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CIK: 0000920655
Total reported value
$388.3M
$388.3M
80 檔
62.9%
According to the latest 13F quarterly dataset, Valley Forge Investment Consultants Inc Adv managed an equity portfolio of $388.3M at the end of Q4 2025, spanning 80 distinct U.S. exchange-listed positions.
In Q4 2025, Valley Forge Investment Consultants Inc Adv adopted a defensive or profit-taking posture, trimming 19 positions and completely liquidating 6 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 37.26% | +0.61% | -1.30% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 14.33% | -0.44% | +1.09% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.87% | — | -0.99% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.53% | +0.06% | -0.06% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.08% | +0.34% | +0.37% | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.53% | +0.02% | +1.42% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.49% | -0.02% | -0.14% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.28% | — | +2.24% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.70% | +0.39% | +3.70% | |
| 10 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.64% | +0.08% | +1.47% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.36% | — | -0.48% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.12% | -0.17% | +6.24% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.10% | -0.12% | — | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.76% | -0.07% | +0.36% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.75% | +0.03% | -1.78% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.72% | -0.02% | -0.20% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.02% | +27.19% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.61% | -0.03% | +2.18% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | -0.01% | +0.89% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.53% | — | +0.21% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.46% | -0.01% | — | |
| 22 | AAPL | Apple Inc | Stock-Tech | 0.45% | -0.04% | -23.34% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.44% | -0.01% | -3.99% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | -0.03% | +3.23% | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.39% | -0.05% | -4.52% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.35% | -0.03% | -0.24% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.33% | -0.09% | -46.07% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-Other | 0.33% | — | +0.56% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.30% | +0.02% | -18.65% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.29% | — | +1.21% | |
| 31 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 0.28% | -0.03% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | — | +0.07% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.26% | +0.01% | +0.14% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.24% | -0.01% | +0.96% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.21% | +0.01% | -0.83% | |
| 36 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.21% | — | -0.85% | |
| 37 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.20% | -0.07% | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | -0.01% | -57.57% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.20% | -0.02% | — | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.18% | -0.02% | -1.62% | |
| 41 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.18% | — | -31.36% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.17% | — | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | — | -0.41% | |
| 44 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.17% | -0.01% | +0.40% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | -0.01% | -24.33% | |
| 46 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.15% | — | +35.44% | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.15% | -0.01% | — | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.15% | +0.05% | +1.45% | |
| 49 | PAYX | Paychex Inc | Stock-Tech | 0.15% | -0.01% | — | |
| 50 | MSFT | Microsoft CORP | Stock-Tech | 0.15% | -0.01% | -22.54% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +1.09% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +27.19% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.2% | -1.30% | Trim |
| 4 | SCHF | Schwab Intl Equity ETF | +0.1% | +2.24% | Add |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +6.24% | Add |
| 6 | SCHM | Schwab US Mid Cap ETF | +0.1% | +1.42% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.1% | +0.37% | Add |
| 8 | AGG | Ishares Core U.s. Aggregate | +0.1% | +3.70% | Add |
| 9 | SCHX | Schwab US Large-cap ETF | 0% | -0.99% | Trim |
| 10 | IJH | Ishares Core S&p Midcap ETF | 0% | -0.06% | Trim |
| 11 | SCHA | Schwab US Small-cap ETF | 0% | +1.47% | Add |
| 12 | SPRY | Ars Pharmaceuticals Inc | 0% | — | Unchanged |
| 13 | SCHB | Schwab US Broad Market ETF | 0% | -0.14% | Trim |
| 14 | VOT | Vanguard Mid-cap Growth ETF | 0% | +35.44% | Add |
| 15 | GLTR | Abrdn Precious Metals Basket | 0% | — | Unchanged |
| 16 | VIG | Vanguard Dividend Apprec ETF | 0% | +2.18% | Add |
| 17 | IUSV | Ishares Core S&p U.s. Value | 0% | +0.36% | Add |
| 18 | CB | Chubb Limited | 0% | -1.62% | Trim |
| 19 | GOOG | Alphabet Inc-cl C | 0% | -18.65% | Trim |
| 20 | VOO | Vanguard S&p 500 ETF | 0% | +0.21% | Add |
| 21 | VB | Vanguard Small-cap ETF | 0% | +0.89% | Add |
| 22 | DFAC | Dimensional US Core Equity 2 | 0% | — | Unchanged |
| 23 | SCHO | Schwab Short-term US Treas | 0% | +19.21% | Add |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.23% | Add |
| 25 | VV | Vanguard Large-cap ETF | 0% | +0.56% | Add |
| 26 | VTV | Vanguard Value ETF | 0% | +0.96% | Add |
| 27 | SCHV | Schwab US Large-cap Value | — | -0.20% | Trim |
| 28 | IEMG | Ishares Core Msci Emerging | — | +1.21% | Add |
| 29 | TBBK | Bancorp Inc/the | 0% | — | Unchanged |
| 30 | PAYX | Paychex Inc | 0% | — | Unchanged |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -15.97% | Trim |
| 32 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | -4.52% | Trim |
| 33 | IUSG | Ishares Core S&p U.s. Growth | 0% | -3.99% | Trim |
| 34 | AMZN | Amazon.com Inc | 0% | -24.33% | Trim |
| 35 | MSFT | Microsoft CORP | -0.1% | -22.54% | Trim |
| 36 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | -35.65% | Trim |
| 37 | IAU | Ishares Gold Trust | -0.1% | -47.27% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.1% | -26.61% | Trim |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | -31.36% | Trim |
| 40 | AAPL | Apple Inc | -0.1% | -23.34% | Trim |
| 41 | NVDA | Nvidia CORP | -0.3% | -57.57% | Trim |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | -0.3% | -46.07% | Trim |
| 43 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | Sold out |
| 44 | GE | General Electric | — | EXIT | Sold out |
| 45 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 46 | BA | Boeing Co/the | — | EXIT | Sold out |
| 47 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 48 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 49 | BCI | Abrdn Bloomberg All Commodit | — | EXIT | Sold out |
| 50 | PM | Philip Morris International | — | EXIT | Sold out |
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 80 disclosed positions in Q4 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 62.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
SLV
市值: $247.4K
Top Position Liquidated / Trimmed
TSM
前期市值: $619.8K
During Q4 2025, Valley Forge Investment Consultants Inc Adv's top holdings by market value included IVV (37.3%)、IEFA (14.3%)、SCHX (6.9%). The largest single position, IVV, represented 37.3% of total portfolio value.
In Q4 2025, Valley Forge Investment Consultants Inc Adv made 45 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 19 holdings, and fully liquidating 6 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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