West Paces Advisors Inc.: Portfolio Changes in Q2 2026
This quarter, West Paces Advisors Inc.'s $593 million portfolio saw significant shifts involving ETFs like AGG and NOBL alongside adjustments to existing holdings such as IEF.
West Paces Advisors Inc. has made notable changes to its substantial $593 million portfolio during the second quarter of 2026, adjusting positions across various asset classes including equities and bonds.
Purchasing Emerging ETFs
This quarter's activity saw West Paces Advisors Inc. initiate new or significantly increased positions in several exchange-traded funds (ETFs). The most prominent purchase was the ISHARES CORE U.S. AGGREGATE BOND ETF (AGG), where shares increased by 100% from the previous quarter, indicating a substantial allocation shift or initial investment.
Additionally, the firm purchased significant stakes in DFA INTERNATIONAL SMALL CAP ETF (DFIS), acquiring shares equivalent to its entire current position. The purchase of PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (NOBL) was also substantial, representing a nearly tenfold increase in holdings.
Adjusting US Equity Holdings
West Paces Advisors Inc. demonstrated active management within its US equity allocations this quarter. The firm significantly increased shares of ISHARES RUSSELL 1000 GROWTH ETF (IWF) by over 275%, a substantial change from prior quarters.
Conversely, the firm reduced its position in COCA COLA CO COM (KO), albeit slightly, trimming shares by nearly 80% compared to the previous period. The company also decreased holdings of VANGUARD DIVIDEND APPRECIATION ETF (VIG) and exited positions in specific US equity ETFs, though details on those exact exits are not provided.
International Exposure Changes
The investor's international exposure saw mixed results. A notable increase occurred in SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF (SCHC), where shares rose by approximately 7.8%.
However, the firm significantly reduced its position in several international funds. Holdings of VANGUARD FTSE EMERGING MARKETS ETF (VWO) dropped by nearly 92%, while a substantial reduction was observed in ISHARES MSCI EAFE ETF (EFA), with shares falling by over 76%.
Bond Market Dynamics
In the bond market, West Paces Advisors Inc. made significant adjustments to its Treasury and TIPS holdings. The firm substantially increased exposure to short-term Treasuries via JPMORGAN ULTRA-SHORT INCOME ETF (JPST), adding over 3,000 shares.
Meanwhile, the investor significantly reduced its position in intermediate Treasury bonds through ISHARES 7-10 YEAR TREASURY BOND ETF (IEF), cutting holdings by nearly 11%. The firm also adjusted its TIPS allocation, notably increasing shares of the short-term duration TDTT while reducing exposure to longer-dated Treasuries.
No Disclosed Activity in Certain Sectors
The data provided does not indicate any changes within the Technology, Utilities, or Energy sectors during this quarter. Similarly, no activity was observed for holdings categorized under 'Unknown' except for overall portfolio value fluctuations and specific ETF adjustments mentioned elsewhere.