PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

CIK 0001936380 • 6 13F filings • Apr 16, 2025 – Jul 6, 2026

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Filer information

Filed by: PPS&V ASSET MANAGEMENT CONSULTANTS, INC., Chief Compliance Officer
Address: 2750 OLD CENTRE AVE., SUITE 100, PORTAGE, MI, 49024
Phone: 2693214444
AUM: $172.3M

AUM over time

$184.8M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryFinancialsOther

Holdings by filing

Portfolio value: $158.6M41 positionsView on SEC.gov

			% of Portfolio
Amazon.com Inc.	COM	$1.0M	0.7%Prev: 0.5%	4,775 SH	Increased+628 SH
American Express Company	COM	$223K	0.1%Prev: 0.1%	698 SH	Increased+9 SH
Apple Inc.	COM	$7.2M	4.6%Prev: 4.3%	35,213 SH	Increased+7,172 SH
Badger Meter Inc	COM	$784K	0.5%Prev: 0.3%	3,200 SH	Increased
Bristol-Myers Squibb Co	COM	$273K	0.2%Prev: 0.2%	5,904 SH	Decreased+1,067 SH
Eli Lilly and Co	COM	$976K	0.6%Prev: 0.7%	1,252 SH	Decreased+3 SH
Invesco QQQ Trust	UNIT SER 1	$29.7M	18.8%Prev: 18.2%	53,926 SH	Decreased+2,170 SH
Invesco S&P 500 Equal Weight	S&P 500 EQL WGT	$312K	0.2%	1,714 SH	New
iShares Core S&P Mid-Cap	CORE s&P MCP ETF	$1.9M	1.2%Prev: 1.3%	29,952 SH	Decreased-942 SH
iShares Core S&P Small-Cap	CORE S&P SCP ETF	$8.7M	5.5%Prev: 6.5%	79,802 SH	Decreased-5,221 SH
Ishares Global Technology	GLOBAL TECH ETF	$222K	0.1%	2,400 SH	New
iShares High Dividend	CORE HIGH DV ETF	$623K	0.4%Prev: 0.5%	5,319 SH	Decreased-483 SH
iShares Morningstar Mid-Cap	CORE S&P MCP ETF	$307K	0.2%	3,851 SH	New
iShares Morningstar Small-Cap	MRGSTR SM CP ETF	$335K	0.2%Prev: 0.2%	5,755 SH	Decreased
iShares Russell 1000 Growth	RUS 1000 GRW ETF	$864K	0.5%Prev: 0.5%	2,036 SH	Decreased
iShares Russell 2000	RUSSELL 2000 ETF	$270K	0.2%Prev: 0.2%	1,250 SH	Decreased
iShares Russell Mid-Cap	RUS MID CAP ETF	$1.1M	0.7%Prev: 0.7%	12,074 SH	Decreased+308 SH
iShares Russell Midcap Growth	RUS MD CP GR ETF	$257K	0.2%Prev: 0.1%	1,852 SH	Increased
iShares S&P 500 Index	CORE S&P500 ETF	$43.5M	27.4%	70,037 SH	New
iShares Select Dividend	SELECT DIVID ETF	$527K	0.3%Prev: 0.3%	3,972 SH	Decreased+198 SH
J.P. Morgan Chase & Co.	COM	$415K	0.3%Prev: 0.3%	1,432 SH	Decreased-258 SH
Johnson & Johnson	COM	$389K	0.2%Prev: 0.3%	2,546 SH	Decreased+308 SH
Marathon Pete Corp	COM	$332K	0.2%Prev: 0.3%	2,000 SH	Decreased
Microsoft Corp	COM	$418K	0.3%Prev: 0.2%	840 SH	Increased+36 SH
Netflix, Inc.	COM	$271K	0.2%	202 SH	New
Nvidia Corp	COM	$1.7M	1.0%Prev: 0.9%	10,510 SH	Increased+2,090 SH
Pfizer Incorporated	COM	$366K	0.2%Prev: 0.2%	15,079 SH	Increased+2,128 SH
Schwab US Dividend Equity	US DIVIDEND EQ	$7.6M	4.8%Prev: 5.8%	286,478 SH	Decreased-22,441 SH
Schwab US Large Cap Growth	US LCAP GR ETF	$17.8M	11.2%Prev: 10.5%	609,057 SH	Increased+18,853 SH
Schwab US Mid Cap	US MID-CAP ETF	$7.1M	4.5%Prev: 5.0%	252,474 SH	Decreased-12,472 SH
SPDR S&P Dividend	S&P DIVID ETF	$1.2M	0.7%	8,573 SH	New
Streetracks Gold TRUST	GOLD SHS	$273K	0.2%	895 SH	New
Stryker Corp	COM	$2.2M	1.4%Prev: 0.5%	5,687 SH	Increased+3,292 SH
Technology Select Sector SPDR	TECHNOLOGY	$203K	0.1%	801 SH	New
Tesla, Inc.	COM	$878K	0.6%Prev: 0.6%	2,763 SH	Decreased+9 SH
Vanguard Dividend Appreciation	DIV APP ETF	$2.2M	1.4%Prev: 0.9%	10,535 SH	Increased+3,780 SH
Vanguard High Dividend Yield	HIGH DIV YLD	$10.3M	6.5%Prev: 7.2%	77,208 SH	Decreased-2,284 SH
Vanguard Information Technology	INF TECH ETF	$274K	0.2%Prev: 0.2%	413 SH	Decreased
Vanguard Total Stock Market	TOTAL STK MKT	$4.7M	2.9%Prev: 2.9%	15,356 SH	Decreased+457 SH
Visa Inc	COM CL A	$486K	0.3%Prev: 0.2%	1,368 SH	Increased+326 SH
Wisdomtree US Al Enhanced Value	US AI ENHANCED	$462K	0.3%Prev: 0.3%	4,085 SH	Decreased

Sold (vs prior filing)

Alphabet Inc Class C — $211K
Alphabet Inc. Class A — $288K
Exxon Mobil Corporation — $212K
Invesco S&P 500 Equal Weight — $273K
iShares Global Tech — $240K
iShares Morningstar Mid-Cap — $284K
iShares S&P 500 Index — $44.9M
SPDR S&P Dividend — $1.1M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 7, 2026	Q4 2025	13F-HR	0001936380-26-000001	$172.3M	View
Oct 6, 2026	Q3 2026	13F-HR	0001936380-26-000005	$184.8M	View
Oct 6, 2025