Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. (CIK 1936380) reported $163.8M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($44.9M, 27.39%), QQQ ($29.9M, 18.24%), SCHG ($17.2M, 10.50%), VYM ($11.8M, 7.19%), IJR ($10.6M, 6.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares S&P 500 Index | $44.9M | 27.39% | 68,676 | Trimmed |
| 2 | QQQ | Invesco QQQ Trust | $29.9M | 18.24% | 51,756 | Trimmed |
| 3 | SCHG | Schwab US Large Cap Growth | $17.2M | 10.50% | 590,204 | Trimmed |
| 4 | VYM | Vanguard High Dividend Yield | $11.8M | 7.19% | 79,492 | Added |
| 5 | IJR | iShares Core S&P Small-Cap | $10.6M | 6.45% | 85,023 | Added |
| 6 | SCHD | Schwab US Dividend Equity | $9.5M | 5.79% | 308,919 | Trimmed |
| 7 | SCHM | Schwab US Mid Cap | $8.2M | 5.01% | 264,946 | Added |
| 8 | AAPL | Apple Inc. | $7.1M | 4.34% | 28,041 | Trimmed |
| 9 | VTI | Vanguard Total Stock Market | $4.8M | 2.92% | 14,899 | Added |
| 10 | IJH | iShares Core S&P Mid-Cap | $2.1M | 1.27% | 30,894 | Added |
| 11 | NVDA | Nvidia Corp | $1.5M | 0.90% | 8,420 | Trimmed |
| 12 | VIG | Vanguard Dividend Appreciation | $1.5M | 0.89% | 6,755 | Trimmed |
| 13 | LLY | Eli Lilly and Co | $1.1M | 0.70% | 1,249 | Trimmed |
| 14 | IWR | iShares Russell Mid-Cap | $1.1M | 0.70% | 11,766 | Added |
| 15 | SDY | SPDR S&P Dividend | $1.1M | 0.65% | 7,299 | Trimmed |
| 16 | TSLA | Tesla, Inc. | $1.0M | 0.63% | 2,754 | Hold |
| 17 | AMZN | Amazon.com Inc. | $863,696 | 0.53% | 4,147 | Added |
| 18 | IWF | iShares Russell 1000 Growth | $868,150 | 0.53% | 2,036 | Hold |
| 19 | SYK | Stryker Corp | $787,078 | 0.48% | 2,395 | Trimmed |
| 20 | HDV | iShares High Dividend | $787,513 | 0.48% | 5,802 | Added |
| 21 | DVY | iShares Select Dividend | $571,367 | 0.35% | 3,774 | Trimmed |
| 22 | JNJ | Johnson & Johnson | $547,067 | 0.33% | 2,238 | Trimmed |
| 23 | MPC | Marathon Pete Corp | $488,360 | 0.30% | 2,000 | Hold |
| 24 | JPM | J.P. Morgan Chase & Co. | $497,176 | 0.30% | 1,690 | Added |
| 25 | BMI | Badger Meter Inc | $487,520 | 0.30% | 3,200 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31