PACES FERRY WEALTH ADVISORS, LLC
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 246,285
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 163.8 K | 66.5% | 4.143 K | 0 | 4.143 K |
| ETFs | 74.75 K | 30.4% | 1.06 K | 0 | 1.06 K |
| Debt | 7.748 K | 3.1% | 769 | 0 | 769 |
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Fund Snapshot
Q4 2025
Latest filed
2/11/2026
Total value ($000)
246,285
Holdings
132
QoQ value change ($000)
5,979
(2.5%)
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.