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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PACES FERRY WEALTH ADVISORS, LLC

Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001819919-25-000002

Total Value
$240.3M
Positions
128
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (128)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524300634,412$20.2M8.42%
2HARBOR ETF TRUST41151J885533,199$15.8M6.56%
3NVIDIA CORPORATIONNVDA76,223$14.2M5.92%
4SCHWAB STRATEGIC TR808524797519,874$14.2M5.91%
5AFLAC INCAFL126,258$14.1M5.87%
6APPLE INCAAPL54,017$13.8M5.72%
7J P MORGAN EXCHANGE TRADED F46641Q837224,620$11.4M4.74%
8ISHARES TR46429B655136,620$7.0M2.90%
9PIMCO ETF TR72201R866128,341$6.7M2.79%
10SCHWAB STRATEGIC TR808524409216,362$6.3M2.62%
11INVESCO EXCHANGE TRADED FD TIVZ28,885$5.5M2.28%
12AMAZON COM INCAMZN23,964$5.3M2.19%
13ISHARES TR46428761410,834$5.1M2.11%
14ISHARES TR4642872006,911$4.6M1.92%
15MICROSOFT CORPMSFT8,338$4.3M1.80%
16VANGUARD INDEX FDS92290874421,507$4.0M1.67%
17JPMORGAN CHASE & CO.VYLD11,104$3.5M1.46%
18META PLATFORMS INCMETA4,399$3.2M1.34%
19SCHWAB STRATEGIC TR808524607113,902$3.2M1.32%
20ALPHABET INCGOOG13,032$3.2M1.32%
21VANGUARD INDEX FDS92290859510,207$3.0M1.26%
22SPDR S&P 500 ETF TRSPY4,376$2.9M1.21%
23ISHARES TR46428743231,975$2.9M1.19%
24ALPHABET INCGOOG11,675$2.8M1.18%
25VISA INCV6,716$2.3M0.95%
26ROPER TECHNOLOGIES INCROP4,491$2.2M0.93%
27SCHWAB STRATEGIC TR80852420176,461$2.0M0.84%
28HOME DEPOT INCHD4,736$1.9M0.80%
29ORACLE CORPORCL-PD6,147$1.7M0.72%
30ISHARES TR46428888514,324$1.6M0.68%
31ISHARES TR4642876556,731$1.6M0.68%
32BERKSHIRE HATHAWAY INC DELBRK-A3,188$1.6M0.67%
33BLACKROCK ETF TRUST IIBLK31,998$1.6M0.65%
34INTUITIVE SURGICAL INCISRG3,462$1.5M0.64%
35NETFLIX INCNFLX1,291$1.5M0.64%
36BROADCOM INCAVGO4,645$1.5M0.64%
37VEEVA SYS INCVEEV5,033$1.5M0.62%
38JOHNSON & JOHNSONJNJ7,994$1.5M0.62%
39TESLA INCTSLA3,259$1.4M0.60%
40ISHARES TR4642876307,016$1.2M0.52%
41VANGUARD WHITEHALL FDS9219464066,793$957,5270.40%
42COSTCO WHSL CORP NEW22160K1051,024$947,7590.39%
43ULTA BEAUTY INCULTA1,716$938,2230.39%
44ISHARES TR4642874998,897$859,0210.36%
45SPDR INDEX SHS FDS78463X10317,152$854,3410.36%
46ISHARES TR4642876222,321$848,1340.35%
47SERVICENOW INCNOW906$833,7740.35%
48THE TRADE DESK INC88339J10516,882$827,3870.34%
49SPRINKLR INCCXM105,446$814,0430.34%
50SALESFORCE INCCRM3,354$794,8030.33%
51ISHARES TR46428863813,290$718,8560.30%
52FORTINET INCFTNT8,484$713,3350.30%
53GOLDMAN SACHS GROUP INCGSCE825$656,6730.27%
54VANGUARD INDEX FDS9229086292,121$622,9250.26%
55WORKDAY INCWDAY2,503$602,5470.25%
56MONSTER BEVERAGE CORP NEWMNST8,763$589,8380.25%
57EDWARDS LIFESCIENCES CORPEW7,428$577,6760.24%
58ISHARES TR4642877212,891$566,2590.24%
59BOEING COBA-PA2,544$549,0720.23%
60ABBVIE INCABBV2,303$533,2980.22%
61MASTERCARD INCORPORATEDMA906$515,5780.21%
62MORGAN STANLEYMS-PQ3,237$514,5540.21%
63VERTEX PHARMACEUTICALS INCVRTX1,307$511,8730.21%
64QUALCOMM INCQCOM3,074$511,4210.21%
65INVESCO QQQ TRIVZ843$506,0400.21%
66ISHARES TR46434V6217,321$498,4400.21%
67EXXON MOBIL CORPXOM4,398$495,8770.21%
68PHILIP MORRIS INTL INC7181721093,054$495,2920.21%
69AUTODESK INCADSK1,484$471,4220.20%
70BANK AMERICA CORP0605051049,108$469,9060.20%
71RTX CORPORATIONRTX2,512$420,2970.17%
72SHOPIFY INCSHOP2,744$407,7860.17%
73DISNEY WALT CO2546871063,558$407,3660.17%
74NOVARTIS AGNVSEF3,084$395,4920.16%
75CHUBB LIMITEDCB1,388$391,7630.16%
76LOWES COS INC5486611071,554$390,4860.16%
77ISHARES INC46434G1035,891$388,3630.16%
78CHEVRON CORP NEWCVX2,476$384,4330.16%
79CISCO SYS INCCSCO5,605$383,4760.16%
80CONOCOPHILLIPSCOP3,974$375,9010.16%
81TAIWAN SEMICONDUCTOR MFG LTD8740391001,323$369,5010.15%
82SOUTHERN COSOMN3,867$366,5110.15%
83FRANKLIN TEMPLETON ETF TRFGDL10,600$366,3360.15%
84HUBSPOT INCHUBS763$356,9310.15%
85DEERE & CODE761$347,9190.14%
86CINCINNATI FINL CORP1720621012,165$342,2870.14%
87STARBUCKS CORPSBUX3,969$335,7980.14%
88AT&T INCT-PC11,862$334,9890.14%
89CLOUDFLARE INCNET1,537$329,8250.14%
90MERCK & CO INCMRK3,844$322,6260.13%
91VANGUARD INDEX FDS9229085533,511$321,0040.13%
92GENERAL DYNAMICS CORPGD929$316,7890.13%
93ELI LILLY & COLLY414$316,0140.13%
94ABBOTT LABSABLZF2,348$314,4410.13%
95PALANTIR TECHNOLOGIES INCPLTR1,679$306,2830.13%
96CATERPILLAR INCCAT642$306,1720.13%
97UNITED PARCEL SERVICE INCUPS3,654$305,2190.13%
98JOHNSON CTLS INTL PLCG515021052,711$298,0740.12%
99REGENERON PHARMACEUTICALSREGN521$292,9430.12%
100PROCTER AND GAMBLE CO7427181091,902$292,2550.12%
101ALTRIA GROUP INCMO4,290$283,3660.12%
102VERIZON COMMUNICATIONS INCVZ6,292$276,5510.12%
103COMCAST CORP NEWCCZ8,563$269,0490.11%
104THE ODP CORP88337F1059,177$255,5790.11%
105POLARIS INCPII4,190$243,5650.10%
106VANGUARD INDEX FDS9229085121,386$241,9680.10%
107EXPEDITORS INTL WASH INC3021301091,957$239,9090.10%
108CITIGROUP INCC-PR2,334$236,9010.10%
109BOOKING HOLDINGS INCBKNG43$234,7580.10%
110TRAVELERS COMPANIES INCTRV838$234,0070.10%
111VANGUARD INDEX FDS922908769703$230,7070.10%
112VANGUARD INDEX FDS922908363377$230,6440.10%
113AMERICAN INTL GROUP INC0268747842,931$230,2010.10%
114SPDR INDEX SHS FDS78463X5094,851$227,0750.09%
115NOVO-NORDISK A SNONOF4,001$222,0150.09%
116INTERCONTINENTAL EXCHANGE IN45866F1041,312$220,9870.09%
117INVESCO EXCH TRD SLF IDX FDIVZ3,639$219,2860.09%
118MURPHY OIL CORPMUR7,695$218,6150.09%
119NEXTERA ENERGY INCNEE-PW2,870$216,6560.09%
120TEXAS INSTRS INC8825081041,171$215,1480.09%
121ISHARES TR4642888773,132$212,4440.09%
122YUM BRANDS INCYUM1,383$210,2160.09%
123GE AEROSPACE369604301683$205,4600.09%
124TEXAS ROADHOUSE INCTXRH1,217$202,2050.08%
125NIO INCNIOIF20,155$153,5810.06%
126HAWAIIAN ELEC INDUSTRIES41987010012,617$139,2920.06%
127GERON CORPGERN23,500$32,1950.01%
128FRANKLIN STR PPTYS CORP35471R10612,658$20,2530.01%