Question 1

What is PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s portfolio value?

Accepted Answer

As of Q2 2026, PPS&V ASSET MANAGEMENT CONSULTANTS, INC. manages $44.7B across 39 reported positions in their SEC 13F filing.

Question 2

What are PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s top holdings?

Accepted Answer

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s largest 13F positions include SCHG, SCHD, SCHM, representing approximately 90.2% of the reported portfolio.

Question 3

How many stocks does PPS&V ASSET MANAGEMENT CONSULTANTS, INC. hold?

Accepted Answer

PPS&V ASSET MANAGEMENT CONSULTANTS, INC. holds 39 reported positions as of their Q2 2026 13F filing.

Question 4

When did PPS&V ASSET MANAGEMENT CONSULTANTS, INC. last file a 13F?

Accepted Answer

The most recent 13F filing from PPS&V ASSET MANAGEMENT CONSULTANTS, INC. reports positions as of Q2 2026. 13F filings are required within 45 days of each calendar quarter end.

Rank	Stock	Shares	Value	% of Portfolio
1	SCHG Schwab US Large Cap Growth	598,435	$20.3B	45.30%
2	SCHD Schwab US Dividend Equity	317,313	$10.1B	22.51%
3	SCHM Schwab US Mid Cap	271,989	$10.0B	22.43%
4	IJH iShares Core S&P Mid-Cap	30,950	$2.4B	5.34%
5	HDV iShares High Dividend	29,011	$795.2M	1.78%
6	ISCB iShares Morningstar Small-Cap	5,755	$434.6M	0.97%
7	IMCB iShares Morningstar Mid-Cap	3,292	$317.9M	0.71%
8	PFE Pfizer Incorporated	11,982	$288.5M	0.65%
9	IVV iShares S&P 500 Index	66,711	$50.0M	0.11%
10	NDQ Invesco QQQ Trust	49,874	$36.7M	0.08%

Sector	# Holdings	Value	%
Financial Services	23	$44.4B	99.2%
Healthcare	4	$291.3M	0.7%
Unknown	2	$37.3M	0.1%
Technology	4	$9.9M	0.0%
Consumer Cyclical	2	$1.9M	0.0%
Communication Services	2	$560K	0.0%
Energy	1	$511K	0.0%
Industrials	1	$475K	0.0%

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

Top 10 Holdings

Sector Breakdown