VALLEY FORGE INVESTMENT CONSULTANTS INC ADV

Est. AUM

$333.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$119.4M	182827	35.79%	SOLE
2	ISHARES TR	CORE MSCI EAFE	$48.3M	533940	14.49%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$23.0M	340416	6.89%	SOLE
4	SCHWAB STRATEGIC TR	US LRG CAP ETF	$22.3M	868405	6.67%	SOLE
5	ISHARES TR	CORE S&P SCP ETF	$21.6M	174039	6.48%	SOLE
6	SCHWAB STRATEGIC TR	US MID-CAP ETF	$9.0M	290099	2.69%	SOLE
7	SCHWAB STRATEGIC TR	US BRD MKT ETF	$8.1M	324037	2.44%	SOLE
8	SCHWAB STRATEGIC TR	INTL EQTY ETF	$7.9M	319138	2.37%	SOLE
9	SCHWAB STRATEGIC TR	US SML CAP ETF	$5.7M	195796	1.71%	SOLE
10	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$4.5M	147282	1.35%	SOLE
11	ISHARES TR	RUS 1000 GRW ETF	$4.1M	9562	1.22%	SOLE
12	BERKSHIRE HATHAWAY INC DEL	CL A	$3.6M	5	1.08%	SOLE
13	ISHARES TR	CORE S&P US VLU	$3.5M	33764	1.03%	SOLE
14	ISHARES TR	CORE US AGGBD ET	$3.1M	31050	0.92%	SOLE
15	ISHARES TR	CORE S&P US GWT	$2.8M	17915	0.83%	SOLE
16	SCHWAB STRATEGIC TR	US LCAP VA ETF	$2.4M	77163	0.71%	SOLE
17	SCHWAB STRATEGIC TR	US LCAP GR ETF	$2.2M	74077	0.65%	SOLE
18	SCHWAB STRATEGIC TR	US TIPS ETF	$2.0M	76286	0.61%	SOLE
19	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	9167	0.59%	SOLE
20	VANGUARD INDEX FDS	SMALL CP ETF	$1.9M	7210	0.57%	SOLE
21	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.8M	2930	0.52%	SOLE
22	ALPHABET INC	CAP STK CL A	$1.6M	5456	0.47%	SOLE
23	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.5M	39579	0.46%	SOLE
24	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.5M	26911	0.44%	SOLE
25	ISHARES TR	MSCI EAFE MIN VL	$1.4M	15686	0.43%	SOLE
26	APPLE INC	COM	$1.4M	5633	0.43%	SOLE
27	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.2M	8414	0.37%	SOLE
28	VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	22859	0.34%	SOLE
29	VANGUARD INDEX FDS	LARGE CAP ETF	$1.1M	3617	0.32%	SOLE
30	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.1M	45855	0.32%	SOLE
31	ISHARES INC	CORE MSCI EMKT	$1.1M	15073	0.32%	SOLE
32	ALPHABET INC	CAP STK CL C	$940K	3277	0.28%	SOLE
33	VANGUARD INDEX FDS	SML CP GRW ETF	$888K	2939	0.27%	SOLE
34	VANGUARD INDEX FDS	VALUE ETF	$854K	4352	0.26%	SOLE
35	HERSHEY CO	COM	$800K	3850	0.24%	SOLE
36	NVIDIA CORPORATION	COM	$705K	4040	0.21%	SOLE
37	VANGUARD INDEX FDS	MCAP GR IDXVIP	$700K	2722	0.21%	SOLE
38	ISHARES TR	MSCI USA MIN VOL	$673K	7256	0.20%	SOLE
39	ARS PHARMACEUTICALS INC	COM	$668K	83225	0.20%	SOLE
40	CHUBB LTD SWITZ	COM	$652K	2000	0.20%	SOLE
41	VANGUARD INDEX FDS	MID CAP ETF	$614K	2137	0.18%	SOLE
42	ISHARES TR	RUS MID CAP ETF	$602K	6191	0.18%	SOLE
43	VANGUARD INDEX FDS	MCAP VL IDXVIP	$597K	3242	0.18%	SOLE
44	STATE STR SPDR S&P 500 ETF T	TR UNIT	$593K	912	0.18%	SOLE
45	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$546K	16086	0.16%	SOLE
46	VANGUARD INDEX FDS	GROWTH ETF	$540K	1237	0.16%	SOLE
47	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$537K	13784	0.16%	SOLE
48	AMAZON COM INC	COM	$528K	2533	0.16%	SOLE
49	ABRDN PRECIOUS METALS BASKET	PHYSCL PRECS MET	$514K	2349	0.15%	SOLE
50	INVESCO QQQ TR	UNIT SER 1	$488K	845	0.15%	SOLE

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.