PPS&V ASSET MANAGEMENT CONSULTANTS, INC. Long-Term Concentrated

Location: Portage, MI

CIK: 0001936380 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 7, 2026

Total Value: $172M (100.0% shares, 0.0% debt)

Holdings (41)

IVV iShares S&P 500 Index 27.7%
Value $47.74M Shares 69,702 Est. Cost $394.72 Unrealized
QQQ Invesco QQQ Trust 18.7%
Value $32.28M Shares 52,544 Est. Cost $450.01 Unrealized
SCHG Schwab US Large Cap Growth 11.3%
Value $19.39M Shares 594,557 Est. Cost $34.65 Unrealized
VYM Vanguard High Dividend Yield 6.6%
Value $11.33M Shares 78,970 Est. Cost $110.33 Unrealized
IJR iShares Core S&P Small-Cap 5.9%
Value $10.14M Shares 84,384 Est. Cost $98.16 Unrealized
SCHD Schwab US Dividend Equity 4.9%
Value $8.484M Shares 309,278 Est. Cost $41.00 Unrealized
AAPL Apple Inc. 4.6%
Value $7.964M Shares 29,294 Est. Cost $144.67 Unrealized +85.5%
SCHM Schwab US Mid Cap 4.6%
Value $7.952M Shares 264,437 Est. Cost $39.65 Unrealized
VTI Vanguard Total Stock Market 2.8%
Value $4.896M Shares 14,603 Est. Cost $200.64 Unrealized
VIG Vanguard Dividend Appreciation 1.2%
Value $2.025M Shares 9,213 Est. Cost $151.51 Unrealized
IJH iShares Core S&P Mid-Cap 1.2%
Value $2.012M Shares 30,486 Est. Cost $89.18 Unrealized
NVDA Nvidia Corp 1.0%
Value $1.764M Shares 9,458 Est. Cost $95.29 Unrealized +95.3%
LLY Eli Lilly and Co 0.8%
Value $1.379M Shares 1,284 Est. Cost $359.44 Unrealized +165.8%
SYK Stryker Corp 0.7%
Value $1.261M Shares 3,587 Est. Cost $219.76 Unrealized +65.4%
TSLA Tesla, Inc. 0.7%
Value $1.239M Shares 2,754 Est. Cost $189.49 Unrealized +133.9%
SDY SPDR S&P Dividend 0.7%
Value $1.193M Shares 8,573 Est. Cost $125.35 Unrealized
IWR iShares Russell Mid-Cap 0.7%
Value $1.127M Shares 11,710 Est. Cost $67.45 Unrealized
IWF iShares Russell 1000 Growth 0.6%
Value $964K Shares 2,036 Est. Cost $214.24 Unrealized
AMZN Amazon.com Inc. 0.5%
Value $926K Shares 4,012 Est. Cost $114.09 Unrealized +100.5%
HDV iShares High Dividend 0.4%
Value $647K Shares 5,319 Est. Cost $104.23 Unrealized
DVY iShares Select Dividend 0.3%
Value $561K Shares 3,972 Est. Cost $120.60 Unrealized
BMI Badger Meter Inc 0.3%
Value $558K Shares 3,200 Est. Cost $106.24 Unrealized +69.2%
JNJ Johnson & Johnson 0.3%
Value $506K Shares 2,446 Est. Cost $156.82 Unrealized +25.6%
JPM J.P. Morgan Chase & Co. 0.3%
Value $506K Shares 1,570 Est. Cost $158.85 Unrealized +94.9%
AIVL Wisdomtree US Al Enhanced Value 0.3%
Value $470K Shares 4,085 Est. Cost $91.80 Unrealized
MSFT Microsoft Corp 0.2%
Value $395K Shares 817 Est. Cost $234.05 Unrealized +113.9%
ISCB iShares Morningstar Small-Cap 0.2%
Value $374K Shares 5,755 Est. Cost $45.60 Unrealized
V Visa Inc 0.2%
Value $358K Shares 1,020 Est. Cost $196.98 Unrealized +72.8%
GLD Streetracks Gold TRUST 0.2%
Value $355K Shares 895 Est. Cost $243.06 Unrealized
MPC Marathon Pete Corp 0.2%
Value $325K Shares 2,000 Est. Cost $106.44 Unrealized +75.1%
IMCB iShares Morningstar Mid-Cap 0.2%
Value $319K Shares 3,851 Est. Cost $58.67 Unrealized
PFE Pfizer Incorporated 0.2%
Value $317K Shares 12,734 Est. Cost $24.79 Unrealized +1.0%
GOOGL Alphabet Inc. Class A 0.2%
Value $313K Shares 1,000 Est. Cost $209.20 Unrealized +36.5%
VGT Vanguard Information Technology 0.2%
Value $312K Shares 413 Est. Cost $319.28 Unrealized
IWM iShares Russell 2000 0.2%
Value $308K Shares 1,250 Est. Cost $174.36 Unrealized
GOOG Alphabet Inc Class C 0.2%
Value $283K Shares 902 Est. Cost $209.93 Unrealized +36.4%
RSP Invesco S&P 500 Equal Weight 0.2%
Value $281K Shares 1,468 Est. Cost $131.83 Unrealized
BMY Bristol-Myers Squibb Co 0.1%
Value $256K Shares 4,748 Est. Cost $44.21 Unrealized +7.5%
AXP American Express Company 0.1%
Value $255K Shares 689 Est. Cost $279.37 Unrealized +27.8%
IWP iShares Russell Midcap Growth 0.1%
Value $254K Shares 1,852 Est. Cost $84.36 Unrealized
IXN Ishares Global Technology 0.1%
Value $252K Shares 2,400 Est. Cost $92.34 Unrealized