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: $172.3M41 positionsView on SEC.gov

			% of Portfolio
Alphabet Inc Class C	CAP STK CL C	$283K	0.2%Prev: 0.1%	902 SH	Increased+266 SH
Alphabet Inc. Class A	CAP STK CL A	$313K	0.2%Prev: 0.2%	1,000 SH	Decreased
Amazon.com Inc.	COM	$926K	0.5%Prev: 0.5%	4,012 SH	Decreased+51 SH
American Express Company	COM	$255K	0.1%Prev: 0.1%	689 SH	Increased+26 SH
Apple Inc.	COM	$8.0M	4.6%Prev: 4.7%	29,294 SH	Decreased+3,472 SH
Badger Meter Inc	COM	$558K	0.3%Prev: 0.2%	3,200 SH	Increased
Bristol-Myers Squibb Co	COM	$256K	0.1%Prev: 0.1%	4,748 SH	Increased+1,272 SH
Eli Lilly and Co	COM	$1.4M	0.8%Prev: 0.8%	1,284 SH	Decreased+71 SH
Invesco QQQ Trust	UNIT SER 1	$32.3M	18.7%Prev: 19.6%	52,544 SH	Decreased+3,635 SH
Invesco S&P 500 Equal Weight	S&P 500 EQL WGT	$281K	0.2%Prev: 0.2%	1,468 SH	Decreased+43 SH
iShares Core S&P Mid-Cap	CORE S&P MCP ETF	$2.0M	1.2%Prev: 1.2%	30,486 SH	Decreased+8 SH
iShares Core S&P Small-Cap	CORE S&P SCP ETF	$10.1M	5.9%Prev: 6.4%	84,384 SH	Decreased-2,327 SH
Ishares Global Technology	GLOBAL TECH ETF	$252K	0.1%	2,400 SH	New
iShares High Dividend	CORE HIGH DV ETF	$647K	0.4%Prev: 0.5%	5,319 SH	Decreased-25,072 SH
iShares Morningstar Mid-Cap	MRGSTR MD CP ETF	$319K	0.2%Prev: 0.2%	3,851 SH	Increased+559 SH
iShares Morningstar Small-Cap	MRGSTR SM CP ETF	$374K	0.2%Prev: 0.2%	5,755 SH	Decreased
iShares Russell 1000 Growth	RUS 1000 GRW ETF	$964K	0.6%Prev: 0.6%	2,036 SH	Decreased-6,108 SH
iShares Russell 2000	RUSSELL 2000 ETF	$308K	0.2%Prev: 0.2%	1,250 SH	Increased+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	$254K	0.1%Prev: 0.1%	1,852 SH	Decreased
iShares S&P 500 Index	CORE S&P 500 ETF	$47.7M	27.7%Prev: 27.2%	69,702 SH	Decreased+4,132 SH
iShares Select Dividend	SELECT DIVID ETF	$561K	0.3%Prev: 0.3%	3,972 SH	Decreased+198 SH
J.P. Morgan Chase & Co.	COM	$506K	0.3%Prev: 0.3%	1,570 SH	Decreased-26 SH
Johnson & Johnson	COM	$506K	0.3%Prev: 0.3%	2,446 SH	Decreased+241 SH
Marathon Pete Corp	COM	$325K	0.2%Prev: 0.4%	2,000 SH	Decreased
Microsoft Corp	COM	$395K	0.2%Prev: 0.2%	817 SH	Increased+94 SH
Nvidia Corp	COM	$1.8M	1.0%Prev: 1.0%	9,458 SH	Decreased+1,408 SH
Pfizer Incorporated	COM	$317K	0.2%Prev: 0.2%	12,734 SH	Decreased+716 SH
Schwab US Dividend Equity	US DIVIDEND EQ	$8.5M	4.9%Prev: 5.5%	309,278 SH	Decreased-4,163 SH
Schwab US Large Cap Growth	US LCAP GR ETF	$19.4M	11.3%Prev: 11.5%	594,557 SH	Decreased+4,216 SH
Schwab US Mid Cap	US MID-CAP ETF	$8.0M	4.6%Prev: 5.0%	264,437 SH	Decreased-6,799 SH
SPDR S&P Dividend	STATE STREET SPD	$1.2M	0.7%	8,573 SH	New
Streetracks Gold TRUST	GOLD SHS	$355K	0.2%	895 SH	New
Stryker Corp	COM	$1.3M	0.7%Prev: 0.4%	3,587 SH	Increased+1,155 SH
Tesla, Inc.	COM	$1.2M	0.7%Prev: 0.4%	2,754 SH	Increased+447 SH
Vanguard Dividend Appreciation	DIV APP ETF	$2.0M	1.2%Prev: 0.8%	9,213 SH	Increased+3,061 SH
Vanguard High Dividend Yield	HIGH DIV YLD	$11.3M	6.6%Prev: 6.5%	78,970 SH	Decreased+1,404 SH
Vanguard Information Technology	INF TECH ETF	$312K	0.2%Prev: 0.2%	413 SH	Decreased-2,893 SH
Vanguard Total Stock Market	TOTAL STK MKT	$4.9M	2.8%	14,603 SH	New
Visa Inc	COM CL A	$358K	0.2%	1,020 SH	New
Wisdomtree US Al Enhanced Value	US AI ENHANCED	$470K	0.3%	4,085 SH	New

Sold (vs prior filing)

Advanced Micro Devices — $338K
iShares Global Tech — $356K
Space Exploration Technologies Corp. — $263K
SPDR S&P Dividend — $1.1M
Vanguard Total Stock Market — $4.3M

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