§ 13F · FUND PROFILE
PPS&V ASSET MANAGEMENT CONSULTANTS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $173M (13F)Positions · 43Turnover · — · Q1Filed · Apr 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$212K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares S&P 500 Index | 69K | $45M | 27.4% | −1% |
| 2 | QQQ | Invesco QQQ Trust | 52K | $30M | 18.2% | −1% |
| 3 | SCHG | Schwab US Large Cap Growth | 590K | $17M | 10.5% | −1% |
| 4 | VYM | Vanguard High Dividend Yield | 79K | $12M | 7.2% | +1% |
| 5 | IJR | iShares Core S&P Small-Cap | 85K | $11M | 6.5% | +1% |
| 6 | SCHD | Schwab US Dividend Equity | 309K | $9M | 5.8% | ±0% |
| 7 | SCHM | Schwab US Mid Cap | 265K | $8M | 5.0% | ±0% |
| 8 | AAPL | Apple Inc. | 28K | $7M | 4.3% | −4% |
| 9 | VTI | Vanguard Total Stock Market | 15K | $5M | 2.9% | +2% |
| 10 | IJH | iShares Core S&P Mid-Cap | 31K | $2M | 1.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PPS&V SIGNAL
AC read
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. is a Other fund managing $173 million in assets. The fund runs a portfolio of 43 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed