Valley Forge Investment Consultants Inc Adv

Valley Forge Investment Consultants Inc Adv as of March 31, 2026

Portfolio Holdings for Valley Forge Investment Consultants Inc Adv

Valley Forge Investment Consultants Inc Adv holds 83 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 35.8 $119M 183k 653.21
Ishares Tr Core Msci Eafe (IEFA) 14.5 $48M 534k 90.53
Ishares Tr Core S&p Mcp Etf (IJH) 6.9 $23M 340k 67.53
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 6.7 $22M 868k 25.64
Ishares Tr Core S&p Scp Etf (IJR) 6.5 $22M 174k 124.31
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 2.7 $9.0M 290k 30.96
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 2.4 $8.1M 324k 25.10
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.4 $7.9M 319k 24.75
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.7 $5.7M 196k 29.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.4 $4.5M 147k 30.68
Ishares Tr Rus 1000 Grw Etf (IWF) 1.2 $4.1M 9.6k 426.38
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.1 $3.6M 5.00 718140.00
Ishares Tr Core S&p Us Vlu (IUSV) 1.0 $3.5M 34k 102.25
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $3.1M 31k 99.27
Ishares Tr Core S&p Us Gwt (IUSG) 0.8 $2.8M 18k 155.11
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.7 $2.4M 77k 30.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.6 $2.2M 74k 29.13
Schwab Strategic Tr Us Tips Etf (SCHP) 0.6 $2.0M 76k 26.61
Vanguard Specialized Funds Div App Etf (VIG) 0.6 $2.0M 9.2k 215.07
Vanguard Index Fds Small Cp Etf (VB) 0.6 $1.9M 7.2k 261.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $1.8M 2.9k 597.60
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.6M 5.5k 287.59
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $1.5M 40k 38.86
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $1.5M 27k 54.05
Ishares Tr Msci Eafe Min Vl (EFAV) 0.4 $1.4M 16k 91.37
Apple (AAPL) 0.4 $1.4M 5.6k 253.79
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $1.2M 8.4k 148.09
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.3 $1.1M 23k 49.89
Vanguard Index Fds Large Cap Etf (VV) 0.3 $1.1M 3.6k 298.88
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $1.1M 46k 23.22
Ishares Core Msci Emkt (IEMG) 0.3 $1.1M 15k 69.75
Alphabet Cap Stk Cl C (GOOG) 0.3 $940k 3.3k 286.85
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.3 $888k 2.9k 302.29
Vanguard Index Fds Value Etf (VTV) 0.3 $854k 4.4k 196.20
Hershey Company (HSY) 0.2 $800k 3.9k 207.89
NVIDIA Corporation (NVDA) 0.2 $705k 4.0k 174.39
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.2 $701k 2.7k 257.34
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $673k 7.3k 92.75
Silverback Therapeutics (SPRY) 0.2 $668k 83k 8.03
Chubb (CB) 0.2 $652k 2.0k 325.93
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $614k 2.1k 287.13
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $602k 6.2k 97.22
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $597k 3.2k 184.27
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.2 $593k 912.00 650.10
Dimensional Etf Trust World Ex Us Core (DFAX) 0.2 $546k 16k 33.97
Vanguard Index Fds Growth Etf (VUG) 0.2 $540k 1.2k 436.68
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $537k 14k 38.96
Amazon (AMZN) 0.2 $528k 2.5k 208.27
Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.2 $514k 2.3k 218.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $488k 845.00 577.18
Microsoft Corporation (MSFT) 0.1 $436k 1.2k 370.14
Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $427k 2.2k 189.63
Ban (TBBK) 0.1 $378k 7.0k 53.73
Paychex (PAYX) 0.1 $378k 4.1k 92.12
Lockheed Martin Corporation (LMT) 0.1 $374k 619.00 604.67
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $367k 11k 32.95
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $351k 2.5k 138.34
Ishares Tr Russell 2000 Etf (IWM) 0.1 $348k 1.4k 247.96
Ishares Tr Ibds Dec28 Etf (IBDT) 0.1 $336k 13k 25.33
Ishares Tr Ibonds 27 Etf (IBDS) 0.1 $334k 14k 24.24
Ishares Gold Tr Ishares New (IAU) 0.1 $333k 3.8k 88.16
Ishares Tr Ibonds Dec2026 (IBDR) 0.1 $331k 14k 24.24
Ishares Tr Rus 1000 Etf (IWB) 0.1 $322k 903.00 356.58
Spdr Series Trust State Street Spd (SLYG) 0.1 $318k 3.3k 96.61
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $296k 2.5k 118.46
Nervgen Pharma Ord (NGENF) 0.1 $293k 78k 3.77
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $291k 12k 24.27
Ishares Silver Tr Ishares (SLV) 0.1 $262k 3.8k 68.14
Ishares Tr Msci Intl Qualty (IQLT) 0.1 $258k 5.6k 46.23
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.1 $250k 2.8k 88.46
Meta Platforms Cl A (META) 0.1 $248k 434.00 572.15
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $247k 3.3k 73.94
Spdr Series Trust State Street Spd (MDYG) 0.1 $242k 2.5k 95.96
Abrdn Etfs Bbrg All Comd K1 (BCI) 0.1 $232k 9.6k 24.29
Corning Incorporated (GLW) 0.1 $216k 1.6k 135.97
Tesla Motors (TSLA) 0.1 $215k 579.00 371.82
Caterpillar (CAT) 0.1 $215k 303.00 708.25
Lam Research Corp Com New (LRCX) 0.1 $214k 1.0k 213.66
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $213k 2.6k 82.74
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $209k 3.5k 59.54
Eli Lilly & Co. (LLY) 0.1 $205k 223.00 921.00
Duluth Hldgs Com Cl B (DLTH) 0.0 $43k 14k 3.16
Wellgistics Health (WGRX) 0.0 $2.2k 23k 0.10