West Paces Advisors
West Paces Advisors reported 692 stocks worth $586M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (13.6%), IJH (10.4%) and VIG (7.7%). Compared with Q2 2026, the fund added to VOO, VIG and AVEM, trimmed IJH, TDTT and IJR and sold out of OKE, SCHR and TLH.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $79.7M | 13.6% | 414K | +302K (+270%) | 8 of 8 | |
| 2 |  IJH Ishares TR | $60.8M | 10.4% | 845K | −8,054 (−1%) | 8 of 8 | |
| 3 |  VIG Vanguard Dividend Appreciation ETF | $45.4M | 7.7% | 194K | +1,252 (+1%) | 8 of 8 | |
| 4 |  AVEM American Centy ETF TR | $38.3M | 6.5% | 407K | +5,976 (+1%) | 8 of 8 | |
| 5 |  TDTT Flexshares TR | $32M | 5.5% | 1.4M | −28K (−2%) | 8 of 8 | |
| 6 |  IEFA Ishares TR | $28M | 4.8% | 289K | +18K (+7%) | 8 of 8 | |
| 7 |  IJR Ishares TR | $23.4M | 4.0% | 172K | −13K (−7%) | 8 of 8 | |
| 8 |  AGG Ishares TR | $19.7M | 3.4% | 209K | +162K (+344%) | 3 of 8 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $17.5M | 3.0% | 23K | −94 (−0%) | 8 of 8 | |
| 10 |  AVSC American Centy ETF TR | $17.4M | 3.0% | 251K | −4,132 (−2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
AVALONBAY CMNTYS INC | $370K | 1,961 |
 OKE Oneok Inc New | $241K | 2,769 |
 SCHR Schwab Strategic TR | $124K | 5,030 |
 TLH Ishares TR | $85K | 850 |
 IUSB Ishares Core | $72K | 1,563 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 13, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →West Paces Advisors 13F FAQ
What does West Paces Advisors own?
West Paces Advisors reported 692 stocks worth $586M in its 13F filing for Q3 2026, filed Oct 13, 2026. Its largest holdings are VOO (13.6%), IJH (10.4%) and VIG (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did West Paces Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 32 new positions, 142 added to, 179 trimmed and 105 sold out. It sold all of OKE, SCHR and TLH.
When will West Paces Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is West Paces Advisors's portfolio worth?
The Q3 2026 filing reports $586M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.