Valley Forge Investment Consultants Inc Adv 13F Holdings · Q2 2026
Valley Forge Investment Consultants Inc Adv reported 86 securities worth $388.29M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (36.40%), IEFA (14.05%), IJH (6.95%). Among its top 25 positions this quarter: 15 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $141.4M | 36.40% | 188,749 | Added |
| 2 | IEFA | ISHARES TR | $54.6M | 14.05% | 564,841 | Added |
| 3 | IJH | ISHARES TR | $27.0M | 6.95% | 350,159 | Added |
| 4 | IJR | ISHARES TR | $26.5M | 6.82% | 178,556 | Added |
| 5 | SCHX | SCHWAB STRATEGIC TR | $25.9M | 6.67% | 879,414 | Added |
| 6 | SCHM | SCHWAB STRATEGIC TR | $10.5M | 2.71% | 285,914 | Trimmed |
| 7 | SCHB | SCHWAB STRATEGIC TR | $9.4M | 2.42% | 324,549 | Added |
| 8 | SCHF | SCHWAB STRATEGIC TR | $9.2M | 2.37% | 332,069 | Added |
| 9 | SCHA | SCHWAB STRATEGIC TR | $7.0M | 1.79% | 192,486 | Trimmed |
| 10 | AGG | ISHARES TR | $5.1M | 1.31% | 51,548 | Added |
| 11 | IWF | ISHARES TR | $4.7M | 1.22% | 38,153 | Added |
| 12 | SCHD | SCHWAB STRATEGIC TR | $4.6M | 1.18% | 144,318 | Trimmed |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.7M | 0.96% | 5 | Hold |
| 14 | IUSV | ISHARES TR | $3.7M | 0.96% | 33,901 | Added |
| 15 | IUSG | ISHARES TR | $3.2M | 0.82% | 16,875 | Trimmed |
| 16 | SCHV | SCHWAB STRATEGIC TR | $2.7M | 0.69% | 76,804 | Trimmed |
| 17 | SCHG | SCHWAB STRATEGIC TR | $2.6M | 0.68% | 77,903 | Added |
| 18 | VB | VANGUARD INDEX FDS | $2.2M | 0.56% | 7,128 | Trimmed |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $2.2M | 0.56% | 9,197 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $2.0M | 0.52% | 2,939 | Added |
| 21 | GOOGL | ALPHABET INC | $1.9M | 0.49% | 5,356 | Trimmed |
| 22 | DFAC | DIMENSIONAL ETF TRUST | $1.8M | 0.45% | 39,579 | Hold |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.41% | 26,938 | Added |
| 24 | AAPL | APPLE INC | $1.5M | 0.39% | 5,262 | Trimmed |
| 25 | EFAV | ISHARES TR | $1.5M | 0.38% | 16,860 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR