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Andrea N. Thompson

West Paces Advisors Inc.

Assets Managed
$516.179M
Holdings
197
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-0.15%(2Q avg: 1.38%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in West Paces Advisors Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 197 positions.

Assets under management

The assets under management (AUM) of West Paces Advisors Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 516.179M in assets, with a quarterly growth rate of -0.15% and a 2-quarter average growth rate of 1.38%. The portfolio is managed by Andrea N. Thompson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.47%
12.82%
$66.13M
110,668 shares@ $597.56 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -0.71%
11.01%
$56.8M
841,112 shares@ $67.53 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 5.25%
7.72%
$39.829M
185,200 shares@ $215.07 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 1.3%
6.41%
$33.082M
410,546 shares@ $80.58 avg price
TDTT
Flexshares Iboxx 3-year Targ
Recent Activity
Increased 7.3%
6.26%
$32.302M
1.333M shares@ $24.24 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Increased 4.34%
5.65%
$29.123M
305,140 shares@ $95.45 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 1.73%
4.66%
$24.034M
265,476 shares@ $90.53 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -2.63%
4.55%
$23.458M
188,708 shares@ $124.31 avg price
AVSC
Avantis Us Small Cap Equity
Recent Activity
Decreased -3.32%
3.07%
$15.829M
254,079 shares@ $62.31 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.45%
2.95%
$15.206M
23,382 shares@ $650.33 avg price

1-10 of 197