PACES FERRY WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 241,134
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
1.157 K
(0.5% of total reported value)
· QoQ Δ:
+1.157 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 100.7 K | 42.0% | 0 | 63.04 K | -63.04 K |
| ETFs | 130.9 K | 54.6% | 56.19 K | 0 | 56.19 K |
| Debt | 8.294 K | 3.5% | 546 | 0 | 546 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/6/2026
Total value ($000)
241,134
Holdings
134
QoQ value change ($000)
-5,151
(-2.1%)
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.