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: $163.8M41 positionsView on SEC.gov

			% of Portfolio
Alphabet Inc Class C	CAP STK CL C	$211K	0.1%	734 SH	New
Alphabet Inc. Class A	CAP STK CL A	$288K	0.2%	1,000 SH	New
Amazon.com Inc.	COM	$864K	0.5%Prev: 0.7%	4,147 SH	Decreased-591 SH
American Express Company	COM	$208K	0.1%	689 SH	New
Apple Inc.	COM	$7.1M	4.3%Prev: 5.7%	28,041 SH	Decreased-7,006 SH
Badger Meter Inc	COM	$488K	0.3%Prev: 0.4%	3,200 SH	Decreased
Bristol-Myers Squibb Co	COM	$293K	0.2%Prev: 0.3%	4,837 SH	Decreased-890 SH
Eli Lilly and Co	COM	$1.1M	0.7%Prev: 0.8%	1,249 SH	Increased-3 SH
Exxon Mobil Corporation	COM	$212K	0.1%	1,250 SH	New
Invesco QQQ Trust	UNIT SER 1	$29.9M	18.2%Prev: 17.3%	51,756 SH	Increased+840 SH
Invesco S&P 500 Equal Weight	S&P 500 EQL WGH	$273K	0.2%	1,425 SH	New
iShares Core S&P Mid-Cap	CORE S&P MCP ETF	$2.1M	1.3%Prev: 1.2%	30,894 SH	Increased+3,488 SH
iShares Core S&P Small-Cap	CORE S&P SCP ETF	$10.6M	6.5%Prev: 5.6%	85,023 SH	Increased+11,660 SH
iShares Global Tech	GLOBAL TECH ETF	$240K	0.1%	2,400 SH	New
iShares High Dividend	CORE HIGH DV ETF	$788K	0.5%Prev: 0.5%	5,802 SH	Increased+483 SH
iShares Morningstar Mid-Cap	MRGSTR MD CP ETF	$284K	0.2%Prev: 0.2%	3,400 SH	Decreased-451 SH
iShares Morningstar Small-Cap	MRGSTR SM CP ETF	$375K	0.2%Prev: 0.2%	5,755 SH	Increased
iShares Russell 1000 Growth	RUS 1000 GRW ETF	$868K	0.5%	2,036 SH	New
iShares Russell 2000	RUSSELL 2000 ETF	$310K	0.2%Prev: 0.2%	1,250 SH	Increased
iShares Russell Mid-Cap	RUS MID CAP ETF	$1.1M	0.7%Prev: 0.7%	11,766 SH	Increased-308 SH
iShares Russell Midcap Growth	RUS MD CP GR ETF	$237K	0.1%Prev: 0.2%	1,852 SH	Increased
iShares S&P 500 Index	CORE S&P 500 ETF	$44.9M	27.4%Prev: 27.4%	68,676 SH	Increased+1,609 SH
iShares Select Dividend	SELECT DIVID ETF	$571K	0.3%Prev: 0.4%	3,774 SH	Increased-198 SH
J.P. Morgan Chase & Co.	COM	$497K	0.3%Prev: 0.3%	1,690 SH	Increased+278 SH
Johnson & Johnson	COM	$547K	0.3%Prev: 0.3%	2,238 SH	Increased-292 SH
Marathon Pete Corp	COM	$488K	0.3%Prev: 0.2%	2,000 SH	Increased
Microsoft Corp	COM	$297K	0.2%Prev: 0.2%	804 SH	Decreased-69 SH
Nvidia Corp	COM	$1.5M	0.9%Prev: 0.8%	8,420 SH	Increased-1,810 SH
Pfizer Incorporated	COM	$364K	0.2%Prev: 0.3%	12,951 SH	Decreased-1,935 SH
Schwab US Dividend Equity	US DIVIDEND EQ	$9.5M	5.8%Prev: 5.5%	308,919 SH	Increased+40,148 SH
Schwab US Large Cap Growth	US LCAP GR ETF	$17.2M	10.5%Prev: 10.4%	590,204 SH	Increased+17,215 SH
Schwab US Mid Cap	US MID-CAP ETF	$8.2M	5.0%Prev: 4.5%	264,946 SH	Increased+28,592 SH
SPDR S&P Dividend	STATE STREET SPD	$1.1M	0.7%	7,299 SH	New
Stryker Corp	COM	$787K	0.5%Prev: 1.5%	2,395 SH	Decreased-3,292 SH
Tesla, Inc.	COM	$1.0M	0.6%Prev: 0.5%	2,754 SH	Increased-9 SH
Vanguard Dividend Appreciation	DIV APP ETF	$1.5M	0.9%Prev: 1.5%	6,755 SH	Decreased-4,034 SH
Vanguard High Dividend Yield	HIGH DIV YLD	$11.8M	7.2%Prev: 6.9%	79,492 SH	Increased+6,004 SH
Vanguard Information Technology	INF TECH ETF	$288K	0.2%Prev: 0.2%	413 SH	Increased
Vanguard Total Stock Market	TOTAL STK MKT	$4.8M	2.9%	14,899 SH	New
Visa Inc	COM CL A	$315K	0.2%Prev: 0.3%	1,042 SH	Decreased-326 SH
Wisdomtree US Al Enhanced Value	US AI ENHANCED	$473K	0.3%Prev: 0.3%	4,085 SH	Increased

Sold (vs prior filing)

Invesco S&P 500 Equal Weight — $297K
iShares Russell 1000 Growth — $735K
SPDR S&P Dividend — $1.2M
Streetracks Gold TRUST — $258K
Vanguard Total Stock Market — $4.1M

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