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CIK: 0000920655
Total reported value
$388.3M
$388.3M
83 檔
60.4%
As reported in its official Q1 2026 Form 13F filing, Valley Forge Investment Consultants Inc Adv's tracked investment portfolio stood at $388.3M with 83 total positions.
Valley Forge Investment Consultants Inc Adv executed strategic sector rebalancing during Q1 2026, establishing 7 new positions while fully exiting 4 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 35.79% | +0.61% | -2.26% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 14.49% | -0.44% | -3.05% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.89% | +0.06% | +0.12% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-Other | 6.67% | — | -1.05% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 6.48% | +0.34% | — | |
| 6 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.69% | +0.02% | +0.46% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.44% | -0.02% | -0.71% | |
| 8 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.37% | — | -2.24% | |
| 9 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.71% | +0.08% | -1.38% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.35% | -0.17% | +5.19% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.22% | — | -3.30% | |
| 12 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.08% | -0.12% | — | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.03% | -0.07% | +33.08% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.92% | +0.39% | -46.90% | |
| 15 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.83% | -0.01% | +96.70% | |
| 16 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.71% | -0.02% | -8.10% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.65% | +0.03% | -6.40% | |
| 18 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.61% | -0.61% | EXIT | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.59% | -0.03% | -4.63% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.57% | -0.01% | -5.03% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | — | +0.31% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.47% | +0.02% | -25.81% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.46% | -0.01% | — | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.03% | — | |
| 25 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-Other | 0.43% | -0.05% | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.43% | -0.04% | +0.05% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.37% | -0.03% | +0.11% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.34% | -0.09% | +0.28% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.32% | — | +0.28% | |
| 30 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.32% | — | +77.66% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.32% | — | — | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.28% | +0.02% | +0.06% | |
| 33 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.27% | +0.01% | -0.34% | |
| 34 | VTV | Vanguard Value ETF | ETF-Other | 0.26% | -0.01% | +0.51% | |
| 35 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.24% | -0.07% | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.21% | -0.01% | +9.19% | |
| 37 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.21% | — | +43.04% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.20% | -0.02% | — | |
| 39 | SPRY | Ars Pharmaceuticals Inc | Stock-Other | 0.20% | -0.03% | — | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.20% | -0.02% | — | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.18% | — | -12.95% | |
| 42 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.18% | — | — | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.18% | -0.01% | — | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.18% | — | -35.32% | |
| 45 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.16% | -0.01% | — | |
| 46 | VUG | Vanguard Growth ETF | ETF-Other | 0.16% | — | +2.06% | |
| 47 | DFAI | Dimensional International Co | ETF-Other | 0.16% | — | — | |
| 48 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.16% | -0.01% | +8.57% | |
| 49 | GLTR | Abrdn Precious Metals Basket | ETF-Other | 0.15% | -0.04% | +3.48% | |
| 50 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.15% | +0.01% | -29.29% |
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 83 disclosed positions in Q1 2026.
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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, IJH) accounted for 60.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
SCHP
市值: $2.0M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $283.0K
During Q1 2026, Valley Forge Investment Consultants Inc Adv's top holdings by market value included IVV (35.8%)、IEFA (14.5%)、IJH (6.9%). The largest single position, IVV, represented 35.8% of total portfolio value.
In Q1 2026, Valley Forge Investment Consultants Inc Adv made 58 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 22 holdings, and fully liquidating 4 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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