DOSSIER · 13F-HR · Q3 2026

PCA Investment Advisory Services Inc.

$368M in tracked AUM across 60 positions as of Q3 2026.

PI
CIK 0001977044 · last filed Sep 30, 2026
Total AUM
$368M
as of Q3 2026
Holdings
60
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

PCA Investment Advisory Services Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$50M65K13.5%
02
IUSV
ISHARES TR
$38M347K10.4%
03
DFIC
DIMENSIONAL ETF TRUST
$25M671K6.9%
04
DFAS
DIMENSIONAL ETF TRUST
$24M308K6.5%
05
FBND
FIDELITY MERRIMACK STR TR
$21M476K5.6%
06
VUG
VANGUARD INDEX FDS
$20M224K5.5%
07
VTV
VANGUARD INDEX FDS
$20M91K5.3%
08
IUSG
ISHARES TR
$19M98K5.2%
09
HEFA
ISHARES TR
$16M340K4.3%
10
IJH
ISHARES TR
$13M183K3.6%

Filing history

2026Q3Sep 30
$368M▲ 2.8%
60 positionsView →
2026Q2Jun 30
$358M▲ 19.6%
59 positionsView →
2026Q1Mar 31
$300M▲ 4.8%
57 positionsView →
2025Q4Dec 31
$286M▲ 5.8%
55 positionsView →
2025Q3Sep 30
$270M▲ 13.9%
53 positionsLocked
2025Q2Jun 30
$237M▲ 25.5%
50 positionsLocked
2025Q1Mar 31
$189M▼ 12.4%
47 positionsLocked
2024Q4Dec 31
$216M▲ 1.7%
145 positionsLocked
2024Q3Sep 30
$212M▲ 11.2%
156 positionsLocked
2024Q2Jun 30
$191M▲ 7.3%
139 positionsLocked
2024Q1Mar 31
$178M▲ 17.5%
135 positionsLocked
2023Q4Dec 31
$151M▲ 7.9%
120 positionsLocked
Showing 12 of 15