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PPS&V Asset Management Consultants, Inc.
PPS&V Asset Management Consultants, Inc. is a fee-only, SEC-registered investment adviser headquartered in Portage, Michigan. Founded in 1991, the firm provides discretionary and non-discretionary portfolio management for individuals, high net worth individuals, and small businesses. As of its most recent regulatory filings, it manages between $184M and $228M in assets and employs a small team of 3-4 professionals. PPS&V serves retail and high-net-worth clients and operates primarily in Michigan, Florida, and Texas.
Investment Strategy
PPS&V Asset Management Consultants, Inc. offers discretionary investment management, working closely with clients to identify goals, risk tolerance, and construct tailored portfolios. The firm acts as a fiduciary, building diversified portfolios, typically using a fee-based structure without commissions. They emphasize a personal, goals-based approach to asset allocation and portfolio construction to suit both retail and high net worth investors, focusing on long-term financial planning and investment solutions.
Latest 13F Filing Activity
PPS&V Asset Management Consultants, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 43 equity positions with a total 13F market value of $173M. The fund increased holdings in Ishares S&P 500 Index, Invesco QQQ Trust, Schwab Us Large Cap Growth among other positions. PPS&V Asset Management Consultants, Inc. reduced exposure to Badger Meter Inc., Stryker Corp., Bristol-myers Squibb Co. among others.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | iShares S&P 500 Index | 27.31% | $47.3M | 70,676 | $397.20 | $669.30 | +$3.8M |
Q QQQ | Invesco QQQ Trust | 18.75% | $32.5M | 54,103 | $451.39 | $600.37 | +$2.7M |
S SCHG | Schwab US Large Cap Growth | 11.33% | $19.6M | 614,863 | $15.00 | $31.91 | +$1.8M |
V VYM | Vanguard High Dividend Yield | 6.39% | $11.1M | 78,488 | $110.35 | $140.95 | +$770.3K |
I IJR | iShares Core S&P Small-Cap | 5.67% | $9.8M | 82,663 | $97.84 | $118.83 | +$1.1M |
Industry Allocation
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