Paces Ferry Wealth Advisors, LLC

SEC CIK: 0001819919
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Paces Ferry Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 50,357
Value: $14.6M
% of portfolio: 5.5%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Paces Ferry Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	50,357	$14.6M	5.5%	−3,699−6.8%	Reduced	Holders
Q1 2026	54,056	$13.7M	5.7%	−140−0.3%	Reduced	Holders
Q4 2025	54,196	$14.7M	6.0%	+179+0.3%	Added	Holders
Q3 2025	54,017	$13.8M	5.7%	−201−0.4%	Reduced	Holders
Q2 2025	54,218	$11.1M	5.1%	−1,754−3.1%	Reduced	Holders
Q1 2025	55,972	$12.4M	6.2%	−1,081−1.9%	Reduced	Holders
Q4 2024	57,053	$14.3M	6.9%	−4,882−7.9%	Reduced	Holders
Q3 2024	61,935	$14.4M	8.3%	−10,056−14.0%	Reduced	Holders
Q2 2024	71,991	$15.2M	9.1%	+662+0.9%	Added	Holders
Q1 2024	71,329	$12.2M	7.8%	+939+1.3%	Added	Holders
Q4 2023	70,390	$13.6M	9.4%	−1,564−2.2%	Reduced	Holders
Q3 2023	71,954	$12.3M	9.8%	−893−1.2%	Reduced	Holders
Q2 2023	72,847	$14.1M	10.6%	+823+1.1%	Added	Holders
Q1 2023	72,024	$11.9M	9.6%	−580−0.8%	Reduced	Holders
Q4 2022	72,604	$9.43M	9.2%	−1,924−2.6%	Reduced	Holders
Q3 2022	74,528	$10.3M	11.3%	−8,746−10.5%	Reduced	Holders
Q2 2022	83,274	$11.4M	11.2%	−134−0.2%	Reduced	Holders
Q1 2022	83,408	$14.6M	11.6%	−1,203−1.4%	Reduced	Holders
Q4 2021	84,611	$15.0M	10.8%	−6,712−7.3%	Reduced	Holders
Q3 2021	91,323	$12.9M	10.3%	−1,720−1.8%	Reduced	Holders
Q2 2021	93,043	$12.7M	9.7%	+4,134+4.6%	Added	Holders
Q1 2021	88,909	$10.9M	9.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.