Valley Forge Investment Consultants Inc Adv
Valley Forge Investment Consultants Inc Adv reported 86 stocks worth $388M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are IVV (36.4%), IEFA (14.1%) and IJH (7.0%). Compared with Q1 2026, the fund opened new positions in ICSH, ITOT and VTI, added to IVV, IEFA and IJH, trimmed SCHM, SCHA and SCHD and sold out of SCHP, IAU and MDYG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $141M | 36.4% | 189K | +5,922 (+3%) | 8 of 8 | |
| 2 |  IEFA Ishares TR | $54.6M | 14.1% | 565K | +31K (+6%) | 8 of 8 | |
| 3 |  IJH Ishares TR | $27M | 7.0% | 350K | +9,743 (+3%) | 8 of 8 | |
| 4 |  IJR Ishares TR | $26.5M | 6.8% | 179K | +4,517 (+3%) | 8 of 8 | |
| 5 |  SCHX Schwab US Large Cap ETF | $25.9M | 6.7% | 879K | +11K (+1%) | 8 of 8 | |
| 6 |  SCHM Schwab Strategic TR | $10.5M | 2.7% | 286K | −4,185 (−1%) | 8 of 8 | |
| 7 |  SCHB Schwab US Broad Market ETF | $9.4M | 2.4% | 325K | +512 (+0%) | 8 of 8 | |
| 8 |  SCHF Schwab International | $9.2M | 2.4% | 332K | +13K (+4%) | 8 of 8 | |
| 9 |  SCHA Schwab US Small Cap ETF | $7M | 1.8% | 192K | −3,310 (−2%) | 8 of 8 | |
| 10 |  AGG Ishares TR | $5.1M | 1.3% | 52K | +20K (+66%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 7, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Valley Forge Investment Consultants Inc Adv 13F FAQ
What does Valley Forge Investment Consultants Inc Adv own?
Valley Forge Investment Consultants Inc Adv reported 86 stocks worth $388M in its 13F filing for Q2 2026, filed Aug 7, 2026. Its largest holdings are IVV (36.4%), IEFA (14.1%) and IJH (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Valley Forge Investment Consultants Inc Adv buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 32 added to, 15 trimmed and 4 sold out. New positions include ICSH, ITOT and VTI. It sold all of SCHP, IAU and MDYG.
When will Valley Forge Investment Consultants Inc Adv file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Valley Forge Investment Consultants Inc Adv's portfolio worth?
The Q2 2026 filing reports $388M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.