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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 $173,230,852 across 43 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-06. Its ten largest share positions make up 87.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001936380-25-000006

Period
2025-09-30
Reported value
$173M
Holdings
43
Top 10 weight
87.73%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+639$428K
SCHDadded+13,121$358K
IJRadded+2,861$340K
GOOGnew+1,037$252K
GOOGLnew+1,000$243K

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
AAPLreduced-1,100-$280K
VTIreduced-346-$114K
NVDAreduced-453-$84.5K
RSPreduced-203-$38.5K
PFEreduced-1,409-$35.9K

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, Q3 2025

Share positions as resolved from 13F-HR 0001936380-25-000006, largest first. % of portfolio is the value over $173,230,852, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,083 shares; 2025Q1: 67,067 shares; 2025Q2: 70,037 shares; 2025Q3: 70,676 shares 70,676$47.3M27.31%+639Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,173 shares; 2025Q1: 50,916 shares; 2025Q2: 53,926 shares; 2025Q3: 54,103 shares 54,103$32.5M18.75%+177Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 574,771 shares; 2025Q1: 572,989 shares; 2025Q2: 609,057 shares; 2025Q3: 614,863 shares 614,863$19.6M11.33%+5,806Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,708 shares; 2025Q1: 73,488 shares; 2025Q2: 77,208 shares; 2025Q3: 78,488 shares 78,488$11.1M6.39%+1,280Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,818 shares; 2025Q1: 73,363 shares; 2025Q2: 79,802 shares; 2025Q3: 82,663 shares 82,663$9.82M5.67%+2,861Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,331 shares; 2025Q1: 35,047 shares; 2025Q2: 35,213 shares; 2025Q3: 34,113 shares 34,113$8.69M5.01%-1,100Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,819 shares; 2025Q1: 268,771 shares; 2025Q2: 286,478 shares; 2025Q3: 299,599 shares 299,599$8.18M4.72%+13,121Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 236,055 shares; 2025Q1: 236,354 shares; 2025Q2: 252,474 shares; 2025Q3: 255,809 shares 255,809$7.58M4.38%+3,335Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,518 shares; 2025Q1: 14,815 shares; 2025Q2: 15,356 shares; 2025Q3: 15,010 shares 15,010$4.93M2.84%-346Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,866 shares; 2025Q1: 10,789 shares; 2025Q2: 10,535 shares; 2025Q3: 10,678 shares 10,678$2.3M1.33%+143Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,687 shares; 2025Q1: 5,687 shares; 2025Q2: 5,687 shares; 2025Q3: 5,603 shares 5,603$2.07M1.2%-84Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,748 shares; 2025Q1: 27,406 shares; 2025Q2: 29,952 shares; 2025Q3: 31,452 shares 31,452$2.05M1.18%+1,500Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,578 shares; 2025Q1: 10,230 shares; 2025Q2: 10,510 shares; 2025Q3: 10,057 shares 10,057$1.88M1.08%-453Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,763 shares; 2025Q1: 2,763 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares 2,763$1.23M0.71%0Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,573 shares; 2025Q1: 8,573 shares; 2025Q2: 8,573 shares; 2025Q3: 8,573 shares 8,573$1.2M0.69%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,074 shares; 2025Q1: 12,074 shares; 2025Q2: 12,074 shares; 2025Q3: 11,710 shares 11,710$1.13M0.65%-364Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,842 shares; 2025Q1: 4,738 shares; 2025Q2: 4,775 shares; 2025Q3: 4,940 shares 4,940$1.08M0.63%+165Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,310 shares; 2025Q1: 1,252 shares; 2025Q2: 1,252 shares; 2025Q3: 1,288 shares 1,288$983K0.57%+36Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares 2,036$954K0.55%0Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,319 shares; 2025Q1: 5,319 shares; 2025Q2: 5,319 shares; 2025Q3: 5,319 shares 5,319$651K0.38%0Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares 3,200$571K0.33%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,233 shares; 2025Q1: 3,972 shares; 2025Q2: 3,972 shares; 2025Q3: 3,972 shares 3,972$564K0.33%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,391 shares; 2025Q1: 1,412 shares; 2025Q2: 1,432 shares; 2025Q3: 1,549 shares 1,549$489K0.28%+117Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,494 shares; 2025Q1: 2,530 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares 2,546$472K0.27%0Timeline
AIVLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,085 shares; 2025Q1: 4,085 shares; 2025Q2: 4,085 shares; 2025Q3: 4,085 shares 4,085$467K0.27%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,402 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,367 shares 1,367$467K0.27%-1Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,396 shares; 2025Q1: 873 shares; 2025Q2: 840 shares; 2025Q3: 816 shares 816$423K0.24%-24Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares 2,000$385K0.22%0Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,755 shares; 2025Q1: 5,755 shares; 2025Q2: 5,755 shares; 2025Q3: 5,755 shares 5,755$365K0.21%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,201 shares; 2025Q1: 14,886 shares; 2025Q2: 15,079 shares; 2025Q3: 13,670 shares 13,670$348K0.2%-1,409Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,851 shares; 2025Q1: 3,851 shares; 2025Q2: 3,851 shares; 2025Q3: 3,851 shares 3,851$320K0.18%0Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares 895$318K0.18%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares 413$309K0.18%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares 1,250$302K0.17%0Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,009 shares; 2025Q1: 1,714 shares; 2025Q2: 1,714 shares; 2025Q3: 1,511 shares 1,511$287K0.17%-203Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares 1,852$264K0.15%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037 shares 1,037$252K0.15%newTimeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares 2,400$248K0.14%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares 1,000$243K0.14%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 202 shares; 2025Q3: 202 shares 202$242K0.14%0Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,824 shares; 2025Q1: 5,727 shares; 2025Q2: 5,904 shares; 2025Q3: 5,203 shares 5,203$235K0.14%-701Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 724 shares; 2025Q1: not reported; 2025Q2: 698 shares; 2025Q3: 699 shares 699$232K0.13%+1Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 801 shares; 2025Q3: 801 shares 801$226K0.13%0Timeline

How Q3 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 0001936380-25-000006 base2025-10-06acceptance time not in the bulk data set