WEST PACES ADVISORS INC.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2004720
Institutional-grade research for retail investors
13F Reported Value
ⓘ$516.2M
Holdings
197
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WEST PACES ADVISORS INC. disclosed 197 positions worth $516.2M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 10 new positions and exited 7 and a full exit from $PAYX. The portfolio is most concentrated in Other (78.9% of disclosed assets). All figures are sourced directly from WEST PACES ADVISORS INC.’s Form 13F-HR filing with the SEC under CIK 2004720.
AI Fund Analysis
ConcentratingVANGUARD INDEX FDS
12.8% weight
Held 6 quarters
ISHARES TR
11.0% weight
Held 6 quarters
VANGUARD SPECIALIZED FUNDS
7.7% weight
Held 6 quarters
AMERICAN CENTY ETF TR
6.4% weight
Held 6 quarters
FLEXSHARES TR
6.3% weight
Held 6 quarters
VANGUARD INDEX FDS
6 quarters accumulating
VANGUARD SPECIALIZED FUNDS
6 quarters accumulating
FLEXSHARES TR
6 quarters accumulating
ISHARES TR
6 quarters accumulating
$XOM6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer StaplesConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$66.1M110,668 shISHARES TR
—Quality
$56.8M841,112 shVANGUARD SPECIALIZED FUNDS
—Quality
$39.8M185,200 shAMERICAN CENTY ETF TR
—Quality
$33.1M410,546 shFLEXSHARES TR
—Quality
$32.3M1,332,587 shISHARES TR
—Quality
$29.1M305,140 shISHARES TR
—Quality
$24.0M265,476 shISHARES TR
—Quality
$23.5M188,708 shAMERICAN CENTY ETF TR
—Quality
$15.8M254,079 sh- —
Quality
$15.2M23,382 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $66.1M | 110,668 |
| ISHARES TR | — | $56.8M | 841,112 |
| VANGUARD SPECIALIZED FUNDS | — | $39.8M | 185,200 |
| AMERICAN CENTY ETF TR | — | $33.1M | 410,546 |
| FLEXSHARES TR | — | $32.3M | 1,332,587 |
| ISHARES TR | — | $29.1M | 305,140 |
| ISHARES TR | — | $24.0M | 265,476 |
| ISHARES TR | — | $23.5M | 188,708 |
| AMERICAN CENTY ETF TR | — | $15.8M | 254,079 |
 SPDR S&P 500 ETF TRUST$SPY | — | $15.2M | 23,382 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WEST PACES ADVISORS INC.'s 197 positions.
Showing top 10 of 197 holdings.
Sector Allocation
Other
$407.2M
Technology
$29.6M
Financials
$15.5M
Industrials
$13.3M
Consumer Staples
$13.1M
Consumer Discretionary
$10.3M
Healthcare
$9.3M
Utilities
$6.8M
Full Holdings — WEST PACES ADVISORS INC. (Q1 2026)
All 197 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $66.1M | 12.8% | +1% | — |
| 2 | — | ISHARES TR | $56.8M | 11.0% | -1% | — |
| 3 | — | VANGUARD SPECIALIZED FUNDS | $39.8M | 7.7% | +5% | — |
| 4 | — | AMERICAN CENTY ETF TR | $33.1M | 6.4% | +1% | — |
| 5 | — | FLEXSHARES TR | $32.3M | 6.3% | +7% | — |
| 6 | — | ISHARES TR | $29.1M | 5.6% | +4% | — |
| 7 | — | ISHARES TR | $24.0M | 4.7% | +2% | — |
| 8 | — | ISHARES TR | $23.5M | 4.5% | -3% | — |
| 9 | — | AMERICAN CENTY ETF TR | $15.8M | 3.1% | -3% | — |
| 10 | $SPY | SPDR S&P 500 ETF TRUST | $15.2M | 3.0% | -0% | — |
| 11 |  $KO | COCA COLA CO | $8.4M | 1.6% | -25% | 74 |
| 12 | — | J P MORGAN EXCHANGE TRADED F | $8.3M | 1.6% | -2% | — |
| 13 | — | SCHWAB STRATEGIC TR | $7.5M | 1.4% | -6% | — |
| 14 | — | ISHARES TR | $6.6M | 1.3% | -0% | — |
| 15 | — | VANGUARD INDEX FDS | $6.4M | 1.2% | +0% | — |
| 16 |  $AAPL | Apple Inc. | $5.2M | 1.0% | -3% | 76.1 |
| 17 | — | ISHARES TR | $4.7M | 0.9% | +0% | — |
| 18 |  $MSFT | MICROSOFT CORP | $4.1M | 0.8% | -2% | 83.7 |
| 19 | — | VANGUARD MALVERN FDS | $4.1M | 0.8% | -3% | — |
| 20 |  $HD | HOME DEPOT, INC. | $3.4M | 0.7% | -19% | 69.2 |
| 21 |  $SO | SOUTHERN CO | $3.3M | 0.6% | +0% | 65.1 |
| 22 |  $JPM | JPMORGAN CHASE & CO | $3.2M | 0.6% | -0% | 35.6 |
| 23 |  $CSX | CSX CORP | $3.2M | 0.6% | +0% | 66.4 |
| 24 |  $NSC | NORFOLK SOUTHERN CORP | $3.1M | 0.6% | +0% | 70.8 |
| 25 |  $AVGO | Broadcom Inc. | $3.1M | 0.6% | -13% | 86.4 |
| 26 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $2.8M | 0.6% | +0% | — |
| 27 |  $GOOGL | Alphabet Inc. | $2.7M | 0.5% | -1% | 80.2 |
| 28 |  $JNJ | JOHNSON & JOHNSON | $2.5M | 0.5% | -2% | 72.8 |
| 29 | — | SCHWAB STRATEGIC TR | $2.5M | 0.5% | -19% | — |
| 30 | — | SCHWAB STRATEGIC TR | $2.3M | 0.5% | -1% | — |
| 31 |  $LLY | ELI LILLY & Co | $2.3M | 0.4% | -9% | 89.3 |
| 32 | — | ISHARES TR | $2.1M | 0.4% | +0% | — |
| 33 |  $NVDA | NVIDIA CORP | $2.1M | 0.4% | -1% | 90.2 |
| 34 | — | PROSHARES TR | $2.1M | 0.4% | +0% | — |
| 35 |  $OS | OneStream, Inc. | $2.0M | 0.4% | +0% | 41 |
| 36 |  $PG | PROCTER & GAMBLE Co | $2.0M | 0.4% | -11% | 72.9 |
| 37 | — | SCHWAB STRATEGIC TR | $2.0M | 0.4% | +2% | — |
| 38 |  $AMZN | AMAZON COM INC | $2.0M | 0.4% | +0% | 74.6 |
| 39 |  $CVX | CHEVRON CORP | $1.9M | 0.4% | -1% | 54.7 |
| 40 |  $GOOG | Alphabet Inc. | $1.9M | 0.4% | -1% | 80.2 |
| 41 |  $ABBV | AbbVie Inc. | $1.8M | 0.3% | -9% | 59.3 |
| 42 | $XOM | EXXON MOBIL CORP | $1.7M | 0.3% | +13% | 61.8 |
| 43 |  $REG | REGENCY CENTERS CORP | $1.5M | 0.3% | -11% | 67.6 |
| 44 | — | ISHARES TR | $1.5M | 0.3% | +0% | — |
| 45 | — | ISHARES TR | $1.4M | 0.3% | +0% | — |
| 46 |  $NEE | NEXTERA ENERGY INC | $1.4M | 0.3% | -3% | 71.7 |
| 47 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.3% | NEW | — |
| 48 | — | SCHWAB STRATEGIC TR | $1.4M | 0.3% | -3% | — |
| 49 |  $WMB | WILLIAMS COMPANIES, INC. | $1.3M | 0.3% | -13% | 72.8 |
| 50 |  $CSCO | CISCO SYSTEMS, INC. | $1.3M | 0.3% | +4% | 72.3 |
| 51 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.3M | 0.2% | -2% | 67 |
| 52 |  $TRV | TRAVELERS COMPANIES, INC. | $1.2M | 0.2% | +0% | 71.5 |
| 53 | — | ISHARES TR | $1.2M | 0.2% | -13% | — |
| 54 |  $MCD | MCDONALDS CORP | $1.2M | 0.2% | -15% | 73.9 |
| 55 |  $BAC | BANK OF AMERICA CORP /DE/ | $1.1M | 0.2% | +0% | 68.4 |
| 56 | — | ISHARES TR | $1.0M | 0.2% | +0% | — |
| 57 |  $GLD | SPDR GOLD TRUST | $1.0M | 0.2% | +0% | — |
| 58 | — | ISHARES TR | $1.0M | 0.2% | +0% | — |
| 59 |  $CAT | CATERPILLAR INC | $989,010 | 0.2% | -5% | 67.8 |
| 60 |  $WMT | Walmart Inc. | $938,314 | 0.2% | +1% | 63.2 |
| 61 |  $MRK | Merck & Co., Inc. | $911,461 | 0.2% | -2% | 70.9 |
| 62 |  $V | VISA INC. | $908,231 | 0.2% | -1% | 83.5 |
| 63 |  $MDLZ | Mondelez International, Inc. | $897,282 | 0.2% | -5% | 53.9 |
| 64 | — | ISHARES TR | $897,258 | 0.2% | -10% | — |
| 65 |  $TFC | TRUIST FINANCIAL CORP | $888,784 | 0.2% | +0% | — |
| 66 | — | VANGUARD SCOTTSDALE FDS | $879,037 | 0.2% | +0% | — |
| 67 |  $UNH | UNITEDHEALTH GROUP INC | $870,826 | 0.2% | +9% | 66.8 |
| 68 | — | SCHWAB STRATEGIC TR | $864,322 | 0.2% | -3% | — |
| 69 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $840,144 | 0.2% | +64% | — |
| 70 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $824,411 | 0.2% | -5% | 70.9 |
| 71 |  $NUE | NUCOR CORP | $821,657 | 0.2% | +0% | 58.9 |
| 72 |  $GLW | CORNING INC /NY | $803,620 | 0.2% | -33% | 72.7 |
| 73 |  $CMI | CUMMINS INC | $796,716 | 0.1% | +13% | 58.9 |
| 74 | — | VANGUARD SCOTTSDALE FDS | $794,285 | 0.1% | +0% | — |
| 75 |  $ETN | Eaton Corp plc | $762,195 | 0.1% | -11% | — |
| 76 |  $LMT | LOCKHEED MARTIN CORP | $757,460 | 0.1% | -9% | 65 |
| 77 |  $RTX | RTX Corp | $752,045 | 0.1% | +8% | 70 |
| 78 |  $CME | CME GROUP INC. | $744,627 | 0.1% | +2% | 74.5 |
| 79 |  $META | Meta Platforms, Inc. | $739,192 | 0.1% | -0% | 80.9 |
| 80 |  $PEP | PEPSICO INC | $734,781 | 0.1% | -4% | 62.7 |
| 81 |  $SRE | SEMPRA | $706,645 | 0.1% | -3% | 47.6 |
| 82 |  $TXN | TEXAS INSTRUMENTS INC | $704,174 | 0.1% | -24% | 70.4 |
| 83 |  $NTRS | NORTHERN TRUST CORP | $698,967 | 0.1% | +0% | 71.8 |
| 84 |  $UNP | UNION PACIFIC CORP | $584,957 | 0.1% | -0% | 74 |
| 85 |  $ADP | AUTOMATIC DATA PROCESSING INC | $565,334 | 0.1% | -4% | 77.9 |
| 86 | — | ISHARES TR | $562,337 | 0.1% | +0% | — |
| 87 |  $GD | GENERAL DYNAMICS CORP | $550,525 | 0.1% | +24% | 73 |
| 88 | — | SPDR SERIES TRUST | $540,270 | 0.1% | +0% | — |
| 89 |  $BRK.B | BERKSHIRE HATHAWAY INC | $538,142 | 0.1% | -1% | 64.5 |
| 90 |  $WEC | WEC ENERGY GROUP, INC. | $525,878 | 0.1% | -4% | 67 |
| 91 |  $ITW | ILLINOIS TOOL WORKS INC | $514,678 | 0.1% | -2% | 71.2 |
| 92 | — | ISHARES TR | $502,508 | 0.1% | +0% | — |
| 93 |  $TEL | TE Connectivity plc | $501,021 | 0.1% | +3% | — |
| 94 |  $VICI | VICI PROPERTIES INC. | $497,525 | 0.1% | -0% | 76.2 |
| 95 |  $PPL | PPL Corp | $492,436 | 0.1% | +3% | 70.3 |
| 96 |  $PM | Philip Morris International Inc. | $473,864 | 0.1% | +96% | 80.5 |
| 97 |  $HIG | HARTFORD INSURANCE GROUP, INC. | $464,786 | 0.1% | +7% | 69.5 |
| 98 |  $DIS | Walt Disney Co | $464,235 | 0.1% | -1% | 68.9 |
| 99 | — | ISHARES TR | $444,912 | 0.1% | +0% | — |
| 100 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $441,604 | 0.1% | -48% | 71.5 |
| 101 |  $TRGP | Targa Resources Corp. | $430,503 | 0.1% | +6% | 70 |
| 102 | — | VANGUARD INDEX FDS | $428,054 | 0.1% | -11% | — |
| 103 |  $IAU | ISHARES GOLD TRUST | $424,490 | 0.1% | +0% | — |
| 104 |  $ACN | Accenture plc | $419,780 | 0.1% | -15% | — |
| 105 |  $DUK | Duke Energy CORP | $413,116 | 0.1% | +0% | 64 |
| 106 |  $SBUX | STARBUCKS CORP | $408,889 | 0.1% | -6% | 54.6 |
| 107 |  $MCK | MCKESSON CORP | $408,450 | 0.1% | +0% | 63.7 |
| 108 |  $EMR | EMERSON ELECTRIC CO | $401,527 | 0.1% | +0% | 65.9 |
| 109 |  $AMGN | AMGEN INC | $390,202 | 0.1% | +0% | 79.5 |
| 110 |  $FAST | FASTENAL CO | $385,562 | 0.1% | +52% | 73.5 |
| 111 |  $TT | Trane Technologies plc | $380,484 | 0.1% | +0% | — |
| 112 |  $ORCL | ORACLE CORP | $377,190 | 0.1% | -3% | 67.2 |
| 113 | — | ISHARES TR | $376,478 | 0.1% | +0% | — |
| 114 |  $MPC | Marathon Petroleum Corp | $348,933 | 0.1% | +0% | 50.7 |
| 115 |  $TSLA | Tesla, Inc. | $347,958 | 0.1% | +1% | 50.1 |
| 116 |  $DRI | DARDEN RESTAURANTS INC | $335,228 | 0.1% | NEW | 68.6 |
| 117 |  $SSB | SouthState Bank Corp | $333,072 | 0.1% | +0% | — |
| 118 |  $AVB | AVALONBAY COMMUNITIES INC | $330,457 | 0.1% | -3% | 57.5 |
| 119 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $327,954 | 0.1% | +0% | 66.7 |
| 120 |  $KMI | KINDER MORGAN, INC. | $326,650 | 0.1% | -3% | 74.6 |
| 121 |  $AJG | Arthur J. Gallagher & Co. | $324,870 | 0.1% | +0% | 72.1 |
| 122 |  $MU | MICRON TECHNOLOGY INC | $317,911 | 0.1% | +0% | 88.4 |
| 123 |  $NFLX | NETFLIX INC | $313,449 | 0.1% | -2% | 86.7 |
| 124 | — | ISHARES TR | $309,008 | 0.1% | +22% | — |
| 125 |  $GILD | GILEAD SCIENCES, INC. | $302,294 | 0.1% | +0% | 77.8 |
| 126 |  $DHR | DANAHER CORP /DE/ | $293,690 | 0.1% | -4% | 63.9 |
| 127 |  $AMD | ADVANCED MICRO DEVICES INC | $290,905 | 0.1% | +0% | 78.8 |
| 128 | — | ISHARES TR | $289,350 | 0.1% | +0% | — |
| 129 |  $GRMN | GARMIN LTD | $278,644 | 0.1% | NEW | — |
| 130 |  $GPC | GENUINE PARTS CO | $277,911 | 0.1% | +0% | 54.2 |
| 131 |  $RF | REGIONS FINANCIAL CORP | $274,391 | 0.1% | +0% | — |
| 132 |  $ISRG | INTUITIVE SURGICAL INC | $273,367 | 0.1% | -3% | 81.4 |
| 133 | — | SCHWAB STRATEGIC TR | $272,923 | 0.1% | +2% | — |
| 134 |  $OKE | ONEOK INC /NEW/ | $267,283 | 0.1% | -5% | 72 |
| 135 |  $GE | GENERAL ELECTRIC CO | $267,028 | 0.1% | +0% | 74.8 |
| 136 | — | VANGUARD TAX-MANAGED FDS | $263,241 | 0.1% | -1% | — |
| 137 |  $PLTR | Palantir Technologies Inc. | $254,673 | 0.1% | +0% | 85.8 |
| 138 | — | ISHARES TR | $247,243 | 0.1% | +0% | — |
| 139 | — | SELECT SECTOR SPDR TR | $246,795 | 0.1% | +0% | — |
| 140 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $246,748 | 0.1% | -2% | 63.7 |
| 141 |  $AON | Aon plc | $244,990 | 0.1% | -12% | — |
| 142 |  $APO | Apollo Global Management, Inc. | $244,121 | 0.1% | +16% | 55.7 |
| 143 | — | VANGUARD INTL EQUITY INDEX F | $242,793 | 0.1% | -14% | — |
| 144 |  $MA | Mastercard Inc | $234,987 | 0.1% | -4% | 81.7 |
| 145 |  $ICE | Intercontinental Exchange, Inc. | $231,704 | 0.0% | +0% | 73.8 |
| 146 |  $DELL | Dell Technologies Inc. | $225,843 | 0.0% | NEW | 76 |
| 147 |  $COF | CAPITAL ONE FINANCIAL CORP | $225,483 | 0.0% | +0% | 71 |
| 148 | — | VANGUARD INDEX FDS | $225,434 | 0.0% | -21% | — |
| 149 |  $MS | MORGAN STANLEY | $224,473 | 0.0% | -1% | — |
| 150 |  $KLAC | KLA CORP | $220,862 | 0.0% | NEW | 84.4 |
| 151 |  $WFC | WELLS FARGO & COMPANY/MN | $219,007 | 0.0% | +3% | — |
| 152 | — | ISHARES TR | $218,798 | 0.0% | +0% | — |
| 153 |  $SYY | SYSCO CORP | $216,059 | 0.0% | +0% | 58.4 |
| 154 |  $FXB | Invesco CurrencyShares British Pound Sterling Trust | $212,547 | 0.0% | +0% | — |
| 155 | — | ISHARES TR | $210,810 | 0.0% | +0% | — |
| 156 |  $ASML | ASML HOLDING NV | $210,012 | 0.0% | NEW | — |
| 157 |  $ADI | ANALOG DEVICES INC | $208,700 | 0.0% | NEW | 76.2 |
| 158 |  $FXE | Invesco CurrencyShares Euro Trust | $203,778 | 0.0% | NEW | — |
| 159 |  $BTI | British American Tobacco p.l.c. | $201,780 | 0.0% | NEW | — |
| 160 | — | SCHWAB STRATEGIC TR | $192,150 | 0.0% | +0% | — |
| 161 | — | J P MORGAN EXCHANGE TRADED F | $186,077 | 0.0% | +38% | — |
| 162 | — | ISHARES TR | $186,071 | 0.0% | +333% | — |
| 163 | — | ISHARES TR | $166,334 | 0.0% | +919% | — |
| 164 | — | SCHWAB STRATEGIC TR | $150,706 | 0.0% | -41% | — |
| 165 |  $RES | RPC INC | $148,680 | 0.0% | +0% | 43.5 |
| 166 | — | ISHARES TR | $144,993 | 0.0% | -14% | — |
| 167 | — | VANGUARD INDEX FDS | $124,766 | 0.0% | +1% | — |
| 168 | — | ISHARES TR | $123,234 | 0.0% | +0% | — |
| 169 | — | SELECT SECTOR SPDR TR | $103,302 | 0.0% | +0% | — |
| 170 | — | SPDR SERIES TRUST | $93,816 | 0.0% | +0% | — |
| 171 | — | ISHARES TR | $80,001 | 0.0% | +0% | — |
| 172 | — | ISHARES TR | $72,568 | 0.0% | +0% | — |
| 173 | — | AMERICAN CENTY ETF TR | $72,137 | 0.0% | +0% | — |
| 174 | — | ISHARES TR | $67,783 | 0.0% | +0% | — |
| 175 | — | FLEXSHARES TR | $58,652 | 0.0% | +0% | — |
| 176 | — | ISHARES TR | $54,495 | 0.0% | +0% | — |
| 177 | — | SCHWAB STRATEGIC TR | $49,755 | 0.0% | +0% | — |
| 178 | — | SCHWAB STRATEGIC TR | $49,686 | 0.0% | -68% | — |
| 179 | — | VANGUARD INDEX FDS | $41,856 | 0.0% | +0% | — |
| 180 | — | DIMENSIONAL ETF TRUST | $39,832 | 0.0% | NEW | — |
| 181 | — | ISHARES TR | $38,268 | 0.0% | +39% | — |
| 182 | — | VANGUARD SCOTTSDALE FDS | $37,843 | 0.0% | +0% | — |
| 183 | — | SCHWAB STRATEGIC TR | $36,046 | 0.0% | +0% | — |
| 184 | — | ISHARES TR | $35,410 | 0.0% | +0% | — |
| 185 | — | ISHARES TR | $34,710 | 0.0% | +0% | — |
| 186 | — | SELECT SECTOR SPDR TR | $29,622 | 0.0% | -13% | — |
| 187 | — | VANGUARD INDEX FDS | $18,858 | 0.0% | +0% | — |
| 188 | — | ISHARES TR | $15,391 | 0.0% | +0% | — |
| 189 | — | ISHARES TR | $13,084 | 0.0% | +0% | — |
| 190 | — | VANGUARD INDEX FDS | $10,881 | 0.0% | +0% | — |
| 191 | — | ISHARES TR | $7,285 | 0.0% | +0% | — |
| 192 | — | ISHARES TR | $5,679 | 0.0% | +0% | — |
| 193 | — | SELECT SECTOR SPDR TR | $4,130 | 0.0% | +200% | — |
| 194 | — | ISHARES TR | $2,564 | 0.0% | +0% | — |
| 195 | — | VANGUARD SCOTTSDALE FDS | $1,603 | 0.0% | -54% | — |
| 196 | — | VANGUARD INDEX FDS | $1,029 | 0.0% | +0% | — |
| 197 | — | ISHARES TR | $726 | 0.0% | +0% | — |
New Positions (10)
DIMENSIONAL ETF TRUST$1.4M
$DRI DARDEN RESTAURANTS INC$335,228$GRMN GARMIN LTD$278,644$DELL Dell Technologies Inc.$225,843$KLAC KLA CORP$220,862$ASML ASML HOLDING NV$210,012$ADI ANALOG DEVICES INC$208,700$FXE Invesco CurrencyShares Euro Trust$203,778$BTI British American Tobacco p.l.c.$201,780 DIMENSIONAL ETF TRUST$39,832
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AI-Powered Hedge Fund Analysis: WEST PACES ADVISORS INC.
13F Pro is an AI hedge fund tracker and stock research platform. For WEST PACES ADVISORS INC. (SEC CIK: 2004720), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WEST PACES ADVISORS INC.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.