§ 13F · FUND PROFILE
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV.
AUM · $388M (13F)Positions · 86Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
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 | — | — |
| 2 | IEFA | ISHARES TR | 565K | $55M | — | — |
| 3 | IJH | ISHARES TR | 350K | $27M | — | — |
| 4 | IJR | ISHARES TR | 179K | $26M | — | — |
| 5 | SCHX | SCHWAB STRATEGIC TR | 879K | $26M | — | — |
| 6 | SCHM | SCHWAB STRATEGIC TR | 286K | $11M | — | — |
| 7 | SCHB | SCHWAB STRATEGIC TR | 325K | $9M | — | — |
| 8 | SCHF | SCHWAB STRATEGIC TR | 332K | $9M | — | — |
| 9 | SCHA | SCHWAB STRATEGIC TR | 192K | $7M | — | — |
| 10 | AGG | ISHARES TR | 52K | $5M | — | — |
§ 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 $388 million in assets. The fund runs a portfolio of 86 positions.
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