WEST PACES ADVISORS INC.
All 13F Filings
- Location
- Atlanta, GA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 516,179
- Description
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- Website
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- Founded
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- Chairman
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- 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 |
|---|---|---|---|---|---|
| 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 | 139.5 K | 27.0% | 0 | 142.2 K | -142.2 K |
| ETFs | 376.7 K | 73.0% | 141.7 K | 0 | 141.7 K |
| Other | 0 | 0.0% | 0 | 330 | -330 |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
516,179
Holdings
197
QoQ value change ($000)
-821
(-0.2%)
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.