Universe · entity

PACES FERRY WEALTH ADVISORS, LLC

Institutional manager (13F) · CIK 1819919
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $213M
#IssuerValueShares
1SCHWAB STRATEGIC TR$20M684,526
2SCHWAB STRATEGIC TR$18M580,458
3HARBOR ETF TRUST$17M580,868
4APPLE INC$14M54,056
5J P MORGAN EXCHANGE TRADED F$13M260,513
6NVIDIA CORPORATION$13M75,024
7AFLAC INC$13M114,761
8ISHARES TR$8M162,791
9SCHWAB STRATEGIC TR$6M210,776
10INVESCO EXCHANGE TRADED FD T$6M32,304
11PIMCO ETF TR$6M114,350
12AMAZON COM INC$5M23,807
13ISHARES TR$5M10,675
14ISHARES TR$4M6,811
15VANGUARD INDEX FDS$4M21,737
16ALPHABET INC$4M13,015
17ALPHABET INC$3M12,030
18ISHARES TR$3M62,567
19VANGUARD INDEX FDS$3M10,782
20JPMORGAN CHASE & CO$3M10,958
21SCHWAB STRATEGIC TR$3M110,648
22MICROSOFT CORP$3M8,039
23STATE STR SPDR S&P 500 ETF T$3M4,362
24META PLATFORMS INC$2M4,364
25JOHNSON & JOHNSON$2M8,366
26VISA INC$2M6,481
27SCHWAB STRATEGIC TR$2M74,992
28ISHARES TR$2M6,497
29INTUITIVE SURGICAL INC$2M3,459
30ROPER TECHNOLOGIES INC$2M4,476
31BLACKROCK ETF TRUST II$2M31,998
32ISHARES TR$2M13,705
33BERKSHIRE HATHAWAY INC DEL$2M3,165
34HOME DEPOT INC$1M4,548
35BROADCOM INC$1M4,347
36ISHARES TR$1M7,090
37NETFLIX INC.$1M12,651
38TESLA INC$1M3,192
39COSTCO WHOLESALE CORPORATION$998k1,002
40SPDR INDEX SHS FDS$941k18,369
41ULTA BEAUTY INC$896k1,715
42ISHARES INC$885k12,687
43ISHARES TR$868k8,922
44VANGUARD WHITEHALL FDS$850k5,742
45ISHARES TR$846k15,890
46ISHARES TR$796k2,234
47ORACLE CORP$795k5,407
48SALESFORCE INC$715k3,830
49EXXON MOBIL CORP$703k4,143
50GOLDMAN SACHS GROUP INC$702k830
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.