Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

PCA Investment Advisory Services Inc.

•CIK: 1977044•Filing: Q4 2025

**PCA Investment Advisory Services Inc.** manages $286M across a diversified portfolio of 55 holdings. The strategy shows significant allocation to core market indices, led by IVV at $43.4M and IUSV at $31.0M. Notable concentration areas include technology and growth sectors, evidenced by substantial positions in DFAS ($20.1M), VUG ($16.5M), and FBND ($16.4M). This structure suggests a systematic, index-aware approach targeting broad market exposure.

Total AUM

$286.0M

QoQ Performance

+5.8%

Positions

24

Top 10 Concentration

66.5%

Latest Filing

Q4 2025

Top Holdings Allocation

IVV

IUSV

DFAS

VUG

FBND

VTV

IUSG

IVV15.2%

IUSV10.8%

DFAS7.0%

VUG5.8%

FBND5.7%

VTV5.6%

IUSG5.6%

IJH3.9%

📈 Biggest Buys

FIDELITY MERRIMACK STR TR

+22.2%

5.7% of portfolio

ISHARES TR

+8.4%

10.8% of portfolio

DIMENSIONAL ETF TRUST

+9.8%

7.0% of portfolio

ISHARES TR

+13.0%

3.8% of portfolio

VANGUARD INDEX FDS

+6.6%

5.8% of portfolio

📉 Biggest Sells

ISHARES TR

-5.1%

5.6% of portfolio

SCHWAB STRATEGIC TR

-10.3%

1.9% of portfolio

DIMENSIONAL ETF TRUST

-27.3%

0.5% of portfolio

DIMENSIONAL ETF TRUST

-26.8%

0.5% of portfolio

ISHARES TR

-12.7%

1.2% of portfolio

Sector Breakdown

Other73.7%

ETF15.2%

Technology9.6%

Consumer1.3%

Financial0.3%

Changes from Q3 2025

NEW2 new positions

↑28 increased

↓21 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DIMENSIONAL ETF TRUST

VANGUARD INDEX FDS

FIDELITY MERRIMACK STR TR

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