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 | 26.96% | 66.7K | $50.0M | -2.86%(-1.97K) | $383.53(+103.10%) | 2026-06-30 | |
| QQQ | Invesco QQQ Trust | 19.82% | 49.9K | $36.7M | -3.64%(-1.88K) | $281.83(+159.92%) | 2026-06-30 | |
| SCHG | Schwab US Large Cap Growth | 10.93% | 598.4K | $20.3M | +1.39%(+8.23K) | $15.10(+135.84%) | 2026-06-30 | |
| IJR | iShares Core S&P Small-Cap | 7% | 87.4K | $13.0M | +2.81%(+2.39K) | $96.00(+56.21%) | 2026-06-30 | |
| VYM | Vanguard High Dividend Yield | 6.77% | 79.4K | $12.5M | -0.17%(-139) | $105.33(+57.85%) | 2026-06-30 | |
| SCHD | Schwab US Dividend Equity | 5.43% | 317.3K | $10.1M | +2.72%(+8.39K) | $24.50(+40.25%) | 2026-06-30 | |
| SCHM | Schwab US Mid Cap | 5.41% | 272.0K | $10.0M | +2.66%(+7.04K) | $22.55(+62.76%) | 2026-06-30 | |
| AAPL | Apple Inc. | 4.12% | 26.4K | $7.6M | -5.90%(-1.66K) | $137.39(+122.27%) | 2026-06-30 | |
| VTI | Vanguard Total Stock Market | 2.36% | 11.8K | $4.4M | -20.62%(-3.07K) | $198.36(+93.26%) | 2026-06-30 | |
| IJH | iShares Core S&P Mid-Cap | 1.29% | 30.9K | $2.4M | +0.18%(+56) | $50.43(+55.77%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.28% | +69.71% | — | — | +99.27% |
| Top 20 Holdings Unweighted | +18.51% | +66.44% | — | — | +85.00% |
Pps&v Asset Management Consultants INC reports $185.30M in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are IVV (27.0%), QQQ (19.8%) and SCHG (10.9%). The top 20 holdings account for 96.26% of reported assets. Its disclosed equity book has returned +69.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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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