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Valley Forge Investment Consultants Inc Adv

Latest statistics and disclosures from Valley Forge Investment Consultants Inc Adv's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, SCHX, IJH, IJR, and represent 70.35% of Valley Forge Investment Consultants Inc Adv's stock portfolio.
Added to shares of these 10 stocks: IVV (+$6.3M), IEFA, IJH, IJR, VB, VOE, SCHF, GE, VYM, BA.
Started 9 new stock positions in VIGI, VMC, MLPX, BA, GE, SCHO, BCI, VOE, IQLT.
Reduced shares in these 10 stocks: SCHX, VTV, IWF, IJJ, QQQ, , NVDA, QCOM, AAPL, AMZN.
Sold out of its positions in AVGO, CVX, C, FDX, GM, IJJ, JNJ, LLY, MGA, MRVL. MU, NUE, ORCL, PLTR, QCOM, SO, VOD, LBTYK, ASML.
Valley Forge Investment Consultants Inc Adv was a net buyer of stock by $8.5M.
Valley Forge Investment Consultants Inc Adv has $342M in assets under management (AUM), dropping by 9.56%.
Central Index Key (CIK): 0000920655

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Portfolio Holdings for Valley Forge Investment Consultants Inc Adv

Valley Forge Investment Consultants Inc Adv holds 84 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	37.1	$127M	+5%	190k	669.30	View chart
Ishares Tr Core Msci Eafe (IEFA)	13.9	$48M	+8%	545k	87.31	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	6.8	$23M	-8%	886k	26.34	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.5	$22M	+7%	340k	65.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.0	$21M	+4%	173k	118.83	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.5	$8.4M	+2%	285k	29.64	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.5	$8.4M		327k	25.71	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.2	$7.4M	+8%	319k	23.28	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$5.7M		56k	100.25	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.6	$5.5M		196k	27.90	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.4	$4.7M	-16%	9.9k	468.40	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.1	$3.8M		5.00	754200.00	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.1	$3.6M	-4%	132k	27.30	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.8	$2.6M	+9%	81k	31.91	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.7	$2.5M	+2%	25k	99.95	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.7	$2.4M	+10%	84k	29.11	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.6	$2.1M	+7%	42k	50.07	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.6	$2.0M		9.4k	215.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.6	$1.9M	+66%	7.5k	254.27	View chart
Apple (AAPL)	0.5	$1.9M	-13%	7.3k	254.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.8M		2.9k	612.28	View chart
NVIDIA Corporation (NVDA)	0.5	$1.6M	-18%	8.7k	186.57	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.5	$1.6M		9.5k	164.55	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.4	$1.5M	+3%	40k	38.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$1.4M	+21%	26k	54.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.4M		5.8k	243.12	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$1.4M		16k	84.83	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$1.2M	+33%	8.4k	140.96	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$1.1M		3.6k	307.90	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$982k		15k	65.92	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$981k	-11%	4.0k	243.56	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$939k	-11%	1.4k	666.36	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$883k	-10%	38k	23.47	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.3	$876k	+14%	2.9k	297.57	View chart
Silverback Therapeutics (SPRY)	0.2	$836k		83k	10.05	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$800k	-54%	4.3k	186.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$727k		2.5k	293.78	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$723k	-38%	1.2k	600.37	View chart
Hershey Company (HSY)	0.2	$720k		3.9k	187.05	View chart
Microsoft Corporation (MSFT)	0.2	$699k	-12%	1.3k	517.86	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$690k		7.3k	95.15	View chart
Amazon (AMZN)	0.2	$677k	-29%	3.1k	219.57	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$620k	-20%	2.2k	279.30	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$598k		6.2k	96.54	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$584k	+3%	1.2k	479.73	View chart
Paychex (PAYX)	0.2	$578k		4.6k	126.76	View chart
Chubb (CB)	0.2	$574k		2.0k	282.27	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$564k	NEW	3.2k	174.56	View chart
Meta Platforms Cl A (META)	0.2	$546k	-25%	744.00	733.98	View chart
Ban (TBBK)	0.2	$527k		7.0k	74.89	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$526k		16k	33.37	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$514k		7.1k	72.76	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.1	$505k	+7%	16k	31.38	View chart
Ge Aerospace Com New (GE)	0.1	$464k	NEW	1.5k	300.75	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$429k	-6%	3.9k	110.60	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$413k	+48%	1.4k	293.89	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.1	$403k		4.4k	91.56	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$398k		2.2k	176.85	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$376k		2.3k	165.45	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$349k		2.5k	137.80	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$340k	-26%	1.4k	241.92	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$337k	-10%	670.00	502.74	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$334k		13k	25.52	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$332k		14k	24.34	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$330k		903.00	365.51	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$329k		14k	24.30	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$326k		13k	25.19	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	0.1	$310k		3.3k	94.31	View chart
Lockheed Martin Corporation (LMT)	0.1	$307k		616.00	498.85	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$278k	+2%	5.7k	48.84	View chart
Boeing Company (BA)	0.1	$272k	NEW	1.3k	215.83	View chart
Tesla Motors (TSLA)	0.1	$259k	-3%	582.00	444.72	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$253k	NEW	2.8k	89.57	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$247k	NEW	5.6k	44.19	View chart
Vulcan Materials Company (VMC)	0.1	$220k	NEW	714.00	307.48	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$211k		2.5k	84.10	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.1	$210k	NEW	3.3k	62.71	View chart
JPMorgan Chase & Co. (JPM)	0.1	$209k	-43%	661.00	315.61	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$207k		3.4k	60.03	View chart
Abrdn Etfs Bbrg All Comd K1 (BCI)	0.1	$206k	NEW	9.6k	21.54	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$205k	NEW	8.4k	24.40	View chart
Philip Morris International (PM)	0.1	$202k	-6%	1.2k	162.14	View chart
Duluth Hldgs Com Cl B (DLTH)	0.0	$53k	-3%	14k	3.91	View chart
Wellgistics Health (WGRX)	0.0	$20k		23k	0.89	View chart

Past Filings by Valley Forge Investment Consultants Inc Adv

SEC 13F filings are viewable for Valley Forge Investment Consultants Inc Adv going back to 2020

Valley Forge Investment Consultants Inc Adv 2025 Q3 filed Oct. 17, 2025
Valley Forge Investment Consultants Inc Adv 2025 Q2 filed Aug. 14, 2025
Valley Forge Investment Consultants Inc Adv 2025 Q1 filed May 8, 2025
Valley Forge Investment Consultants Inc Adv 2024 Q4 filed Feb. 12, 2025
Valley Forge Investment Consultants Inc Adv 2024 Q3 filed Nov. 14, 2024
Valley Forge Investment Consultants Inc Adv 2024 Q2 filed Aug. 9, 2024
Valley Forge Investment Consultants Inc Adv 2024 Q1 filed April 30, 2024
Valley Forge Investment Consultants Inc Adv 2023 Q4 filed Feb. 9, 2024
Valley Forge Investment Consultants Inc Adv 2023 Q3 filed Nov. 9, 2023
Valley Forge Investment Consultants Inc Adv 2023 Q2 filed Aug. 1, 2023
Valley Forge Investment Consultants Inc Adv 2023 Q1 filed May 8, 2023
Valley Forge Investment Consultants Inc Adv 2022 Q4 filed Feb. 14, 2023
Valley Forge Investment Consultants Inc Adv 2022 Q3 filed Nov. 10, 2022
Valley Forge Investment Consultants Inc Adv 2022 Q2 filed Aug. 3, 2022
Valley Forge Investment Consultants Inc Adv 2022 Q1 filed May 6, 2022
Valley Forge Investment Consultants Inc Adv 2021 Q4 filed Feb. 10, 2022

View all past filings

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