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Portfolio (Quarterly) Guide ↗

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

· CIK 0001936380
13F Portfolio $164M AUM 41 positions Filed Apr 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1 New 10 Added 15 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Status
1 GLD Streetracks Gold TRUST Financial Services 895 $355K 0.21% SOLD
Sector Allocation
Financial Services 66.5%
Technology 20.2%
Healthcare 6.8%
Consumer Cyclical 4.1%
Energy 1.5%
Communication Services 1.1%