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: $185.3M39 positionsView on SEC.gov

			% of Portfolio
Advanced Micro Devices	COM	$312K	0.2%	537 SH	New
Alphabet Inc Class C	CAP STK CL C	$202K	0.1%	572 SH	New
Alphabet Inc. Class A	CAP STK CL A	$357K	0.2%	1,000 SH	New
Amazon.com Inc.	COM	$933K	0.5%Prev: 0.7%	3,914 SH	Decreased-861 SH
American Express Company	COM	$233K	0.1%Prev: 0.1%	689 SH	Increased-9 SH
Apple Inc.	COM	$7.6M	4.1%Prev: 4.6%	26,386 SH	Increased-8,827 SH
Badger Meter Inc	COM	$475K	0.3%Prev: 0.5%	3,200 SH	Decreased
Eli Lilly and Co	COM	$1.5M	0.8%Prev: 0.6%	1,227 SH	Increased-25 SH
Invesco QQQ Trust	UNIT SER 1	$36.7M	19.8%Prev: 18.8%	49,874 SH	Increased-4,052 SH
Invesco S&P 500 Equal Weight	S&P 500 EQL WGH	$303K	0.2%	1,425 SH	New
iShares Core S&P Mid-Cap	CORE S&P MCP ETF	$2.4M	1.3%Prev: 1.2%	30,950 SH	Increased+998 SH
iShares Core S&P Small-Cap	CORE S&P SCP ETF	$13.0M	7.0%Prev: 5.5%	87,414 SH	Increased+7,612 SH
iShares Global Tech	GLOBAL TECH ETF	$347K	0.2%	2,400 SH	New
iShares High Dividend	CORE HIGH DV ETF	$795K	0.4%Prev: 0.4%	29,011 SH	Increased+23,692 SH
iShares Morningstar Mid-Cap	MRGSTR MD CP ETF	$318K	0.2%	3,292 SH	New
iShares Morningstar Small-Cap	MRGSTR SM CP ETF	$435K	0.2%Prev: 0.2%	5,755 SH	Increased
iShares Russell 1000 Growth	RUS 1000 ETF	$1.0M	0.5%	8,144 SH	New
iShares Russell 2000	RUSSELL 2000 ETF	$330K	0.2%Prev: 0.2%	1,100 SH	Increased-150 SH
iShares Russell Mid-Cap	RUS MID CAP ETF	$1.3M	0.7%Prev: 0.7%	11,366 SH	Increased-708 SH
iShares Russell Midcap Growth	RUS MD CP GR ETF	$271K	0.1%Prev: 0.2%	1,852 SH	Increased
iShares S&P 500 Index	CORE S&P 500 ETF	$50.0M	27.0%	66,711 SH	New
iShares Select Dividend	SELECT DIVID ETF	$590K	0.3%Prev: 0.3%	3,774 SH	Increased-198 SH
J.P. Morgan Chase & Co.	COM	$519K	0.3%Prev: 0.3%	1,585 SH	Increased+153 SH
Johnson & Johnson	COM	$563K	0.3%Prev: 0.2%	2,218 SH	Increased-328 SH
Marathon Pete Corp	COM	$511K	0.3%Prev: 0.2%	2,000 SH	Increased
Microsoft Corp	COM	$280K	0.2%Prev: 0.3%	751 SH	Decreased-89 SH
Nvidia Corp	COM	$1.6M	0.9%Prev: 1.0%	8,226 SH	Decreased-2,284 SH
Pfizer Incorporated	COM	$289K	0.2%Prev: 0.2%	11,982 SH	Decreased-3,097 SH
Schwab US Dividend Equity	US DIVIDEND EQ	$10.1M	5.4%Prev: 4.8%	317,313 SH	Increased+30,835 SH
Schwab US Large Cap Growth	US LCAP GR ETF	$20.3M	10.9%Prev: 11.2%	598,435 SH	Increased-10,622 SH
Schwab US Mid Cap	US MID-CAP ETF	$10.0M	5.4%Prev: 4.5%	271,989 SH	Increased+19,515 SH
SPDR S&P Dividend	ST STR SP DIV	$1.1M	0.6%	7,299 SH	New
Stryker Corp	COM	$760K	0.4%Prev: 1.4%	2,415 SH	Decreased-3,272 SH
Technology Select Sector SPDR	ST STR TECHN ETF	$213K	0.1%	1,118 SH	New
Tesla, Inc.	COM	$965K	0.5%Prev: 0.6%	2,295 SH	Increased-468 SH
Vanguard Dividend Appreciation	DIV APP ETF	$1.5M	0.8%Prev: 1.4%	6,252 SH	Decreased-4,283 SH
Vanguard High Dividend Yield	HIGH DIV YLD	$12.5M	6.8%Prev: 6.5%	79,353 SH	Increased+2,145 SH
Vanguard Information Technology	INF TECH ETF	$395K	0.2%Prev: 0.2%	3,306 SH	Increased+2,893 SH
Vanguard Total Stock Market	TOTAL STK MKT	$4.4M	2.4%Prev: 2.9%	11,827 SH	Decreased-3,529 SH

Sold (vs prior filing)

Bristol-Myers Squibb Co — $273K
Invesco S&P 500 Equal Weight — $312K
Ishares Global Technology — $222K
iShares Morningstar Mid-Cap — $307K
iShares Russell 1000 Growth — $864K
iShares S&P 500 Index — $43.5M
Netflix, Inc. — $271K
SPDR S&P Dividend — $1.2M
Streetracks Gold TRUST — $273K
Technology Select Sector SPDR — $203K
Visa Inc — $486K
Wisdomtree US Al Enhanced Value — $462K

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