Institutions / Valley Forge Investment Consultants Inc Adv
Valley Forge Investment Consultants Inc Adv
CIK 920655 · Institution · as of Jun 30, 2026
Portfolio value
$388.29M
Positions
86
As of
Jun 30, 2026
Portfolio trend
Portfolio value
$388.29M+12.9%Positions
86+7.5%Top holdings
Jun 30, 2026View all 86 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $141.35M | 36.4% |
| iShares Tr | $54.55M | 14.0% |
| iShares Tr | $27.00M | 7.0% |
| iShares Tr | $26.48M | 6.8% |
| Schwab Strategic Tr | $25.88M | 6.7% |
| Schwab Strategic Tr | $10.54M | 2.7% |
| Schwab Strategic Tr | $9.40M | 2.4% |
| Schwab Strategic Tr | $9.20M | 2.4% |
| Schwab Strategic Tr | $6.95M | 1.8% |
| iShares Tr | $5.10M | 1.3% |
| iShares Tr | $4.74M | 1.2% |
| Schwab Strategic Tr | $4.58M | 1.2% |
| Berkshire Hathaway Inc Del | $3.74M | 1.0% |
| iShares Tr | $3.73M | 1.0% |
| iShares Tr | $3.17M | 0.8% |
| Schwab Strategic Tr | $2.67M | 0.7% |
| Schwab Strategic Tr | $2.64M | 0.7% |
| Vanguard Specialized Funds | $2.18M | 0.6% |
| Vanguard Index Fds | $2.16M | 0.6% |
| Vanguard Index Fds | $2.02M | 0.5% |
| Alphabet Inc. | $1.91M | 0.5% |
| Dimensional ETF Trust | $1.76M | 0.5% |
| Vanguard Intl Equity Index F | $1.61M | 0.4% |
| Apple Inc. | $1.52M | 0.4% |
| iShares Tr | $1.48M | 0.4% |
Activity
Jun 30, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | 464287614 | $3.51M | +28K +285.85% | 38,153 1.22% of portfolio | low |
| Q2 2026 as of | Add | 464287671 | $1.46M | +8K +85.28% | 16,875 0.82% of portfolio | low |
| Q2 2026 as of | Add | 46432F842 | $1.36M | +14K +2.56% | 564,841 14.05% of portfolio | low |
| Q2 2026 as of | New | 46434V878 | $1.35M | +27K | 26,684 0.35% of portfolio | low |
| Q2 2026 as of | Add | 464287200 | $1.27M | +2K +0.90% | 188,749 36.40% of portfolio | low |
| Q2 2026 as of | Add | 464287663 | $939.6K | +9K +33.62% | 33,901 0.96% of portfolio | low |
| Q2 2026 as of | Add | 464287507 | $783.7K | +10K +2.99% | 350,159 6.95% of portfolio | low |
| Q2 2026 as of | Trim | Alphabet Inc. | $-714.1K | -2K -27.17% | 5,356 0.49% of portfolio | low |
| Q2 2026 as of | Trim | 464287226 | $-685.4K | -7K -11.84% | 51,548 1.31% of portfolio | low |
| Q2 2026 as of | Add | 464287804 | $669.9K | +5K +2.60% | 178,556 6.82% of portfolio | low |