WEST PACES ADVISORS INC.
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 596,033
- Description
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- Website
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- Founded
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/17/2026 | 765 | 596,033 | 13F-HR | WEST PACES ADVISORS INC. |
| Q1 2026 | 5/5/2026 | 197 | 516,179 | 13F-HR | WEST PACES ADVISORS INC. |
| Q4 2025 | 1/21/2026 | 200 | 517,000 | 13F-HR | WEST PACES ADVISORS INC. |
| Q3 2025 | 10/22/2025 | 188 | 502,421 | 13F-HR | WEST PACES ADVISORS INC. |
| Q2 2025 | 7/23/2025 | 201 | 470,003 | 13F-HR | WEST PACES ADVISORS INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 132 K | 22.1% | 0 | 7.546 K | -7.546 K |
| ETFs | 464.1 K | 77.9% | 87.4 K | 0 | 87.4 K |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
596,033
Holdings
765
QoQ value change ($000)
79,854
(15.5%)
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.