Pca Investment Advisory Services Inc.

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$299.7M
Q ending 2026-03-31
Prior quarter
$286.0M
Q ending 2025-12-31
Change
+4.8% QoQ · +58.5% YoY
Positions
57
reported holdings

Largest positions

All 57 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Ishares TrIVVShares$43.0M66K
Ishares TrIUSVShares$32.8M321K
Dimensional Etf TrustDFASShares$22.6M318K
Vanguard Index FdsVTVShares$18.0M92K
Fidelity Merrimack Str TrFBNDShares$17.7M386K
Vanguard Index FdsVUGShares$16.5M38K
Ishares TrIUSGShares$15.5M100K
Ishares TrHEFAShares$12.6M296K
Ishares TrIJHShares$12.4M183K
Dimensional Etf TrustDFAEShares$9.6M285K
Apple IncAAPLShares$7.2M28K
Schwab Strategic TrSCHDShares$5.7M187K
Dimensional Etf TrustDFICShares$5.2M146K
Microsoft CorpMSFTShares$5.1M14K
Alphabet IncGOOGLShares$4.4M15K
Nvidia CorporationNVDAShares$4.2M24K
Vanguard Index FdsVBShares$4.1M16K
Procter & Gamble CoPGShares$3.9M27K
Vanguard Index FdsVTIShares$3.7M11K
Vanguard Index FdsVVShares$3.5M12K
Amazon Com IncAMZNShares$3.3M16K
Alphabet IncGOOGShares$3.3M11K
Vanguard Index FdsVOShares$3.2M11K
First Tr Exchange Traded FdRDVYShares$3.1M46K
Ishares TrIJRShares$3.0M24K
Vanguard Tax-Managed FdsVEAShares$3.0M47K
Schwab Strategic TrSCHMShares$2.9M92K
Dimensional Etf TrustDFAIShares$2.5M64K
Cincinnati Finl CorpCINFShares$1.7M11K
Ishares TrIMCGShares$1.7M21K
Innovator Etfs TrustBFEBShares$1.6M34K
Ishares TrUSMVShares$1.6M17K
Innovator Etfs TrustPFEBShares$1.5M38K
Dimensional Etf TrustDFLVShares$1.5M42K
Dimensional Etf TrustDUSBShares$1.5M29K
Ishares TrIMCVShares$1.2M14K
Ishares TrEFAVShares$1.1M12K
Wisdomtree TrDTDShares$1.1M12K
Ishares TrICFShares$1.1M17K
Dbx Etf TrDBEFShares$1.0M21K
Ishares IncIEMGShares$986K14K
Spdr Series TrustSPYMShares$975K13K
Schwab Strategic TrFNDFShares$908K19K
Kroger CoKRShares$857K12K
Fidelity Covington TrustFELCShares$790K22K
Fifth Third BancorpFITBShares$760K16K
Columbia Etf Tr IRECSShares$749K19K
Ishares TrDGROShares$710K10K
Innovator Etfs TrustBDECShares$702K15K
Innovator Etfs TrustBJANShares$661K12K
First Tr Exchange-Traded FdFDLShares$650K13K
Innovator Etfs TrustPSEPShares$477K11K
Fidelity Covington TrustFENIShares$423K11K
Innovator Etfs TrustBALTShares$419K13K
Cohen & Steers Etf TrustCSREShares$380K14K
Schwab Strategic TrSCHXShares$282K11K
First Comwlth Finl Corp PaFCFShares$211K12K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.