WEST PACES ADVISORS INC. - Portfolio overview

WEST PACES ADVISORS INC. has 212 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 12.73%
2. IJH - ISHARES TR, 10.93%
3. VIG - VANGUARD SPECIALIZED FUNDS, 7.66%

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

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