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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 Q2 2025 · Filed August 14, 2025 · Accession 0001986042-25-000013

Total Value
$217.7M
Positions
122
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (122)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR808524300645,005$18.8M8.66%
2HARBOR ETF TRUST41151J885532,042$15.6M7.15%
3SCHWAB STRATEGIC TR808524797506,146$13.4M6.16%
4AFLAC INCAFL126,258$13.3M6.12%
5NVIDIA CORPORATIONNVDA76,392$12.1M5.54%
6J P MORGAN EXCHANGE TRADED F46641Q837222,771$11.3M5.19%
7APPLE INCAAPL54,218$11.1M5.11%
8ISHARES TR46429B655135,834$6.9M3.18%
9SCHWAB STRATEGIC TR808524409217,272$6.0M2.76%
10AMAZON COM INCAMZN23,996$5.3M2.42%
11INVESCO EXCHANGE TRADED FD TIVZ28,718$5.2M2.40%
12ISHARES TR46428761410,830$4.6M2.11%
13ISHARES TR4642872007,055$4.4M2.01%
14MICROSOFT CORPMSFT8,336$4.1M1.90%
15VANGUARD INDEX FDS92290874421,649$3.8M1.76%
16JPMORGAN CHASE & CO.VYLD11,104$3.2M1.48%
17META PLATFORMS INCMETA4,196$3.1M1.42%
18SCHWAB STRATEGIC TR808524607115,607$2.9M1.34%
19VANGUARD INDEX FDS92290859510,158$2.8M1.29%
20ISHARES TR46428743231,467$2.8M1.28%
21SPDR S&P 500 ETF TRSPY4,457$2.8M1.27%
22ROPER TECHNOLOGIES INCROP4,491$2.5M1.17%
23VISA INCV6,717$2.4M1.10%
24ALPHABET INCGOOG13,097$2.3M1.07%
25ALPHABET INCGOOG11,165$2.0M0.90%
26SCHWAB STRATEGIC TR80852420177,830$1.9M0.87%
27INTUITIVE SURGICAL INCISRG3,462$1.9M0.86%
28HOME DEPOT INCHD4,794$1.8M0.81%
29NETFLIX INCNFLX1,291$1.7M0.79%
30ISHARES TR46428888515,098$1.7M0.78%
31BERKSHIRE HATHAWAY INC DELBRK-A3,249$1.6M0.73%
32ISHARES TR4642876556,884$1.5M0.68%
33VEEVA SYS INCVEEV5,037$1.5M0.67%
34THE TRADE DESK INC88339J10519,860$1.4M0.66%
35ORACLE CORPORCL-PD6,361$1.4M0.64%
36BROADCOM INCAVGO4,824$1.3M0.61%
37JOHNSON & JOHNSONJNJ7,968$1.2M0.56%
38ISHARES TR4642876307,015$1.1M0.51%
39TESLA INCTSLA3,370$1.1M0.49%
40COSTCO WHSL CORP NEW22160K1051,069$1.1M0.49%
41SALESFORCE INCCRM3,524$960,8480.44%
42VANGUARD WHITEHALL FDS9219464067,038$938,2760.43%
43SERVICENOW INCNOW907$932,4690.43%
44FORTINET INCFTNT8,519$900,6290.41%
45SPRINKLR INCCXM105,446$892,0730.41%
46ISHARES TR4642874998,884$817,0520.38%
47ULTA BEAUTY INCULTA1,715$802,3110.37%
48SPDR INDEX SHS FDS78463X10316,518$800,4620.37%
49ISHARES TR4642876222,316$786,5600.36%
50ISHARES TR46428863813,074$696,7130.32%
51WORKDAY INCWDAY2,524$605,7600.28%
52VANGUARD INDEX FDS9229086292,121$593,4260.27%
53BOEING COBA-PA2,788$584,1700.27%
54GOLDMAN SACHS GROUP INCGSCE822$581,6490.27%
55EDWARDS LIFESCIENCES CORPEW7,428$580,9440.27%
56VERTEX PHARMACEUTICALS INCVRTX1,291$574,7530.26%
57PHILIP MORRIS INTL INC7181721093,054$556,2640.26%
58MONSTER BEVERAGE CORP NEWMNST8,764$548,9770.25%
59MASTERCARD INCORPORATEDMA909$510,5950.23%
60ISHARES TR4642877212,891$500,9040.23%
61EXXON MOBIL CORPXOM4,484$483,3770.22%
62QUALCOMM INCQCOM2,994$476,8490.22%
63ISHARES TR46434V6217,304$467,0030.21%
64INVESCO QQQ TRIVZ843$464,9310.21%
65AUTODESK INCADSK1,484$459,4020.21%
66MORGAN STANLEYMS-PQ3,237$455,9640.21%
67DISNEY WALT CO2546871063,611$447,7790.21%
68BANK AMERICA CORP0605051049,275$438,9150.20%
69HUBSPOT INCHUBS775$431,3880.20%
70UNITED PARCEL SERVICE INCUPS4,175$421,4250.19%
71ABBVIE INCABBV2,236$415,1070.19%
72CHUBB LIMITEDCB1,394$403,8700.19%
73DEERE & CODE760$386,6230.18%
74NOVARTIS AGNVSEF3,084$373,1950.17%
75STARBUCKS CORPSBUX4,010$367,4110.17%
76RTX CORPORATIONRTX2,512$366,7330.17%
77CONOCOPHILLIPSCOP4,070$365,2420.17%
78ABBOTT LABSABLZF2,667$362,6880.17%
79CISCO SYS INCCSCO5,203$360,9930.17%
80SOUTHERN COSOMN3,872$355,5760.16%
81ISHARES INC46434G1035,891$353,6620.16%
82AT&T INCT-PC11,917$344,8920.16%
83LOWES COS INC5486611071,506$334,1980.15%
84FRANKLIN TEMPLETON ETF TRFGDL10,260$329,8590.15%
85ELI LILLY & COLLY420$327,4430.15%
86CINCINNATI FINL CORP1720621012,168$322,8590.15%
87COMCAST CORP NEWCCZ9,017$321,8160.15%
88SHOPIFY INCSHOP2,772$319,7500.15%
89VANGUARD INDEX FDS9229085533,478$309,7810.14%
90PROCTER AND GAMBLE CO7427181091,926$306,8820.14%
91JOHNSON CTLS INTL PLCG515021052,883$304,5020.14%
92TAIWAN SEMICONDUCTOR MFG LTD8740391001,320$298,9670.14%
93REGENERON PHARMACEUTICALSREGN548$287,7000.13%
94MERCK & CO INCMRK3,553$281,2540.13%
95VERIZON COMMUNICATIONS INCVZ6,391$276,5560.13%
96GENERAL DYNAMICS CORPGD929$270,9520.12%
97CHEVRON CORP NEWCVX1,865$266,9890.12%
98ALTRIA GROUP INCMO4,429$259,7010.12%
99CATERPILLAR INCCAT658$255,3140.12%
100BOOKING HOLDINGS INCBKNG43$251,3600.12%
101NOVO-NORDISK A SNONOF3,614$249,4380.11%
102AMERICAN INTL GROUP INC0268747842,912$249,2380.11%
103INTERCONTINENTAL EXCHANGE IN45866F1041,310$240,3160.11%
104FACTSET RESH SYS INC303075105522$233,4800.11%
105EXPEDITORS INTL WASH INC3021301092,030$231,9280.11%
106VANGUARD INDEX FDS922908363407$230,9810.11%
107PALANTIR TECHNOLOGIES INCPLTR1,674$228,2000.10%
108INVESCO EXCH TRD SLF IDX FDIVZ3,948$228,1150.10%
109TEXAS ROADHOUSE INCTXRH1,217$228,0780.10%
110TRAVELERS COMPANIES INCTRV839$224,4860.10%
111VANGUARD INDEX FDS9229085121,330$218,7320.10%
112NEXTERA ENERGY INCNEE-PW3,135$217,6320.10%
113TEXAS INSTRS INC8825081041,040$215,8370.10%
114VANGUARD INDEX FDS922908769703$213,6000.10%
115YUM BRANDS INCYUM1,435$212,6380.10%
116BRISTOL-MYERS SQUIBB COCELG-RI4,515$208,9990.10%
117SEI INVTS CO7841171032,300$206,6780.09%
118CLOUDFLARE INCNET1,028$201,3130.09%
119HAWAIIAN ELEC INDUSTRIES41987010013,117$139,4340.06%
120NIO INCNIOIF20,155$69,1320.03%
121GERON CORPGERN23,500$33,1350.02%
122FRANKLIN STR PPTYS CORP35471R10612,658$20,7590.01%