Institutions / Paces Ferry Wealth Advisors, LLC
Paces Ferry Wealth Advisors, LLC
CIK 1819919 · Institution · as of Dec 31, 2025
Portfolio value
$246.29M
Positions
132
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 132 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $20.92M | 8.5% |
| Harbor ETF Trust | $16.45M | 6.7% |
| Schwab Strategic Tr | $15.65M | 6.4% |
| Apple Inc. | $14.73M | 6.0% |
| NVIDIA Corp | $14.02M | 5.7% |
| Aflac Inc | $13.72M | 5.6% |
| J P Morgan Exchange Traded F | $12.26M | 5.0% |
| iShares Tr | $7.75M | 3.1% |
| Schwab Strategic Tr | $6.33M | 2.6% |
| PIMCO ETF Tr | $5.99M | 2.4% |
| Invesco Exchange Traded Fd T | $5.74M | 2.3% |
| Amazon.com Inc | $5.46M | 2.2% |
| iShares Tr | $5.11M | 2.1% |
| iShares Tr | $4.68M | 1.9% |
| Vanguard Index Fds | $4.14M | 1.7% |
| Alphabet Inc. | $3.98M | 1.6% |
| Microsoft Corp | $3.89M | 1.6% |
| Alphabet Inc. | $3.67M | 1.5% |
| JPMorgan Chase & Co | $3.54M | 1.4% |
| Vanguard Index Fds | $3.23M | 1.3% |
| Schwab Strategic Tr | $3.19M | 1.3% |
| SPDR S&P 500 ETF Tr | $2.97M | 1.2% |
| Meta Platforms Inc | $2.89M | 1.2% |
| iShares Tr | $2.50M | 1.0% |
| Visa Inc | $2.28M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.