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CIK: 0000920655
Total reported value
$388.3M
$388.3M
85 檔
50.2%
The Q1 2025 SEC filing reveals that Valley Forge Investment Consultants Inc Adv held a total portfolio value of $388.3M, covering 85 public equity positions.
In Q1 2025, Valley Forge Investment Consultants Inc Adv displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 35.97% | +0.61% | +1.72% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 13.57% | -0.44% | +4.41% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.11% | — | -9.06% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.47% | +0.06% | +0.66% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.23% | +0.34% | +1.29% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.49% | -0.02% | -0.81% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.47% | +0.02% | +2.87% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.02% | — | +0.63% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.96% | +0.39% | +75.92% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.55% | +0.08% | -28.09% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.55% | — | -0.86% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.42% | -0.12% | — | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.37% | -0.17% | -14.89% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.81% | -0.07% | +0.40% | |
| 15 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.81% | -0.01% | — | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.72% | -0.02% | -15.51% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.66% | -0.03% | -6.34% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.66% | +0.03% | +33.64% | |
| 19 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.66% | -0.09% | +5.51% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.65% | -0.04% | -16.32% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | -0.01% | -10.38% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | — | +0.38% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.45% | -0.01% | -3.71% | |
| 24 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.38% | -0.05% | +1.93% | |
| 25 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.37% | -0.01% | — | |
| 26 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 0.37% | -0.03% | — | |
| 27 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.34% | — | -51.80% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.33% | — | +0.36% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.02% | +3.58% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | — | +0.06% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.30% | -0.01% | -3.80% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.28% | -0.03% | -3.48% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | -0.01% | -23.09% | |
| 34 | PAYX | Paychex Inc | Stock-Tech | 0.25% | -0.01% | — | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.25% | -0.02% | +0.35% | |
| 36 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.24% | — | +0.38% | |
| 37 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.23% | -0.07% | — | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.23% | +0.02% | -20.12% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | -0.03% | +40.26% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.22% | -0.02% | — | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | -0.01% | -20.04% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.21% | — | -6.64% | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.20% | — | — | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.20% | — | +1.73% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.01% | -21.88% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.19% | — | — | |
| 47 | IAU | Ishares Gold Trust | ETF-Commodities | 0.17% | -0.10% | EXIT | |
| 48 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | — | -0.16% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.16% | +0.01% | — | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.15% | +0.05% | -24.97% |
According to official SEC Form 13F filings, Valley Forge Investment Consultants Inc Adv reported a total U.S. public equity portfolio value of $388.3M across 85 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, SCHX) accounted for 50.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $101.0M
During Q1 2025, Valley Forge Investment Consultants Inc Adv's top holdings by market value included IVV (36.0%)、IEFA (13.6%)、SCHX (7.1%). The largest single position, IVV, represented 36.0% of total portfolio value.
In Q1 2025, Valley Forge Investment Consultants Inc Adv made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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