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 $185.3M across 39 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($50.0M, 26.96%), QQQ ($36.7M, 19.82%), SCHG ($20.3M, 10.93%), IJR ($13.0M, 7.00%), VYM ($12.5M, 6.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | iShares S&P 500 Index | $50.0M | 26.96% | 66,711 | Trimmed |
| 2 | QQQ | Invesco QQQ Trust | $36.7M | 19.82% | 49,874 | Trimmed |
| 3 | SCHG | Schwab US Large Cap Growth | $20.3M | 10.93% | 598,435 | Added |
| 4 | IJR | iShares Core S&P Small-Cap | $13.0M | 7.00% | 87,414 | Added |
| 5 | VYM | Vanguard High Dividend Yield | $12.5M | 6.77% | 79,353 | Trimmed |
| 6 | SCHD | Schwab US Dividend Equity | $10.1M | 5.43% | 317,313 | Added |
| 7 | SCHM | Schwab US Mid Cap | $10.0M | 5.41% | 271,989 | Added |
| 8 | AAPL | Apple Inc. | $7.6M | 4.12% | 26,386 | Trimmed |
| 9 | VTI | Vanguard Total Stock Market | $4.4M | 2.36% | 11,827 | Trimmed |
| 10 | IJH | iShares Core S&P Mid-Cap | $2.4M | 1.29% | 30,950 | Added |
| 11 | NVDA | Nvidia Corp | $1.6M | 0.89% | 8,226 | Trimmed |
| 12 | VIG | Vanguard Dividend Appreciation | $1.5M | 0.80% | 6,252 | Trimmed |
| 13 | LLY | Eli Lilly and Co | $1.5M | 0.79% | 1,227 | Trimmed |
| 14 | IWR | iShares Russell Mid-Cap | $1.3M | 0.68% | 11,366 | Trimmed |
| 15 | SDY | SPDR S&P Dividend | $1.1M | 0.60% | 7,299 | Hold |
| 16 | IWF | iShares Russell 1000 Growth | $1.0M | 0.55% | 8,144 | Added |
| 17 | TSLA | Tesla, Inc. | $965,277 | 0.52% | 2,295 | Trimmed |
| 18 | AMZN | Amazon.com Inc. | $932,863 | 0.50% | 3,914 | Trimmed |
| 19 | HDV | iShares High Dividend | $795,205 | 0.43% | 29,011 | Added |
| 20 | SYK | Stryker Corp | $760,499 | 0.41% | 2,415 | Added |
| 21 | DVY | iShares Select Dividend | $589,820 | 0.32% | 3,774 | Hold |
| 22 | JNJ | Johnson & Johnson | $563,316 | 0.30% | 2,218 | Trimmed |
| 23 | MPC | Marathon Pete Corp | $511,340 | 0.28% | 2,000 | Hold |
| 24 | JPM | J.P. Morgan Chase & Co. | $518,842 | 0.28% | 1,585 | Trimmed |
| 25 | BMI | Badger Meter Inc | $474,816 | 0.26% | 3,200 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30