PACES FERRY WEALTH ADVISORS, LLC
•CIK: 1819919•Filing: Q4 2025
**PACES FERRY WEALTH ADVISORS, LLC** manages $246M across a diversified portfolio of 132 positions. The strategy exhibits a notable tilt toward core growth and dividend-focused equities, evidenced by top holdings including SCHG ($20.9M) and SCHD ($15.7M). Significant allocations are also maintained in technology leaders such as AAPL ($14.7M) and NVDA ($14.0M). This structure suggests a blend of broad market exposure with targeted, high-conviction technology and income plays.
Total AUM
$246.3M
QoQ Performance
+2.5%
Positions
103
Top 10 Concentration
51.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHG
OSEA
SCHD
AAPL
NVDA
AFL
SCHG8.5%
OSEA6.7%
SCHD6.4%
AAPL6.0%
NVDA5.7%
AFL5.6%
JPST5.0%
FLOT3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.5%
Technology19.3%
Consumer4.1%
Financial4.0%
ETF3.2%
Healthcare1.5%
Industrial1.0%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW10 new positions
↑38 increased
↓72 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023