§ 13F · FUND PROFILE
PCA Investment Advisory Services Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $270M (13F)Positions · 53Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 66K | $43M | 14.3% | +4% |
| 2 | IUSV | ISHARES TR | 321K | $33M | 10.9% | +6% |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 318K | $23M | 7.6% | +10% |
| 4 | VTV | VANGUARD INDEX FDS | 92K | $18M | 6.0% | +9% |
| 5 | FBND | FIDELITY MERRIMACK STR TR | 386K | $18M | 5.9% | +9% |
| 6 | VUG | VANGUARD INDEX FDS | 38K | $16M | 5.5% | +12% |
| 7 | IUSG | ISHARES TR | 100K | $16M | 5.2% | +5% |
| 8 | HEFA | ISHARES TR | 296K | $13M | 4.2% | +14% |
| 9 | IJH | ISHARES TR | 183K | $12M | 4.1% | +10% |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 285K | $10M | 3.2% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PCA SIGNAL
AC read
PCA Investment Advisory Services Inc. is a Other fund managing $270 million in assets. The fund runs a portfolio of 53 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed