Pca Investment Advisory Services Inc. Top Holdings and 13F Report (2025) About Pca Investment Advisory Services Inc.Investment ActivityPca Investment Advisory Services Inc. has $237.35 million in total holdings as of June 30, 2025.Pca Investment Advisory Services Inc. owns shares of 50 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 14.41% of the portfolio was purchased this quarter.About 0.42% of the portfolio was sold this quarter.This quarter, Pca Investment Advisory Services Inc. has purchased 47 new stocks and bought additional shares in 32 stocks.Pca Investment Advisory Services Inc. sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $37,080,928iShares Core S&P U.S. Value ETF $24,320,526Dimensional U.S. Small Cap ETF $15,278,870iShares Core S&P U.S. Growth ETF $13,981,448Vanguard Value ETF $13,953,225 Largest New Holdings this Quarter 316188309 - Fidelity Total Bond ETF $11,928,903 Holding922908769 - Vanguard Total Stock Market ETF $3,373,110 Holding316773100 - Fifth Third Bancorp $666,913 Holding464287564 - iShares Select U.S. REIT ETF $618,102 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 260,741 shares (about $11.93M)iShares Core S&P 500 ETF 6,896 shares (about $4.28M)Vanguard Total Stock Market ETF 11,098 shares (about $3.37M)Dimensional U.S. Small Cap ETF 37,557 shares (about $2.39M)Vanguard Value ETF 11,760 shares (about $2.08M) Largest Sales this Quarter iShares Core S&P U.S. Growth ETF 1,609 shares (about $241.99K)Schwab US Dividend Equity ETF 6,720 shares (about $178.08K)Procter & Gamble 637 shares (about $101.49K)First Trust Rising Dividend Achievers ETF 1,288 shares (about $80.81K)iShares Core MSCI Emerging Markets ETF 988 shares (about $59.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPca Investment Advisory Services Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$37,080,928$4,281,745 ▲13.1%59,72115.6%ETFIUSViShares Core S&P U.S. Value ETF$24,320,526$1,764,846 ▲7.8%257,00710.2%ManufacturingDFASDimensional U.S. Small Cap ETF$15,278,870$2,392,757 ▲18.6%239,8196.4%ETFIUSGiShares Core S&P U.S. Growth ETF$13,981,448$241,993 ▼-1.7%92,9625.9%ManufacturingVTVVanguard Value ETF$13,953,225$2,078,456 ▲17.5%78,9485.9%ETFVUGVanguard Growth ETF$13,085,721$1,800,498 ▲16.0%29,8495.5%ETFFBNDFidelity Total Bond ETF$11,928,903$11,928,903 ▲New Holding260,7415.0%ETFIJHiShares Core S&P Mid-Cap ETF$9,752,282$1,443,641 ▲17.4%157,2444.1%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$7,753,566$343,159 ▲4.6%204,2563.3%ETFMSFTMicrosoft$6,964,910$455,142 ▲7.0%14,0022.9%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$6,835,013$447,104 ▲7.0%236,0972.9%ETFSCHDSchwab US Dividend Equity ETF$5,849,266$178,080 ▼-3.0%220,7272.5%ETFAAPLApple$5,800,043$170,499 ▲3.0%28,2692.4%Computer and TechnologyPGProcter & Gamble$4,597,058$101,488 ▼-2.2%28,8541.9%Consumer StaplesNVDANVIDIA$3,660,821$595,786 ▲19.4%23,1711.5%Computer and TechnologyAMZNAmazon.com$3,393,744$262,171 ▲8.4%15,4691.4%Retail/WholesaleVTIVanguard Total Stock Market ETF$3,373,110$3,373,110 ▲New Holding11,0981.4%ETFIJRiShares Core S&P Small-Cap ETF$3,329,108$191,478 ▲6.1%30,4611.4%ETFVBVanguard Small-Cap ETF$3,217,140$23,697 ▼-0.7%13,5761.4%ETFVVVanguard Large-Cap ETF$3,183,709$101,854 ▲3.3%11,1591.3%ETFSCHMSchwab U.S. Mid-Cap ETF$3,116,030$3,675 ▼-0.1%111,0881.3%ETFVOVanguard Mid-Cap ETF$2,980,228$121,728 ▲4.3%10,6501.3%ETFRDVYFirst Trust Rising Dividend Achievers ETF$2,957,754$80,809 ▼-2.7%47,1431.2%ManufacturingGOOGLAlphabet$2,727,056$210,953 ▲8.4%15,4741.1%Computer and TechnologyGOOGAlphabet$2,166,316$87,987 ▲4.2%12,2120.9%Computer and TechnologyDIMENSIONAL ETF TRUST$2,156,723$101,348 ▲4.9%42,4970.9%ULTRASHORT FIXEDUSMViShares MSCI USA Min Vol Factor ETF$1,907,261$43,838 ▼-2.2%20,3180.8%ETFVEAVanguard FTSE Developed Markets ETF$1,863,632$373,354 ▲25.1%32,6900.8%ETFBFEBInnovator U.S. Equity Buffer ETF - February$1,670,490$4,465 ▼-0.3%37,4130.7%ETFDFLVDimensional US Large Cap Value ETF$1,636,184$52,734 ▲3.3%52,7460.7%ETFCINFCincinnati Financial$1,628,427$12,062 ▲0.7%10,9350.7%FinanceIMCGiShares Morningstar Mid-Cap Growth ETF$1,417,170$9,547 ▼-0.7%17,6640.6%ETFEFAViShares MSCI EAFE Min Vol Factor ETF$1,267,509$4,707 ▲0.4%15,0790.5%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$1,193,7420.0%31,4060.5%ETFIMCViShares Morningstar Mid-Cap Value ETF$1,062,771$1,672 ▲0.2%13,9880.4%ETFDTDWisdomTree U.S. Total Dividend Fund$979,3680.0%12,3160.4%FinanceDBEFXtrackers MSCI EAFE Hedged Equity ETF$894,629$15,881 ▲1.8%20,4490.4%ETFSPLGSPDR Portfolio S&P 500 ETF$863,767$59,169 ▲7.4%11,8830.4%ETFDGROiShares Core Dividend Growth ETF$830,661$11,573 ▲1.4%12,9910.3%ETFBDECInnovator U.S. Equity Buffer ETF - December$806,422$8,580 ▲1.1%17,8570.3%ETFFNDFSchwab Fundamental International Equity ETF$740,669$9,805 ▲1.3%18,5070.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$719,855$59,308 ▼-7.6%11,9920.3%ETFFITBFifth Third Bancorp$666,913$666,913 ▲New Holding16,2150.3%FinanceRECSColumbia Research Enhanced Core ETF$642,518$127,297 ▲24.7%17,4640.3%ETFICFiShares Select U.S. REIT ETF$618,102$618,102 ▲New Holding10,1060.3%ETFDFAIDimensional International Core Equity Market ETF$567,121$71,560 ▲14.4%16,4050.2%ETFSPSMSPDR Portfolio S&P 600 Small Cap ETF$541,414$4,516 ▲0.8%12,7090.2%ETFBJANInnovator U.S. Equity Buffer ETF - January$512,8430.0%10,2110.2%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$468,375$1,131 ▲0.2%11,1860.2%ETFBALTInnovator Defined Wealth Shield ETF$405,812$4,812 ▼-1.2%12,6500.2%ETFBASECouchbase$0$252,000 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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