13F Insight
DOSSIER · 13F-HR · Q1 2026

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

$334M in tracked AUM across 83 positions as of Q1 2026.

VF
CIK 0000920655 · last filed Mar 31, 2026
Total AUM
$334M
as of Q1 2026
Holdings
83
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

VALLEY FORGE INVESTMENT CONSULTANTS INC ADV filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$119M183K35.8%02
IEFA
ISHARES TR
$48M534K14.5%03
IJH
ISHARES TR
$23M340K6.9%04
SCHX
SCHWAB STRATEGIC TR
$22M868K6.7%05
IJR
ISHARES TR
$22M174K6.5%06
SCHM
SCHWAB STRATEGIC TR
$9M290K2.7%07
SCHB
SCHWAB STRATEGIC TR
$8M324K2.4%08
SCHF
SCHWAB STRATEGIC TR
$8M319K2.4%09
SCHA
SCHWAB STRATEGIC TR
$6M196K1.7%10
SCHD
SCHWAB STRATEGIC TR
$5M147K1.4%

Filing history

2026Q1Mar 31
$334M▼ 3.0%
83 positionsView →2025Q4Dec 31
$344M▲ 0.6%
80 positionsView →2025Q3Sep 30
$342M▲ 9.6%
84 positionsView →2025Q2Jun 30
$312M▲ 11.1%
94 positionsLocked2025Q1Mar 31
$281M▼ 3.5%
85 positionsLocked2024Q4Dec 31
$291M▲ 1.6%
86 positionsLocked2024Q3Sep 30
$287M▲ 8.5%
87 positionsLocked2024Q2Jun 30
$264M▲ 3.1%
83 positionsLocked2024Q1Mar 31
$256M▲ 14.0%
85 positionsLocked2023Q4Dec 31
$225M▲ 2.5%
80 positionsLocked2023Q3Sep 30
$219M▲ 8.0%
80 positionsLocked2023Q2Jun 30
$203M▲ 5.3%
70 positionsLocked
Showing 12 of 22