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Q2 2026 13F · SEC CIK 1936380

Pps&v Asset Management Consultants, Inc.

Wealth managerFiled 2026-07-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$185.3M
Reported positions
39
Top holdings a year, 3 yrs
+20.3%
Assets under management
$253.7M

Pps&v Asset Management Consultants, Inc. is a wealth manager that reported 39 positions worth $185.3M in its Q2 2026 13F, filed 2026-07-06. Its largest holdings were Ishares Core S&p 500 ETF (IVV, 27.0%), Invesco Qqq Tr (QQQ, 19.8%), Schwab U.s. Large-Cap Growth ETF (SCHG, 10.9%). A portfolio copying its top holdings returned 20.3% a year over the last 3 years, against 20.4% for the S&P 500.

Pps&v Asset Management Consultants, Inc. holdings all 39 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pps&v Asset Management Consultants, Inc. 13F holdings
Stock% of 13F valueShare changeReported value
IVVIshares Core S&p 500 ETF27.0%-2.9%$50.0M
QQQInvesco Qqq Tr19.8%-3.6%$36.7M
SCHGSchwab U.s. Large-Cap Growth ETF10.9%+1.4%$20.3M
IJRIshares Core S&p Small Cap ETF7.0%+2.8%$13.0M
VYMVym6.8%-0.2%$12.5M
SCHDSchwab Strategic Tr5.4%+2.7%$10.1M
SCHMSchwab Strategic Tr5.4%+2.7%$10.0M
AAPLApple Inc4.1%-5.9%$7.6M
VTIVanguard Index Fds2.4%-20.6%$4.4M
IJHIshares Tr1.3%+0.2%$2.4M
NVDANvidia Corporation Com0.9%-2.3%$1.6M
VIGVanguard Dividend Appreciation ETF0.8%-7.4%$1.5M
LLYLilly Eli & Co0.8%-1.8%$1.5M
IWRIshares Russell Midcap ETF0.7%-3.4%$1.3M
SDYSpdr Series Trust0.6%+0.0%$1.1M
IWFIshares Russell 1000 Growth ETF0.5%+300.0%$1.0M
TSLATesla Inc Com0.5%-16.7%$965K
AMZNAmazon Com Inc Com0.5%-5.6%$933K
HDVIshares Tr0.4%+400.0%$795K
SYKStryker Corporation0.4%+0.8%$760K
DVYiShares Select Dividend ETF Total0.3%+0.0%$590K
JNJJohnson & Johnson0.3%-0.9%$563K
JPMJpmorgan Chase & Co0.3%-6.2%$519K
MPCMarathon Petroleum Corporation0.3%+0.0%$511K
BMIBadger Meter Inc0.3%+0.0%$475K
JKJiShares Morningstar Small-Cap0.2%+0.0%$435K
VGTVanguard Info Tech0.2%+700.5%$395K
GOOGLAlphabet Inc0.2%+0.0%$357K
IXNIshares Tr0.2%+0.0%$347K
IWMIshares0.2%-12.0%$330K
JKGIshares Tr0.2%-3.2%$318K
AMDAdvanced Micro Devices Inc0.2%—$312K
RSPInvesco S&p 500 Equal Weight ETF0.2%+0.0%$303K
PFEPfizer Inc0.2%-7.5%$289K
MSFTMicrosoft Corp0.2%-6.6%$280K
IWPIshares Russell Mid-Cap Growth ETF0.1%+0.0%$271K
AXPAmerican Express Co Com0.1%+0.0%$233K
XLKState Street Technology Select Sector Sp0.1%—$213K
GOOGAlphabet Inc0.1%-22.1%$202K

What Pps&v Asset Management Consultants, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+22.8% /yr
S&P 500 +20.1%
3 years
+20.3% /yr
S&P 500 +20.4%
5 years
—

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$185.3M39
Q1 2026$163.8M41
Q4 2025$172.3M41
Q3 2025$173.2M43
Q2 2025$158.6M41
Q1 2025$137.8M37
Q4 2024$148.0M40
Q3 2024$145.8M39
Q2 2024$139.6M37
Q1 2024$135.7M37
Q4 2023$130.7M40
Q3 2023$116.0M38

Questions about Pps&v Asset Management Consultants, Inc.'s portfolio

What stocks does Pps&v Asset Management Consultants, Inc. own?

Pps&v Asset Management Consultants, Inc.'s latest 13F, for Q2 2026 and filed Jul 6, 2026, lists 39 positions worth $185.3M. The largest are Ishares Core S&p 500 ETF (IVV) at 27.0%, Invesco Qqq Tr (QQQ) at 19.8%, Schwab U.s. Large-Cap Growth ETF (SCHG) at 10.9%, Ishares Core S&p Small Cap ETF (IJR) at 7.0% and Vym (VYM) at 6.8%.

What did Pps&v Asset Management Consultants, Inc. buy last quarter?

In Q2 2026, Pps&v Asset Management Consultants, Inc. added a new position in Advanced Micro Devices Inc (AMD), a new position in State Street Technology Select Sector Sp (XLK), Vanguard Info Tech (VGT) (+700.5% shares), Ishares Tr (HDV) (+400.0% shares) and Ishares Russell 1000 Growth ETF (IWF) (+300.0% shares), compared with its Q1 2026 filing.

What did Pps&v Asset Management Consultants, Inc. sell last quarter?

In Q2 2026, Pps&v Asset Management Consultants, Inc. sold all of Wisdomtree Tr (DTN), sold all of Visa Inc Com Cl A (V), sold all of Bristol-Myers Squibb Co Com (BMY), sold all of Exxon Mobil Corp (XOM), Alphabet Inc (GOOG) (-22.1% shares), Vanguard Index Fds (VTI) (-20.6% shares) and Tesla Inc Com (TSLA) (-16.7% shares), compared with its Q1 2026 filing.

How has Pps&v Asset Management Consultants, Inc.'s portfolio performed?

A portfolio copying Pps&v Asset Management Consultants, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +20.3% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.8% against +20.1%.

When is Pps&v Asset Management Consultants, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Pps&v Asset Management Consultants, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Pps&v Asset Management Consultants, Inc. manage?

Pps&v Asset Management Consultants, Inc. reported $253.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $185.3M.