West Paces Advisors Inc.
Annual return '25
+19.3%
SPY '25
+17.7%
Alpha
+1.6ptsvs SPY
Invested
$516.2M
Holdings
197
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VOO
VANGUARD INDEX FDS
Q4 2025: Increased +1.3% (107.6k → 109.1k shares)
12.8%
02
$IJH
ISHARES TR
Q4 2025: Sold 0.6% (852.6k → 847.1k shares)
11.0%
03
$VIG
VANGUARD SPECIALIZED FUNDS
Q4 2025: Increased +3.0% (170.9k → 176.0k shares)
7.7%
04
$AVEM
AMERICAN CENTY ETF TR
Q4 2025: Increased +0.6% (402.8k → 405.3k shares)
6.4%
05
$TDTT
FLEXSHARES TR
Q4 2025: Increased +3.4% (1.20M → 1.24M shares)
6.3%
06
$IEF
ISHARES TR
Q4 2025: Increased +2.0% (286.8k → 292.5k shares)
5.6%
07
$IEFA
ISHARES TR
Q4 2025: Increased +2.5% (254.5k → 261.0k shares)
4.7%
08
$IJR
ISHARES TR
Q4 2025: Sold 1.3% (196.3k → 193.8k shares)
4.5%
09
$AVSC
AMERICAN CENTY ETF TR
Q4 2025: Increased +0.7% (261.1k → 262.8k shares)
3.1%
10
$SPY
STATE STR SPDR S&P 500 ETF T
Q4 2025: Sold 1.6% (23.9k → 23.5k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:13 UTC.