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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

PPS&V ASSET MANAGEMENT CONSULTANTS, INC.

Quarter ended Q4 2025 · Filed January 7, 2026 · Accession 0001936380-26-000001

Total Value
$172.3M
Positions
41
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (41)

#IssuerTicker / CUSIPSharesValue% of Filing
1iShares S&P 500 Index46428720069,702$47.7M27.71%
2Invesco QQQ TrustIVZ52,544$32.3M18.74%
3Schwab US Large Cap Growth808524300594,557$19.4M11.26%
4Vanguard High Dividend Yield92194640678,970$11.3M6.58%
5iShares Core S&P Small-Cap46428780484,384$10.1M5.89%
6Schwab US Dividend Equity808524797309,278$8.5M4.92%
7Apple Inc.AAPL29,294$8.0M4.62%
8Schwab US Mid Cap808524508264,437$8.0M4.62%
9Vanguard Total Stock Market92290876914,603$4.9M2.84%
10Vanguard Dividend Appreciation9219088449,213$2.0M1.18%
11iShares Core S&P Mid-Cap46428750730,486$2.0M1.17%
12Nvidia CorpNVDA9,458$1.8M1.02%
13Eli Lilly and CoLLY1,284$1.4M0.80%
14Stryker CorpSYK3,587$1.3M0.73%
15Tesla, Inc.TSLA2,754$1.2M0.72%
16SPDR S&P Dividend78464A7638,573$1.2M0.69%
17iShares Russell Mid-Cap46428749911,710$1.1M0.65%
18iShares Russell 1000 Growth4642876142,036$963,6390.56%
19Amazon.com Inc.AMZN4,012$926,0500.54%
20iShares High Dividend46429B6635,319$646,9020.38%
21iShares Select Dividend4642871683,972$560,5570.33%
22Badger Meter IncBMI3,200$558,1120.32%
23Johnson & JohnsonJNJ2,446$506,1930.29%
24J.P. Morgan Chase & Co.VYLD1,570$505,9580.29%
25Wisdomtree US Al Enhanced ValueWT4,085$469,6930.27%
26Microsoft CorpMSFT817$395,3290.23%
27iShares Morningstar Small-Cap4642885055,755$374,1810.22%
28Visa IncV1,020$357,6230.21%
29Streetracks Gold TRUSTGLD895$354,6970.21%
30Marathon Pete CorpMARA2,000$325,2600.19%
31iShares Morningstar Mid-Cap4642882083,851$318,5700.18%
32Pfizer IncorporatedPFE12,734$317,0770.18%
33Alphabet Inc. Class AGOOG1,000$313,0000.18%
34Vanguard Information Technology92204A702413$311,5920.18%
35iShares Russell 20004642876551,250$307,7000.18%
36Alphabet Inc Class CGOOG902$282,9950.16%
37Invesco S&P 500 Equal WeightIVZ1,468$281,2100.16%
38Bristol-Myers Squibb CoCELG-RI4,748$256,1070.15%
39American Express CompanyAXP689$254,7230.15%
40iShares Russell Midcap Growth4642874811,852$253,6130.15%
41Ishares Global Technology4642872912,400$252,0000.15%