VALLEY FORGE INVESTMENT CONSULTANTS INC ADV
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV reported 86 positions worth $388.3M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: IVV (36.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IVV | SH | $141.4M | 36.40% | 188,749 | — | — | |
| ▸ 2 | IEFA | SH | $54.6M | 14.05% | 564,841 | — | — | |
| ▸ 3 | IJH | SH | $27.0M | 6.95% | 350,159 | — | — | |
| ▸ 4 | IJR | SH | $26.5M | 6.82% | 178,556 | — | — | |
| ▸ 5 | SCHX | SH | $25.9M | 6.67% | 879,414 | — | — | |
| ▸ 6 | SCHM | SH | $10.5M | 2.71% | 285,914 | — | — | |
| ▸ 7 | SCHB | SH | $9.4M | 2.42% | 324,549 | — | — | |
| ▸ 8 | SCHF | SH | $9.2M | 2.37% | 332,069 | — | — | |
| ▸ 9 | SCHA | SH | $7.0M | 1.79% | 192,486 | — | — | |
| ▸ 10 | AGG | SH | $5.1M | 1.31% | 51,548 | — | — |
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Frequently Asked Questions
What stocks does VALLEY FORGE INVESTMENT CONSULTANTS INC ADV hold as of Q2 2026?
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV reported 86 positions worth $388.3M in its Q2 2026 13F filing. Largest positions: IVV (36.4%), IEFA (14.0%), IJH (7.0%), IJR (6.8%) and SCHX (6.7%).
What did VALLEY FORGE INVESTMENT CONSULTANTS INC ADV buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did VALLEY FORGE INVESTMENT CONSULTANTS INC ADV sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.