PACES FERRY WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 269,900
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 142 | 269,900 | 13F-HR | PACES FERRY WEALTH ADVISORS, LLC |
| Q1 2026 | 5/6/2026 | 134 | 241,134 | 13F-HR | PACES FERRY WEALTH ADVISORS, LLC |
| Q4 2025 | 2/11/2026 | 132 | 246,285 | 13F-HR | PACES FERRY WEALTH ADVISORS, LLC |
| Q3 2025 | 11/14/2025 | 128 | 240,306 | 13F-HR | PACES FERRY WEALTH ADVISORS, LLC |
| Q2 2025 | 8/14/2025 | 122 | 217,682 | 13F-HR | PACES FERRY WEALTH ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.656 K
(1.0% of total reported value)
· QoQ Δ:
+1.499 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 110 K | 41.1% | 9.222 K | 0 | 9.222 K |
| ETFs | 148.3 K | 55.5% | 17.36 K | 0 | 17.36 K |
| Debt | 8.979 K | 3.4% | 685 | 0 | 685 |
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Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
269,900
Holdings
142
QoQ value change ($000)
28,766
(11.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.