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CIK: 0000920655
Total reported value
$388.3M
$388.3M
94 檔
55.3%
According to the latest 13F quarterly dataset, Valley Forge Investment Consultants Inc Adv managed an equity portfolio of $388.3M at the end of Q2 2025, spanning 94 distinct U.S. exchange-listed positions.
In Q2 2025, Valley Forge Investment Consultants Inc Adv displayed an active expansion posture, initiating 11 new positions and adding to 24 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 | 35.82% | +0.61% | +0.14% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 13.39% | -0.44% | -0.68% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 7.55% | — | +6.48% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.26% | +0.06% | +1.11% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.82% | +0.34% | -0.67% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.53% | -0.02% | +2.20% | |
| 7 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.49% | +0.02% | +4.45% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.09% | — | +3.21% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.79% | +0.39% | +1.03% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.62% | — | -1.32% | |
| 11 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.60% | +0.08% | +6.30% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.17% | -0.17% | +0.50% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.17% | -0.12% | — | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.75% | -0.07% | -0.05% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.69% | +0.03% | -1.11% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.68% | -0.02% | +0.12% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.62% | -0.03% | -0.93% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.62% | -0.09% | +5.65% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.56% | -0.04% | +3.90% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | -0.01% | +57.15% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | -0.01% | — | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | — | — | |
| 23 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 0.47% | -0.03% | — | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.46% | -0.01% | -3.92% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.44% | -0.05% | +19.69% | |
| 26 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.44% | -0.01% | -44.34% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.01% | +104.16% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-Other | 0.34% | -0.01% | +17.71% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | -0.03% | +53.11% | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.33% | +0.02% | -1.64% | |
| 31 | VV | Vanguard Large-cap ETF | ETF-Other | 0.33% | — | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | — | +3.42% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.31% | — | +1.84% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | -0.01% | +41.02% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.29% | — | +45.13% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.27% | -0.03% | +2.17% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.26% | +0.02% | +8.13% | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | -0.01% | +8.40% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.23% | -0.01% | +101.42% | |
| 40 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.23% | +0.01% | +52.42% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.22% | — | +0.42% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.22% | — | +7.51% | |
| 43 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.22% | -0.02% | -2.80% | |
| 44 | PAYX | Paychex Inc | Stock-Tech | 0.21% | -0.01% | — | |
| 45 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.20% | -0.07% | — | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.20% | — | — | |
| 47 | CB | Chubb Limited | Stock-Financials | 0.19% | -0.02% | — | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.18% | — | — | |
| 49 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | — | -4.92% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.15% | +0.05% | +0.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +0.4% | +6.48% | Add |
| 2 | NVDA | Nvidia CORP | +0.3% | +57.15% | Add |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 4 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +104.16% | Add |
| 5 | META | Meta Platforms Inc-class A | +0.1% | +101.42% | Add |
| 6 | ASML | ASML Holding N.V. | +0.1% | NEW | New buy |
| 7 | TBBK | Bancorp Inc/the | +0.1% | NEW | New buy |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +53.11% | Add |
| 9 | SPRY | Ars Pharmaceuticals Inc | +0.1% | — | Unchanged |
| 10 | AMZN | Amazon.com Inc | +0.1% | +41.02% | Add |
| 11 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 12 | IEMG | Ishares Core Msci Emerging | +0.1% | +45.13% | Add |
| 13 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 14 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +52.42% | Add |
| 15 | ORCL | Oracle CORP | +0.1% | NEW | New buy |
| 16 | SCHF | Schwab Intl Equity ETF | +0.1% | +3.21% | Add |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | -1.32% | Trim |
| 18 | NUE | Nucor CORP | +0.1% | NEW | New buy |
| 19 | SO | Southern Co/the | +0.1% | NEW | New buy |
| 20 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 21 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 22 | EFAV | Ishares Msci Eafe Min Vol Fa | +0.1% | +19.69% | Add |
| 23 | MSFT | Microsoft CORP | +0.1% | +8.40% | Add |
| 24 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 25 | SCHA | Schwab US Small-cap ETF | +0.1% | +6.30% | Add |
| 26 | JPM | Jpmorgan Chase & Co | +0.1% | +76.10% | Add |
| 27 | SCHB | Schwab US Broad Market ETF | 0% | +2.20% | Add |
| 28 | VB | Vanguard Small-cap ETF | 0% | +17.71% | Add |
| 29 | SCHG | Schwab US Large-cap Growth | 0% | -1.11% | Trim |
| 30 | GOOG | Alphabet Inc-cl C | 0% | +8.13% | Add |
| 31 | IWM | Ishares Russell 2000 ETF | 0% | +35.66% | Add |
| 32 | SCHM | Schwab US Mid Cap ETF | 0% | +4.45% | Add |
| 33 | IUSG | Ishares Core S&p U.s. Growth | 0% | -3.92% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.42% | Add |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | -1.64% | Trim |
| 36 | VO | Vanguard Mid-cap ETF | 0% | +7.51% | Add |
| 37 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 38 | VV | Vanguard Large-cap ETF | — | — | Unchanged |
| 39 | SCHV | Schwab US Large-cap Value | 0% | +0.12% | Add |
| 40 | COST | Costco Wholesale CORP | -0.1% | EXIT | Sold out |
| 41 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | -27.78% | Trim |
| 42 | VMC | Vulcan Materials Co | -0.1% | EXIT | Sold out |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.2% | +0.14% | Add |
| 44 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -0.68% | Trim |
| 45 | SCHD | Schwab US Dvd Equity ETF | -0.2% | +0.50% | Add |
| 46 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +1.11% | Add |
| 47 | DFAX | Dimensional World Ex US Core | -0.2% | -62.56% | Trim |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | -0.3% | — | Unchanged |
| 49 | DFAC | Dimensional US Core Equity 2 | -0.4% | -44.34% | Trim |
| 50 | IJR | Ishares Core S&p Small-cap E | -0.4% | -0.67% | Trim |
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 94 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 55.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
TSM
市值: $633.7K
Top Position Liquidated / Trimmed
VMC
前期市值: $333.4K
During Q2 2025, Valley Forge Investment Consultants Inc Adv's top holdings by market value included IVV (35.8%)、IEFA (13.4%)、SCHX (7.5%). The largest single position, IVV, represented 35.8% of total portfolio value.
In Q2 2025, Valley Forge Investment Consultants Inc Adv made 46 total portfolio adjustments, initiating 11 new buys, adding to 24 positions, trimming 9 holdings, and fully liquidating 2 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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