Managers / Q1 2025 · view latest →
WEST PACES ADVISORS INC.
CIK 0002004720 · 3284 NORTHSIDE PARKWAY, SUITE 485, ATLANTA, GA, 30327 · (404)478-3036
Reported Value
$439M
Q1 2025
Positions
563
Filings on Record
38
2019–present window
Filed
Apr 15, 2025
original filing
Summary
West Paces Advisors Inc. reported $439M in U.S.-listed holdings across 563 positions for Q1 2025.
Its largest position, IJH, represents 11.3% of the portfolio.
Compared with Q4 2024, the fund opened 33 new positions and exited 26.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $516M | 197 | May 5, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $517M | 200 | Jan 21, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $502M | 188 | Oct 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $470M | 201 | Jul 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $439M | 563 | Apr 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $410M | 558 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $408M | 552 | Oct 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $383M | 571 | Jul 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $379M | 587 | Apr 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $356M | 616 | Jan 30, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.