PCA Investment Advisory Services Inc.

CIK 0001977044 • 6 13F filings • May 5, 2025 – Jul 27, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyConsumer DiscretionaryConsumer StaplesFinancialsOther

Holdings by filing

Portfolio value: $270.3M52 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$3.8M	1.4%Prev: 1.6%	15,585 SH	Decreased-56 SH
ALPHABET INC	CAP STK CL C	$3.0M	1.1%Prev: 1.1%	12,203 SH	Decreased+829 SH
AMAZON COM INC	COM	$3.4M	1.3%Prev: 1.1%	15,412 SH	Decreased-1,533 SH
APPLE INC	COM	$7.3M	2.7%Prev: 2.3%	28,788 SH	Decreased+34 SH
CINCINNATI FINL CORP	COM	$1.7M	0.6%Prev: 0.6%	10,962 SH	Decreased-1,170 SH
CLEVELAND-CLIFFS INC NEW	COM	$279K	0.1%Prev: 0.1%	22,856 SH	Increased+811 SH
COLUMBIA ETF TR I	RESH ENHNC COR	$705K	0.3%Prev: 0.2%	17,464 SH	Decreased-1,951 SH
DBX ETF TR	XTRACK MSCI EAFE	$949K	0.4%Prev: 0.4%	20,449 SH	Decreased-2,589 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$7.9M	2.9%Prev: 3.1%	251,014 SH	Decreased-25,882 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$703K	0.3%Prev: 0.8%	19,333 SH	Decreased-49,351 SH
DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$2.0M	0.8%	40,259 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$1.8M	0.7%	54,649 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$18.0M	6.7%Prev: 6.8%	263,448 SH	Decreased-31,856 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$13.5M	5.0%Prev: 5.5%	290,783 SH	Decreased-145,171 SH
FIFTH THIRD BANCORP	COM	$724K	0.3%Prev: 0.3%	16,243 SH	Decreased-142 SH
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$3.2M	1.2%Prev: 1.0%	47,645 SH	Decreased+1,557 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$478K	0.2%Prev: 0.2%	11,009 SH	Decreased-2,112 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$415K	0.2%Prev: 0.1%	12,650 SH	Increased+650 SH
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$851K	0.3%Prev: 0.2%	17,757 SH	Increased+5,343 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$1.8M	0.7%Prev: 0.5%	37,413 SH	Decreased+3,075 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$541K	0.2%Prev: 0.2%	10,211 SH	Decreased-3,250 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.7M	0.6%Prev: 0.6%	42,473 SH	Decreased-6,507 SH
ISHARES INC	CORE MSCI EMKT	$832K	0.3%Prev: 0.4%	12,629 SH	Decreased-2,680 SH
ISHARES TR	CORE DIV GRWTH	$886K	0.3%Prev: 0.2%	13,007 SH	Increased+2,879 SH
ISHARES TR	CORE S&P MCP ETF	$10.4M	3.8%Prev: 3.9%	158,495 SH	Decreased-23,324 SH
ISHARES TR	CORE S&P SCP ETF	$3.8M	1.4%Prev: 1.0%	32,214 SH	Increased+7,699 SH
ISHARES TR	CORE S&P TTL STK	$1.6M	0.6%	11,248 SH	New
ISHARES TR	CORE S&P US GWT	$16.6M	6.1%Prev: 5.3%	100,729 SH	Decreased-829 SH
ISHARES TR	CORE S&P US VLU	$27.9M	10.3%Prev: 10.2%	279,106 SH	Decreased-51,819 SH
ISHARES TR	CORE S&P500 ETF	$42.0M	15.5%Prev: 13.6%	62,535 SH	Decreased-2,423 SH
ISHARES TR	HDG MSCI EAFE	$9.1M	3.4%Prev: 4.2%	230,031 SH	Decreased-92,735 SH
ISHARES TR	MRGSTR MD CP GRW	$1.7M	0.6%Prev: 0.6%	20,953 SH	Decreased-30 SH
ISHARES TR	MRGSTR MD CP VAL	$1.1M	0.4%Prev: 0.4%	13,524 SH	Decreased-231 SH
ISHARES TR	MSCI EAFE MIN VL	$1.2M	0.4%	13,780 SH	New
ISHARES TR	MSCI USA MIN VOL	$2.1M	0.8%	22,357 SH	New
ISHARES TR	SELECT US REIT	$698K	0.3%Prev: 0.3%	11,328 SH	Decreased-5,690 SH
MICROSOFT CORP	COM	$7.3M	2.7%Prev: 1.5%	14,175 SH	Increased-92 SH
NVIDIA CORPORATION	COM	$4.4M	1.6%Prev: 1.3%	23,753 SH	Decreased-243 SH
PROCTER AND GAMBLE CO	COM	$4.6M	1.7%	30,082 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$805K	0.3%Prev: 0.2%	18,749 SH	Increased+3,531 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.9M	2.2%Prev: 1.6%	217,602 SH	Increased+36,727 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.2M	1.2%Prev: 0.8%	106,767 SH	Increased+30,194 SH
SPDR SERIES TRUST	PORTFOLIO S&P500	$929K	0.3%	11,859 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P600	$600K	0.2%	12,961 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$15.2M	5.6%Prev: 5.4%	31,720 SH	Decreased-193,046 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$3.5M	1.3%Prev: 1.2%	11,219 SH	Decreased-880 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.0M	1.1%Prev: 1.0%	10,337 SH	Decreased-32,877 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.0M	1.5%Prev: 1.2%	15,675 SH	Decreased+1,339 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.6M	1.3%Prev: 1.2%	11,066 SH	Decreased-139 SH
VANGUARD INDEX FDS	VALUE ETF	$15.3M	5.7%Prev: 5.5%	81,898 SH	Decreased-8,934 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.1M	0.8%Prev: 0.9%	34,986 SH	Decreased-12,249 SH
WISDOMTREE TR	US TOTAL DIVIDND	$1.0M	0.4%Prev: 0.3%	12,316 SH	Decreased-59 SH

Sold (vs prior filing)

COHEN & STEERS ETF TRUST — $737K
DIMENSIONAL ETF TRUST — $23.7M
DIMENSIONAL ETF TRUST — $761K
DIMENSIONAL ETF TRUST — $1.6M
FIDELITY COVINGTON TRUST — $808K
FIDELITY COVINGTON TRUST — $1.5M
FIRST COMWLTH FINL CORP PA — $244K
ISHARES TR — $1.7M
KROGER CO — $779K
PROCTER & GAMBLE CO — $3.9M
SPDR SERIES TRUST — $1.1M
VANGUARD ADMIRAL FDS INC — $877K
VANGUARD WORLD FD — $1.9M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001977044-26-000005	—	View
Feb 10, 2026	Q4 2025	13F-HR	0001977044-26-000001	$286.0M	View
Nov 6, 2025