PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
CIK: 1936380SEC EDGAR →
Portfolio Value
$45.1B
Holdings
40
As of
Q3 2026
New Positions
1
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Schwab US Large Cap Growth | 590,341 | $21.2B | 47.03% |
| 2 | Schwab US Dividend Equity | 313,441 | $10.2B | 22.61% |
| 3 | Schwab US Mid Cap | 271,236 | $9.2B | 20.46% |
| 4 | iShares Core S&P Mid-Cap | 30,478 | $2.2B | 4.86% |
| 5 | iShares High Dividend | 30,391 | $849.7M | 1.88% |
| 6 | iShares Morningstar Small-Cap | 5,755 | $409.7M | 0.91% |
| 7 | Pfizer Incorporated | 12,018 | $342.7M | 0.76% |
| 8 | iShares Morningstar Mid-Cap | 3,292 | $311.0M | 0.69% |
| 9 | Bristol-Myers Squibb Co | 3,476 | $216.9M | 0.48% |
| 10 | iShares S&P 500 Index | 65,570 | $50.2M | 0.11% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $44.5B | 98.6% |
| Healthcare | 5 | $562.3M | 1.2% |
| Unknown | 3 | $37.0M | 0.1% |
| Technology | 4 | $11.1M | 0.0% |
| Consumer Cyclical | 2 | $1.8M | 0.0% |
| Energy | 1 | $791K | 0.0% |
| Communication Services | 2 | $561K | 0.0% |
| Industrials | 1 | $395K | 0.0% |