StockDriftsStockDriftsTop 39 Pps&v Asset Management Consultants INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares S&P 500 Index | 27.17% | 65.6K | $50.2M | -1.71%(-1.14K) | $383.53(+100.77%) | 2026-09-30 | |
| QQQ | Invesco QQQ Trust | 19.58% | 48.9K | $36.2M | -1.93%(-965) | $281.83(+154.90%) | 2026-09-30 | |
| SCHG | Schwab US Large Cap Growth | 11.48% | 590.3K | $21.2M | -1.35%(-8.09K) | $15.10(+135.57%) | 2026-09-30 | |
| VYM | Vanguard High Dividend Yield | 6.51% | 77.6K | $12.0M | -2.25%(-1.79K) | $105.33(+51.38%) | 2026-09-30 | |
| IJR | iShares Core S&P Small-Cap | 6.38% | 86.7K | $11.8M | -0.80%(-703) | $96.00(+41.49%) | 2026-09-30 | |
| SCHD | Schwab US Dividend Equity | 5.52% | 313.4K | $10.2M | -1.22%(-3.87K) | $24.50(+39.76%) | 2026-09-30 | |
| SCHM | Schwab US Mid Cap | 4.99% | 271.2K | $9.2M | -0.28%(-753) | $22.55(+51.50%) | 2026-09-30 | |
| AAPL | Apple Inc. | 4.65% | 25.8K | $8.6M | -2.14%(-564) | $137.39(+149.61%) | 2026-09-30 | |
| VTI | Vanguard Total Stock Market | 2.35% | 11.6K | $4.3M | -1.99%(-235) | $198.36(+89.32%) | 2026-09-30 | |
| IJH | iShares Core S&P Mid-Cap | 1.19% | 30.5K | $2.2M | -1.53%(-472) | $50.43(+43.53%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.82% | +76.38% | — | — | +101.14% |
| Top 20 Holdings Unweighted | +19.43% | +70.33% | — | — | +83.58% |
Pps&v Asset Management Consultants INC reports $184.82M in US-listed equity holdings across 40 positions in its most recent 13F filing. Its largest disclosed positions are IVV (27.2%), QQQ (19.6%) and SCHG (11.5%). The top 20 holdings account for 96% of reported assets. Its disclosed equity book has returned +76.38% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Pps&v Asset Management Consultants INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Pps&v Asset Management Consultants INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1936380). View Pps&v Asset Management Consultants INC’s 13F filings on SEC