Pca Investment Advisory Services Inc. has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $263 Million distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $41.9M, Ishares Core S&P U.S. Value Et with a value of $27.9M, Dimensional ETF Tr U S Small C with a value of $18M, Ishares Core S&P U.S Growth Et with a value of $16.6M, and Vanguard Value ETF with a value of $15.3M.

Examining the 13F form we can see an increase of $32M in the current position value, from $231M to 263M.

Pca Investment Advisory Services Inc. is based out at Cincinnati, OH

Below you can find more details about Pca Investment Advisory Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $263 Million
ETFs: $226 Million
Technology: $19.1 Million
Communication Services: $6.76 Million
Consumer Defensive: $4.62 Million
Consumer Cyclical: $3.38 Million
Financial Services: $2.46 Million
Basic Materials: $278,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $263 Million
  • Prior Value $231 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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