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West Paces Advisors Inc.
West Paces Advisors Inc. is an independent, SEC-registered investment advisory firm headquartered in Atlanta, Georgia. Founded in 2015, the firm specializes in generational wealth management and provides investment program management, holistic wealth advisory, and financial oversight for high-net-worth individuals and families. West Paces emphasizes building decades-long client relationships, focusing on personalized and practical financial guidance. The company has approximately 8-9 employees, most of whom are dedicated to investment advisory roles.
Investment Strategy
West Paces Advisors Inc. focuses on holistic, fiduciary investment management and wealth advisory services tailored primarily for high-net-worth individuals and families. The firm emphasizes independent, client-centered advice rooted in partnership, aiming to help clients navigate complex financial decisions through customized, practical solutions. Investment portfolios typically comprise diversified equity and fixed income holdings, including ETFs and mutual funds, with the goal of managing risk while achieving long-term financial objectives. Their philosophy prioritizes trust, transparency, and intergenerational wealth preservation.
Latest 13F Filing Activity
West Paces Advisors Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 188 equity positions with a total 13F market value of $502M. The fund increased holdings in Vanguard Index FDS, American Centy Etf TR, Vanguard Specialized Funds among other positions. West Paces Advisors Inc. reduced exposure to Coca Cola Co., Onestream Inc., Merck & Co. Inc. among others.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 13.12% | $65.9M | 107,636 | $419.54 | $612.38 | +$5.9M |
I IJH | ISHARES TR | 11.07% | $55.6M | 852,607 | $43.02 | $65.26 | +$2.5M |
V VIG | VANGUARD SPECIALIZED FUNDS | 7.34% | $36.9M | 170,850 | $195.12 | $215.79 | +$3.5M |
A AVEM | AMERICAN CENTY ETF TR | 6.02% | $30.3M | 402,837 | $56.45 | $75.11 | +$3.7M |
T TDTT | FLEXSHARES TR | 5.82% | $29.2M | 1,201,092 | $25.29 | $24.33 | +$1.2M |
Industry Allocation
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