Valley Forge Investment Consultants Inc Adv Portfolio Holdings

Valley Forge Investment Consultants Inc Adv

  • $310 Million
  • Q2 2025

Valley Forge Investment Consultants Inc Adv has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $310 Million distributed in 94 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $112M, Ishares Tr with a value of $41.8M, Schwab Strategic Tr Us Large C with a value of $23.6M, Ishares Core S&P Mid Cap ETF with a value of $19.5M, and Ishares Core S&P Sm Cap ETF with a value of $18.2M.

Examining the 13F form we can see an increase of $30.6M in the current position value, from $280M to 310M.

Below you can find more details about Valley Forge Investment Consultants Inc Adv portfolio as well as his latest detailed transactions.

Portfolio value $310 Million
ETFs: $292 Million
Technology: $6.53 Million
Financial Services: $5.36 Million
Communication Services: $2.56 Million
Consumer Cyclical: $1.21 Million
Industrials: $957,000
Consumer Defensive: $880,000
Basic Materials: $228,000
Other: $371,000

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $310 Million
  • Prior Value $280 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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