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PCA Investment Advisory Services

Latest statistics and disclosures from PCA Investment Advisory Services's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IUSV, DFAS, VTV, FBND, and represent 44.75% of PCA Investment Advisory Services's stock portfolio.
Added to shares of these 10 stocks: DFIC, DFAS, IUSV, VUG, IVV, DFAI, HEFA, VTV, FBND, IJH.
Started 5 new stock positions in FCF, CSRE, SCHX, FENI, KR.
Reduced shares in these 10 stocks: ITOT, IJR, SPSM, CLF, SCHD, USMV, DGRO, BFEB, AAPL, MSFT.
Sold out of its positions in CLF, ITOT, SPSM.
PCA Investment Advisory Services was a net buyer of stock by $20M.
PCA Investment Advisory Services has $300M in assets under management (AUM), dropping by 4.78%.
Central Index Key (CIK): 0001977044

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Portfolio Holdings for PCA Investment Advisory Services

PCA Investment Advisory Services holds 57 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.3	$43M	+3%	66k	654.86	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	10.9	$33M	+6%	321k	102.25	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	7.6	$23M	+10%	318k	71.13	View chart
Vanguard Index Fds Value Etf (VTV)	6.0	$18M	+8%	92k	196.20	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.9	$18M	+8%	387k	45.68	View chart
Vanguard Index Fds Growth Etf (VUG)	5.5	$17M	+11%	38k	436.79	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	5.2	$16M	+4%	100k	155.11	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	4.2	$13M	+13%	296k	42.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	4.1	$12M	+9%	183k	67.69	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	3.2	$9.6M	+6%	285k	33.86	View chart
Apple (AAPL)	2.4	$7.2M		28k	253.79	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.9	$5.7M	-4%	187k	30.68	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	1.7	$5.2M	+1033%	147k	35.53	View chart
Microsoft Corporation (MSFT)	1.7	$5.1M		14k	370.17	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$4.4M		16k	287.57	View chart
NVIDIA Corporation (NVDA)	1.4	$4.2M		24k	174.40	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.4	$4.1M		16k	261.92	View chart
Procter & Gamble Company (PG)	1.3	$3.9M		27k	144.44	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$3.7M	+3%	11k	320.80	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$3.5M	-2%	12k	298.86	View chart
Amazon (AMZN)	1.1	$3.3M		16k	208.27	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$3.3M		11k	286.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$3.2M	+2%	11k	287.18	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.0	$3.1M		46k	68.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$3.0M	-13%	24k	125.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$3.0M	+9%	47k	64.08	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.0	$2.9M		92k	30.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.8	$2.5M	+166%	64k	38.96	View chart
Cincinnati Financial Corporation (CINF)	0.6	$1.7M		11k	157.34	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.6	$1.7M		21k	78.77	View chart
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)	0.5	$1.6M	-7%	35k	47.70	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.5	$1.6M	-10%	18k	92.74	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.5	$1.5M	+21%	38k	40.10	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.5	$1.5M	+5%	42k	35.71	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.5	$1.5M		30k	50.71	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.4	$1.2M		14k	84.79	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$1.1M		12k	91.37	View chart
Wisdomtree Tr Us Total Dividnd (DTD)	0.4	$1.1M		12k	86.36	View chart
Ishares Tr Select Us Reit (ICF)	0.4	$1.1M	+31%	17k	61.89	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$1.0M		21k	49.40	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$986k	+2%	14k	69.75	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$975k	+9%	13k	76.54	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.3	$908k	+9%	19k	48.93	View chart
Kroger (KR)	0.3	$857k	NEW	12k	72.36	View chart
Fidelity Covington Trust Enhanced Large (FELC)	0.3	$790k	+7%	22k	36.27	View chart
Fifth Third Ban (FITB)	0.3	$760k		16k	46.46	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.2	$749k		19k	38.98	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$710k	-20%	10k	70.18	View chart
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)	0.2	$702k		15k	48.00	View chart
Innovator Etfs Trust Us Eqty Bufr Jan (BJAN)	0.2	$661k	+22%	12k	53.33	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$650k	+3%	13k	50.80	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PSEP)	0.2	$477k		11k	43.06	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$423k	NEW	11k	37.20	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$419k		13k	33.47	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	0.1	$380k	NEW	14k	26.28	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$282k	NEW	11k	25.64	View chart
First Commonwealth Financial (FCF)	0.1	$211k	NEW	12k	17.58	View chart

Past Filings by PCA Investment Advisory Services

SEC 13F filings are viewable for PCA Investment Advisory Services going back to 2023

PCA Investment Advisory Services 2026 Q1 filed May 11, 2026
PCA Investment Advisory Services 2025 Q4 filed Feb. 10, 2026
PCA Investment Advisory Services 2025 Q3 filed Nov. 6, 2025
PCA Investment Advisory Services 2025 Q2 filed Aug. 1, 2025
PCA Investment Advisory Services 2025 Q1 filed May 5, 2025
PCA Investment Advisory Services 2024 Q4 filed Jan. 14, 2025
PCA Investment Advisory Services 2024 Q3 filed Oct. 16, 2024
PCA Investment Advisory Services 2024 Q2 filed Aug. 13, 2024
PCA Investment Advisory Services 2024 Q1 filed May 7, 2024
PCA Investment Advisory Services 2023 Q4 filed Feb. 16, 2024
PCA Investment Advisory Services 2023 Q3 filed Nov. 13, 2023
PCA Investment Advisory Services 2023 Q2 filed Aug. 16, 2023
PCA Investment Advisory Services 2023 Q1 filed May 16, 2023

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