§ 13F · FUND PROFILE
PPS&V ASSET MANAGEMENT CONSULTANTS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $158.6T (13F)Positions · 41Turnover · — · Q4Filed · Jan 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares S&P 500 Index | 70K | $47.7T | 27.7% | −1% |
| 2 | QQQ | Invesco QQQ Trust | 53K | $32.3T | 18.7% | −3% |
| 3 | SCHG | Schwab US Large Cap Growth | 595K | $19.4T | 11.3% | −3% |
| 4 | VYM | Vanguard High Dividend Yield | 79K | $11.3T | 6.6% | +1% |
| 5 | IJR | iShares Core S&P Small-Cap | 84K | $10.1T | 5.9% | +2% |
| 6 | SCHD | Schwab US Dividend Equity | 309K | $8.5T | 4.9% | +3% |
| 7 | AAPL | Apple Inc. | 29K | $8.0T | 4.6% | −14% |
| 8 | SCHM | Schwab US Mid Cap | 264K | $8.0T | 4.6% | +3% |
| 9 | VTI | Vanguard Total Stock Market | 15K | $4.9T | 2.8% | −3% |
| 10 | VIG | Vanguard Dividend Appreciation | 9K | $2.0T | 1.2% | −14% |
§ 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 $158587.8 trillion in assets. The fund runs a portfolio of 41 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed