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

Location: Portage, MI

CIK: 0001936380 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 8, 2026

Total Value: $164M (100.0% shares, 0.0% debt)

Holdings (41)

IVV iShares S&P 500 Index 27.4%
Value $44.86M Shares 68,676 Est. Cost $394.72 Unrealized
QQQ Invesco QQQ Trust 18.2%
Value $29.87M Shares 51,756 Est. Cost $450.01 Unrealized
SCHG Schwab US Large Cap Growth 10.5%
Value $17.19M Shares 590,204 Est. Cost $34.65 Unrealized
VYM Vanguard High Dividend Yield 7.2%
Value $11.77M Shares 79,492 Est. Cost $110.33 Unrealized
IJR iShares Core S&P Small-Cap 6.5%
Value $10.57M Shares 85,023 Est. Cost $98.16 Unrealized
SCHD Schwab US Dividend Equity 5.8%
Value $9.478M Shares 308,919 Est. Cost $41.00 Unrealized
SCHM Schwab US Mid Cap 5.0%
Value $8.203M Shares 264,946 Est. Cost $39.65 Unrealized
AAPL Apple Inc. 4.3%
Value $7.117M Shares 28,041 Est. Cost $144.67 Unrealized +81.7%
VTI Vanguard Total Stock Market 2.9%
Value $4.78M Shares 14,899 Est. Cost $203.03 Unrealized
IJH iShares Core S&P Mid-Cap 1.3%
Value $2.086M Shares 30,894 Est. Cost $88.89 Unrealized
NVDA Nvidia Corp 0.9%
Value $1.469M Shares 8,420 Est. Cost $95.29 Unrealized +95.9%
VIG Vanguard Dividend Appreciation 0.9%
Value $1.453M Shares 6,755 Est. Cost $151.51 Unrealized
LLY Eli Lilly and Co 0.7%
Value $1.148M Shares 1,249 Est. Cost $359.44 Unrealized +191.3%
IWR iShares Russell Mid-Cap 0.7%
Value $1.144M Shares 11,766 Est. Cost $67.45 Unrealized
SDY SPDR S&P Dividend 0.7%
Value $1.065M Shares 7,299 Est. Cost $125.35 Unrealized
TSLA Tesla, Inc. 0.6%
Value $1.024M Shares 2,754 Est. Cost $189.49 Unrealized +124.8%
IWF iShares Russell 1000 Growth 0.5%
Value $868K Shares 2,036 Est. Cost $214.24 Unrealized
AMZN Amazon.com Inc. 0.5%
Value $864K Shares 4,147 Est. Cost $117.76 Unrealized +92.6%
HDV iShares High Dividend 0.5%
Value $788K Shares 5,802 Est. Cost $106.85 Unrealized
SYK Stryker Corp 0.5%
Value $787K Shares 2,395 Est. Cost $219.76 Unrealized +65.9%
DVY iShares Select Dividend 0.3%
Value $571K Shares 3,774 Est. Cost $120.60 Unrealized
JNJ Johnson & Johnson 0.3%
Value $547K Shares 2,238 Est. Cost $156.82 Unrealized +45.3%
JPM J.P. Morgan Chase & Co. 0.3%
Value $497K Shares 1,690 Est. Cost $169.68 Unrealized +83.5%
MPC Marathon Pete Corp 0.3%
Value $488K Shares 2,000 Est. Cost $106.44 Unrealized +73.5%
BMI Badger Meter Inc 0.3%
Value $488K Shares 3,200 Est. Cost $106.24 Unrealized +52.3%
AIVL Wisdomtree US Al Enhanced Value 0.3%
Value $473K Shares 4,085 Est. Cost $91.80 Unrealized
ISCB iShares Morningstar Small-Cap 0.2%
Value $375K Shares 5,755 Est. Cost $45.60 Unrealized
PFE Pfizer Incorporated 0.2%
Value $364K Shares 12,951 Est. Cost $24.81 Unrealized +5.5%
V Visa Inc 0.2%
Value $315K Shares 1,042 Est. Cost $199.77 Unrealized +64.8%
IWM iShares Russell 2000 0.2%
Value $310K Shares 1,250 Est. Cost $174.36 Unrealized
MSFT Microsoft Corp 0.2%
Value $297K Shares 804 Est. Cost $234.05 Unrealized +85.7%
BMY Bristol-Myers Squibb Co 0.2%
Value $293K Shares 4,837 Est. Cost $44.46 Unrealized +29.2%
VGT Vanguard Information Technology 0.2%
Value $288K Shares 413 Est. Cost $319.28 Unrealized
GOOGL Alphabet Inc. Class A 0.2%
Value $288K Shares 1,000 Est. Cost $209.20 Unrealized +54.5%
IMCB iShares Morningstar Mid-Cap 0.2%
Value $284K Shares 3,400 Est. Cost $58.67 Unrealized
RSP Invesco S&P 500 Equal Weight 0.2%
Value $273K Shares 1,425 Est. Cost $131.83 Unrealized
IXN iShares Global Tech 0.1%
Value $240K Shares 2,400 Est. Cost $92.34 Unrealized
IWP iShares Russell Midcap Growth 0.1%
Value $237K Shares 1,852 Est. Cost $84.36 Unrealized
XOM Exxon Mobil Corporation 0.1%
Value $212K Shares 1,250 Est. Cost $138.74 Unrealized 0.0%
GOOG Alphabet Inc Class C 0.1%
Value $211K Shares 734 Est. Cost $209.93 Unrealized +54.2%
AXP American Express Company 0.1%
Value $208K Shares 689 Est. Cost $279.37 Unrealized +27.5%