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PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

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13F filer, CIK 1936380, PORTAGE, MI

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. reported $158,587,779 across 41 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-09. Its ten largest share positions make up 87.56% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001936380-25-000004

Period
2025-06-30
Reported value
$159M
Holdings
41
Top 10 weight
87.56%
New
4
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+2,970$1.84M
QQQadded+3,010$1.66M
SCHGadded+36,068$1.05M
IJRadded+6,439$704K
VYMadded+3,720$496K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VIGreduced-254-$52K
MSFTreduced-33-$16.4K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001936380-25-000004, largest first. % of portfolio is the value over $158,587,779, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,083 shares; 2025Q1: 67,067 shares; 2025Q2: 70,037 shares 70,037$43.5M27.42%+2,970Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,173 shares; 2025Q1: 50,916 shares; 2025Q2: 53,926 shares 53,926$29.7M18.76%+3,010Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 574,771 shares; 2025Q1: 572,989 shares; 2025Q2: 609,057 shares 609,057$17.8M11.22%+36,068Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,708 shares; 2025Q1: 73,488 shares; 2025Q2: 77,208 shares 77,208$10.3M6.49%+3,720Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,818 shares; 2025Q1: 73,363 shares; 2025Q2: 79,802 shares 79,802$8.72M5.5%+6,439Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,819 shares; 2025Q1: 268,771 shares; 2025Q2: 286,478 shares 286,478$7.59M4.79%+17,707Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,331 shares; 2025Q1: 35,047 shares; 2025Q2: 35,213 shares 35,213$7.22M4.56%+166Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 236,055 shares; 2025Q1: 236,354 shares; 2025Q2: 252,474 shares 252,474$7.08M4.47%+16,120Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,518 shares; 2025Q1: 14,815 shares; 2025Q2: 15,356 shares 15,356$4.67M2.94%+541Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,687 shares; 2025Q1: 5,687 shares; 2025Q2: 5,687 shares 5,687$2.25M1.42%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,866 shares; 2025Q1: 10,789 shares; 2025Q2: 10,535 shares 10,535$2.16M1.36%-254Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,748 shares; 2025Q1: 27,406 shares; 2025Q2: 29,952 shares 29,952$1.86M1.17%+2,546Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,578 shares; 2025Q1: 10,230 shares; 2025Q2: 10,510 shares 10,510$1.66M1.05%+280Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,573 shares; 2025Q1: 8,573 shares; 2025Q2: 8,573 shares 8,573$1.16M0.73%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,074 shares; 2025Q1: 12,074 shares; 2025Q2: 12,074 shares 12,074$1.11M0.7%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,842 shares; 2025Q1: 4,738 shares; 2025Q2: 4,775 shares 4,775$1.05M0.66%+37Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,310 shares; 2025Q1: 1,252 shares; 2025Q2: 1,252 shares 1,252$976K0.62%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,763 shares; 2025Q1: 2,763 shares; 2025Q2: 2,763 shares 2,763$878K0.55%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares 2,036$864K0.55%0Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares 3,200$784K0.49%0Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,319 shares; 2025Q1: 5,319 shares; 2025Q2: 5,319 shares 5,319$623K0.39%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,233 shares; 2025Q1: 3,972 shares; 2025Q2: 3,972 shares 3,972$527K0.33%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,402 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares 1,368$486K0.31%0Timeline
AIVLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,085 shares; 2025Q1: 4,085 shares; 2025Q2: 4,085 shares 4,085$462K0.29%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,396 shares; 2025Q1: 873 shares; 2025Q2: 840 shares 840$418K0.26%-33Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,391 shares; 2025Q1: 1,412 shares; 2025Q2: 1,432 shares 1,432$415K0.26%+20Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,494 shares; 2025Q1: 2,530 shares; 2025Q2: 2,546 shares 2,546$389K0.25%+16Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,201 shares; 2025Q1: 14,886 shares; 2025Q2: 15,079 shares 15,079$366K0.23%+193Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,755 shares; 2025Q1: 5,755 shares; 2025Q2: 5,755 shares 5,755$335K0.21%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000$332K0.21%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,009 shares; 2025Q1: 1,714 shares; 2025Q2: 1,714 shares 1,714$312K0.2%0Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,851 shares; 2025Q1: 3,851 shares; 2025Q2: 3,851 shares 3,851$307K0.19%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares 413$274K0.17%0Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,824 shares; 2025Q1: 5,727 shares; 2025Q2: 5,904 shares 5,904$273K0.17%+177Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares 895$273K0.17%0Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares 202$271K0.17%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares 1,250$270K0.17%0Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares 1,852$257K0.16%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 724 shares; 2025Q1: not reported; 2025Q2: 698 shares 698$223K0.14%newTimeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: not reported; 2025Q2: 2,400 shares 2,400$222K0.14%newTimeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 801 shares 801$203K0.13%newTimeline

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001936380-25-000004 base2025-07-09acceptance time not in the bulk data set