Pps&V Asset Management Consultants, Inc. Top Holdings and 13F Report (2026) About Pps&V Asset Management Consultants, Inc.Investment ActivityPps&V Asset Management Consultants, Inc. has $163.80 million in total holdings as of March 31, 2026.Pps&V Asset Management Consultants, Inc. owns shares of 41 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 0.40% of the portfolio was purchased this quarter.About 2.10% of the portfolio was sold this quarter.This quarter, Pps&V Asset Management Consultants, Inc. has purchased 41 new stocks and bought additional shares in 12 stocks.Pps&V Asset Management Consultants, Inc. sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $44,859,844Invesco QQQ $29,872,786Schwab U.S. Large-Cap Growth ETF $17,192,634Vanguard High Dividend Yield ETF $11,772,741iShares Core S&P Small-Cap ETF $10,569,179 Largest New Holdings this Quarter 30231G102 - ExxonMobil $212,075 Holding Largest Purchases this Quarter ExxonMobil 1,250 shares (about $212.08K)Vanguard Total Stock Market ETF 296 shares (about $94.96K)iShares Core S&P Small-Cap ETF 639 shares (about $79.43K)Vanguard High Dividend Yield ETF 522 shares (about $77.31K)iShares Core High Dividend ETF 483 shares (about $65.56K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,026 shares (about $670.19K)Vanguard Dividend Appreciation ETF 2,458 shares (about $528.62K)Invesco QQQ 788 shares (about $454.82K)Stryker 1,192 shares (about $391.73K)Apple 1,253 shares (about $318.00K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPps&V Asset Management Consultants, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$44,859,844$670,193 ▼-1.5%68,67627.4%ETFQQQInvesco QQQ$29,872,786$454,822 ▼-1.5%51,75618.2%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$17,192,634$126,803 ▼-0.7%590,20410.5%ETFVYMVanguard High Dividend Yield ETF$11,772,741$77,308 ▲0.7%79,4927.2%ETFIJRiShares Core S&P Small-Cap ETF$10,569,179$79,434 ▲0.8%85,0236.5%ETFSCHDSchwab US Dividend Equity ETF$9,477,650$11,014 ▼-0.1%308,9195.8%ETFSCHMSchwab U.S. Mid-Cap ETF$8,202,734$15,759 ▲0.2%264,9465.0%ETFAAPLApple$7,116,564$318,001 ▼-4.3%28,0414.3%Computer and TechnologyVTIVanguard Total Stock Market ETF$4,779,666$94,958 ▲2.0%14,8992.9%ETFIJHiShares Core S&P Mid-Cap ETF$2,086,259$27,552 ▲1.3%30,8941.3%ETFNVDANVIDIA$1,468,510$181,035 ▼-11.0%8,4200.9%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$1,452,746$528,623 ▼-26.7%6,7550.9%ETFLLYEli Lilly and Company$1,148,472$32,183 ▼-2.7%1,2490.7%MedicalIWRiShares Russell Mid-Cap ETF$1,144,013$5,445 ▲0.5%11,7660.7%ETFSDYSPDR S&P Dividend ETF$1,065,245$185,933 ▼-14.9%7,2990.7%ETFTSLATesla$1,023,8000.0%2,7540.6%Auto/Tires/TrucksIWFiShares Russell 1000 Growth ETF$868,1500.0%2,0360.5%ETFAMZNAmazon.com$863,696$28,116 ▲3.4%4,1470.5%Retail/WholesaleHDViShares Core High Dividend ETF$787,513$65,558 ▲9.1%5,8020.5%ETFSYKStryker$787,078$391,732 ▼-33.2%2,3950.5%MedicalDVYiShares Select Dividend ETF$571,367$29,976 ▼-5.0%3,7740.3%ETFJNJJohnson & Johnson$547,067$50,844 ▼-8.5%2,2380.3%MedicalJPMJPMorgan Chase & Co.$497,176$35,302 ▲7.6%1,6900.3%FinanceMPCMarathon Petroleum$488,3600.0%2,0000.3%EnergyBMIBadger Meter$487,5200.0%3,2000.3%Computer and TechnologyAIVLWisdomTree U.S. AI Enhanced Value Fund$472,6720.0%4,0850.3%FinanceISCBiShares Morningstar Small-Cap ETF$374,6250.0%5,7550.2%ETFPFEPfizer$363,664$6,093 ▲1.7%12,9510.2%MedicalVVisa$314,970$6,650 ▲2.2%1,0420.2%Business ServicesIWMiShares Russell 2000 ETF$310,0000.0%1,2500.2%FinanceMSFTMicrosoft$297,468$4,810 ▼-1.6%8040.2%Computer and TechnologyBMYBristol Myers Squibb$293,364$5,398 ▲1.9%4,8370.2%MedicalVGTVanguard Information Technology ETF$288,4180.0%4130.2%ETFGOOGLAlphabet$287,5600.0%1,0000.2%Computer and TechnologyIMCBiShares Morningstar Mid-Cap ETF$283,647$37,625 ▼-11.7%3,4000.2%ETFRSPInvesco S&P 500 Equal Weight ETF$273,486$8,253 ▼-2.9%1,4250.2%ETFIXNiShares Global Tech ETF$239,9280.0%2,4000.1%ETFIWPiShares Russell Mid-Cap Growth ETF$237,2780.0%1,8520.1%ETFXOMExxonMobil$212,075$212,075 ▲New Holding1,2500.1%EnergyGOOGAlphabet$210,562$48,194 ▼-18.6%7340.1%Computer and TechnologyAXPAmerican Express$208,2670.0%6890.1%FinanceGLDSPDR Gold Shares$0$354,697 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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