WEST PACES ADVISORS INC.
•CIK: 2004720•Filing: Q4 2025
**WEST PACES ADVISORS INC.** manages $517M across a diversified portfolio of 200 positions. The fund exhibits a significant allocation to broad market indices, notably holding VOO at $68.4M and IJH at $55.9M. Further concentration is evident in sector and factor-tilted ETFs, including VIG ($38.7M) and AVEM ($31.2M). This structure suggests a core mandate focused on established, liquid, and diversified equity exposure.
Total AUM
$517.0M
QoQ Performance
+2.9%
Positions
125
Top 10 Concentration
63.9%
Latest Filing
Q4 2025
Top Holdings Allocation
VOO
IJH
VIG
AVEM
TDTT
IEF
VOO13.2%
IJH10.8%
VIG7.5%
AVEM6.0%
TDTT5.8%
IEF5.4%
IEFA4.5%
IJR4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.3%
ETF17.3%
Technology5.4%
Consumer Staples2.3%
Consumer2.1%
Healthcare2.0%
Financial1.5%
Utilities0.9%
🚪 Exited Positionssold since Q3 2025
—
SMURFIT WESTROCK PLC
SOLD
$232.1K
+3 more exited positions
Changes from Q3 2025
NEW20 new positions
↑99 increased
↓41 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023