PCA Investment Advisory Services Inc.: 13F holdings

CIK 19770442026Q2

Positions59
Reported value$358.4m
Filed2026-07-27

Top 10 holdings

SecuritySharesValueWeight
IVV ISHARES TR64,958$48.8m13.6%
QQQE ISHARES TR330,925$36.5m10.2%
DIMENSIONAL ETF TRUST295,304$24.3m6.8%
DFIC DIMENSIONAL ETF TRUST635,792$23.7m6.6%
FBND FIDELITY MERRIMACK STR TR435,954$19.9m5.5%
VTV VANGUARD INDEX FDS90,832$19.8m5.5%
VUG VANGUARD INDEX FDS224,766$19.4m5.4%
IUSG ISHARES TR101,558$19.1m5.3%
HEFA ISHARES TR322,766$15.1m4.2%
IJH ISHARES TR181,819$14.0m3.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1977044")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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