Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PCA Investment Advisory Services Inc. (CIK 1977044) reported $299.7M across 57 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($43.0M, 14.35%), IUSV ($32.8M, 10.95%), DFAS ($22.6M, 7.56%), VTV ($18.0M, 6.02%), FBND ($17.7M, 5.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $43.0M | 14.35% | 65,656 | Added |
| 2 | IUSV | ISHARES TR | $32.8M | 10.95% | 320,867 | Added |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $22.6M | 7.56% | 318,367 | Added |
| 4 | VTV | VANGUARD INDEX FDS | $18.0M | 6.02% | 91,881 | Added |
| 5 | FBND | FIDELITY MERRIMACK STR TR | $17.7M | 5.89% | 386,458 | Added |
| 6 | VUG | VANGUARD INDEX FDS | $16.5M | 5.50% | 37,714 | Added |
| 7 | IUSG | ISHARES TR | $15.5M | 5.19% | 100,231 | Added |
| 8 | HEFA | ISHARES TR | $12.6M | 4.20% | 295,941 | Added |
| 9 | IJH | ISHARES TR | $12.4M | 4.13% | 182,907 | Added |
| 10 | DFAE | DIMENSIONAL ETF TRUST | $9.6M | 3.22% | 284,747 | Added |
| 11 | AAPL | APPLE INC | $7.2M | 2.41% | 28,441 | Trimmed |
| 12 | SCHD | SCHWAB STRATEGIC TR | $5.7M | 1.91% | 187,017 | Trimmed |
| 13 | DFIC | DIMENSIONAL ETF TRUST | $5.2M | 1.74% | 146,499 | Added |
| 14 | MSFT | MICROSOFT CORP | $5.1M | 1.71% | 13,806 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $4.4M | 1.48% | 15,471 | Added |
| 16 | NVDA | NVIDIA CORPORATION | $4.2M | 1.40% | 24,121 | Added |
| 17 | VB | VANGUARD INDEX FDS | $4.1M | 1.37% | 15,671 | Added |
| 18 | PG | PROCTER & GAMBLE CO | $3.9M | 1.31% | 27,113 | Trimmed |
| 19 | VTI | VANGUARD INDEX FDS | $3.7M | 1.22% | 11,420 | Added |
| 20 | VV | VANGUARD INDEX FDS | $3.5M | 1.16% | 11,586 | Trimmed |
| 21 | AMZN | AMAZON COM INC | $3.3M | 1.10% | 15,844 | Trimmed |
| 22 | GOOG | ALPHABET INC | $3.3M | 1.08% | 11,335 | Added |
| 23 | VO | VANGUARD INDEX FDS | $3.2M | 1.08% | 11,280 | Added |
| 24 | RDVY | FIRST TR EXCHANGE TRADED FD | $3.1M | 1.05% | 46,046 | Added |
| 25 | IJR | ISHARES TR | $3.0M | 1.01% | 24,283 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31