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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 69.35% of Valley Forge Investment Consultants Inc Adv's stock portfolio.
Added to shares of these 10 stocks: AGG, IVV, IEFA, SCHG, IJR, IAU, VCIT, VGIT, SCHM, VWO.
Started 4 new stock positions in VCIT, Wellgistics Health, VGIT, COST.
Reduced shares in these 10 stocks: SCHX, SCHA, SCHZ, SCHO, SCHD, VEA, SCHV, AAPL, , NVDA.
Sold out of its positions in BX, LEN, SCHO, TSLA, VEA.
Valley Forge Investment Consultants Inc Adv was a net seller of stock by $-1.9M.
Valley Forge Investment Consultants Inc Adv has $281M in assets under management (AUM), dropping by -3.54%.
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 85 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	36.0	$101M		180k	561.90	View chart
Ishares Tr Core Msci Eafe (IEFA)	13.6	$38M	+4%	504k	75.65	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	7.1	$20M	-9%	905k	22.08	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	6.5	$18M		312k	58.35	View chart
Ishares Tr Core S&p Scp Etf (IJR)	6.2	$18M		167k	104.57	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.5	$7.0M		325k	21.53	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.5	$6.9M	+2%	265k	26.20	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.0	$5.7M		286k	19.78	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$5.5M	+75%	56k	98.92	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	1.6	$4.4M	-28%	186k	23.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.5	$4.4M		12k	361.09	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.4	$4.0M		5.00	798441.60	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.4	$3.8M	-14%	137k	27.96	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.8	$2.3M		25k	92.29	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.8	$2.3M		69k	32.99	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.7	$2.0M	-15%	76k	26.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.7	$1.9M	-6%	9.6k	193.99	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.7	$1.9M	+33%	74k	25.04	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.7	$1.8M	+5%	37k	49.62	View chart
Apple (AAPL)	0.6	$1.8M	-16%	8.2k	222.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$1.6M	-10%	9.5k	172.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.5M		2.9k	513.84	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.4	$1.3M	-3%	9.9k	127.08	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.4	$1.1M		14k	77.92	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$1.1M		40k	26.20	View chart
Silverback Therapeutics (SPRY)	0.4	$1.0M		83k	12.58	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.3	$960k	-51%	42k	23.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$919k		3.6k	257.02	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$912k	+3%	5.9k	154.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$866k		1.5k	559.44	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$853k	-3%	3.8k	221.77	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$795k	-3%	6.2k	128.96	View chart
NVIDIA Corporation (NVDA)	0.3	$739k	-23%	6.8k	108.38	View chart
Paychex (PAYX)	0.3	$704k		4.6k	154.28	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$703k		7.5k	93.66	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$661k		5.5k	119.72	View chart
Hershey Company (HSY)	0.2	$659k		3.9k	171.03	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$654k	-20%	4.2k	156.23	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$637k	+40%	14k	45.26	View chart
Chubb (CB)	0.2	$614k		2.0k	301.99	View chart
Amazon (AMZN)	0.2	$590k	-20%	3.1k	190.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$589k	-6%	2.3k	258.64	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$558k		5.7k	97.49	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$554k		10k	53.97	View chart
Microsoft Corporation (MSFT)	0.2	$536k	-21%	1.4k	375.39	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.2	$527k		6.2k	85.06	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$482k	+83%	8.2k	58.96	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$460k		1.2k	370.84	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.2	$451k		961.00	469.15	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.2	$434k	-24%	16k	27.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$432k	-15%	811.00	532.58	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$427k		1.7k	251.81	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.1	$378k		4.8k	79.46	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	0.1	$351k		4.2k	83.01	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$338k		2.2k	151.01	View chart
Vulcan Materials Company (VMC)	0.1	$333k		1.4k	233.30	View chart
Ishares Tr Ibds Dec28 Etf (IBDT)	0.1	$323k	-14%	13k	25.26	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	0.1	$322k	-14%	13k	24.18	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.1	$321k	-14%	13k	24.21	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.1	$319k	-14%	13k	25.15	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$294k		2.3k	129.47	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$294k		2.5k	115.96	View chart
Meta Platforms Cl A (META)	0.1	$284k	-38%	493.00	576.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$280k		1.4k	199.46	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$277k		903.00	306.76	View chart
Lockheed Martin Corporation (LMT)	0.1	$273k		611.00	446.71	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$266k	+3%	5.5k	48.35	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$232k		949.00	244.51	View chart
Philip Morris International (PM)	0.1	$211k		1.3k	158.73	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$201k	NEW	2.5k	81.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.1	$201k	NEW	3.4k	59.40	View chart
Costco Wholesale Corporation (COST)	0.1	$178k	NEW	188.00	945.78	View chart
JPMorgan Chase & Co. (JPM)	0.1	$162k		661.00	245.30	View chart
Eli Lilly & Co. (LLY)	0.0	$110k		133.00	825.91	View chart
Wellgistics Health	0.0	$99k	NEW	23k	4.32	View chart
Johnson & Johnson (JNJ)	0.0	$51k		308.00	165.84	View chart
Lightwave Logic Inc C ommon (LWLG)	0.0	$41k		40k	1.02	View chart
Duluth Hldgs Com Cl B (DLTH)	0.0	$24k		14k	1.74	View chart
General Motors Company (GM)	0.0	$24k		508.00	47.03	View chart
Citigroup Com New (C)	0.0	$19k		270.00	70.99	View chart
Chevron Corporation (CVX)	0.0	$17k		100.00	167.29	View chart
FedEx Corporation (FDX)	0.0	$12k	-13%	50.00	243.78	View chart
Liberty Global Com Cl C (LBTYK)	0.0	$7.7k		643.00	11.97	View chart
Magna Intl Inc cl a (MGA)	0.0	$5.3k		155.00	33.99	View chart
Vodafone Group Sponsored Adr (VOD)	0.0	$627.997700	-78%	67.00	9.37	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 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
Valley Forge Investment Consultants Inc Adv 2021 Q3 filed Nov. 5, 2021
Valley Forge Investment Consultants Inc Adv 2021 Q3 restated filed Nov. 5, 2021

View all past filings

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