§ 13F · FUND PROFILE
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 80Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$343.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 187K | $128.1T | 37.3% | NEW |
| 2 | IEFA | ISHARES TR | 551K | $49.3T | 14.3% | NEW |
| 3 | SCHX | SCHWAB STRATEGIC TR | 878K | $23.6T | 6.9% | NEW |
| 4 | IJH | ISHARES TR | 340K | $22.4T | 6.5% | NEW |
| 5 | IJR | ISHARES TR | 174K | $20.9T | 6.1% | NEW |
| 6 | SCHM | SCHWAB STRATEGIC TR | 289K | $8.7T | 2.5% | NEW |
| 7 | SCHB | SCHWAB STRATEGIC TR | 326K | $8.6T | 2.5% | NEW |
| 8 | SCHF | SCHWAB STRATEGIC TR | 326K | $7.8T | 2.3% | NEW |
| 9 | AGG | ISHARES TR | 58K | $5.8T | 1.7% | NEW |
| 10 | SCHA | SCHWAB STRATEGIC TR | 199K | $5.7T | 1.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE VALLEY SIGNAL
AC read
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed