.61% of portfolio
177,517
Q2 2025 Reduced 6.16%
$0
$6.63 Billion 1.41% of portfolio
18,896
Q2 2025 Reduced 0.66%
$0
$6.09 Billion 1.3% of portfolio
120,198
Q2 2025 Reduced 1.79%
$0
$5.93 Billion 1.26% of portfolio
19,496
Q2 2025 Reduced 0.89%
$3.83T
$5.26 Billion 1.12% of portfolio
10,580
Q2 2025 Added 19.91%
$384B
$4.86 Billion 1.03% of portfolio
13,261
Q2 2025 Reduced 0.5%
$0
$4.54 Billion 0.97% of portfolio
7,311
Q2 2025 Added 22.67%
$3.44T
$4.37 Billion 0.93% of portfolio
21,279
Q2 2025 Reduced 10.14%
$118B
$3.47 Billion 0.74% of portfolio
12,599
Q2 2025 Reduced 6.68%
$876B
$3.26 Billion 0.69% of portfolio
11,250
Q2 2025 Reduced 0.5%
$0
$3.01 Billion 0.64% of portfolio
126,108
Q2 2025 Added 18.54%
$104B
$2.89 Billion 0.61% of portfolio
31,466
Q2 2025 Added 14.76%
$65.4B
$2.75 Billion 0.58% of portfolio
10,736
Q2 2025 Added 40.6%
$0
$2.58 Billion 0.55% of portfolio
4,560
Q2 2024 Reduced 0.04%
$75.2B
$2.53 Billion 0.54% of portfolio
77,386
Q2 2025 Added 8.41%
$375B
$2.51 Billion 0.53% of portfolio
15,764
Q2 2025 Added 12.39%
Onestream Inc
-
$2.41 Billion 0.51% of portfolio
-
Q1 2025 Added 212,670.0%
$772B
$2.14 Billion 0.45% of portfolio
2,739
Q2 2025 Added 3.13%
$0
$2.01 Billion 0.43% of portfolio
90,906
Q2 2025 Reduced 15.44%
$2.36T
$2 Billion 0.43% of portfolio
9,124
Q1 2025 Added 1.69%
$0
$1.97 Billion 0.42% of portfolio
19,606
Q2 2025 Added 1.29%
$0
$1.83 Billion 0.39% of portfolio
30,024
Q1 2025 Added 6.27%
$432B
$1.84 Billion 0.39% of portfolio
11,646
Q2 2025 Reduced 2.86%
$0
$1.77 Billion 0.38% of portfolio
58,598
Q2 2025 Reduced 21.66%
$336B
$1.71 Billion 0.36% of portfolio
9,217
Q2 2025 Added 0.79%
$1.18T
$1.7 Billion 0.36% of portfolio
9,572
Q2 2025 Reduced 3.23%
$12.2B
$1.61 Billion 0.34% of portfolio
22,635
Q1 2025 Reduced 16.58%
$440B
$1.49 Billion 0.32% of portfolio
9,730
Q2 2025 Added 17.06%
$215B
$1.41 Billion 0.3% of portfolio
17,866
Q2 2025 Reduced 15.25%
$303B
$1.42 Billion 0.3% of portfolio
9,943
Q2 2025 Reduced 12.89%
$0
$1.4 Billion 0.3% of portfolio
15,262
Q4 2019 Added 14.92%
$220B
$1.32 Billion 0.28% of portfolio
4,514
Q2 2025 Reduced 3.69%
$0
$1.25 Billion 0.27% of portfolio
49,528
Q2 2025 Reduced 0.48%
$70.5B
$1.28 Billion 0.27% of portfolio
20,319
Q2 2025 Reduced 2.5%
$414B
$1.23 Billion 0.26% of portfolio
1,246
Q2 2025 Added 0.56%
$177B
$1.15 Billion 0.25% of portfolio
5,550
Q2 2025 Reduced 5.61%
$0
$1.19 Billion 0.25% of portfolio
14,308
Q2 2025 Added 13.89%
$1.15T
$1.18 Billion 0.25% of portfolio
6,674
Q2 2025 Added 2.71%

Summary

  • Portfolio
  • No. of Stocks 201
  • Current Value $470 Billion
  • Prior Value $439 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 23, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 22 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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