PACES FERRY WEALTH ADVISORS, LLC: 13F holdings
CIK 18199192026Q2
| Positions | 136 |
|---|---|
| Reported value | $269.9m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHG SCHWAB STRATEGIC TR | 693,962 | $23.5m | 8.7% |
| SCHD SCHWAB STRATEGIC TR | 602,649 | $19.1m | 7.1% |
| HARBOR ETF TRUST | 619,704 | $18.9m | 7.0% |
| NVDA NVIDIA CORPORATION | 75,207 | $15.0m | 5.6% |
| AAPL APPLE INC | 50,357 | $14.6m | 5.4% |
| JPST J P MORGAN EXCHANGE TRADED F | 279,870 | $14.2m | 5.2% |
| AFL AFLAC INC | 114,761 | $13.5m | 5.0% |
| FLOT ISHARES TR | 175,894 | $9.0m | 3.3% |
| SCHV SCHWAB STRATEGIC TR | 209,065 | $7.3m | 2.7% |
| RSP INVESCO EXCHANGE TRADED FD T | 33,060 | $7.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1819919")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.