Paces Ferry Wealth Advisors
$267M 13F equity value
146 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Paces Ferry Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | 693,962 | $23M | 8.8% |
| SCHD | SCHWAB STRATEGIC TR | 602,649 | $19M | 7.2% |
| OSEA | HARBOR ETF TRUST | 619,704 | $19M | 7.1% |
| NVDA | NVIDIA CORPORATION | 75,207 | $15M | 5.6% |
| AAPL | APPLE INC | 50,357 | $15M | 5.5% |
| JPST | J P MORGAN EXCHANGE TRADED F | 279,870 | $14M | 5.3% |
| AFL | AFLAC INC | 114,761 | $13M | 5.0% |
| FLOT | ISHARES TR | 175,894 | $9M | 3.4% |
| SCHV | SCHWAB STRATEGIC TR | 209,065 | $7M | 2.7% |
| RSP | INVESCO EXCHANGE TRADED FD T | 33,060 | $7M | 2.6% |
Track Paces Ferry Wealth Advisors's 13F portfolio: $267M in reported holdings, 146 positions. Top holdings and quarterly changes on SentiSense.
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