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: $173.2M43 positionsView on SEC.gov

			% of Portfolio
Alphabet Inc Class C	CAP STK CL A	$252K	0.1%	1,037 SH	New
Alphabet Inc. Class A	CAP STIK CL C	$243K	0.1%	1,000 SH	New
Amazon.com Inc.	COM	$1.1M	0.6%Prev: 0.5%	4,940 SH	Increased+1,026 SH
American Express Company	COM	$232K	0.1%Prev: 0.1%	699 SH	Decreased+10 SH
Apple Inc.	COM	$8.7M	5.0%Prev: 4.1%	34,113 SH	Increased+7,727 SH
Badger Meter Inc	COM	$571K	0.3%Prev: 0.3%	3,200 SH	Increased
Bristol-Myers Squibb Co	COM	$235K	0.1%	5,203 SH	New
Eli Lilly and Co	COM	$983K	0.6%Prev: 0.8%	1,288 SH	Decreased+61 SH
Invesco QQQ Trust	UNIT SER 1	$32.5M	18.8%Prev: 19.8%	54,103 SH	Decreased+4,229 SH
Invesco S&P 500 Equal Weight	S&P 500 EQL WGT	$287K	0.2%	1,511 SH	New
iShares Core S&P Mid-Cap	CORE S&P MCP ETF	$2.1M	1.2%Prev: 1.3%	31,452 SH	Decreased+502 SH
iShares Core S&P Small-Cap	CORE S&P SCP ETF	$9.8M	5.7%Prev: 7.0%	82,663 SH	Decreased-4,751 SH
Ishares Global Technology	GLOBAL TECH ETF	$248K	0.1%	2,400 SH	New
iShares High Dividend	CORE HIGH DV ETF	$651K	0.4%Prev: 0.4%	5,319 SH	Decreased-23,692 SH
iShares Morningstar Mid-Cap	MRGSTR MD CP ETF	$320K	0.2%Prev: 0.2%	3,851 SH	Increased+559 SH
iShares Morningstar Small-Cap	MRGSTR SM CP ETF	$365K	0.2%Prev: 0.2%	5,755 SH	Decreased
iShares Russell 1000 Growth	RUS 1000 ETF	$954K	0.6%Prev: 0.5%	2,036 SH	Decreased-6,108 SH
iShares Russell 2000	RUSSELL 2000 ETF	$302K	0.2%Prev: 0.2%	1,250 SH	Decreased+150 SH
iShares Russell Mid-Cap	RUS MID CAP ETF	$1.1M	0.7%Prev: 0.7%	11,710 SH	Decreased+344 SH
iShares Russell Midcap Growth	RUS MD CP GR ETF	$264K	0.2%Prev: 0.1%	1,852 SH	Decreased
iShares S&P 500 Index	CORE S&P 500 ETF	$47.3M	27.3%Prev: 27.0%	70,676 SH	Decreased+3,965 SH
iShares Select Dividend	SELECT DIVID ETF	$564K	0.3%Prev: 0.3%	3,972 SH	Decreased+198 SH
J.P. Morgan Chase & Co.	COM	$489K	0.3%Prev: 0.3%	1,549 SH	Decreased-36 SH
Johnson & Johnson	COM	$472K	0.3%Prev: 0.3%	2,546 SH	Decreased+328 SH
Marathon Pete Corp	COM	$385K	0.2%Prev: 0.3%	2,000 SH	Decreased
Microsoft Corp	COM	$423K	0.2%Prev: 0.2%	816 SH	Increased+65 SH
Netflix, Inc.	COM	$242K	0.1%	202 SH	New
Nvidia Corp	COM	$1.9M	1.1%Prev: 0.9%	10,057 SH	Increased+1,831 SH
Pfizer Incorporated	COM	$348K	0.2%Prev: 0.2%	13,670 SH	Increased+1,688 SH
Schwab US Dividend Equity	US DIVIDEND EQ	$8.2M	4.7%Prev: 5.4%	299,599 SH	Decreased-17,714 SH
Schwab US Large Cap Growth	US LCAP GR ETF	$19.6M	11.3%Prev: 10.9%	614,863 SH	Decreased+16,428 SH
Schwab US Mid Cap	US MID-CAP ETF	$7.6M	4.4%Prev: 5.4%	255,809 SH	Decreased-16,180 SH
SPDR S&P Dividend	S&P DIVID ETF	$1.2M	0.7%	8,573 SH	New
Streetracks Gold TRUST	GOLD SHS	$318K	0.2%	895 SH	New
Stryker Corp	COM	$2.1M	1.2%Prev: 0.4%	5,603 SH	Increased+3,188 SH
Technology Select Sector SPDR	TECHNOLOGY	$226K	0.1%	801 SH	New
Tesla, Inc.	COM	$1.2M	0.7%Prev: 0.5%	2,763 SH	Increased+468 SH
Vanguard Dividend Appreciation	DIV APP ETF	$2.3M	1.3%Prev: 0.8%	10,678 SH	Increased+4,426 SH
Vanguard High Dividend Yield	HIGH DIV YLD	$11.1M	6.4%Prev: 6.8%	78,488 SH	Decreased-865 SH
Vanguard Information Technology	INF TECH ETF	$309K	0.2%Prev: 0.2%	413 SH	Decreased-2,893 SH
Vanguard Total Stock Market	TOTAL STK MRK	$4.9M	2.8%	15,010 SH	New
Visa Inc	COM CL A	$467K	0.3%	1,367 SH	New
Wisdomtree US Al Enhanced Value	US AI ENHANCED	$467K	0.3%	4,085 SH	New

Sold (vs prior filing)

Advanced Micro Devices — $312K
Alphabet Inc Class C — $202K
Alphabet Inc. Class A — $357K
Invesco S&P 500 Equal Weight — $303K
iShares Global Tech — $347K
SPDR S&P Dividend — $1.1M
Technology Select Sector SPDR — $213K
Vanguard Total Stock Market — $4.4M

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