Long-term investor
West Paces Advisors Inc. @westpacesadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002004720).
Record
- Tracked since 2025-06-30 (434 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +10.5% · 6 months +12.1% · 1 year +18.6% · all +18.6%
- Max drawdown -0.0% · Sharpe 1.27 · win rate 9% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 12.9% · long · since 2025-06-30
- IJH · 11.0% · long · since 2025-06-30
- VIG · 7.7% · long · since 2025-06-30
- AVEM · 6.5% · long · since 2025-06-30
- TDTT · 5.6% · long · since 2025-06-30
- IJR · 4.6% · long · since 2025-06-30
- IEFA · 4.4% · long · since 2025-06-30
- IEF · 4.3% · long · since 2025-06-30
- AVSC · 3.1% · long · since 2025-06-30
- SPY · 2.9% · long · since 2025-06-30
- KO · 1.8% · long · since 2025-06-30
- JPST · 1.4% · long · since 2025-06-30