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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 $172,277,268 across 41 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-07. Its ten largest share positions make up 88.35% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001936380-26-000001

Period
2025-12-31
Reported value
$172M
Holdings
41
Top 10 weight
88.35%
New
0
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHDadded+9,679$265K
SCHMadded+8,628$259K
IJRadded+1,721$207K
VYMadded+482$69.2K
JPMadded+21$6.77K

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-4,819-$1.31M
QQQreduced-1,559-$958K
SYKreduced-2,016-$709K
IVVreduced-974-$667K
SCHGreduced-20,306-$662K

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, Q4 2025

Share positions as resolved from 13F-HR 0001936380-26-000001, largest first. % of portfolio is the value over $172,277,268, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 67,083 shares; 2025Q1: 67,067 shares; 2025Q2: 70,037 shares; 2025Q3: 70,676 shares; 2025Q4: 69,702 shares 69,702$47.7M27.71%-974Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,173 shares; 2025Q1: 50,916 shares; 2025Q2: 53,926 shares; 2025Q3: 54,103 shares; 2025Q4: 52,544 shares 52,544$32.3M18.74%-1,559Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 574,771 shares; 2025Q1: 572,989 shares; 2025Q2: 609,057 shares; 2025Q3: 614,863 shares; 2025Q4: 594,557 shares 594,557$19.4M11.26%-20,306Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,708 shares; 2025Q1: 73,488 shares; 2025Q2: 77,208 shares; 2025Q3: 78,488 shares; 2025Q4: 78,970 shares 78,970$11.3M6.58%+482Timeline
IJRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,818 shares; 2025Q1: 73,363 shares; 2025Q2: 79,802 shares; 2025Q3: 82,663 shares; 2025Q4: 84,384 shares 84,384$10.1M5.89%+1,721Timeline
SCHDSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 268,819 shares; 2025Q1: 268,771 shares; 2025Q2: 286,478 shares; 2025Q3: 299,599 shares; 2025Q4: 309,278 shares 309,278$8.48M4.92%+9,679Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,331 shares; 2025Q1: 35,047 shares; 2025Q2: 35,213 shares; 2025Q3: 34,113 shares; 2025Q4: 29,294 shares 29,294$7.96M4.62%-4,819Timeline
SCHMSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 236,055 shares; 2025Q1: 236,354 shares; 2025Q2: 252,474 shares; 2025Q3: 255,809 shares; 2025Q4: 264,437 shares 264,437$7.95M4.62%+8,628Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,518 shares; 2025Q1: 14,815 shares; 2025Q2: 15,356 shares; 2025Q3: 15,010 shares; 2025Q4: 14,603 shares 14,603$4.9M2.84%-407Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,866 shares; 2025Q1: 10,789 shares; 2025Q2: 10,535 shares; 2025Q3: 10,678 shares; 2025Q4: 9,213 shares 9,213$2.02M1.18%-1,465Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,748 shares; 2025Q1: 27,406 shares; 2025Q2: 29,952 shares; 2025Q3: 31,452 shares; 2025Q4: 30,486 shares 30,486$2.01M1.17%-966Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,578 shares; 2025Q1: 10,230 shares; 2025Q2: 10,510 shares; 2025Q3: 10,057 shares; 2025Q4: 9,458 shares 9,458$1.76M1.02%-599Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,310 shares; 2025Q1: 1,252 shares; 2025Q2: 1,252 shares; 2025Q3: 1,288 shares; 2025Q4: 1,284 shares 1,284$1.38M0.8%-4Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,687 shares; 2025Q1: 5,687 shares; 2025Q2: 5,687 shares; 2025Q3: 5,603 shares; 2025Q4: 3,587 shares 3,587$1.26M0.73%-2,016Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,763 shares; 2025Q1: 2,763 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,754 shares 2,754$1.24M0.72%-9Timeline
SDYSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,573 shares; 2025Q1: 8,573 shares; 2025Q2: 8,573 shares; 2025Q3: 8,573 shares; 2025Q4: 8,573 shares 8,573$1.19M0.69%0Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,074 shares; 2025Q1: 12,074 shares; 2025Q2: 12,074 shares; 2025Q3: 11,710 shares; 2025Q4: 11,710 shares 11,710$1.13M0.65%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,036 shares; 2025Q1: 2,036 shares; 2025Q2: 2,036 shares; 2025Q3: 2,036 shares; 2025Q4: 2,036 shares 2,036$964K0.56%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,842 shares; 2025Q1: 4,738 shares; 2025Q2: 4,775 shares; 2025Q3: 4,940 shares; 2025Q4: 4,012 shares 4,012$926K0.54%-928Timeline
HDVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,319 shares; 2025Q1: 5,319 shares; 2025Q2: 5,319 shares; 2025Q3: 5,319 shares; 2025Q4: 5,319 shares 5,319$647K0.38%0Timeline
DVYISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,233 shares; 2025Q1: 3,972 shares; 2025Q2: 3,972 shares; 2025Q3: 3,972 shares; 2025Q4: 3,972 shares 3,972$561K0.33%0Timeline
BMIBADGER METER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares 3,200$558K0.32%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,494 shares; 2025Q1: 2,530 shares; 2025Q2: 2,546 shares; 2025Q3: 2,546 shares; 2025Q4: 2,446 shares 2,446$506K0.29%-100Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,391 shares; 2025Q1: 1,412 shares; 2025Q2: 1,432 shares; 2025Q3: 1,549 shares; 2025Q4: 1,570 shares 1,570$506K0.29%+21Timeline
AIVLWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,085 shares; 2025Q1: 4,085 shares; 2025Q2: 4,085 shares; 2025Q3: 4,085 shares; 2025Q4: 4,085 shares 4,085$470K0.27%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,396 shares; 2025Q1: 873 shares; 2025Q2: 840 shares; 2025Q3: 816 shares; 2025Q4: 817 shares 817$395K0.23%+1Timeline
MSMLISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,755 shares; 2025Q1: 5,755 shares; 2025Q2: 5,755 shares; 2025Q3: 5,755 shares; 2025Q4: 5,755 shares 5,755$374K0.22%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,402 shares; 2025Q1: 1,368 shares; 2025Q2: 1,368 shares; 2025Q3: 1,367 shares; 2025Q4: 1,020 shares 1,020$358K0.21%-347Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 895 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 895 shares; 2025Q4: 895 shares 895$355K0.21%0Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares 2,000$325K0.19%0Timeline
IMCBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,851 shares; 2025Q1: 3,851 shares; 2025Q2: 3,851 shares; 2025Q3: 3,851 shares; 2025Q4: 3,851 shares 3,851$319K0.18%0Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,201 shares; 2025Q1: 14,886 shares; 2025Q2: 15,079 shares; 2025Q3: 13,670 shares; 2025Q4: 12,734 shares 12,734$317K0.18%-936Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000$313K0.18%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 413 shares; 2025Q4: 413 shares 413$312K0.18%0Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,350 shares; 2025Q1: 1,250 shares; 2025Q2: 1,250 shares; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares 1,250$308K0.18%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,037 shares; 2025Q4: 902 shares 902$283K0.16%-135Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,009 shares; 2025Q1: 1,714 shares; 2025Q2: 1,714 shares; 2025Q3: 1,511 shares; 2025Q4: 1,468 shares 1,468$281K0.16%-43Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,824 shares; 2025Q1: 5,727 shares; 2025Q2: 5,904 shares; 2025Q3: 5,203 shares; 2025Q4: 4,748 shares 4,748$256K0.15%-455Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 724 shares; 2025Q1: not reported; 2025Q2: 698 shares; 2025Q3: 699 shares; 2025Q4: 689 shares 689$255K0.15%-10Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,852 shares; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares; 2025Q3: 1,852 shares; 2025Q4: 1,852 shares 1,852$254K0.15%0Timeline
IXNISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,400 shares; 2025Q1: not reported; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares 2,400$252K0.15%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
NFLXNETFLIX INC.202$242Kshares
XLKSELECT SECTOR SPDR TR801$226Kshares

How Q4 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 0001936380-26-000001 base2026-01-07acceptance time not in the bulk data set