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PACES FERRY WEALTH ADVISORS, LLC

Q1 2026 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    134

  • Value ($000)

    $241,134

  • Date Filed
    05/06/2026
  • Form type
    13F-HR
  • CIK
    0001819919
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SCHG

SCHWAB STRATEGIC TR

US LCAP GR ETF
808524300
$19.94M
8 %

684,526

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$17.81M
7 %

580,458

O
OSEA

HARBOR ETF TRUST

INTERNATNAL COMP
41151J885
$16.82M
7 %

580,868

A
AAPL

APPLE INC

COM
037833100
$13.72M
6 %

54,056

J
JPST

J P MORGAN EXCHANGE TRADED F

ULTRA SHRT ETF
46641Q837
$13.18M
6 %

260,513

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$13.08M
5 %

75,024

A
AFL

AFLAC INC

COM
001055102
$12.59M
5 %

114,761

F
FLOT

ISHARES TR

FLTG RATE NT ETF
46429B655
$8.29M
3 %

162,791

S
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
808524409
$6.43M
3 %

210,776

R
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
46137V357
$6.2M
3 %

32,304

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