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CIK: 0001936380
Total reported value
$184.8M
$184.8M
39 檔
71.7%
As reported in its official Q2 2026 Form 13F filing, Pps&v Asset Management Consultants, Inc.'s tracked investment portfolio stood at $184.8M with 39 total positions.
In Q2 2026, Pps&v Asset Management Consultants, Inc. adopted a defensive or profit-taking posture, trimming 18 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.96% | +0.21% | -2.86% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 19.82% | -0.24% | -3.64% | |
| 3 | SCHG | Schwab US Large-cap Growth | ETF-Other | 10.93% | +0.55% | +1.39% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 7.00% | -0.62% | +2.81% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.77% | -0.26% | -0.17% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 5.43% | +0.09% | +2.72% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 5.41% | -0.42% | +2.66% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.12% | +0.53% | -5.90% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.36% | -0.01% | -20.62% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.29% | -0.10% | +0.18% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 0.89% | +0.10% | -2.30% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.80% | -0.02% | -7.45% | |
| 13 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.79% | -0.03% | -1.76% | |
| 14 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.68% | -0.02% | -3.40% | |
| 15 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.60% | -0.02% | — | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.55% | — | +300.00% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | -0.08% | -16.67% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | +0.03% | -5.62% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-Other | 0.43% | +0.03% | +400.02% | |
| 20 | SYK | Stryker CORP | Stock-Healthcare | 0.41% | -0.05% | +0.84% | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.32% | -0.01% | — | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.30% | +0.02% | -0.89% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.01% | -6.21% | |
| 24 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.28% | +0.15% | — | |
| 25 | BMI | Badger Meter Inc | Stock-Tech | 0.26% | -0.05% | — | |
| 26 | ISCB | Ishares Morningstar Sm Cap | ETF-Other | 0.23% | -0.01% | — | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.21% | +0.01% | +700.48% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.19% | — | — | |
| 29 | IXN | Ishares Global Tech ETF | ETF-Tech | 0.19% | — | — | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.18% | -0.01% | -12.00% | |
| 31 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.17% | — | -3.18% | |
| 32 | AMD | Advanced Micro Devices | Stock-Tech | 0.17% | +0.01% | — | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.16% | — | — | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.16% | +0.03% | -7.48% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | +0.05% | -6.59% | |
| 36 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.15% | -0.01% | — | |
| 37 | AXP | American Express Co | Stock-Financials | 0.13% | -0.02% | — | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.12% | -0.12% | EXIT | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.11% | +0.01% | -22.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +1.6% | -3.64% | Trim |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.6% | +2.81% | Add |
| 3 | SCHG | Schwab US Large-cap Growth | +0.4% | +1.39% | Add |
| 4 | SCHM | Schwab US Mid Cap ETF | +0.4% | +2.66% | Add |
| 5 | AMD | Advanced Micro Devices | +0.2% | NEW | New buy |
| 6 | XLK | Ss Technology Select Sector | +0.1% | NEW | New buy |
| 7 | LLY | Eli Lilly & Co | +0.1% | -1.76% | Trim |
| 8 | IXN | Ishares Global Tech ETF | 0% | — | Unchanged |
| 9 | VGT | Vanguard Info Tech ETF | 0% | +700.48% | Add |
| 10 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.18% | Add |
| 11 | IWF | Ishares Russell 1000 Growth | 0% | +300.00% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | 0% | — | Unchanged |
| 13 | IWP | Ishares Russell Mid-cap Grow | 0% | — | Unchanged |
| 14 | ISCB | Ishares Morningstar Sm Cap | — | — | Unchanged |
| 15 | IMCB | Ishares Morningstar Mid-cap | — | -3.18% | Trim |
| 16 | AXP | American Express Co | — | — | Unchanged |
| 17 | NVDA | Nvidia CORP | 0% | -2.30% | Trim |
| 18 | RSP | Invesco S&p 500 Equal Weight | 0% | — | Unchanged |
| 19 | IWM | Ishares Russell 2000 ETF | 0% | -12.00% | Trim |
| 20 | IWR | Ishares Russell Mid-cap ETF | 0% | -3.40% | Trim |
| 21 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -6.21% | Trim |
| 23 | GOOG | Alphabet Inc-cl C | 0% | -22.07% | Trim |
| 24 | AMZN | Amazon.com Inc | 0% | -5.62% | Trim |
| 25 | DVY | Ishares Select Dividend ETF | 0% | — | Unchanged |
| 26 | MSFT | Microsoft CORP | 0% | -6.59% | Trim |
| 27 | JNJ | Johnson & Johnson | 0% | -0.89% | Trim |
| 28 | BMI | Badger Meter Inc | 0% | — | Unchanged |
| 29 | SDY | Ss Spdr S&p Dividend ETF | -0.1% | — | Unchanged |
| 30 | HDV | Ishares Core High Dividend E | -0.1% | +400.02% | Add |
| 31 | PFE | Pfizer Inc | -0.1% | -7.48% | Trim |
| 32 | SYK | Stryker CORP | -0.1% | +0.84% | Add |
| 33 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -7.45% | Trim |
| 34 | TSLA | Tesla Inc | -0.1% | -16.67% | Trim |
| 35 | XOM | Exxon Mobil CORP | -0.1% | EXIT | Sold out |
| 36 | BMY | Bristol-myers Squibb Co | -0.2% | EXIT | Sold out |
| 37 | V | Visa Inc-class A Shares | -0.2% | EXIT | Sold out |
| 38 | AAPL | Apple Inc | -0.2% | -5.90% | Trim |
| 39 | AIVL | Wisdomtree US Ai Enhanced Va | -0.3% | EXIT | Sold out |
| 40 | SCHD | Schwab US Dvd Equity ETF | -0.4% | +2.72% | Add |
| 41 | VYM | Vanguard High Dvd Yield ETF | -0.4% | -0.17% | Trim |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.4% | -2.86% | Trim |
| 43 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -20.62% | Trim |
According to official SEC Form 13F filings, Pps&v Asset Management Consultants, Inc. reported a total U.S. public equity portfolio value of $184.8M across 39 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QQQ, SCHG) accounted for 71.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
AMD
市值: $311.9K
Top Position Liquidated / Trimmed
AIVL
前期市值: $472.7K
During Q2 2026, Pps&v Asset Management Consultants, Inc.'s top holdings by market value included IVV (27.0%)、QQQ (19.8%)、SCHG (10.9%). The largest single position, IVV, represented 27.0% of total portfolio value.
In Q2 2026, Pps&v Asset Management Consultants, Inc. made 33 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 18 holdings, and fully liquidating 4 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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