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: $358.4M57 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$5.6M	1.6%Prev: 1.1%	15,641 SH	Increased+167 SH
ALPHABET INC	CAP STK CL C	$4.0M	1.1%Prev: 0.9%	11,374 SH	Increased-838 SH
AMAZON COM INC	COM	$4.0M	1.1%Prev: 1.4%	16,945 SH	Increased+1,476 SH
APPLE INC	COM	$8.3M	2.3%Prev: 2.4%	28,754 SH	Increased+485 SH
CINCINNATI FINL CORP	COM	$2.2M	0.6%Prev: 0.7%	12,132 SH	Increased+1,197 SH
CLEVELAND-CLIFFS INC NEW	COM	$207K	0.1%	22,045 SH	New
COHEN & STEERS ETF TRUST	REAL EST ACT ETF	$737K	0.2%	25,975 SH	New
COLUMBIA ETF TR I	RESH ENHNC COR	$840K	0.2%Prev: 0.3%	19,415 SH	Increased+1,951 SH
DBX ETF TR	XTRACK MSCI EAFE	$1.3M	0.4%Prev: 0.4%	23,038 SH	Increased+2,589 SH
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$11.1M	3.1%Prev: 2.9%	276,896 SH	Increased+40,799 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.8M	0.8%Prev: 0.2%	68,684 SH	Increased+52,279 SH
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$23.7M	6.6%	635,792 SH	New
DIMENSIONAL ETF TRUST	ULTR FIX INC ETF	$761K	0.2%	14,979 SH	New
DIMENSIONAL ETF TRUST	US LARG VALU ETF	$1.6M	0.4%	39,650 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$24.3M	6.8%Prev: 6.4%	295,304 SH	Increased+55,485 SH
FIDELITY COVINGTON TRUST	ENHANCED INTL	$808K	0.2%	20,123 SH	New
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$1.5M	0.4%	36,717 SH	New
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$19.9M	5.5%Prev: 5.0%	435,954 SH	Increased+175,213 SH
FIFTH THIRD BANCORP	COM	$924K	0.3%Prev: 0.3%	16,385 SH	Increased+170 SH
FIRST COMWLTH FINL CORP PA	COM	$244K	0.1%	12,025 SH	New
FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$3.7M	1.0%Prev: 1.2%	46,088 SH	Increased-1,055 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$638K	0.2%Prev: 0.2%	13,121 SH	Increased+1,935 SH
INNOVATOR ETFS TRUST	DEFINED WLT SHLD	$411K	0.1%Prev: 0.2%	12,000 SH	Increased-650 SH
INNOVATOR ETFS TRUST	US EQTY BUF DEC	$660K	0.2%Prev: 0.3%	12,414 SH	Decreased-5,443 SH
INNOVATOR ETFS TRUST	US EQTY BUFR FEB	$1.8M	0.5%Prev: 0.7%	34,338 SH	Increased-3,075 SH
INNOVATOR ETFS TRUST	US EQTY BUFR JAN	$792K	0.2%Prev: 0.2%	13,461 SH	Increased+3,250 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.1M	0.6%Prev: 0.5%	48,980 SH	Increased+17,574 SH
ISHARES INC	CORE MSCI EMKT	$1.3M	0.4%Prev: 0.3%	15,309 SH	Increased+3,317 SH
ISHARES TR	CORE DIV GRWTH	$768K	0.2%Prev: 0.3%	10,128 SH	Decreased-2,863 SH
ISHARES TR	CORE S&P MCP ETF	$14.0M	3.9%Prev: 4.1%	181,819 SH	Increased+24,575 SH
ISHARES TR	CORE S&P SCP ETF	$3.7M	1.0%Prev: 1.4%	24,515 SH	Increased-5,946 SH
ISHARES TR	CORE S&P US GWT	$19.1M	5.3%Prev: 5.9%	101,558 SH	Increased+8,596 SH
ISHARES TR	CORE S&P US VLU	$36.5M	10.2%Prev: 10.2%	330,925 SH	Increased+73,918 SH
ISHARES TR	CORE S&P500 ETF	$48.8M	13.6%Prev: 15.6%	64,958 SH	Increased+5,237 SH
ISHARES TR	HDG MSCI EAFE	$15.1M	4.2%Prev: 3.3%	322,766 SH	Increased+118,510 SH
ISHARES TR	MRGSTR MD CP GRW	$2.1M	0.6%Prev: 0.6%	20,983 SH	Increased+3,319 SH
ISHARES TR	MRGSTR MD CP VAL	$1.3M	0.4%Prev: 0.4%	13,755 SH	Increased-233 SH
ISHARES TR	MSCI USA MIN ETF	$1.7M	0.5%	17,626 SH	New
ISHARES TR	SELECT US REIT	$1.2M	0.3%Prev: 0.3%	17,018 SH	Increased+6,912 SH
KROGER CO	COM	$779K	0.2%	14,032 SH	New
MICROSOFT CORP	COM	$5.3M	1.5%Prev: 2.9%	14,267 SH	Decreased+265 SH
NVIDIA CORPORATION	COM	$4.8M	1.3%Prev: 1.5%	23,996 SH	Increased+825 SH
PROCTER & GAMBLE CO	COM	$3.9M	1.1%	26,314 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$803K	0.2%Prev: 0.3%	15,218 SH	Increased-3,289 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$5.7M	1.6%Prev: 2.5%	180,875 SH	Decreased-39,852 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.8M	0.8%Prev: 1.3%	76,573 SH	Decreased-34,515 SH
SPDR SERIES TRUST	ST STR P500ETF	$1.1M	0.3%	12,970 SH	New
VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$877K	0.2%	10,617 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$19.4M	5.4%Prev: 5.5%	224,766 SH	Increased+194,917 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$4.2M	1.2%Prev: 1.3%	12,099 SH	Increased+940 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.5M	1.0%Prev: 1.3%	43,214 SH	Increased+32,564 SH
VANGUARD INDEX FDS	SMALL CP ETF	$4.3M	1.2%Prev: 1.4%	14,336 SH	Increased+760 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$4.1M	1.2%Prev: 1.4%	11,205 SH	Increased+107 SH
VANGUARD INDEX FDS	VALUE ETF	$19.8M	5.5%Prev: 5.9%	90,832 SH	Increased+11,884 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.4M	0.9%Prev: 0.8%	47,235 SH	Increased+14,545 SH
VANGUARD WORLD FD	INF TECH ETF	$1.9M	0.5%	16,309 SH	New
WISDOMTREE TR	US TOTAL DIVIDND	$1.2M	0.3%Prev: 0.4%	12,375 SH	Increased+59 SH

Sold (vs prior filing)

DIMENSIONAL ETF TRUST — $2.2M
DIMENSIONAL ETF TRUST — $1.6M
ISHARES TR — $1.3M
ISHARES TR — $1.9M
PROCTER AND GAMBLE CO — $4.6M
SPDR SERIES TRUST — $864K
SPDR SERIES TRUST — $541K

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