§ 13F · FUND PROFILE
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV.
AUM · $342M (13F)Positions · 84Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 189K | $141M | 36.4% | +3% |
| 2 | IEFA | ISHARES TR | 565K | $55M | 14.0% | +6% |
| 3 | IJH | ISHARES TR | 350K | $27M | 7.0% | +3% |
| 4 | IJR | ISHARES TR | 179K | $26M | 6.8% | +3% |
| 5 | SCHX | SCHWAB STRATEGIC TR | 879K | $26M | 6.7% | +1% |
| 6 | SCHM | SCHWAB STRATEGIC TR | 286K | $11M | 2.7% | −1% |
| 7 | SCHB | SCHWAB STRATEGIC TR | 325K | $9M | 2.4% | ±0% |
| 8 | SCHF | SCHWAB STRATEGIC TR | 332K | $9M | 2.4% | +4% |
| 9 | SCHA | SCHWAB STRATEGIC TR | 192K | $7M | 1.8% | −2% |
| 10 | AGG | ISHARES TR | 52K | $5M | 1.3% | +66% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VALLEY SIGNAL
AC read
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV is a Other fund managing $342 million in assets. The fund runs a portfolio of 84 positions.
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