PPS&V ASSET MANAGEMENT CONSULTANTS, INC. is a RIA/Wealth based in Portage, MI led by Ryan John Vliek, reporting $228.0M in AUM as of Q3 2025 with 87% ETF concentration, 88% concentrated in top 10 holdings, and 27% allocation to IVV.
Largest long holdings in PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s portfolio (87.7% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $47.3M | 27.31% | +$427.7K Bought | — 70.7K shares | |
ETF ETF | $32.5M | 18.75% | +$106.3K Bought | — 54.1K shares | |
ETF ETF | $19.6M | 11.33% | +$185.3K Bought | — 614.9K shares | |
ETF ETF | $11.1M | 6.39% | +$180.4K Bought | — 78.5K shares | |
ETF ETF | $9.8M | 5.67% | +$340.0K Bought | — 82.7K shares | |
Consumer Electronics Technology | $8.7M | 5.01% | -$280.1K Sold | 0.00% 34.1K shares | |
ETF ETF | $8.2M | 4.72% | +$358.2K Bought | — 299.6K shares | |
ETF ETF | $7.6M | 4.38% | +$98.8K Bought | — 255.8K shares | |
ETF ETF | $4.9M | 2.84% | -$113.5K Sold | — 15.0K shares | |
Unknown Unknown | $2.3M | 1.33% | +$30.9K Bought | — 10.7K shares |
Portfolio activity, position movements, and quarter-over-quarter changes in PPS&V ASSET MANAGEMENT CONSULTANTS, INC.'s latest filing
| Position | Shares Δ |
|---|---|
New | |
New | |
+8.17% | |
+5.01% | |
+4.58% |
| Position | Shares Δ |
|---|---|
-11.87% | |
-11.84% | |
-9.34% | |
-4.31% | |
-3.12% |
Portfolio insights and performance metrics for PPS&V ASSET MANAGEMENT CONSULTANTS, INC.
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