Pca Investment Advisory Services Inc. Top Holdings and 13F Report (2026) About Pca Investment Advisory Services Inc.Investment ActivityPca Investment Advisory Services Inc. has $358.36 million in total holdings as of June 30, 2026.Pca Investment Advisory Services Inc. owns shares of 59 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 13.35% of the portfolio was purchased this quarter.About 1.96% of the portfolio was sold this quarter.This quarter, Pca Investment Advisory Services Inc. has purchased 57 new stocks and bought additional shares in 33 stocks.Pca Investment Advisory Services Inc. sold shares of 20 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $48,754,145iShares Core S&P U.S. Value ETF $36,451,406Dimensional U.S. Small Cap ETF $24,315,320Dimensional International Core Equity 2 ETF $23,689,620Fidelity Total Bond ETF $19,854,710 Largest New Holdings this Quarter 92204A702 - Vanguard Information Technology ETF $1,949,269 Holding921932505 - Vanguard S&P 500 Growth ETF $877,147 Holding31609A107 - FIDELITY COVINGTON TRUST $429,564 Holding185899101 - Cleveland-Cliffs $207,003 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 489,293 shares (about $18.23M)Vanguard Growth ETF 187,052 shares (about $16.11M)Vanguard Mid-Cap ETF 31,934 shares (about $2.57M)Fidelity Total Bond ETF 49,496 shares (about $2.25M)Vanguard Information Technology ETF 16,309 shares (about $1.95M) Largest Sales this Quarter Dimensional U.S. Small Cap ETF 23,063 shares (about $1.90M)DIMENSIONAL ETF TRUST 14,479 shares (about $735.26K)Schwab U.S. Mid-Cap ETF 15,706 shares (about $579.08K)iShares Core S&P 500 ETF 698 shares (about $523.88K)Vanguard Small-Cap ETF 1,335 shares (about $404.67K) 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$48,754,145$523,883 â–¼-1.1%64,95813.6%ETFIUSViShares Core S&P U.S. Value ETF$36,451,406$1,107,889 â–²3.1%330,92510.2%ETFDFASDimensional U.S. Small Cap ETF$24,315,320$1,899,007 â–¼-7.2%295,3046.8%ETFDFICDimensional International Core Equity 2 ETF$23,689,620$18,231,065 â–²334.0%635,7926.6%ETFFBNDFidelity Total Bond ETF$19,854,710$2,254,203 â–²12.8%435,9545.5%ETFVTVVanguard Value ETF$19,795,021$228,609 â–¼-1.1%90,8325.5%ETFVUGVanguard Growth ETF$19,361,325$16,112,644 â–²496.0%224,7665.4%ETFIUSGiShares Core S&P U.S. Growth ETF$19,102,070$249,596 â–²1.3%101,5585.3%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$15,145,787$1,258,762 â–²9.1%322,7664.2%ETFIJHiShares Core S&P Mid-Cap ETF$14,049,352$84,071 â–¼-0.6%181,8193.9%ETFDFAEDimensional Emerging Core Equity Market ETF$11,133,976$315,688 â–¼-2.8%276,8963.1%ETFAAPLApple$8,320,277$90,570 â–²1.1%28,7542.3%TechnologySCHDSchwab US Dividend Equity ETF$5,735,560$194,763 â–¼-3.3%180,8751.6%ETFGOOGLAlphabet$5,589,735$60,754 â–²1.1%15,6411.6%Communication ServicesMSFTMicrosoft$5,321,923$171,964 â–²3.3%14,2671.5%TechnologyNVDANVIDIA$4,801,359$25,011 â–¼-0.5%23,9961.3%TechnologyVBVanguard Small-Cap ETF$4,345,599$404,672 â–¼-8.5%14,3361.2%ETFVVVanguard Large-Cap ETF$4,160,918$176,424 â–²4.4%12,0991.2%ETFVTIVanguard Total Stock Market ETF$4,146,371$79,560 â–¼-1.9%11,2051.2%ETFAMZNAmazon.com$4,038,671$262,412 â–²6.9%16,9451.1%Consumer DiscretionaryGOOGAlphabet$4,018,752$13,780 â–²0.3%11,3741.1%Communication ServicesPGProcter & Gamble$3,858,616$117,163 â–¼-2.9%26,3141.1%Consumer StaplesRDVYFirst Trust Rising Dividend Achievers ETF$3,735,885$3,405 â–²0.1%46,0881.0%ETFIJRiShares Core S&P Small-Cap ETF$3,652,777$34,568 â–²1.0%24,5151.0%ETFVOVanguard Mid-Cap ETF$3,481,747$2,572,919 â–²283.1%43,2141.0%ETFVEAVanguard FTSE Developed Markets ETF$3,365,483$40,256 â–²1.2%47,2350.9%ETFDFAIDimensional International Core Equity Market ETF$2,833,226$203,693 â–²7.7%68,6840.8%ETFSCHMSchwab U.S. Mid-Cap ETF$2,823,241$579,079 â–¼-17.0%76,5730.8%ETFCINFCincinnati Financial$2,246,091$210,872 â–²10.4%12,1320.6%FinanceIMCGiShares Morningstar Mid-Cap Growth ETF$2,062,584$11,009 â–¼-0.5%20,9830.6%ETFVGTVanguard Information Technology ETF$1,949,269$1,949,269 â–²New Holding16,3090.5%ETFBFEBInnovator U.S. Equity Buffer ETF - February$1,807,610$7,107 â–¼-0.4%34,3380.5%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,700,166$16,398 â–²1.0%17,6260.5%ETFPFEBInnovator U.S. Equity Power Buffer ETF - February$1,632,534$10,507 â–¼-0.6%37,9130.5%ETFDFLVDimensional US Large Cap Value ETF$1,567,753$104,741 â–¼-6.3%39,6500.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,268,174$97,667 â–²8.3%15,3090.4%ETFDBEFXtrackers MSCI EAFE Hedged Equity ETF$1,258,580$102,159 â–²8.8%23,0380.4%ETFIMCViShares Morningstar Mid-Cap Value ETF$1,256,942$8,864 â–¼-0.7%13,7550.4%ETFDTDWisdomTree U.S. Total Dividend Fund$1,153,929$5,502 â–²0.5%12,3750.3%ETFICFiShares Select U.S. REIT ETF$1,150,942$2,435 â–²0.2%17,0180.3%ETFSPLGSPDR Portfolio S&P 500 ETF$1,139,777$20,827 â–²1.9%12,9700.3%ETFFIDELITY COVINGTON TRUST$1,089,746$177,363 â–²19.4%26,0020.3%ENHANCED LARGEFITBFifth Third Bancorp$923,597$1,691 â–²0.2%16,3850.3%FinanceVOOGVanguard S&P 500 Growth ETF$877,147$877,147 â–²New Holding10,6170.2%ETFRECSColumbia Research Enhanced Core ETF$840,301$8,656 â–²1.0%19,4150.2%ETFFIDELITY COVINGTON TRUST$807,545$351,382 â–²77.0%20,1230.2%ENHANCED INTLFNDFSchwab Fundamental International Equity ETF$802,908$176,114 â–¼-18.0%15,2180.2%ETFBJANInnovator U.S. Equity Buffer ETF - January$792,449$62,991 â–²8.6%13,4610.2%ETFKRKroger$779,200$121,222 â–²18.4%14,0320.2%Consumer StaplesDGROiShares Core Dividend Growth ETF$767,588$985 â–²0.1%10,1280.2%ETFDIMENSIONAL ETF TRUST$760,650$735,259 â–¼-49.2%14,9790.2%ULTR FIX INC ETFCOHEN & STEERS ETF TRUST$737,171$327,222 â–²79.8%25,9750.2%REAL EST ACT ETFBDECInnovator U.S. Equity Buffer ETF - December$660,456$117,790 â–¼-15.1%12,4140.2%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$638,466$16,106 â–²2.6%13,1210.2%ETFPSEPInnovator U.S. Equity Power Buffer ETF - September$509,6350.0%11,0670.1%ETFFIDELITY COVINGTON TRUST$429,564$429,564 â–²New Holding10,7150.1%ENHANCED LARGEBALTInnovator Defined Wealth Shield ETF$411,240$17,820 â–¼-4.2%12,0000.1%ETFFCFFirst Commonwealth Financial$244,4680.0%12,0250.1%FinanceCLFCleveland-Cliffs$207,003$207,003 â–²New Holding22,0450.1%MaterialsEFAViShares MSCI EAFE Min Vol Factor ETF$0$1,115,477 â–¼-100.0%00.0%ETFSCHXSchwab US Large-Cap ETF$0$281,907 â–¼-100.0%00.0%ETFShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.