StockDriftsStockDriftsTop 50 Pca Investment Advisory Services INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.46% | 64.7K | $49.6M | -0.34%(-221) | $475.02(+62.10%) | 2026-09-30 | |
| IUSV | ISHARES TR | 10.38% | 346.8K | $38.2M | +4.81%(+15.91K) | $87.34(+30.13%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.85% | 671.2K | $25.2M | +5.56%(+35.37K) | $35.74(+5.01%) | 2026-09-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 6.47% | 307.8K | $23.8M | +4.25%(+12.54K) | $63.98(+21.20%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 5.59% | 475.9K | $20.6M | +9.16%(+39.93K) | $45.61(-4.24%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 5.48% | 224.0K | $20.2M | -0.36%(-807) | $53.93(+64.68%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 5.31% | 90.5K | $19.6M | -0.36%(-326) | $156.32(+42.15%) | 2026-09-30 | |
| IUSG | ISHARES TR | 5.16% | 98.1K | $19.0M | -3.42%(-3.48K) | $97.35(+96.22%) | 2026-09-30 | |
| HEFA | ISHARES TR | 4.28% | 340.0K | $15.8M | +5.34%(+17.23K) | $36.54(+26.32%) | 2026-09-30 | |
| IJH | ISHARES TR | 3.57% | 182.6K | $13.1M | +0.44%(+797) | $54.73(+32.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.42% | +61.87% | — | — | +66.28% |
| Top 20 Holdings Unweighted | +17.36% | +61.65% | — | — | +65.40% |
Pca Investment Advisory Services INC reports $368.35M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.5%), IUSV (10.4%) and DFIC (6.8%). The top 20 holdings account for 83.42% of reported assets. Its disclosed equity book has returned +61.87% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Pca Investment Advisory Services INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1977044). View Pca Investment Advisory Services INC’s 13F filings on SEC