Pps & V Asset Management Consultants Inc
- Regulatory AUM
- $254M
- Discretionary
- $246M
- Clients
- 247
- Avg AUM / client
- $1.0M
- Accounts
- 584
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Dec 15, 2025
Investments (13F portfolio — 39 positions, $185,300,864)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | I Shares S&P 500 Index | CORE S&P 500 ETF | $49,959,191 | 66,711 | 27.0% | 19.7% |
| 2 | Invesco Qqq Trust | UNIT SER 1 | $36,727,543 | 49,874 | 19.8% | 14.5% |
| 3 | Schwab Us Large Cap Growth | US LCAP GR ETF | $20,251,030 | 598,435 | 10.9% | 7.98% |
| 4 | I Shares Core S&P Small Cap | CORE S&P SCP ETF | $12,964,411 | 87,414 | 7.0% | 5.11% |
| 5 | Vanguard High Dividend Yield | HIGH DIV YLD | $12,540,217 | 79,353 | 6.77% | 4.94% |
| 6 | Schwab Us Dividend Equity | US DIVIDEND EQ | $10,062,011 | 317,313 | 5.43% | 3.97% |
| 7 | Schwab Us Mid Cap | US MID-CAP ETF | $10,028,241 | 271,989 | 5.41% | 3.95% |
| 8 | Apple Inc. | COM | $7,635,150 | 26,386 | 4.12% | 3.01% |
| 9 | Vanguard Total Stock Market | TOTAL STK MKT | $4,376,566 | 11,827 | 2.36% | 1.73% |
| 10 | I Shares Core S&P Mid Cap | CORE S&P MCP ETF | $2,386,572 | 30,950 | 1.29% | 0.94% |
| 11 | Nvidia Corp | COM | $1,646,020 | 8,226 | 0.89% | 0.65% |
| 12 | Vanguard Dividend Appreciation | DIV APP ETF | $1,479,366 | 6,252 | 0.8% | 0.58% |
| 13 | Eli Lilly And Co | COM | $1,471,350 | 1,227 | 0.79% | 0.58% |
| 14 | I Shares Russell Mid Cap | RUS MID CAP ETF | $1,253,902 | 11,366 | 0.68% | 0.49% |
| 15 | Spdr S&P Dividend | ST STR SP DIV | $1,110,792 | 7,299 | 0.6% | 0.44% |
| 16 | I Shares Russell 1000 Growth | RUS 1000 ETF | $1,011,240 | 8,144 | 0.55% | 0.4% |
| 17 | Tesla, Inc. | COM | $965,277 | 2,295 | 0.52% | 0.38% |
| 18 | Amazon.Com Inc. | COM | $932,863 | 3,914 | 0.5% | 0.37% |
| 19 | I Shares High Dividend | CORE HIGH DV ETF | $795,205 | 29,011 | 0.43% | 0.31% |
| 20 | Stryker Corp | COM | $760,499 | 2,415 | 0.41% | 0.3% |
| 21 | I Shares Select Dividend | SELECT DIVID ETF | $589,820 | 3,774 | 0.32% | 0.23% |
| 22 | Johnson & Johnson | COM | $563,316 | 2,218 | 0.3% | 0.22% |
| 23 | J.P. Morgan Chase & Co. | COM | $518,842 | 1,585 | 0.28% | 0.2% |
| 24 | Marathon Pete Corp | COM | $511,340 | 2,000 | 0.28% | 0.2% |
| 25 | Badger Meter Inc | COM | $474,816 | 3,200 | 0.26% | 0.19% |
Top 25 of 39 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 189 | $59.9M | 23.6% |
| High net worth individuals | 58 | $180M | 71.1% |
| Pension and profit sharing plans | Fewer than 5 clients | $8.0M | 3.16% |
| Corporations and other businesses | Fewer than 5 clients | $5.3M | 2.07% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Bruce Vliek | Officer | Jan 1992 (35y) | 75% or more | |
| Ryan John Vliek | Chief Compliance Officer | Dec 2010 (16y) | 10% – 25% | |
| Kayla Joy Frantz | Registered representative | Oct 2019 (7y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 12/15/2025 | 851 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Dec 15, 2025.
View current Form ADV (SEC/IAPD) ↗