PACES FERRY WEALTH ADVISORS, LLC - Portfolio overview

PACES FERRY WEALTH ADVISORS, LLC has 140 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHG - SCHWAB STRATEGIC TR, 8.09%
2. SCHD - SCHWAB STRATEGIC TR, 7.23%
3. OSEA - HARBOR ETF TRUST, 6.82%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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