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Investment manager · 13F filer · SEC CIK 1936380
PPS&V Asset Management Consultants, Inc.
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Reported value$185Mas of Sep 30, 2026
Positions40 2 new, 1 sold out
Top 10 weight89.8%IVV alone is 27%
FiledOct 66 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares S&P 500 Index
27.2%
QQQInvesco QQQ Trust
19.6%
SCHGSchwab US Large Cap Growth
11.5%
VYMVanguard High Dividend Yield
6.5%Trimmed −2%
IJRiShares Core S&P Small-Cap
6.4%
SCHDSchwab US Dividend Equity
5.5%
SCHMSchwab US Mid Cap
5.0%
AAPLApple Inc.
4.7%Trimmed −2%
VTIVanguard Total Stock Market
2.3%
IJH
NVDA1.0%VIG0.8%
IVViShares S&P 500 Index
27.2%
QQQInvesco QQQ Trust
19.6%
SCHGSchwab US Large Cap Growth
11.5%
VYM6.5%
IJRiShares Core S&P Small-Cap
6.4%
SCHDSchwab US Dividend Equity
5.5%
SCHM
AAPLVTI2.3%
IJH
NVDABoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares S&P 500 Index 27.2% Held
QQQ Invesco QQQ Trust 19.6% Held
SCHG Schwab US Large Cap Growth 11.5% Held
VYM Vanguard High Dividend Yield 6.5% Trimmed −2%
IJR iShares Core S&P Small-Cap 6.4% Held
SCHD Schwab US Dividend Equity 5.5% Held
SCHM Schwab US Mid Cap 5.0% Held
AAPL Apple Inc. 4.7% Trimmed −2%VTI Vanguard Total Stock Market 2.3% Held
IJH iShares Core S&P Mid-Cap 1.2% Held
NVDA NVIDIA Corp 1.0% Trimmed −2%VIG Vanguard Dividend Appreciation 0.8% Held
What changed
Biggest moves since Jun 30, 2026
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