PCA Investment Advisory Services Inc.

RIA/Wealth

PCA Investment Advisory Services Inc. is a RIA/Wealth based in Cincinnati, OH led by Thomas Edward Seitz, reporting $3.6B in AUM as of Q3 2025 with 86% ETF concentration, 65% concentrated in top 10 holdings, and 16% allocation to IVV.

ChairmanThomas Edward Seitz

Portfolio Value: $270.3M
Positions: 53
Top Holding: IVV at 15.53%
Last Reported: Q3 2025

Address2133 Luray Avenue, Cincinnati, OH, 45206, United States

Top Holdings

Largest long holdings in PCA Investment Advisory Services Inc.'s portfolio (65% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares Core S&P 500 ETF IVV	ETF ETF	$42.0M	15.53%	+$1.9M Bought	— 62.5K shares	Q1 2023 Held for 2y 8m
2 iShares Core S&P U.S. Value IUSV	ETF ETF	$27.9M	10.32%	+$2.2M Bought	— 279.1K shares	Q1 2023 Held for 2y 8m
3 Dimensional U.S. Small Cap DFAS	ETF ETF	$18.0M	6.67%	+$1.6M Bought	— 263.4K shares	Q2 2024 Held for 1y 5m
4 iShares Core S&P U.S. Growth IUSG	ETF ETF	$16.6M	6.13%	+$1.3M Bought	— 100.7K shares	Q1 2023 Held for 2y 8m
5 Vanguard Value VTV	ETF ETF	$15.3M	5.65%	+$550.1K Bought	— 81.9K shares	Q1 2023 Held for 2y 8m
6 Vanguard Growth VUG	ETF ETF	$15.2M	5.63%	+$897.4K Bought	— 31.7K shares	Q1 2023 Held for 2y 8m
7 Fidelity Total Bond FBND	ETF ETF	$13.4M	4.97%	+$1.4M Bought	— 290.8K shares	Q1 2024 Held for 1y 8m
8 iShares Core S&P Mid-Cap ETF IJH	ETF ETF	$10.4M	3.84%	+$81.9K Bought	— 158.5K shares	Q1 2023 Held for 2y 8m
9 iShares Currency Hedged MSCI EAFE HEFA	ETF ETF	$9.1M	3.37%	+$1.0M Bought	— 230.0K shares	Q1 2023 Held for 2y 8m
10 DFAE Dimensional Emerging Core Equity Market DFAE	ETF ETF	$7.9M	2.93%	+$470.3K Bought	— 251.0K shares	Q2 2024 Held for 1y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in PCA Investment Advisory Services Inc.'s latest filing

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Market Value

$270.3M

Prior: $237.3M

Q/Q Change

+13.87%

+$32.9M

Net Flows % of MV

+4.83%

New Purchases

0 stocks

Added To

31 stocks

+$13.7M

Sold Out Of

0 stocks

Reduced Holdings

12 stocks

-$606.0K

Increased Positions

Position	Shares Δ	Change
1 iShares Morningstar Mid-Cap Growth IMCG	+18.62%	17.7K → 21.0K +$272.1K
2 Dimensional International Core Equity Market DFAI	+17.85%	16.4K → 19.3K +$106.4K
3 Vanguard Small-Cap ETF VB	+15.46%	13.6K → 15.7K +$533.7K
4 iShares Currency Hedged MSCI EAFE HEFA	+12.62%	204.3K → 230.0K +$1.0M
5 iShares Cohen & Steers REIT ETF ICF	+12.09%	10.1K → 11.3K +$75.3K

Decreased Positions

Position	Shares Δ	Change
1 EFAV iShares MSCI EAFE Min Vol Factor EFAV	-8.61%	15.1K → 13.8K −$110.2K
2 Dimensional Ultrashort Fixed Income DUSB	-5.27%	42.5K → 40.3K −$113.6K
3 Schwab U.S. Mid-Cap ETF SCHM	-3.89%	111.1K → 106.8K −$128.1K
4 iShares Morningstar Mid-Cap Value IMCV	-3.32%	14.0K → 13.5K −$37.3K
5 Vanguard Mid-Cap Fund VO	-2.94%	10.7K → 10.3K −$91.9K