PCA Investment Advisory Services Inc. has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Compliance Officer Melissa Anderson on October 13, 2026, lists a total of 60 securities held by the firm.
The portfolio is heavily diversified across a mix of individual technology stocks and exchange-traded funds (ETFs). The largest individual equity holding is Apple Inc., with 29,303 shares. Other notable individual stock positions include Microsoft Corporation (14,648 shares), Alphabet Inc. Class C (11,174 shares), and Amazon.com Inc. (17,047 shares).
ETFs constitute a significant portion of the portfolio. The top ETF holdings include the iShares Core S&P 500 ETF (64,737 shares), the Vanguard Index Funds Morningstar Growth ETF (223,959 shares), and the Vanguard Index Funds Morningstar Value ETF (90,506 shares). Other major ETF positions include the Dimensional ETF Trust International Core Equity ETF (671,162 shares) and the Schwab Strategic Trust US Dividend Equity ETF (175,672 shares).
The filing indicates that all positions are held as sole voting and dispositive power.
