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RYAN VLIEK

Pps&v Asset Management Consultants, Inc.

Assets Managed
$185.301M
Holdings
39
Last Quarter
2026 - Q2
Filed Date
8d ago
Growth Rate
13.13%(2Q avg: 4.11%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Pps&v Asset Management Consultants, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 39 positions.

Assets under management

The assets under management (AUM) of Pps&v Asset Management Consultants, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 185.301M in assets, with a quarterly growth rate of 13.13% and a 2-quarter average growth rate of 4.11%. The portfolio is managed by RYAN VLIEK, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -2.86%
26.97%
$49.959M
66,711 shares@ $748.89 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -3.63%
19.83%
$36.728M
49,874 shares@ $736.41 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 1.4%
10.93%
$20.251M
598,435 shares@ $33.84 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 2.82%
7%
$12.964M
87,414 shares@ $148.32 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -0.17%
6.77%
$12.54M
79,353 shares@ $158.04 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 2.72%
5.44%
$10.062M
317,313 shares@ $31.72 avg price
SCHM
Schwab Us Mid Cap Etf
Recent Activity
Increased 2.66%
5.42%
$10.028M
271,989 shares@ $36.88 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.9%
4.13%
$7.635M
26,386 shares@ $289.37 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -20.61%
2.37%
$4.377M
11,827 shares@ $370.05 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 0.19%
1.29%
$2.387M
30,950 shares@ $77.12 avg price

1-10 of 39