Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV (CIK 920655) reported $333.6M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($119.4M, 35.79%), IEFA ($48.3M, 14.49%), IJH ($23.0M, 6.89%), SCHX ($22.3M, 6.67%), IJR ($21.6M, 6.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $119.4M | 35.79% | 182,827 | Trimmed |
| 2 | IEFA | ISHARES TR | $48.3M | 14.49% | 533,940 | Trimmed |
| 3 | IJH | ISHARES TR | $23.0M | 6.89% | 340,416 | Added |
| 4 | SCHX | SCHWAB STRATEGIC TR | $22.3M | 6.67% | 868,405 | Trimmed |
| 5 | IJR | ISHARES TR | $21.6M | 6.48% | 174,039 | Hold |
| 6 | SCHM | SCHWAB STRATEGIC TR | $9.0M | 2.69% | 290,099 | Added |
| 7 | SCHB | SCHWAB STRATEGIC TR | $8.1M | 2.44% | 324,037 | Trimmed |
| 8 | SCHF | SCHWAB STRATEGIC TR | $7.9M | 2.37% | 319,138 | Trimmed |
| 9 | SCHA | SCHWAB STRATEGIC TR | $5.7M | 1.71% | 195,796 | Trimmed |
| 10 | SCHD | SCHWAB STRATEGIC TR | $4.5M | 1.35% | 147,282 | Added |
| 11 | IWF | ISHARES TR | $4.1M | 1.22% | 9,562 | Trimmed |
| 12 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.6M | 1.08% | 5 | Hold |
| 13 | IUSV | ISHARES TR | $3.5M | 1.03% | 33,764 | Added |
| 14 | AGG | ISHARES TR | $3.1M | 0.92% | 31,050 | Trimmed |
| 15 | IUSG | ISHARES TR | $2.8M | 0.83% | 17,915 | Added |
| 16 | SCHV | SCHWAB STRATEGIC TR | $2.4M | 0.71% | 77,163 | Trimmed |
| 17 | SCHG | SCHWAB STRATEGIC TR | $2.2M | 0.65% | 74,077 | Trimmed |
| 18 | SCHP | SCHWAB STRATEGIC TR | $2.0M | 0.61% | 76,286 | New |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $2.0M | 0.59% | 9,167 | Trimmed |
| 20 | VB | VANGUARD INDEX FDS | $1.9M | 0.57% | 7,210 | Trimmed |
| 21 | VOO | VANGUARD INDEX FDS | $1.8M | 0.52% | 2,930 | Added |
| 22 | GOOGL | ALPHABET INC | $1.6M | 0.47% | 5,456 | Trimmed |
| 23 | DFAC | DIMENSIONAL ETF TRUST | $1.5M | 0.46% | 39,579 | Hold |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.44% | 26,911 | Hold |
| 25 | AAPL | APPLE INC | $1.4M | 0.43% | 5,633 | Added |
Source: SEC Form 13F filings · as of 2026-03-31