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Portfolio (Quarterly) Guide ↗

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

· CIK 0001936380
13F Portfolio $172M AUM 41 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New
Page 1 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV iShares S&P 500 Index 69,702.0 $47.7M 27.71% NEW $684.94 +9.9%
2 QQQ Invesco QQQ Trust Financial Services 52,544.0 $32.3M 18.74% NEW $614.31 +18.5%
3 SCHG Schwab US Large Cap Growth 594,557.0 $19.4M 11.26% NEW $32.62 +5.7%
4 VYM Vanguard High Dividend Yield 78,970.0 $11.3M 6.58% NEW $143.52 +10.5%
5 IJR iShares Core S&P Small-Cap 84,384.0 $10.1M 5.89% NEW $120.18 +15.7%
6 SCHD Schwab US Dividend Equity 309,278.0 $8.5M 4.92% NEW $27.43 +19.1%
7 AAPL Apple Inc. Technology 29,294.0 $8.0M 4.62% NEW $271.86 +13.7%
8 SCHM Schwab US Mid Cap 264,437.0 $8.0M 4.62% NEW $30.07 +17.1%
9 VTI Vanguard Total Stock Market 14,603.0 $4.9M 2.84% NEW $335.27 +10.0%
10 VIG Vanguard Dividend Appreciation 9,213.0 $2.0M 1.18% NEW $219.79 +6.1%
11 IJH iShares Core S&P Mid-Cap 30,486.0 $2.0M 1.17% NEW $66.00 +12.8%
12 NVDA Nvidia Corp Technology 9,458.0 $1.8M 1.02% NEW $186.51 +14.4%
13 LLY Eli Lilly and Co Healthcare 1,284.0 $1.4M 0.80% NEW $1074.34 +0.3%
14 SYK Stryker Corp Healthcare 3,587.0 $1.3M 0.73% NEW $351.49 -11.1%
15 TSLA Tesla, Inc. Consumer Cyclical 2,754.0 $1.2M 0.72% NEW $449.72 -4.2%
16 SDY SPDR S&P Dividend 8,573.0 $1.2M 0.69% NEW $139.16 +7.9%
17 IWR iShares Russell Mid-Cap 11,710.0 $1.1M 0.65% NEW $96.27 +11.2%
18 IWF iShares Russell 1000 Growth 2,036.0 $964K 0.56% NEW $473.30 -73.5%
19 AMZN Amazon.com Inc. Consumer Cyclical 4,012.0 $926K 0.54% NEW $230.82 +13.7%
20 HDV iShares High Dividend 5,319.0 $647K 0.38% NEW $121.62 -77.3%
Page 1 of 3  ·  41 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 65.9%
Technology 20.8%
Healthcare 7.3%
Consumer Cyclical 4.2%
Communication Services 1.2%
Energy 0.6%