PCA Investment Advisory Services Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 | +$18.4M | |
| 2 | +$2.26M | |
| 3 | +$1.79M | |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$1.21M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$1.09M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 | +$1.79M | |
| 2 | +$1.12M | |
| 3 | +$735K | |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$541K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$508K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.15% |
| 2 | Communication Services | 2.68% |
| 3 | Consumer Staples | 1.29% |
| 4 | Consumer Discretionary | 1.13% |
| 5 | Financials | 0.95% |
Similar funds
PCA Investment Advisory Services's Q2 2026 Portfolio in Review
As of Q2 2026, PCA Investment Advisory Services held 61 positions worth $358M, up 20% from $300M the previous quarter. Its ten largest holdings account for 67% of the portfolio.
PCA Investment Advisory Services deployed $21.9M of net new capital in Q2 2026, opening 4 new positions and adding to 31 existing holdings. Its largest new stake was Vanguard Information Technology ETF: 16,309 shares worth $1.95M.
By sector, the portfolio is most concentrated in Technology at 5.1% of assets, down from 5.5% a quarter earlier, followed by Communication Services and Consumer Staples.
On the sell side, the largest reduction was Dimensional US Small Cap ETF, an estimated $1.79M trimmed.
- PCA Investment Advisory Services's largest Q2 2026 buy was Vanguard Information Technology ETF: 16,309 shares worth $1.95M.
- PCA Investment Advisory Services added most to Dimensional International Core Equity 2 ETF in Q2 2026, an estimated $18.4M increase.
- PCA Investment Advisory Services's biggest Q2 2026 reduction was Dimensional US Small Cap ETF, cutting an estimated $1.79M.
- PCA Investment Advisory Services fully exited iShares MSCI EAFE Min Vol Factor ETF in Q2 2026, selling an estimated $1.12M.
- PCA Investment Advisory Services's ten largest holdings make up 67% of its $358M portfolio in Q2 2026.
- PCA Investment Advisory Services opened 4 new positions and closed 2 in Q2 2026.
- PCA Investment Advisory Services's portfolio value rose 20% quarter-over-quarter to $358M.
Based on PCA Investment Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.